2015 CPE Weeks

Unwind

Relax

Learn

Including Luxury CPE Destinations

July 2015 | San DiegoHyatt Regency Mission Bay

This July, you can enjoy 70 miles of coastline, easy access to beaches, mountains, deserts and a vibrant downtown in San Diego! You’ll have the opportunity to earn 40 hours of CPE and enjoy a resort with ocean views, waterfront dining, a poolside lounge and eco-friendly spa.

August 2015 | MontereyEmbassy Suites Seaside

The world is your oyster in Monterey Bay. Earn up to 40 hours of CPE, sip hand-crafted wines, play golf on legendary links, explore the Monterey Bay Aquarium or shop at local art galleries. Monterey offers something for everyone!

October 2015 | San Luis ObispoEmbassy Suites SLO

Soak up the sun and up to 40 hours of CPE at the 2015 San Luis Obispo CPE Week! It’s your destination for breathtaking hikes, award-winning wines, sandy beaches and delicious cuisine.

NEW November 2015 | Newport BeachPelican Hill Resort

Take advantage of CalCPA Education Foundation’s newest CPE Week experience. Newport Beach CPE Week o� ers up to 24 hours of CPE and exclusive access to a � ve-star luxury resort with ocean-view golf, Conde Nast Traveler’s No. 1 spa in California, four hotel restaurants and more! Spaces are limited so be sure to register today.

December 2015 | Palm SpringsOmni Rancho Las Palmas

There’s no better place to � nd fun, sun, relaxation and education this December! In this world-famous vacation destination, you can enjoy desert views on the tram to Mt. San Jacinto, shopping at The River and on El Paseo or gol� ng at one of many top-rated courses.

Top instructors, relaxing destinations and up to 40 hours of continuing education—CalCPA Education Foundation CPE Weeks offer it all! You’ll enjoy free Wi-Fi, daily complimentary lunch, and access to discounted parking and room rates at hotels that are ideal for business travel as well as family vacations.

Maximize your savings with one of our Value Priced Education (VPE) Discount Programs—VPE 80/40/24 values available to perfectly match with your CPE Week experience of choice. calcpa.org/discountsWhether you want to learn in the city you call home or explore one of California’s top vacation spots, you have fi ve great locations to choose from now including Luxury CPE destinations.

CPE Weeks2015

Register today! calcpa.org/CPEweeks

Luxury CPE

Luxury CPE

Luxury CPE

Special Thanks to Our Sponsor

MONDAY, JULY 6Advising Clients of Social Security Benefits Jim R. Blair Credit: CPE 8; CFP 8; MCLE 6.5; LS-EP 6.5Event Code: 4151453A

Business Valuation: A Review of the Essentials Richard S. Barnes, CPA, ABV, CFFCredit: CPE 8; AA 4Event Code: 4151372A

Cost Capitalization A–Z Kathleen K. Wright, CPA, J.D., LLMCredit: CPE 8; CTEC Fed 8; MCLE 6.5; 1139 IRS-Fed 8Event Code: 4152778A

Fraud: Essential Audit Tools and Techniques

Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4Event Code: 4152872C

The New Group Audit Standard: Understanding the Essentials

Thomas E. Noce, CPA, CFECredit: CPE 4; AA 4 Event Code: 4152889C

TUESDAY, JULY 7Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4151010E

Effective Work Paper Techniques: Building a Better Work Paper David E. Gosselin, CPACredit: CPE 8; AA 8Event Code: 4151664A

Top 10 Things Financial Planners Need to Know About Estate Planning Mary Kay A. Foss, CPACredit: CPE 8; CFP 8Event Code: 4151528A

Choice of Entity Workshop John G McWilliams, CPA, J.D.Credit: CPE 8; EA 8; CTEC Fed 6 MCLE 6.5; LS-TX 6.5; IRS-Fed 8Event Code: 4151123A

WEDNESDAY, JULY 8Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Daniel D. Morris, CPACredit: CPE 8; Ethics 4; RR 2; CTEC-ET 4Event Code: 4151218A

