CALIfORNIA - Checkpoint Learning

AUDITWATCH UNIVERSITY
CPE FOR
PAID
AuditWatch training will aid your firm in improving the quality and efficiency of your many engagements — and will increase
the knowledge and skills of team members who perform the work. For more information, visit cl.thomsonreuters.com/A.
Thomson
Reuters
Premier and Premier Plus Discounts!
PRSRT STD
U.S. POSTAGE
PREMIER & PREMIER PLUS
CPE PACKAGES
AUDITWATCH SEMINARS
CALIFORNIA
LEVEL 1: BASIC STAFF TRAINING | 32 CPE Credits | Auditing, Accounting, Communication
If you haven’t subscribed to a Checkpoint Learning CPE Package, we invite you to take a look at how
this industry-changing approach to learning can save you time and money and help keep you at the
top of your game with the knowledge and skills you need to serve your clients.
Los Angeles: Nov 4 – 7, San Francisco: Dec 2 – 5
Intro to the auditing field, basic audit responsibilities and keys to becoming a successful professional in public accounting.
PRACTITIONERS
LEVEL 2: EXPERIENCED STAFF TRAINING | 24 CPE Credits | Auditing, Accounting
Los Angeles: Oct 21 – 23
This session introduces auditors to the complete audit process and plan.
• LEARNING MANAGEMENT. Online CPE
tracking and compliance monitoring for every
state board and 20+ additional designations.
• LIVE SEMINARS AND CONFERENCES. Annual
discounts on 24 hours total per subscription year:
40% off Gear Up self-sponsored seminars and
conferences and 25% off AuditWatch!
This session prepares auditors to take in-field responsibility for an audit engagement. Includes discussion and case studies.
LEVEL 4: EXPERIENCED IN-CHARGE TRAINING | 24 CPE Credits | Auditing, Accounting
The course challenges experienced auditors to improve the effectiveness and efficiency of their audit engagements.
LEVEL 4.5: TAKING THE NEXT STEP | 16 CPE Credits | Auditing, Communication, Personal Development, Accounting
Los Angeles: Oct 16 – 17
Building on the concepts introduced in Level 4, this course prepares auditors to take the next step in their development.
LEVEL 5: TAKING THE LEAD | 24 CPE Credits | Personal Development, Communication, Accounting, Auditing
• WEBINARS. Unlimited access to ALL
webinars including popular full-day
webinars!
San Francisco — B: Nov 17 – 19
• COMPETENCY MODEL. A comprehensive
model for assessing, improving and
connecting your CPE to tax and accounting
specialties, skills and career levels.
By learning and applying a variety of methods, participants in this course enhance their effectiveness as emerging executives.
• LIVE SEMINARS AND CONFERENCES.
Now save on up to 40 hours annually per
subscription from our popular seminar and
conferences lines (save 40% on Gear Up
self-sponsored and 25% on AuditWatch).
100+ SEMINARS
CONFERENCES
ONLINE COURSES
WEBINARS
Los Angeles: Oct 28 – 30
Participants will develop critical managerial skills to further their firm’s success and will learn results-oriented leadership skills.
LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN | 16 CPE Credits | Personal Development, Accounting, Auditing
San Francisco — B: Oct 16 – 17
TAXWATCH UNIVERSITY
LEVEL 1 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Nov 4 – 6
Designed for tax professionals with limited tax experience and knowledge, this course covers common individual and corporate
tax topics.
CPE FOR CALIFORNIA PRACTITIONERS
FROM GEAR UP, AUDITWATCH AND
CHECKPOINT LEARNING
• WEBINARS. Unlimited one- to four-hour
webinars (approx. 360 annual events) plus
discounts on select full-day webinars.
We’ve taken the popular Premier CPE
Package and added even more in response
to customer feedback! The Premier Plus
CPE Package includes all of the learning
options listed at left PLUS:
Los Angeles: Oct 7 – 9
CMCA024
• ONLINE AND DOWNLOAD COURSES.
Unlimited access to interactive online courses
from MicroMash and PASS Online and PPC’s
downloadable self-study courses with online
grading. This includes more than 450 titles,
totaling 3,000+ CPE credits!
