November 2019 Sun Mon Tue Wed Thu Fri Sat 27 28 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 PSV Board Meeting: November | I1071119 EB 24th Annual Advanced Estate Planning Symposium | E1151119 LA Chapter ABC Night: Attorneys-Bankers-CPAs | G1031119 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 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 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 15 Private Company Reporting Options: More Changes Ahead | 4192296B 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 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 | 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 16 17 18 SC Chapter Board Meeting for November 2019 | J1061119 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 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 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 19 LA Westside DG: Worker Classification Updates | G3121119 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 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 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 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 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 | 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 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 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 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 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 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 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 23 24 25 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 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 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 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 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 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 27 28 29 30 1 2 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 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 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 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 | 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 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 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 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 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 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 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 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 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 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 Staff Training: Supervisory | 4191465A Government Auditing Standards—2018 Yellow Book | 4193998C 7