Fresh Start Fair Value and Impairment Accounting

Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8 Event Code: 4153033B

The Nuts and Bolts of High End Planning David B. Gaw, Esq. and Jacqueline A. Patterson, Esq., CPA, J.D., MBTCredit: CPE 8; LS-EP 6.5; MCLE 6.5; CFP 8Event Code: 4152323A

Additional Course TBDvisit calcpa.org/SanDiego

THURSDAY, JULY 9Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281A

SAN DIEGO July 6-10, 2015 | Hyatt Regency Mission Bay

Forensic Technology and The Fight Against Fraud: The Use of Forensic

Data Analysis and Computer Forensics Brian Lopez, CFE and Louis Anthony BohorquezCredit: CPE 8; AA 8; FR 4 Event Code: 4151592A

Form 1041 Workshop Jacqueline A. Patterson, Esq., CPA, J.D., MBTCredit: CPE 8; AA 1 LS-EP 6.5; MCLE 6.5Event Code: 4151979A

The New Compilation and Review Standards Howard Sibelman, CPACredit: CPE 8; AA 8Event Code: 4152878A

FRIDAY, JULY 10Affordable Care Act - Tax Favored Health Care Plans After ACA

J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; CFP 8; CTEC Fed 8; EA 8; MCLE 6.5; IRS-Fed 8Event Code: 4152966A

Detecting Fraudulent Financial Reporting Cecil Jackson, Ph.D.Credit: CPE 8; AA 8; FR 4Event Code: 4152669C

Employee Stock Options Karen Brosi, CFP, EACredit: CPE 4;

Event Code: 4152964A

Review of Significant Accounting Topics Mark E. Dauberman, CPACredit: CPE 8; AA 8 Event Code: 4152792A

Top 10 AMT Causes and Planning Strategies

Karen Brosi, CFP, EACredit: CPE 4; MCLE 3.5 EA 4; IRS-Fed 4Event Code: 4152552A

Hyatt Regency Mission Bay

Luxury CPE

MONDAY, AUGUST 3Affordable Care Act:Review and Update

J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; CFP 8; IRS-Fed 8; EA 8 Event Code: 4153022C

Disclosure: The Key to Financial Statements Howard S. Sibelman, CPACredit: CPE 8; AA 8Event Code: 4152522A

Small Business Internal Control, Security and Fraud Prevention and Detection Thomas Stephens, Jr., CPA, CITP Credit: CPE 8; AA 8; FR 8Event Code: 4151294C

TUESDAY, AUGUST 4Budgeting and Forecasting Tools and Techniques Thomas Stephens, Jr., CPA, CITPCredit: CPE 8; AA 4Event Code: 4152978C

Compilation and Review Practice Guide Howard S. Sibelman, CPACredit: CPE 8; AA 8 Event Code: 4152881B

Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4152531C

WEDNESDAY, AUGUST 5GAAP Update Mark E. Dauberman, CPACredit: CPE 8; AA 8Event Code: 4152513E

Settled & Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq.Credit: CPE 8; AA 8; MCLE 6.5; LS-EP 6.5Event Code: 4152186A

MONTEREY August 3-7, 2015 | Embassy Suites Seaside

Statement of Cash Flows: Preparation and Analysis Workshop Summer Taylor, CPACredit: CPE 8; AA 8Event Code: 4152284C

THURSDAY, AUGUST 6Accountancy Laws, Ethics, Taxes and Financial Reporting Review Richard Ferdinand, CPACredit: CPE 8; RR 2; Ethics 4; CTEC-ET 4; IRS-Ethics 4; EA 4 Event Code: 4152174A

Forensic Auditing, Auditing For Fraud Risks Brian Y. Lopez, CFE, Ronald Durkin and Louis Anthony BohorquezCredit: CPE 8; AA 8; FR 4 Event Code: 4151577A

Partnership and LLC Taxation: Advanced Issues, Including Transfers of Interests and Liquidations Mark J. Patrick, CPA, CVA Credit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151398A