New: Mobile courses! All titles with iPad-enabled
mobile versions are included with your Premier or
Premier Plus subscription.
Longer webinars, deeper discounts, more
features, for $399*
LEVEL 3: BEGINNING IN-CHARGE TRAINING | 24 CPE Credits | Auditing, Communication
cl.thomsonreuters.com
800.231.1860
Hundreds of online courses and webinars
all for $299*
PREMIER PLUS PACKAGE
CHECKPOINT LEARNING
THOMSON REUTERS
P.O. BOX 115008
CARROLLTON TX 75011-5008
PREMIER PACKAGE
Don’t miss Gear Up’s
flagship 1040 and
California Tax courses!
LEVEL 2 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Dec 9 – 11
LEVEL 3 | 3 Days | 24 CPE Credits | Taxation
*Per-user annual pricing applies to firms with under 50 seats; contact us for price quote if your firm has more
than 50 users. Premier and Premier Plus discounts do not combine with Early Bird or other discount offers; call
800.231.1860 for details. Gear Up states with self-sponsored seminars currently include: AZ, CA, CO, FL, GA, IL,
IA, MA, MD, MO, NV, NM, NY, ND, OK, OR, VT and VA.
Designed for tax professionals with multiple years’ experience, this course covers intermediate to advanced partnership, LLC,
corporate and individual topics.
San Francisco: Dec 16 – 18
LEVEL 4 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Jan 21 – 23 (2015)
Equips a tax professional for more complex taxation issues and covers tax planning/saving strategies for individuals
and corporations.
ONLINE COURSES Included with Premier and Premier Plus!
Checkpoint Learning offers more than 370 interactive online titles covering all tax and accounting fields of study.
Many courses are now iPad-enabled! Of particular interest to California practitioners:
•
Analytical Fraud Detection (4 CPE Credits)
•
California Rules and Regulations (2 CPE Credits)
•
Cyber Security to Protect Your Company and Your Clients (2 CPE Credits)
•
Ethics for California CPAs (4 CPE Credits)
•
Ethics for Enrolled Agents (2 CPE Credits)
•
Introduction to Fraud Auditing (4 CPE Credits)
•
Real Estate Investment Trusts: An Overview (11 CPE Credits)
•
Revenue Recognition: An Overview of Changes (2 CPE Credits)
•
Tax Strategies for Nontraditional Couples (6 CPE Credits)
Find out more about Checkpoint Learning: 800.231.1860 | cl.thomsonreuters.com
Visit cl.thomsonreuters.com/A or call 800.231.1860
Thomson Reuters is proud to
offer a lineup of courses to meet
the specific needs of California
practitioners!
Designed for tax professionals in their first or second year, this course covers intermediate corporate, individual and other tax topics.
Visit cl.thomsonreuters.com or call 800.231.1860 and start saving today!
Save with Premier and Premier Plus
discounts plus special California offers!
CHECKPOINT LEARNING
GEAR UP IN CALIFORNIA
Subscription packages include 40% off regular price of self-sponsored Gear Up events including all
California events. Combined Gear Up/Auditwatch annual max: 24 hrs Premier, 40 hrs Premier Plus.
No expiration. See outer panel for details.
ACCOUNTING
16 CPE CREDITS | ACCOUNTING | BASIC | LIVE: 2 DAYS, $399*
Burbank: Jan 5 – 6, 2015
Ontario: Sep 29 – 30
Statement on Standards for Accounting and Review Services No. 19, which went into effect in December 2010, replaced
and/or revised almost every one of its predecessors. While this resulted in the most significant change in financial
statement presentation since 1978, even greater changes are on the way. In 2012 the AICPA released five proposed
SSARS dealing with unaudited financial statements and alternatives to generally accepted accounting principles. The
2014 Gear Up accounting course will cover the three versions of compilation and review financial statement reporting
and compliance issues for: 1) periods ending prior to December 15, 2010, 2) periods ending after December 14, 2010 but
prior to December 15, 2014 and 3) the proposed changes effective for periods ending after December 14, 2014. Those
who gave up compilation and review reporting due to its former complexities to focus on tax may be encouraged to take
it up again. What you will learn about the changes for 2015 and beyond may both astound and please!
