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PrevNovember 2019Next
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PSV Board Meeting: November | I1071119

EB 24th Annual Advanced Estate Planning Symposium | E1151119

LA Chapter ABC Night: Attorneys-Bankers-CPAs | G1031119

PSV Board Meeting: November | I1071119

PSV 17th Annual Student & Awards Night | I1231119

SF Fall ABC Mixer | L1031119

BK Outreach: Volunteer at Mission of Kern County | A2131119

LA Business and Industry Committee: The Future of Public Accounting | G2221119

Microsoft Excel®—You Don’t Know What You Don’t Know Webcast | 4193900D

Not-for-Profit Organizations: Accounting Principles And Risk Management Webcast | 4192690C

Top 10 Tools for CFOs to be More Effective Business Partners Webcast | 4192811D

K2's Sales Tax Compliance in a Post-Wayfair World Webcast | 4193873E

Top 10 Tools for CFOs to be More Effective Business Partners Webcast | 4192811C STARTS AT 6:30 AM PDT

Excel Power User Module 9: PivotTable Wrap-Up and Web Data Webcast | 4193098B

K2's Excel's Best New Features Webcast | 4193874E

Deal Structure for Mergers and Acquisitions Webcast | 4191994D

Not-for-Profit Organizations: Accounting Principles And Risk Management Webcast | 4192690D STARTS AT 6:30 AM PDT

Microsoft Excel®—You Don’t Know What You Don’t Know Webcast | 4193900C STARTS AT 6:30 AM PDT

K2's Tales Of True Tech Crimes: Ripped From The Headlines Webcast | 4193623F

Deal Structure for Mergers and Acquisitions Webcast | 4191994C STARTS AT 6:30 AM PDT

Nonprofit Industry Update and GAAP Refresher | 4193964B

Financial Planning Strategies for Life Wealth Cycles | 4194088B
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Private Company Reporting Options: More Changes Ahead | 4192296B

LA Hollywood/BH DG: Internal Control Issues for Small Business Clients | G3041119B

International Tax Lunch: Dual Status Returns—What They Are, How They Work, How to Prepare Them Webcast | 4193823A

SC Annual Student Outreach & Scholarship Luncheon | J1151119

CHC November Board Meeting | C1021119

Excel Power User Module 10: Getting, Preparing, and Summarizing Data Webcast | 4193099B

K2's Excel Power Query—10 Things You Need to Know Webcast | 4193875E

Business Valuation: A Review Of The Essentials Webcast | 4191372C

Deception, Embezzlement and Fraud Webcast | 4193032E STARTS AT 6:30 AM PDT

Improving Audit Quality Webcast | 4193229C

K2's CPA Firm Technologies—Helping Your Practice Grow Webcast | 4193876E

Business Valuation: A Review Of The Essentials Webcast | 4191372D STARTS AT 6:30 AM PDT

K2's Power BI—Advanced Reporting Webcast | 4193877E

Deception, Embezzlement and Fraud Webcast | 4193032F

Risk-Based Audit Standards—Effective Utilization | 4193992C

Essentials of Employee Handbooks | 4193918C

Private Company Reporting Options: More Changes Ahead Webcast | 4192296C

Risk-Based Audit Standards—Effective Utilization | 4193992F
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SC Chapter Board Meeting for November 2019 | J1061119

Estate Planning State Committee November Meeting | Y1951119

Becoming a Conscious Advisor: The Energy of Money | 4194250A CANCELED

Staff Tax Training: Individuals (Form 1040) | 4191468B

LA West San Gabriel Valley/Pasadena DG: Title 31 Exams: Domestic Cash Transactions Issues| G3071119A

Dealing with IRS Appeals | 4193164A

The Accountant's Role in Mergers and Acquisitions Webcast | 4193281D

Accounting Industry Update: Quality, 6 Point Plan, PCAOB Impact Webcast | 4193361B

The Accountant's Role in Mergers and Acquisitions Webcast | 4193281C STARTS AT 6:30 AM PDT