FRIDAY, AUGUST 7Preparing Complex 1040s Mark J. Patrick, CPA, CVACredit: CPE 8; IRS-Fed 8; LS-TX 6.5; CTEC Fed 8; MCLE 6.5; CFP 8Event Code: 4151375A

Controls, Risks and Financial Reporting Richard Ferdinand, CPACredit: CPE 8; AA 8; FR 4 Event Code: 4152293C

Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8Event Code: 4152516A

Register today! calcpa.org/CPEweeks

(800) 9-CalCPAEmbassy Suites Seaside

MONTEREY August 3-7, 2015 | Embassy Suites Seaside

MONDAY, OCTOBER 19Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4151010J

Advanced Tax Planning Techniques Jacob Stein, Esq.Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054A

TUESDAY, OCTOBER 20Everything You Need to Know About Trusts Kenneth Kosso� and Jacob SteinCredit: CPE 8; MCLE 6.5; 4746 LS-EP 6.5; 4746 CFP 8; LS-TX 6.5 Event Code: 4151519B

Other Comprehensive Basis of Accounting Fundamentals Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8 Event Code: 4152308G

MONDAY, NOVEMBER 2Federal and California Tax Update Kathleen K. Wright, CPA, J.D., LLMCredit: CPE 8; LS-TX 6.5; MCLE 6.5; CTEC Fed 5; CTEC Cal 3; IRS-Fed 5 Event: 4151583A

The New Compilation and Review Standards Howard Sibelman, CPACredit: CPE 8; AA 8 Event Code: 4152878B

WEDNESDAY, OCTOBER 21Tax Practice and Procedures for California CPAs Arthur Dellinger, CPACredit: CPE 8Event Code: 4153021A

Deception, Embezzlement and Fraud Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8; FR 4 Event Code: 4153032D

THURSDAY, OCTOBER 22Fresh Start, Fair Value and Impairment Accounting Suzan C. Dennis, CPA, MSACredit: CPE 8; AA 8Event Code: 4153033C

Federal Tax Update: Individuals (Form 1040) J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CFP 8; EA 8; CTEC Fed 8; IRS-Fed 8 Event Code: 4152024A

TUESDAY, NOVEMBER 3Fraud: Essential Audit Tools and Techniques

Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4 Event Code: 4152872E

Mitigating Fraud Engagement Risk for Nonaudit Practitioners

Thomas E. Noce, CPA, CFECredit: CPE 4; FR 4; AA 4 Event Code: 4152873D

Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFECredit: CPE 8; AA 2; RR 2; Ethics 4; FR 2Event Code: 4151179E

FRIDAY, OCTOBER 23Ethical and Legal Standards for CPAs Dana A. Basney, MCPA, ABV, CFF, CIRA, CVA, CFF, CFECredit: CPE 8; AA 2; RR 2; Ethics 4; FR 2Event Code: 4151179D

Federal Tax Update: C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065) J. Patrick Garverick, CPA, CFP, MTCredit: Credit: CPE 8; CTEC Fed 8; CFP 8; MCLE 6.5; EA 8; IRS-Fed 8Event Code: 4151988A

WEDNESDAY, NOVEMBER 4Settled and Approved: Fiduciary Accounting from Start to Finish Margaret Hand, Esq.Credit: LS-EP 6.5 Event Code: 4152186C

Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8Event Code: 4151010K

SAN LUIS OBISPO October 19-23, 2015 | Embassy Suites SLO

NEW NEWPORT BEACH November 2-4, 2015 | Pelican Hill Resort

Pelican Hill Resort, Newport Beach

Luxury CPE

PALM SPRINGS December 7-11, 2015 | Omni Rancho Las Palmas

MONDAY, DECEMBER 7Accounting and Auditing Update Thomas E. Noce, CPA, CFECredit: CPE 8; AA 8Event Code: 4151010M

Stopping Fraud in Your Business Stephen Getzo� , CPACredit: CPE 8; AA 8; FR 4; MCLE 6.5 Event Code: 4151447C

Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; EA 8; CFP 8; CTEC Fed 8; MCLE 6.5; IRS-Fed 8 Event Code: 4152281C

Real Estate Taxation G. Scott HaisletCredit: CPE 8; EA 8; 1139 MCLE 6.5; 1139 LS-TX 6.5; 4746 CFP 8 Event Code: 4152305D

TUESDAY, DECEMBER 8Internal Control: Your First Defense Against Errors and Fraud Thomas E. Noce, CPA, CFECredit: CPE 8; FR 4; AA 8; GT 8 Event Code: 4151303D

Revenue: Present and Future Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8 Event Code: 4152516D

Passive Activities and Rental Real Estate Income Tax Issues J. Patrick Garverick, CPA, CFP, MTCredit: CPE 8; MCLE 6.5; CTEC Fed 8; EA 8; CFP 8; IRS-Fed 8Event Code: 4152531G

Nine Tax & Financial Planning Topics That Will Make You a Hero to Your Clients Mark Allen, CFP, EA Credit: CPE 8; EA 8; CFP 8; IRS-Fed 8 Event Code: 4153002C

WEDNESDAY, DECEMBER 9Financial Reporting: Your Guide to Reading Financial Reports Bobbe Barnes, CPA, CGMA, CMA, CGFMCredit: CPE 8; AA 8 Event Code: 4152875C

Advanced Tax Planning Techniques Jacob Stein, Esq.Credit: CPE 8; LS-TX 6.5; CTEC Fed 8; IRS-Fed 8; LS-EP 6.5; MCLE 6.5 Event Code: 4151054D

Everyday Ethics: Doing Well by Doing Good Ronald J. Baker, CPA and Dan MorrisCredit: CPE 8; Ethics 4; RR 2; CTEC-ET 4Event Code: 4151218B

LLCs & Partnerships: Review of Selected Topics Michael L. Vinson, J.D., LLM (Taxation) (Taxation)Credit: CPE 8; LS-TX 6.5; CTEC Fed 6 MCLE 6Event Code: 4151323D

THURSDAY, DECEMBER 10Federal and California Tax Update for Individuals Gary McBride, Esq., CPA, LLM and Annette NellenCredit: CPE 8; CTEC Fed 8; EA 8; MCLE 6.5; LS-TX 6.5; IRS-Fed 8 Event Code: 4151498C

Estate Planning: A Comprehensive Overview Jacob Stein, Esq.Credit: CPE 8; MCLE 6.5 Event Code: 4152314D

Tax Practitioner’s Guide to Accounting and Reporting Issues Kenneth Heaslip, MS, MBA, CPA, CGMACredit: CPE 8; AA 8 Event Code: 4152500F

GAAP Update Mark Dauberman, CPACredit: CPE 8; AA 8 Event Code: 4152513K

FRIDAY, DECEMBER 11Federal and California Tax Update for Businesses and Estates Gary McBride, Esq., CPA, LLM and Annette NellenCredit: CPE 8; CTEC Fed 8; IRS-Fed 8; LS-TX 6.5; MCLE 6.5; CFP 8Event Code: 4151501C

Advanced Issues: The Art of the Estate Tax Return Keith Schiller, Esq. Credit: CPE 8; LS-EP 6.5; 2099-CE-0186 CTEC Fed 8; MCLE 6.5; CFP 8Event Code: 4151982C

FASB and AICPA Update: Practical Guidance Kenneth Heaslip, MS, MBA, CPA, CGMACredit: CPE 8; AA 8 Event Code: 4152497F

Staying Current with Nonprofit Accounting and Auditing Laura Lindal, CPACredit: CPE 8; AA 8Event Code: 4152965E

Omni Rancho Las Palmas

Luxury CPE

CONTACTCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066

(800) 922-5272Fax (888) 868-8558calcpa.org

EVENT PRICINGMember:CPE 4: $140CPE 8: $275

Nonmember:CPE 4: $188CPE 8: $375

ACCOMMODATIONSSan Diego | Hyatt Regency Mission BayRate: $229 single/double Resort Fee: $10/day resort fee (per room)888-421-1442Group ID: CalCPARoom block: July 4-12Classes: July 6-10Cut-o� date: June 5Complimentary Day Parking; 25% o� Overnight self-parkingComplimentary guest room internet

