NEW IRS Criminal Enforcement for Accountants Credits: CPE: 2, IRS-TX: 2, MCLE: 1.5, MCLE LS-TX: 1.5 Instructor: Kenneth M. Barish, Esq.

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1 IRS Criminal Enforcement for Accountants Credits: CPE: 2, IRS-TX: 2, MCLE: 1.5, MCLE LS-TX: 1.5 Instructor: Kenneth M. Barish, Esq. 10/24/ /3/ :00 AM A B Tax Reform Act Update: Answering Client Questions Credits: CPE: 4, CTEC-FTL: 4, IRS-FTL: 4, MCLE: 3 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 7/30/2018 7/30/ A B C Basis Calculations & Distributions for Pass-Through Entity Owners Credits: CPE: 8, CFP: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5 Instructor: Ronald G. Worsham, Jr., CPA, Ph.D. 11/28/2018 9/28/2018 9/28/ /6/ /6/ /12/ /12/ /28/ /28/2018 1/16/2019 1/16/2019 Palm Springs CPE Week F B C D E G H I J K L

2 IRAs: Tax Efficient Tools for Retirement Credits: CPE: 8, CFP: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5 Instructor: Brian Spilker 10/18/ /18/ /17/ /17/ /27/ /27/2018 1/15/2019 1/15/ D E F G H I J K L M Passive Activity Losses (PAL): Comprehensive Credits: CPE: 8, CFP: 8, CTEC-TX: 8, IRS-TX: 8, MCLE: 6.5 Instructor: Troy K Lewis, M.Acc., CPA, CGMA 7/10/2018 8/6/2018 8/6/ /24/ /24/ /19/ /19/2018 1/29/2019 1/29/ A B C D E F G H I J K Federal and State Tax Analysis of the Tax Cuts and Jobs Act Credits: CPE: 8, CTEC-FTL: 8, IRS-TX: 8, MCLE: 6.5 Instructor: Kathleen K. Wright, CPA, J.D., LL.M. 6/11/2018 6/11/ /22/ A B C

3 Addressing Conflicts of Interest and Errors on Tax Returns Credits: CPE: 2, CTEC-Ethic: 2, ET: 2, IRS-ET: 2 8/21/ /8/ A B Due Diligence Requirements: Circular 230 and Other Professional Standards Credits: CPE: 2, CTEC-Ethic: 2, ET: 2, IRS-ET: 2 11/8/ :00 AM A B Providing Tax Advice: Professional Standards Credits: CPE: 2, CTEC-Ethic: 2, ET: 2, IRS-ET: 2 10:30 AM 11:00 AM A B Understanding CPA Communication Privileges in Tax Practice Credits: CPE: 2, CTEC-Ethic: 2, ET: 2, IRS-ET: 2 8/21/2018 2:30 PM A B Critical Tax Procedural Issues for CPAs Credits: CPE: 2, CTEC-TX: 2, IRS-TX: 2 11/8/2018 1:00 PM 1:00 PM A B

4 Retirement Penalties and Rollover Issues Credits: CPE: 2, CTEC-Fed: 2, IRS-TX: 2 Instructor: Mary Kay A. Foss, CPA 7/31/ /25/2018 1/10/ :00 AM 10:00 AM 10:00 AM A B C CalCPA PFP Wealth Wednesdays: How to Benefit Financially from Tax Law Changes Credits: CPE: 1, CFP: 1 Instructor: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 11/21/ :00 AM A Federal and California Tax Update for Individuals Credits: CPE: 8, CFP: 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. 11/26/ /17/2018 1/3/2019 1/7/2019 1/10/2019 1/24/2019 1/28/ /26/ /3/ /17/ /20/ /20/2018 1/7/2019 1/28/2019 East Bay Area Palm Springs CPE Week Burbank Area San Diego Area Los Angeles Airport Orange County South Sacramento Area A C E G K L N O P B D F H I J M Q