FRAUD DETECTION
8 CPE CREDITS | AUDITING | BASIC | LIVE: 1 DAY, $219*
Burbank: Sep 18
Burbank: Dec 2
This fast-paced course is a forum for the discussion and implementation of techniques for the detection of fraud,
the control of fraud and the implementation of fraud prevention tools for the Main Street client. The subject matter
provides practical guidance to help the accountant help “Mom & Pop”-sized clients and mid-sized clients prevent the
misclassification of financial statement transactions and/or the misappropriation of assets by outsiders, by employees
and perhaps by management itself.
Meets 8-CPE fraud requirement for California CPA re-certification.
2 CPE CREDITS | REGULATORY ETHICS | BASIC | LIVE: $69* CREDITS ONLY APPLY FOR: EA, RTRP, CTEC
Burbank: Nov 3, 4:45 p.m.
Burbank: Dec 17, 4:45 p.m.
San Jose: Dec 3, 4:45 p.m.
The Office of Professional Responsibility (OPR), headed by Karen Hawkins, has been very busy, ensuring that Circular
230 Practitioners follow rules that prescribe and proscribe our behavior. We will discuss what we can — and must — do
to assist our clients while maintaining ethical integrity and complying fully with Circular 230 rules. Learn how to be a
zealous advocate while playing by the rules. Join us for a highly interactive discussion on the topic of our professional
responsibilities before the IRS. CTEC approved.
GEAR UP SELF-STUDY
All courses shown have self-study versions.
Other self-study titles include:
•
•
•
•
•
Visit our website for more information:
cl.thomsonreuters.com/G
FARM AND RANCH TAX UPDATE
FEDERAL TAX UPDATE
IRAS, PENSIONS AND OTHER RETIREMENT RESOURCES
IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES
TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY
cl.thomsonreuters.com • 800.231.1860
16 CPE CREDITS | TAXATION | BASIC | LIVE: 2 DAYS, $399* OR
5 CPE CR. | TAXATION | UPDATE | LIVE: HALF DAY, FOR: CALIFORNIA CPA, CTEC, CFP*
Anaheim: Nov 24 – 25
Anaheim: Jan 7 – 8, 2015
Burbank: Nov 3 – 4
Burbank: Dec 17 – 18
Carlsbad: Dec 8 – 9
Concord: Jan 7 – 8, 2015
Eureka: Nov 3 – 4 (date change)
Fresno: Dec 2 – 3
Long Beach: Jan 15 – 16, 2015 Ontario: Oct 27 – 28
Palm Springs: Dec 29 – 30
Sacramento: Dec 10 – 11
San Diego: Dec 1 – 2
San Jose: Dec 3 – 4
Santa Barbara: Dec 3 – 4
Santa Rosa: Oct 20 – 21
Temecula: Dec 15 – 16
This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of
new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all
practicing preparers who share practical tips and insights to help you get ready for this tax season.
BUSINESS ENTITIES
16 CPE CREDITS | TAXATION | BASIC | LIVE: 2 DAYS, $399*
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
GEAR UP CONFERENCES
See reverse for Premier and Premier Plus Package details.
Also see CALIFORNIA COMBO for bundle option with California Professional Ethics or CALFED TAX COMBO
for bundle option with 1040 Tax Update!
Anaheim: Oct 28
Anaheim: Jan 9, 2015
Burbank: Dec 1
Burbank: Jan 13, 2015
Eureka: Nov 5 (date change)
Fresno: Dec 1
Ontario: Oct 29
Ontario: Jan 14, 2015
Palm Springs: Nov 14
Sacramento: Dec 12
Sacramento: Jan 6, 2015
San Diego: Dec 3
ROYAL FLUSH IN LAS VEGAS
San Jose: Dec 5
San Jose: Jan 13, 2015
Santa Ana: Nov 13
Santa Barbara: Dec 5
Temecula: Dec 17
Save up to $188 with Premier or up to $313 with Premier Plus!