Accounting Industry Update: FASB Hot Topics Financial Presentation Webcast | 4193358B

The Nuts and Bolts of High-End Planning Webcast | 4192323C STARTS AT 6:30 AM PDT

TCJA: Final Regulations And Rulings Webcast | 4193520E

Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) Webcast | 4193580E

TCJA: Final Regulations And Rulings Webcast | 4193520D STARTS AT 6:30 AM PDT

Budgeting And Forecasting Tools And Techniques Webcast | 4193603K

Fundamentals of the U.S. Rules of International Taxation Webcast | 4194196C STARTS AT 6:30 AM PDT

Accounting Industry Update: FASB Changes 2019 & Beyond Webcast | 4193362B

Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) Webcast | 4193580D STARTS AT 6:30 AM PDT

The Nuts and Bolts of High-End Planning Webcast | 4192323D

Budgeting And Forecasting Tools And Techniques Webcast | 4193603R

Addressing Conflicts of Interest and Errors on Tax Returns Webcast | 4193492B

Accounting Industry Update: Revenue Under ASC 606 Webcast | 4193359B

Accounting Industry Update: Lease Accounting Webcast | 4193360B

Budgeting And Forecasting Tools And Techniques Webcast | 4193603J

Fundamentals of the U.S. Rules of International Taxation Webcast | 4194196D

Dealing with IRS Appeals Webcast | 4193164B

Anticipate Development: Moving from Employee to Manager to Leader | 4194234C

Key Tax Planning Concepts and Issues | 4194094E

The Journey to Becoming a Cherished Advisor: The Soft Skills Needed to Create Long-Lasting Client Relationships | 4194225C

Key Tax Planning Concepts and Issues | 4194094B
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LA Westside DG: Worker Classification Updates | G3121119

CANCELLED SD Estate/Personal Financial Planning: Darth, are you my father? - DNA Evidence in Probate | K2151019 CANCELLED

SQ Chapter Board of Directors Monthly Meeting November | M1171119

Staff Tax Training: Individuals (Form 1040) | 4191468B

PSV MAP Peer Exchange - Peninsula North | I2051119A

Federal Tax Update: Comprehensive Individual Tax (Form 1040) Webcast | 4193581D STARTS AT 6:30 AM PDT

Federal Tax Update: Comprehensive Individual Tax (Form 1040) Webcast | 4193581E

199A Deduction: Planning Opportunities Webcast | 4193644F STARTS AT 6:30 AM PDT

199A Deduction: Planning Opportunities Webcast | 4193644G

U.S. GAAP Disclosures For Non-Public Entities Webcast | 4193121E

Social Security: Advanced Education And Training Webcast | 4192968C

Tax Considerations For Buying And Selling A Business Webcast | 4192549C STARTS AT 6:30 AM PDT

Hot International Tax Issues And Practical Planning Webcast | 4193336A

Social Security: Advanced Education And Training Webcast | 4192968B STARTS AT 6:30 AM PDT

U.S. GAAP Disclosures For Non-Public Entities Webcast | 4193121D STARTS AT 6:30 AM PDT

K2's Business Continuity—Best Practices For Managing The Risks Webcast | 4193638R

K2's Business Continuity—Best Practices For Managing The Risks Webcast | 4193638K

Tax Considerations For Buying And Selling A Business Webcast | 4192549D

The 163(j) Interest Deduction Limitation Webcast | 4193859G

K2's Business Continuity—Best Practices For Managing The Risks Webcast | 4193638J

The 163(j) Interest Deduction Limitation Webcast | 4193859F

Learn Engagement: 4 Steps To Retaining Top Talent Webcast | 4193846B

Personal Financial Planning Update: General Financial Planning Webcast | 4193176B

EB Partners Forum: Mergers & Acquisitions | E1131119

The Strategic Finance Department - 15 New Roles | 4194230B

Partnership Basics II: Drafting Partnership Allocations | 4194295A

Assisting the Survivors—CPA’s Role in the Decedent’s Estate | 4194075B

The Journey to Becoming a Cherished Advisor: Designing the Future Firm – Next Generation Hiring, Staffing and Succession Planning | 4194207C
20
IE Firm Management Forum: 2020 California HR Law Updates | D2151119

