2018 Federal & California Business Tax Credits Update Credits: CPE: 1 Instructor: John Fox Langreck, CPA 7/24/2018 11/7/2018 10:00 AM 10:00 AM 4183285A 4183285B Buying and Selling Corporate Businesses: Asset Sales Credits: CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: 3.2 10/22/2018 12/20/2018 4183114A 4183114B 4183114C 4183114D Buying and Selling Corporate Businesses: Stock Sales Credits: CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: 3.2 10/22/2018 12/20/2018 4183113A 4183113B 4183113C 4183113D Buying and Selling Corporate Businesses: Using Installment Obligations Credits: CPE: 1 8/17/2018 10/26/2018 1/28/2019 4183326A 4183326B 4183326C Buying and Selling S Corporations: Tax Planning Opportunities 6/22/2018 6/22/2018 1/14/2019 4182317A 4182317B 4182317C 4182317D 4182317E
Corporate Income Tax Return Fundamentals, MCLE LS-TX: 6.5 Instructor: George A. Shewchuk, CPA, MST 8/13/2018 8/13/2018 10/25/2018 12/13/2018 12/13/2018 Orange County North San Luis Obispo CPE Week 4181143A 4181143B 4181143C 4181143D 4181143E Corporate Tax Planning: Strategies and Ideas 7/27/2018 7/27/2018 12/17/2018 12/17/2018 1/11/2019 4183116A 4183116B 4183116C 4183116D 4183116E Cost Capitalization A to Z Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 10/26/2018 10/26/2018 12/14/2018 12/14/2018 4182778A 4182778B 4182778C 4182778D 4182778E 4182778F Deal Structure for Mergers and Acquisitions Instructor: George A. Shewchuk, CPA, MST 8/30/2018 8/30/2018 10/26/2018 11/30/2018 11/30/2018 Orange County North San Luis Obispo CPE Week 4181994A 4181994B 4181994C 4181994D 4181994E
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. 8/21/2018 10/23/2018 4183644A 4183644B 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. 11/5/2018 11/5/2018 12/7/2018 12/7/2018 1/21/2019 1/21/2019 Burbank Area San Francisco 4181583A 4181583B 4181583C 4181583D 4181583E 4181583F 4181583G 4181583H 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. 11/27/2018 11/27/2018 11/30/2018 12/4/2018 12/11/2018 12/11/2018 12/18/2018 12/18/2018 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 4181501A 4181501B 4181501C 4181501D 4181501E 4181501F 4181501G 4181501H 4181501I 4181501J 4181501K 4181501L 4181501M 4181501N 4181501O 4181501P 4181501Q
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. 9/7/2018 12/6/2018 11/20/2018 11:00 AM 11:00 AM 4182994A 4182994B 4183214A 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. 12/14/2018 12/14/2018 4183214B 4183214C 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 8/28/2018 10/18/2018 10/18/2018 11/15/2018 11/15/2018 12/13/2018 12/13/2018 12/27/2018 12/27/2018 1/16/2019 1/16/2019 4183580A 4183580C 4183580B 4183580E 4183580D 4183580G 4183580F 4183580I 4183580H 4183580K 4183580J 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 7/30/2018 11/27/2018 12/17/2018 12/17/2018 Palm Springs CPE Week 4181492A 4181492B 4181492C 4181492D 4181492E
Indirect Taxes and Their Direct Effect on You Credits: CPE: 4, MCLE: 3 Instructor: Daniel L. Thompson, CPA 10/29/2018 12/19/2018 4183503A 4183503B Multi State Tax of C Corps Credits: CPE: 8, MCLE: 6.5 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 6/25/2018 6/25/2018 12/3/2018 12/3/2018 4183493A 4183493B 4183493C 4183493D Nexus vs. Making Money: The Green Mile of Physical Presence Credits: CPE: 4, MCLE: 3 Instructor: Daniel L. Thompson, CPA 8/29/2018 10/23/2018 4183501A 4183501B 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. 5/17/2018 12:00 PM 4183645A
S Corporation Taxation: Comprehensive (Form 1120S) Instructor: Troy K Lewis, M.Acc., CPA, CGMA 6/19/2018 7/12/2018 8/2/2018 8/2/2018 10/17/2018 10/17/2018 11/7/2018 11/7/2018 12/4/2018 12/4/2018 1/15/2019 1/15/2019 San Diego CPE Week 4183578A 4183578B 4183578D 4183578C 4183578F 4183578E 4183578H 4183578G 4183578J 4183578I 4183578L 4183578K S Corporations: Allocation of Results Credits: CPE: 2, MCLE: 2 6/29/2018 10/29/2018 10:30 AM 10:30 AM 4183335A 4183335B S Corporations: Built in Gain Tax Credits: CPE: 2, MCLE: 1.5 7/9/2018 11/9/2018 4183332A 4183332B S Corporations: Converting to C Corporation Credits: CPE: 2, MCLE: 1.5 7/9/2018 11/9/2018 10:30 AM 10:30 AM 4183334A 4183334B S Corporations: Distributions, Stock Basis and Loss Limitations Credits: CPE: 2, MCLE: 1.5 6/29/2018 10/29/2018 1:00 PM 1:00 PM 4183331A 4183331B
S Corporations: QSUB Elections Credits: CPE: 1, MCLE: 1 7/9/2018 11/9/2018 1:00 PM 1:00 PM 4183333A 4183333B S Corporations: Qualification, Election and Termination Credits: CPE: 2, MCLE: 1.5 6/29/2018 10/29/2018 4183330A 4183330B S Corporations: Tax Planning Ideas and Strategies 7/13/2018 10/19/2018 10/19/2018 12/10/2018 12/10/2018 San Diego CPE Week 4183119A 4183119B 4183119C 4183119D 4183119E S Corporations: The Fundamentals and More 8/6/2018 8/6/2018 11/2/2018 11/2/2018 1/25/2019 4183118A 4183118B 4183118C 4183118D 4183118E 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 4182051A 4182051B
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 1/8/2019 11:00 AM 11:00 AM 4183036A 4183036B Tax Considerations for Buying and Selling a Business 7/20/2018 7/20/2018 11/16/2018 11/16/2018 1/7/2019 4182549A 4182549B 4182549C 4182549D 4182549E Tax Research Skills, MCLE LS-TX: 6.5 Instructor: C. Andrew Lafond, CPA 7/11/2018 7/11/2018 10/25/2018 10/25/2018 1/9/2019 1/9/2019 4181354A 4181354B 4181354C 4181354D 4181354E 4181354F Taxation of Marijuana Sales Credits: CPE: 4, CTEC-CA: 4, MCLE: 3 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 9/24/2018 9/24/2018 11/12/2018 1/14/2019 4183274A 4183274B 4183274C 4183274D