DECEMBER 1 – 6, 2014 | 48 CPE CREDITS | $939 | LAS VEGAS, NV
LAS VEGAS FLAMINGO HOTEL
MAGIC WEEK IN ORLANDO
The federal government continues to be very active in regard to changes in tax law, and this has a major impact on
preparing California tax returns. In addition, we fully expect California will have several changes of its own. We will cover
all changes including the latest on the treatment of small business stock as a result of the Cutler case, preparation of
tax returns for same-sex marriages and Registered Domestic Partners, reporting use tax on out of state purchases,
the impact of failing to conform to the the federal American Taxpayer Relief Act, tax rates that apply to high-income
taxpayers, update on California law in regard to deducting property tax, “Nexus”, Proposition 30, state health
exchanges/impacts of health care reform on California tax returns and more!
Save up to $199 with Premier or up to $332 with Premier Plus!
DECEMBER 16 – 20, 2014 | 40 CPE CREDITS | $829 | ORLANDO, FL
DISNEY YACHT CLUB
JACKPOT IN LAS VEGAS
Save up to $186 with Premier or up to $310 with Premier Plus!
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Two Day:
Anaheim: Oct 2 – 3
Burbank: Oct 21 – 22
San Jose: Sep 25 – 26
One Day:
San Diego: Oct 23
The 2014 Business Entities seminar will focus on providing practical advice for tax practitioners serving small business clients.
We will examine the impact of the Budget Control Act of 2011, discuss the sweeping proposed and temporary regulations affecting all taxpayers that acquire, produce or improve property, update practitioners on informational reporting and Form 1099-K,
examine 2013 and future impacts of the Health Care reform legislation and look ahead to anticipated post-election tax reform.
The course will highlight new court rulings, regulations and other updates relevant to small business tax advisors.
ESTATES AND TRUSTS
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Anaheim: Sep 25
Burbank: Oct 23
ETHICS FOR THE TAX PROFESSIONAL
Anaheim: Nov 24, 4:45 p.m.
Anaheim: Jan 7, 2015, 4:45 p.m.
CALIFORNIA TAX UPDATE
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
PREMIER & PREMIER PLUS DISCOUNT:
Anaheim: Dec 11 – 12
1040 INDIVIDUAL TAX
San Diego: Oct 24
San Jose: Sep 24
This course can get you started in estate and fiduciary work and act as a refresher for those who already practice in this area.
Feel more comfortable when dealing with clients’ deaths, from the decedent’s final return to preparing Forms 1041 and 706.
Fiduciary accounting, deductions, income in respect of a decedent and income distribution deduction are all covered. Become
more familiar with the special terminology relating to estates and trusts. Changes to estate tax are reviewed and the Form
706 is examined in detail with particular attention focused on portability and new cases. The advantages and disadvantages
of portability vs. the use of A-B trusts is covered. Post-mortem elections including alternative valuation and disclaimers are
discussed as these are areas of particular interest to the tax preparer.
MAY 25 – 30, 2015 | 48 CPE CREDITS | $929 | LAS VEGAS, NV
THE MIRAGE - NEW LOCATION!
CALIFORNIA PROFESSIONAL ETHICS
4 CPE CREDITS | REGULATORY ETHICS | BASIC | LIVE: HALF DAY $115
FOR: CPA, CTEC, ALL TAX PROS
CA Anaheim: Jan 9, 2015 CA Burbank: Dec 1
CA Fresno: Dec 1
CA Ontario: Oct 29
CA Sacramento: Dec 12 CA San Diego: Dec 3
CITRUS WEEK IN ORLANDO
CA San Jose: Dec 5†
Save up to $189 with Premier or up to $252 with Premier Plus!
JUNE 22 – 25, 2015 | 32 CPE CREDITS | $629 | ORLANDO, FL
WALT DISNEY WORLD DOLPHIN RESORT
Also see CALIFORNIA COMBO for bundle option with California Tax Update!