SVSJ Management of an Accounting Practice Peer Exchange | N2101119

CNC Chapter Board of Directors Monthly Meeting November | B1021119

LA Management of an Accounting Practice (MAP): What Every Tenant Must Know When Leasing Office Space | G2191119

Staff Tax Training: Individuals (Form 1040) | 4191468B

SD North County Inland DG: Burning Issues with 1099s and Independent Contractors | K3061119

LA Torrance DG: The Small Business Reorganization Act of 2019 - Debtor and Creditor Precautions | G3131119

Staff Training for Accounting and Auditing: Beginning-in-Charge | 4191462B

Advanced Fraud Case Study: Part 2 Webcast | 4192887C

Advanced Fraud Case Study: Part 1 Webcast | 4192886C STARTS AT 6:30 AM PDT

Advanced Fraud Case Study: Part 1 Webcast | 4192886D

Corporate Tax Planning: Strategies and Ideas Webcast | 4193116C STARTS AT 6:30 AM PDT

K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4193616R

K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4193616K

Family Law Conference (Rebroadcast) | 5191236E

K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webcast | 4193616J

Financial Statement Analysis: Unraveling the Mystery For Management Webcast | 4192805C STARTS AT 6:30 AM PDT

Estate Planning: A Comprehensive Overview Webcast | 4192314D

Estate Planning: A Comprehensive Overview Webcast | 4192314C STARTS AT 6:30 AM PDT

Advanced Fraud Case Study: Part 2 Webcast | 4192887D

Corporate Tax Planning: Strategies and Ideas Webcast | 4193116D

Financial Statement Analysis: Unraveling the Mystery For Management Webcast | 4192805D

SVSJ Tax Group: Opportunity Zones - Getting To Know Them | N2171119

How to Lead, Coach, and Develop a Winning Team | 4194231C

Remote Management | 4194046C

Anticipate Client Needs: Beyond Best Practices in Client and Customer Service | 4194227B
21
CHC Awards Night at SB Yacht Club | C1071119

LA East San Gabriel Valley DG: 17 Features of an Indexed Universal Life Policy | G3031119A

SVSJ Student Night | N1501119

SC Davis Discussion Group: Economic Outlook and Opportunities | J3041119

Federal, State, Local and International Taxation Conference | 5193236A

SD Firm Administrator Forum | K1101119

Staff Training for Accounting and Auditing: Beginning-in-Charge | 4191462B

If You Only Knew What Microsoft Word Could Do Webcast | 4193587E

Partnership Taxation: Comprehensive (Form 1065) Webcast | 4193577F

Cloud Computing Webcast | 4193633K

Accountancy Laws, Ethics, Taxes and Financial Reporting: Regulatory Review Webcast | 4192177G

Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics Webcast | 4192180G

Partnership Taxation: Comprehensive (Form 1065) Webcast | 4193577E STARTS AT 6:30 AM PDT

SSARS Codification: Preparation, Compilation and Review of Financial Information Webcast | 4192878F STARTS AT 6:30 AM PDT

Getting the Most from Microsoft Outlook Webcast | 4193586F

Cloud Computing Webcast | 4193633J

SSARS Codification: Preparation, Compilation and Review of Financial Information Webcast | 4192878G

If You Only Knew What Microsoft Word Could Do Webcast | 4193587D

Cloud Computing Webcast | 4193633R

Sexual Harassment Awareness & Prevention | 4194061C

Federal, State, Local and International Taxation Conference Webcast | 5193236B

The Journey to Becoming a Cherished Advisor: Technology, the Process and Practice Management | 4194210C

Uniform Guidance Compliance Update | 4193999C

Federal, State, Local and International Taxation Conference (Simulcast) | 5193236C
22
Accounting Fraud | 4192344E