5 Real Estate Taxation Credits: CPE: 8, ET: 2, IRS-TX: 8, MCLE: 6.5, MCLE LS-TX: 6.5 Instructor: G. Scott Haislet, CPA, Esq. 7/10/2018 1/22/2019 San Diego CPE Week A B C D Preparing Complex 1040s, MCLE LS-TX: 6.5 Instructor: Randy C. Newton, CPA 12/19/ /19/2018 1/31/2019 1/31/ A B C D Strategies for Tax Dispute Resolution, MCLE LS-TX: 6.5 Instructor: Steven R. Mather, Esq. 12/4/ /4/2018 Burbank Area A B C D Best Practices for Tax Income and Expense Recognition Credits: CPE: 8, AA: 8, IRS-TX: 8, MCLE: 6.5, MCLE LS-TX: 6.5 Instructor: David J. Clark, CPA, J.D., Esq. 11/7/ /7/2018 1/25/2019 1/25/ A B C D E F

6 Top 10 AMT Causes and Planning Strategies Credits: CPE: 4, CFP: 8, CTEC-TX: 4, IRS-TX: 4, MCLE: 3.5 Instructor: Karen Brosi, CFP, EA 6/8/2018 6/8/2018 7/27/2018 7/27/ A B C D Employee Stock Options Credits: CPE: 4, CTEC-TX: 4, IRS-TX: 4, MCLE: 3.5 Instructor: Karen Brosi, CFP, EA 6/8/2018 6/8/2018 7/27/2018 7/27/ :30 AM A B C D Federal Tax Update: Comprehensive Individual Tax (Form 1040) Credits: CPE: 8, CFP: 8, CTEC-FTL: 8, IRS-FTL: 8, MCLE: 6.5 Instructor: Troy K. Lewis, M.Acc., CPA, CGMA 8/27/ /19/ /19/ /14/ /14/ /28/ /28/2018 1/24/2019 1/24/ A B C D E F G H I J K Federal Tax Update for Individuals 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. 12/13/ /13/ A B C

7 Avoiding Tax Malpractice Instructor: Randall J. Dean, Esq. and Arthur J. (Kip) Dellinger, CPA 8/20/2018 8/20/ /28/ /28/ A B C D Dealing with IRS Appeals Instructor: Steven R. Mather, Esq. 11/26/ /26/2018 1/30/2019 Orange County North A B C Individual Tax Planning Topics Instructor: Karen Brosi, CFP, EA 7/20/2018 7/20/2018 8/24/2018 8/24/ A B C D Ready, Set, Change: Today's Real Estate Laws Instructor: Karen Brosi, CFP, EA 6/15/2018 6/15/2018 8/3/2018 8/3/ A B C D Tax Collection Defense Instructor: Steven R. Mather, Esq. 1/28/2019 Burbank Area A B C

8 Quality Control in a CPA Tax Practice: Circular 230 Changes Credits: CPE: 4, CTEC-FTL: 4, IRS-FTL: 4 6/18/2018 6/18/2018 8/7/ /29/ /29/ /20/ /20/ :30 AM 10:30 AM A B C D E F G Owning and Renting a Principal Residence Credits: CPE: 1, CTEC-TX: 1, IRS-TX: 1 Instructor: John G. McWilliams, CPA, J.D., Esq. 7/23/ A B Selling a Principal Residence Credits: CPE: 1, CTEC-TX: 1, IRS-TX: 1 Instructor: John G. McWilliams, CPA, J.D., Esq. 7/23/2018 9:30 AM 9:30 AM A B Individual Tax Compliance Credits: CPE: 16, CTEC-TX: 16, IRS-TX: 16 Instructor: David John Neighbors, CPA 1/11/2019 San Jose Area A Staff Tax Training: Individuals (Form 1040) Credits: CPE: 24, CFP: 24, CTEC-TX: 24, IRS-TX: 24 Instructor: Mark Vanden Berge, CPA 11/12/2018 Orange County South A B

9 Tax Practice and Procedures for California CPAs Credits: CPE: 8, CTEC-CA: 2, CTEC-Fed: 6, CTEC-TX: 6 and Lydia Turanchik, J.D., LL.M. 7/23/2018 7/23/ /13/ /13/ A B C D Federal, State, Local and International Taxation Conference Credits: View event page for details. 11/15/ /15/2018 Burbank Area calcpa.org/tax A B Mid-Year End Federal and California Tax Update for Individuals, Businesses and Estates Credits: CPE: 1 Instructor: Annette Nellen, CPA, CGMA, Esq. and Gary R. McBride, CPA, Esq., J.D., LL.M. 7/13/ :00 PM A