WINDY CITY WEEK IN CHICAGO
The requirements of the California Board of Accountancy state that the course subject matter will discuss: A review of
nationally recognized codes of conduct emphasizing how the codes relate to professional responsibilities, case-based
instruction focusing on real-life situational learning, ethical dilemmas facing the accounting profession and business ethics,
ethical sensitivity and consumer expectations. In this fast-paced, four hour course, we cover the ethical rules of taxation,
including those delineated in Circular 230. Qualifies for CTEC Ethics requirement.
Save up to $192 with Premier or up to $320 with Premier Plus!
JULY 20 – 25, 2015 | 44 CPE CREDITS | $879 | CHICAGO, IL
LOCATION TBD
1040 TAX UPDATE
4 CPE CREDITS | TAXATION | UPDATE | LIVE: HALF DAY, $115
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Also see CALFED TAX COMBO for bundle option with California Tax Update!
Anaheim: Oct 28
Burbank: Jan 13, 2015
Ontario: Jan 14, 2015
Palm Springs: Nov 14
Sacramento: Jan 6, 2015
San Jose: Jan 13, 2015
Santa Ana: Nov 13
WEBINARS
Premier Plus includes all; Premier includes one to four hour webinars!
More than 500 webinar events are scheduled annually, covering hot topics and a wide range of fields relevant to tax
and accounting practitioners. Visit cl.thomsonreuters.com for complete schedule!
•
Accountants Guide to Information Technology (8 hrs.)
•
Accounting and Auditing Update (8 hrs.)
•
Accounting for Income Taxes — Practice Issues and Common Pitfalls (2 hrs.)
HEALTH CARE REFORM
•
Advanced Googling for Accountants (2 hrs.)
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
•
How Healthcare Reform Impacts Your Clients (2 hrs.)
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
•
Initial Audit Engagements (2 hrs.)
•
IRAs, Pensions and 401(k)s — Planning for Retirement and Beyond (8 hrs.)
9 CPE CREDITS | $219
•
Performing Efficient Audits of Employee Benefits (8 hrs.)
Sign up for a full day of California training, including five credit California Tax Update (a.m.) and four
credit California Professional Ethics (p.m.) seminars. Save time and money by attending one full day
of training at a single registration price! Available dates and locations are shown under each individual
seminar description.
•
Professional Ethics for Accountants — A Comprehensive Update (2 hrs.)
•
Real Estate — Rentals, Professionals, Recharacterizations and the 3.8% NIIT (2 hrs.)
•
Special Purpose Frameworks (8 hrs.)
•
Understanding Health Care Reform — How the New Laws Impact Employers and
Individual Taxpayers (8 hrs.)
Anaheim: Oct 27
Redding: Dec 9
This eight hour course provides comprehensive coverage of the Affordable Care Act, otherwise known as Obamacare. We
will examine what this new law means to you and your clients. You will be provided with information that will enable you
to proactively serve your clients and attract new business.
Visit cl.thomsonreuters.com/G for a complete schedule.
This course is for the busy tax professional who needs to know the essentials of important changes from the previous year
including recent tax law changes, court cases and IRS rulings.
CALIFORNIA COMBO: CA TAX + CA ETHICS
CALFED TAX COMBO: CA TAX + FEDERAL 1040 TAX
9 CPE CREDITS | $219
*Pricing shown reflects Gear Up-sponsored live events (listed in blue) in California. Events listed in black are associationsponsored; see website for contact details (pricing set by association). All Gear Up-sponsored seminars begin at 8:00 a.m.
unless otherwise noted. For self-study pricing and package options, visit cl.thomsonreuters.com/G.
Gear Up is NASBA and CFP approved and is an IRS approved continuing education provider for EAs and RTRPs.
For more CPE information, please visit cl.thomsonreuters.com/G.
Sign up for a full day of tax update training, including five credit California Tax Update (a.m.)
and four credit 1040 Update (p.m.) seminars. Save time and money by attending one full day of
training at a single registration price! Available dates and locations are shown under each individual
seminar description.
Visit cl.thomsonreuters.com for more information and a complete list of webinars.
cl.thomsonreuters.com • 800.231.1860
GEAR UP IN CALIFORNIA
Subscription packages include 40% off regular price of self-sponsored Gear Up events including all
California events. Combined Gear Up/Auditwatch annual max: 24 hrs Premier, 40 hrs Premier Plus.