Federal, State, Local and International Taxation Conference | 5193236A

Staff Training for Accounting and Auditing: Beginning-in-Charge | 4191462B

Excel Shortcuts Users Should Know About Webcast | 4193585C

Excel Shortcuts Users Should Know About Webcast | 4193585D

Accounting Fraud Webcast | 4192344C

Defining Where and Why Internal Controls are Needed Webcast | 4193583B

K2's Extending The Power of Excel With Useful Add-Ins Webcast | 4193626F

IRAs: Tax Efficient Tools for Retirement Webcast | 4193906E

Defining Where and Why Internal Controls are Needed Webcast | 4193583C

K2's Improving Communications with Effective Visualizations Webcast | 4193878E

Taxation Of Marijuana Sales Webcast | 4193274C

Angels, Crowd Funding and Venture Capitalists Webcast | 4191536C STARTS AT 6:30 AM PDT

Start-up and Small Business Financial Statements: Issues and Fraud Webcast | 4193484C

IRAs: Tax Efficient Tools for Retirement Webcast | 4193906D STARTS AT 6:30 AM PDT

Angels, Crowd Funding and Venture Capitalists Webcast | 4191536D

K2's Accessing and Cleaning Data with Excel, Power Query and Power BI Webcast | 4193625F

Federal, State, Local and International Taxation Conference Webcast | 5193236B

Identifying and Addressing the Risk of Fraud in Nonprofit Organizations | 4193988B

Tax Exempt Organizations—Basic Issues for Operating, Organizing, and Preparing Forms | 4194119B

Tax Exempt Organizations—Basic Issues for Operating, Organizing, and Preparing Forms | 4194119E

Anticipate Engagement: Motivating the Next Workforce | 4194224C

Federal, State, Local and International Taxation Conference (Simulcast) | 5193236C
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LA West San Gabriel Valley/Pasadena DG: Understanding Criminal Prosecution of Tax Crimes| G3071119B

K2's The Best of the Best—Office Productivity Boosters Webcast | 4193879E

How Fraud Can Affect Smaller Organizations Webcast | 4193894E STARTS AT 6:30 AM PDT

Trusts As Retirement Plan Beneficiaries Webcast | 4193496B

K2's Going Virtual—Technologies to Support Remote Team Members Webcast | 4193880E

Accounting For Nonprofit Board Members Webcast | 4193124B

How Fraud Can Affect Smaller Organizations Webcast | 4193894F

Case Studies in Accounting Fraud Webcast | 4193863C

IRS International Tax Controversies: Procedural and Substantive Issues Webcast | 4193035B

K2's A Scary Ride Through The Dark Web Webcast | 4193881E

Changes to GAAP Affecting Non-Public Entities—Recent Pronouncements & Criteria Overview Webcast | 4192513I

Changes to GAAP Affecting Non-Public Entities—Recent Pronouncements & Criteria Overview Webcast | 4192513H STARTS AT 6:30 AM PDT

Nonprofit GAAP Refresher | 4193953C

Federal Tax Update for Individuals Webcast | 4193213A

Not-for-Profit Update | 4193972B

A Vision for the Future-Ready Leader | 4194212C

How to Build a Culture of Engagement that Maximizes Trust, Accountability, and Performance | 4194205C
26
CHC SB DG: SALT & Use Tax in Light of the Wayfair Case | C3031119

Business Succession Planning And Exit Strategies Webcast | 4191450C STARTS AT 6:30 AM PDT

How to Survive Your Peer Review Webcast | 4193843C

K2's Top PDF Features You Should Know Webcast | 4193607K

K2's Testing and Auditing Excel Workbooks Webcast | 4193882J

CPA Firm Ethics—Practice Workshop Webcast | 4193842D

CPA Firm Ethics—Practice Workshop Webcast | 4193842C STARTS AT 6:30 AM PDT

K2's Top PDF Features You Should Know Webcast | 4193607J

Excel Financial Reporting And Analysis Webcast | 4193598O

Excel Financial Reporting And Analysis Webcast | 4193598J

K2's Testing and Auditing Excel Workbooks Webcast | 4193882I

Retirement Penalties And Rollover Issues Webcast | 4193497B

Excel Financial Reporting And Analysis Webcast | 4193598K

How to Survive Your Peer Review Webcast | 4193843D

Business Succession Planning And Exit Strategies Webcast | 4191450D

Financial Storytelling: The Key in Growing Your Organization to the Next Level | 4194206B

