Invitation to September 2018 Seminar “8 Hours CPE – A&A, Fraud, and Taxes”

1. Date: September 20, 2018 (Thursday)

2. Time: 8:00 A.M. to 5:00 P.M. Meals are provided. Registration starts at 8:00 A.M.

3. Topics & Speakers:
1) “SSARS update (A&A) and Fraud”- Mark Dauberman, CPA
• Update on SSARS 21, 22, 23 and 24 on Reviews and Compilations
• Scenarios of Fraud Financial Statements.

2) “§1031 Exchange with the 2018 TCJA Impact on Real Estate”
– Elizabeth Harris with Exeter 1031 Exchange Services, LLC
• Rules of §1031 Exchanges.
• Impact on Real Estate Tax due to 2018 TCJA changes.

3) “New Future of Financial Planning for Clients” – David Hong, AXA Advisors
• Social Security – Getting the Most Out of Clients’ Benefits
• Understanding Pension Structures for Qualified and Nonqualified Plan
• Using Life Insurance to Stabilize Wealth Transfers
• COLI (Corporate Own Life Insurance)

4. CPE Credit: 8 Hours

5. Seminar Sponsor(s): To be announced

6. Place: Oxford Palace Hotel, 2nd Fl., Dynasty (http://www.oxfordhotel.com/)

7. Registration fee: Member/CPA Candidate – Online: $50, At the door: $60,
Non-member Licensee – $70 (Please submit a Member Application.)

If you have any questions about registration, please contact Website Management Director.

Hokon Choe, CPA, (213) 923-2900, hchoe@cckcpas.com

If you have any questions about the seminar, please contact Seminar Directors.

Paul Joo, CPA, (714) 537-1200, pjoo@pauljoocpa.com
Stephen S. Lee, CPA, (213) 380-9993, sleecpa@choileecpas.com