Buying and Selling Corporate Businesses: Using Installment Obligations Credits: CPE: 1 Instructor: John G. McWilliams, CPA, J.D., Esq.
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1 2018 Federal & California Business Tax Credits Update Credits: CPE: 1 Instructor: John Fox Langreck, CPA 7/24/ /7/ :00 AM 10:00 AM A B Buying and Selling Corporate Businesses: Asset Sales Credits: CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: /22/ /20/ A B C D Buying and Selling Corporate Businesses: Stock Sales Credits: CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: /22/ /20/ A B C D Buying and Selling Corporate Businesses: Using Installment Obligations Credits: CPE: 1 8/17/ /26/2018 1/28/ A B C Buying and Selling S Corporations: Tax Planning Opportunities 6/22/2018 6/22/2018 1/14/ A B C D E
2 Corporate Income Tax Return Fundamentals, MCLE LS-TX: 6.5 Instructor: George A. Shewchuk, CPA, MST 8/13/2018 8/13/ /25/ /13/ /13/2018 Orange County North San Luis Obispo CPE Week A B C D E Corporate Tax Planning: Strategies and Ideas 7/27/2018 7/27/ /17/ /17/2018 1/11/ A B C D E Cost Capitalization A to Z Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 10/26/ /26/ /14/ /14/ A B C D E F Deal Structure for Mergers and Acquisitions Instructor: George A. Shewchuk, CPA, MST 8/30/2018 8/30/ /26/ /30/ /30/2018 Orange County North San Luis Obispo CPE Week A B C D E
3 Everything We Know So Far About Section 199A: The New QBI Deduction Credits: CPE: 4, MCLE: 3, MCLE LS-TX: 3 Instructor: Gary R. McBride, CPA, Esq., J.D., LL.M. 8/21/ /23/ A B Federal and California Tax Update Credits: CPE: 8, CTEC-CA: 3, CTEC-FTL: 5, IRS-FTL: 5, MCLE: 6.5, MCLE LS-TX: 6.5 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 11/5/ /5/ /7/ /7/2018 1/21/2019 1/21/2019 Burbank Area San Francisco A B C D E F G H Federal and California Tax Update for Businesses and Estates Credits: CPE: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5, MCLE LS-TX: 6.5 Instructor: Annette Nellen, CPA, CGMA, Esq. and Gary R. McBride, CPA, Esq., J.D., LL.M. 11/27/ /27/ /30/ /4/ /11/ /11/ /18/ /18/2018 1/4/2019 1/8/2019 1/8/2019 1/11/2019 1/25/2019 1/29/2019 1/29/2019 East Bay Area Palm Springs CPE Week Burbank Area San Diego Area Los Angeles Airport Orange County South Sacramento Area A B C D E F G H I J K L M N O P Q
4 Federal Income Taxation of Marijuana Businesses Credits: CPE: 2, IRS-TX: 2, MCLE: 1.5, MCLE LS-TX: 1.5 Instructor: David J. Clark, CPA, J.D., Esq. 9/7/ /6/ /20/ :00 AM 11:00 AM A B A Federal Tax Update for Businesses and Estates Credits: CPE: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5 Instructor: Annette Nellen, CPA, CGMA, Esq. and Gary R. McBride, CPA, Esq., J.D., LL.M. 12/14/ /14/ B C Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) Credits: CPE: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5 Instructor: Troy K Lewis, M.Acc., CPA, CGMA 8/28/ /18/ /18/ /15/ /15/ /13/ /13/ /27/ /27/2018 1/16/2019 1/16/ A C B E D G F I H K J Fundamentals of 1031 Exchanges Credits: CPE: 8, CTEC-TX: 8, ET: 2, IRS-TX: 8, MCLE: 6.5, MCLE LS-TX: 6.5 Instructor: G. Scott Haislet, CPA, Esq. 7/30/2018 7/30/ /27/ /17/ /17/2018 Palm Springs CPE Week A B C D E
5 Indirect Taxes and Their Direct Effect on You Credits: CPE: 4, MCLE: 3 Instructor: Daniel L. Thompson, CPA 10/29/ /19/ A B Multi State Tax of C Corps Credits: CPE: 8, MCLE: 6.5 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 6/25/2018 6/25/ /3/ /3/ A B C D Nexus vs. Making Money: The Green Mile of Physical Presence Credits: CPE: 4, MCLE: 3 Instructor: Daniel L. Thompson, CPA 8/29/ /23/ A B Review of Section 199A: The New QBI Deduction Credits: CPE: 2, MCLE: 1.5, MCLE LS-TX: 1.5 Instructor: Gary R. McBride, CPA, Esq., J.D., LL.M. 5/17/ :00 PM A
6 S Corporation Taxation: Comprehensive (Form 1120S) Instructor: Troy K Lewis, M.Acc., CPA, CGMA 6/19/2018 7/12/2018 8/2/2018 8/2/ /17/ /17/ /7/ /7/ /4/ /4/2018 1/15/2019 1/15/2019 San Diego CPE Week A B D C F E H G J I L K S Corporations: Allocation of Results Credits: CPE: 2, MCLE: 2 6/29/ /29/ :30 AM 10:30 AM A B S Corporations: Built in Gain Tax Credits: CPE: 2, MCLE: 1.5 7/9/ /9/ A B S Corporations: Converting to C Corporation Credits: CPE: 2, MCLE: 1.5 7/9/ /9/ :30 AM 10:30 AM A B S Corporations: Distributions, Stock Basis and Loss Limitations Credits: CPE: 2, MCLE: 1.5 6/29/ /29/2018 1:00 PM 1:00 PM A B
7 S Corporations: QSUB Elections Credits: CPE: 1, MCLE: 1 7/9/ /9/2018 1:00 PM 1:00 PM A B S Corporations: Qualification, Election and Termination Credits: CPE: 2, MCLE: 1.5 6/29/ /29/ A B S Corporations: Tax Planning Ideas and Strategies 7/13/ /19/ /19/ /10/ /10/2018 San Diego CPE Week A B C D E S Corporations: The Fundamentals and More 8/6/2018 8/6/ /2/ /2/2018 1/25/ A B C D E Staff Tax Training: S Corporations (Form 1120S) Credits: CPE: 16, CFP: 16, CTEC-TX: 16, IRS-TX: 16 Instructor: Mark Vanden Berge, CPA 12/3/2018 1/14/2019 Orange County South A B
8 Structuring IC-DISCs to Maximize Your Tax Benefits Credits: CPE: 2, IRS-TX: 2, MCLE: 1.5 Instructor: Robert J. Misey, Jr., Esq. 7/10/2018 1/8/ :00 AM 11:00 AM A B Tax Considerations for Buying and Selling a Business 7/20/2018 7/20/ /16/ /16/2018 1/7/ A B C D E Tax Research Skills, MCLE LS-TX: 6.5 Instructor: C. Andrew Lafond, CPA 7/11/2018 7/11/ /25/ /25/2018 1/9/2019 1/9/ A B C D E F Taxation of Marijuana Sales Credits: CPE: 4, CTEC-CA: 4, MCLE: 3 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 9/24/2018 9/24/ /12/2018 1/14/ A B C D
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