Section 199A Explored—Planning for Qualified Business Income | 4194104F

Federal Tax Update for Businesses and Estates Webcast | 4193214A

Section 199A Explored—Planning for Qualified Business Income | 4194104C
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IE December Board of Directors Meeting | D1061219

Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) Webcast | 4193580G

Staff Tax Training: S Corporations (Form 1120S) | 4192051B

The Nuts and Bolts of High-End Planning | 4192323E

From Discovery to Trial: Working a Fraud Case | 4193440C

Accounting and Auditing Update | 4191010E

LA West San Gabriel Valley/Pasadena DG: Cloud Computer & Paperless Accounting| G3071219

Federal and California Tax Update for Individuals | 4191498A

K2's Advanced Excel Functions And Formulas Webcast | 4193611F

Combating Internal Fraud Webcast | 4193904B

Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) Webcast | 4193580F STARTS AT 6:30 AM PDT

State and Federal Ethics Considerations Webcast | 4193138C

K2's Data Analysis With Power Pivot Webcast | 4193609F

K2's Mastering The Excel Data Model Webcast | 4193619F

Leases: Is It A Lease? (Topic 842-10) Webcast | 4193307B

Compilation and Review Practice Guide | 4193978F

Compilation and Review Practice Guide | 4193978C

Federal and California Tax Update for Individuals Webcast | 4191498B
3
LA San Fernando Valley Evening DG: Savvy Social Security Planning for CPAs | G3011219

Federal Tax Update: Comprehensive Individual Tax (Form 1040) Webcast | 4193581F

Staff Tax Training: S Corporations (Form 1120S) | 4192051B

Special Topics In Partnership And LLC Taxation | 4193127E

Statement of Cash Flows: Preparation and Analysis | 4192284E

Sophisticated Planning for High-Net-Worth Clients | 4193834C

PSV MAP Peer Exchange - Peninsula South | I2051219

Federal and California Tax Update for Businesses and Estates | 4191501A

K2’s Microsoft Office 365 All the Things You Need to Know Webcast | 4193883I

K2’s Microsoft Office 365 All the Things You Need to Know Webcast | 4193883Q

Family Law 101 Webcast | 4193809D

K2’s Microsoft Office 365 All the Things You Need to Know Webcast | 4193883J

S Corporation Taxation: Comprehensive (Form 1120S) Webcast | 4193578H

S Corporation Taxation: Comprehensive (Form 1120S) Webcast | 4193578G STARTS AT 6:30 AM PDT

Leases: Lessee (Topic 842-20) Webcast | 4193308B

Capital Gain Minimization Techniques Webcast | 4193805C

Financial Planning For Healthcare Webcast | 4193829D

Financial Planning For Healthcare Webcast | 4193829C STARTS AT 6:30 AM PDT

Federal Tax Update: Comprehensive Individual Tax (Form 1040) Webcast | 4193581G

Analytical Procedures Workshop | 4193975C

Federal and California Tax Update for Businesses and Estates Webcast | 4191501B
4
California Frauds, Scams and Scandals | 4192651C

IE ABC: Attorneys Bankers and CPAs & Awards Networking Social: Palm Springs | D1081219

Accounting Industry Update | 4193232E

Real Estate Taxation | 4192305E

BK Seventh Annual Member Appreciation Holiday Party | A1051219

PSV Nonprofit Group - Contributions: Auditing and Disclosure | I2031219

Hot International Tax Issues And Practical Planning Webcast | 4193336B

Negotiate for Success: Psychology of Power Persuasion Webcast | 4192418E

Advanced Personal Financial Planning Update Webcast | 4191033D

Family Law Cash Flow And Business Valuation Webcast | 4193807D

Preparation, Compilations and Reviews—A Practical Workshop Webcast | 4193844C STARTS AT 6:30 AM PDT