No expiration. See outer panel for details.
ACCOUNTING
16 CPE CREDITS | ACCOUNTING | BASIC | LIVE: 2 DAYS, $399*
Burbank: Jan 5 – 6, 2015
Ontario: Sep 29 – 30
Statement on Standards for Accounting and Review Services No. 19, which went into effect in December 2010, replaced
and/or revised almost every one of its predecessors. While this resulted in the most significant change in financial
statement presentation since 1978, even greater changes are on the way. In 2012 the AICPA released five proposed
SSARS dealing with unaudited financial statements and alternatives to generally accepted accounting principles. The
2014 Gear Up accounting course will cover the three versions of compilation and review financial statement reporting
and compliance issues for: 1) periods ending prior to December 15, 2010, 2) periods ending after December 14, 2010 but
prior to December 15, 2014 and 3) the proposed changes effective for periods ending after December 14, 2014. Those
who gave up compilation and review reporting due to its former complexities to focus on tax may be encouraged to take
it up again. What you will learn about the changes for 2015 and beyond may both astound and please!
FRAUD DETECTION
8 CPE CREDITS | AUDITING | BASIC | LIVE: 1 DAY, $219*
Burbank: Sep 18
Burbank: Dec 2
This fast-paced course is a forum for the discussion and implementation of techniques for the detection of fraud,
the control of fraud and the implementation of fraud prevention tools for the Main Street client. The subject matter
provides practical guidance to help the accountant help “Mom & Pop”-sized clients and mid-sized clients prevent the
misclassification of financial statement transactions and/or the misappropriation of assets by outsiders, by employees
and perhaps by management itself.
Meets 8-CPE fraud requirement for California CPA re-certification.
2 CPE CREDITS | REGULATORY ETHICS | BASIC | LIVE: $69* CREDITS ONLY APPLY FOR: EA, RTRP, CTEC
Burbank: Nov 3, 4:45 p.m.
Burbank: Dec 17, 4:45 p.m.
San Jose: Dec 3, 4:45 p.m.
The Office of Professional Responsibility (OPR), headed by Karen Hawkins, has been very busy, ensuring that Circular
230 Practitioners follow rules that prescribe and proscribe our behavior. We will discuss what we can — and must — do
to assist our clients while maintaining ethical integrity and complying fully with Circular 230 rules. Learn how to be a
zealous advocate while playing by the rules. Join us for a highly interactive discussion on the topic of our professional
responsibilities before the IRS. CTEC approved.
GEAR UP SELF-STUDY
All courses shown have self-study versions.
Other self-study titles include:
•
•
•
•
•
Visit our website for more information:
cl.thomsonreuters.com/G
FARM AND RANCH TAX UPDATE
FEDERAL TAX UPDATE
IRAS, PENSIONS AND OTHER RETIREMENT RESOURCES
IRS AUDITS, APPEALS AND COLLECTIONS: SUCCESSFUL STRATEGIES
TECHNOLOGY 3.0: THE NEXT STEP IN MAKING YOUR PRACTICE TECHNOLOGICALLY SAVVY
cl.thomsonreuters.com • 800.231.1860
16 CPE CREDITS | TAXATION | BASIC | LIVE: 2 DAYS, $399* OR
5 CPE CR. | TAXATION | UPDATE | LIVE: HALF DAY, FOR: CALIFORNIA CPA, CTEC, CFP*
Anaheim: Nov 24 – 25
Anaheim: Jan 7 – 8, 2015
Burbank: Nov 3 – 4
Burbank: Dec 17 – 18
Carlsbad: Dec 8 – 9
Concord: Jan 7 – 8, 2015
Eureka: Nov 3 – 4 (date change)
Fresno: Dec 2 – 3
Long Beach: Jan 15 – 16, 2015 Ontario: Oct 27 – 28
Palm Springs: Dec 29 – 30
Sacramento: Dec 10 – 11
San Diego: Dec 1 – 2
San Jose: Dec 3 – 4
Santa Barbara: Dec 3 – 4
Santa Rosa: Oct 20 – 21
Temecula: Dec 15 – 16
This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of
new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all
practicing preparers who share practical tips and insights to help you get ready for this tax season.