Monterey | Embassy Suites Seaside Rate: $240Additional Fee: $2 per night city assessment831-393-1115, 800-EMBASSY, or www.embassymonterey.comGroup ID: California CPA Education FoundationRoom block: August 1-7Classes: August 3-7Cut-o� date: July 2; 72-hour cancellationDaily Parking $5; Overnight self-parking, $10Free in-suite internet

San Luis Obispo | Embassy Suites SLORate: $144 single/$144 double800-362-2779, 805-549-0800 embassysuitesslo.comGroup ID: California CPA Education FoundationRoom block: October 18-23Classes: October 19-23Cut-o� date: September 18Complimentary parkingFree in-suite internet

NEW NEWPORT BEACH | PELICAN HILL RESORTRate: $345 bungalow (single/double)855-857-7297Group ID: California CPA Education FoundationRoom block: November 1-5Classes: November 2-4Cut-o� date: October 2Complimentary valet & self-parkingFree guest room internet

Palm Springs | Omni Rancho Las PalmasRate: $170 Resort Fee: $15/day resort fee (per room)866-423-1195, or visit: www.rancholaspalmas.comGroup ID: CalCPA Education FoundationRoom block: December 5-12Classes: December 7-11Cut-o� date: October 30; 7-day cancellationComplimentary valet & self-parkingGuest-room internet

DISCOUNT PROGRAMS

Want to pay using a CPE discount program?CalCPA Education Foundation member discount programs offer great value and can be used for conferences, courses, staff training, and CPE Weeks, now including exclusive Luxury CPE destinations.

(800) 9-CalCPA, (800) 922-5272calcpa.org/discounts

REGISTRATION POLICYAll registrations are taken on a � rst-come, � rst-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.

CANCELLATION POLICYIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.

VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies. Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org

CalCPA Education Foundation is registered with the National Association of State

Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have � nal authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.

CREDIT INFORMATION AA Recommended for ful� lling the

24-hour A&A CPE requirement. EA Recommended for ful� lling the Enrolled Agents CPE requirement. ET Recommended for ful� lling the Ethics CPE requirement (in California). RR Recommended for ful� lling the Regulatory Review CPE requirement (in California). FR Recommended for ful� lling the Fraud CPE requirement. GT Recommended for ful� lling the Government CPE requirement. MCLE Quali� es for MCLE credit. LS-EP Quali� es for Legal Specialization (Estate Planning, Trust and Probate Law). LS-TX Quali� es for Legal Specialization (Taxation Law). CFP-EP Quali� es for CFP—Estate Planning. CFP-GP Quali� es for CFP—General Principles of Financial Planning. CFP-IT Quali� es for CFP—Income Tax Planning.CTEC-CA Quali� es for California CTEC credit. CTEC-ET Quali� es for Ethics CTEC credit

Register today! calcpa.org/CPEweeks

(800) 9-CalCPAOmni Rancho Las Palmas

CalCPA Members: $1,295

Save up to $1,995*80 hours of CPE

Save up to $830*40 hours of CPE

VPE40VPE404040404040VPE40

Save up to $300*24 hours of CPE

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1800 Gateway Drive, Suite 200San Mateo, CA 94404800.9.CalCPA | 800.922.5272CalCPA.org

CPE Weeks

San Diego: July 6-10 Hyatt Regency Mission BayMonterey: Aug. 3-7 Embassy Suites SeasideSan Luis Obispo: Oct. 19-23 Embassy Suites SLONEW! Newport Beach: Nov. 2-4 Pelican Hill ResortPalm Springs: Dec. 7–11 Omni Rancho Las Palmas

2015

Non-profi t Org.U.S. Postage

PAIDCalCPA Education

Foundation