Small-Business Internal Control, Security and Fraud Prevention and Detection Webcast | 4193871I

Small-Business Internal Control, Security and Fraud Prevention and Detection Webcast | 4193871N

Negotiate for Success: Psychology of Power Persuasion Webcast | 4192418D STARTS AT 6:30 AM PDT

Preparation, Compilations and Reviews—A Practical Workshop Webcast | 4193844D

Small-Business Internal Control, Security and Fraud Prevention and Detection Webcast | 4193871J

Advanced Personal Financial Planning Update Webcast | 4191033C STARTS AT 6:30 AM PDT

Moore Marsden Calculation—Equity Of The Home In Family Law Webcast | 4193808D

Staff Training: Supervisory | 4191465A

New Businesses—Advising Clients on Related Tax Issues | 4194096B
5
BOT Foundation Board of Trustees Meeting, Dec. 2019| R1011219

BOD CalCPA Board of Directors Mtg. Dec 2019 | W1401219

SF YEP Holiday Mixer and Elijah Award Winning Exam Tips Panel Discussion | L2261219

SD Chapter Holiday Party | K1051219

Federal and California Tax Update for Individuals | 4191498C

OCBOA Case Studies | 4193519E

Top 10 Things Financial Planners Need To Know About Estate Planning | 4191528E

SC Day of Giving - Volunteer and Community Outreach | J1021219

QuickBooks for Accountants Webcast | 4193635R

IRS Criminal Enforcement For Accountants Webcast | 4193563B

Leases: Lessor & Effective Date And Transition (Topic 842-30) Webcast | 4193309B

Defined Benefit Plans: Tax Saving Opportunities Webcast | 4193833C

Managing Your Time As If It Was Your Money Webcast | 4192976B

Advising Clients Of Social Security Benefits Webcast | 4191453E

QuickBooks for Accountants Webcast | 4193635J

QuickBooks for Accountants Webcast | 4193635K

Advising Clients Of Social Security Benefits Webcast | 4191453D STARTS AT 6:30 AM PDT

Staff Training: Supervisory | 4191465A

SD La Jolla/Life's A Beach DG: Tax Reform and Year End Tax Planning | K3041219
6
BOT Foundation Board of Trustees Meeting, Dec. 2019| R1011219

LA Santa Clarita Valley DG: California Tax Update from the Taxpayer Advocate’s Office | G3091219

EB Management of an Accounting Practice Peer Exchange | E2141219

SSARS Codification: Preparation, Compilation and Review of Financial Information | 4192878H

Federal and California Tax Update for Businesses and Estates | 4191501C

Ethical And Legal Standards For CPAs | 4191179A

Internal and External Fraud: Understanding it and Working to Control It Webcast | 4193899G STARTS AT 6:30 AM PDT

K2's Filtering The World—Spam, Virus And Malware Protection Webcast | 4193628F

Federal And California Tax Update Webcast | 4191583F

Avoiding Tax Malpractice Webcast | 4193020C STARTS AT 6:30 AM PDT

Avoiding Tax Malpractice Webcast | 4193020D

Federal And California Tax Update Webcast | 4191583E STARTS AT 6:30 AM PDT

K2's Excel Financial Modeling Best Practices Webcast | 4193612F

Entity Choice—Tax Considerations Webcast | 4193117D

Entity Choice—Tax Considerations Webcast | 4193117C STARTS AT 6:30 AM PDT

K2's Implementing Password Management and Data Loss Prevention Tools for Better Security Webcast | 4193884E

Internal and External Fraud: Understanding it and Working to Control It Webcast | 4193899H

Staff Training: Supervisory | 4191465A

Government Auditing Standards—2018 Yellow Book | 4193998C
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