SEMINAR/CPE

1. Date: July 25, 2019 (Thursday) 2. Time: 12:00 P.M. to 5:00 P.M. Lunch is provided, Registration starts at 12:00 P.M 3. Topics & Speakers: “Professional Ethic”- Mark Dauberman, CPA ♦ AICPA Code of Conduct ♦ Accounting & Auditing 4. CPE Credit: Ethics (4 Hours) 5. Seminar Sponsor(s): AXA Advisors, LLC., Marcus & Millichap 6. [...]

1. Date: May 16, 2019 (Thursday) 2. Time: 12:00 P.M. to 3:00 P.M. Lunch is provided. Registration starts at 12:00 P.M. 3. Topics & Speakers: - David Han, LL.M, J.D., at Grant Thornton LLP • GILTI Analysis and Understanding Proposed Structuring Alternatives • Form 5471 Compliance under the Tax Cuts and Jobs Act - Identify [...]

1. Date: April 25, 2019 (Thursday) 2. Time: 12:00 P.M. to 3:00 P.M. Lunch is provided. Registration starts at 12:00 P.M. 3. Topics & Speakers: "What You Don’t Know Can Hurt You!" - Avoiding Accounting Malpractice and CA Employment Law Update Peter J. Woo, David Y. Choi, and Erica B. Row, Esq. • Liability Exposure [...]

1. Date: January 17, 2019 (Thursday) 2. Time: 12:00 P.M. to 5:00 P.M. Lunch is provided. Registration starts at 12:00 P.M. 3. Topics & Speakers: 1) "2018 Tax Reform – Understanding the Tax Law Changes under Tax Cuts & Jobs Act" - Stephan Lee, CPA • Impact on Individual Income Tax under Tax Cuts & [...]

1. Date: December 4, 2018(Tuesday) 2. Time: 12:00 P.M.to 5:00 P.M. Meals are provided Registration starts at 12:00 P.M. 3. Topics &Speakers: 1) “Practical Methods for Specific Tax Resolutions with Case Study and Related Topics” - Gary H. Kuwada, APC. ♦ IRS – Sources of Information as the IRS is utilizing third-party information to develop [...]

1. Date: November 14, 2018(Wednesday) 2. Time: 12:00 P.M. ~ 5:00 P.M. Lunch is provided. Registration starts at 12:00 P.M. Seminar starts at 12:45 P.M. 3. Topics &Speakers: 1) “International Tax Planning, Structuring, and Compliance under the TCJA” - Bill Norman, Esq. 2) “Professional Liability” - Paul Morris, Mitchell and Mitchell Insurance ♦ How to [...]

1. Date: October 18, 2018 (Thursday) 2. Time: 12:00 P.M. to 5:00 P.M. Meals are provided. Registration starts at 12:00 P.M. 3. Topics & Speakers: 1) “Preparation for upcoming Peer Review” - Larry McEwen, CPA with Farber Hass Hurley LLP. 2) “Block Chain Technology Impacting on Accounting Industry” - Kari Weinberger with BQE Software Inc. [...]

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 [...]

1. Date: August 16, 2018 (Thursday) 2. Time: 12:00 PM to 4:00 PM. Lunch is provided. Registration starts at 12:00 PM. 3. Topics & Speakers: 1) Sales Tax Audit of CDTFA - Alfred Buck, Tax Payers Advocate Officer 2) Study of Estate Planning related to Tax Matters - Yu Jin Park, Esq. • What are [...]

1. Date: July 26, 2018 (Thursday) 2. Time: 12:00 PM to 3:00 PM. Lunch is provided. Registration starts at 12:00 PM. 3. Topics & Speakers: Tax Cuts and Jobs Act 2018 – Paul Joo, CPA • Tax reform for Individuals • IRC Section 199A Small business deduction 4. CPE Credit: 2 Hours 5. Seminar Sponsor(s): [...]