BUSINESS ENTITIES
16 CPE CREDITS | TAXATION | BASIC | LIVE: 2 DAYS, $399*
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
GEAR UP CONFERENCES
See reverse for Premier and Premier Plus Package details.
Also see CALIFORNIA COMBO for bundle option with California Professional Ethics or CALFED TAX COMBO
for bundle option with 1040 Tax Update!
Anaheim: Oct 28
Anaheim: Jan 9, 2015
Burbank: Dec 1
Burbank: Jan 13, 2015
Eureka: Nov 5 (date change)
Fresno: Dec 1
Ontario: Oct 29
Ontario: Jan 14, 2015
Palm Springs: Nov 14
Sacramento: Dec 12
Sacramento: Jan 6, 2015
San Diego: Dec 3
ROYAL FLUSH IN LAS VEGAS
San Jose: Dec 5
San Jose: Jan 13, 2015
Santa Ana: Nov 13
Santa Barbara: Dec 5
Temecula: Dec 17
Save up to $188 with Premier or up to $313 with Premier Plus!
DECEMBER 1 – 6, 2014 | 48 CPE CREDITS | $939 | LAS VEGAS, NV
LAS VEGAS FLAMINGO HOTEL
MAGIC WEEK IN ORLANDO
The federal government continues to be very active in regard to changes in tax law, and this has a major impact on
preparing California tax returns. In addition, we fully expect California will have several changes of its own. We will cover
all changes including the latest on the treatment of small business stock as a result of the Cutler case, preparation of
tax returns for same-sex marriages and Registered Domestic Partners, reporting use tax on out of state purchases,
the impact of failing to conform to the the federal American Taxpayer Relief Act, tax rates that apply to high-income
taxpayers, update on California law in regard to deducting property tax, “Nexus”, Proposition 30, state health
exchanges/impacts of health care reform on California tax returns and more!
Save up to $199 with Premier or up to $332 with Premier Plus!
DECEMBER 16 – 20, 2014 | 40 CPE CREDITS | $829 | ORLANDO, FL
DISNEY YACHT CLUB
JACKPOT IN LAS VEGAS
Save up to $186 with Premier or up to $310 with Premier Plus!
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Two Day:
Anaheim: Oct 2 – 3
Burbank: Oct 21 – 22
San Jose: Sep 25 – 26
One Day:
San Diego: Oct 23
The 2014 Business Entities seminar will focus on providing practical advice for tax practitioners serving small business clients.
We will examine the impact of the Budget Control Act of 2011, discuss the sweeping proposed and temporary regulations affecting all taxpayers that acquire, produce or improve property, update practitioners on informational reporting and Form 1099-K,
examine 2013 and future impacts of the Health Care reform legislation and look ahead to anticipated post-election tax reform.
The course will highlight new court rulings, regulations and other updates relevant to small business tax advisors.
ESTATES AND TRUSTS
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Anaheim: Sep 25
Burbank: Oct 23
ETHICS FOR THE TAX PROFESSIONAL
Anaheim: Nov 24, 4:45 p.m.
Anaheim: Jan 7, 2015, 4:45 p.m.
CALIFORNIA TAX UPDATE
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
PREMIER & PREMIER PLUS DISCOUNT:
Anaheim: Dec 11 – 12
1040 INDIVIDUAL TAX
San Diego: Oct 24
San Jose: Sep 24
This course can get you started in estate and fiduciary work and act as a refresher for those who already practice in this area.
Feel more comfortable when dealing with clients’ deaths, from the decedent’s final return to preparing Forms 1041 and 706.
Fiduciary accounting, deductions, income in respect of a decedent and income distribution deduction are all covered. Become
more familiar with the special terminology relating to estates and trusts. Changes to estate tax are reviewed and the Form
706 is examined in detail with particular attention focused on portability and new cases. The advantages and disadvantages
of portability vs. the use of A-B trusts is covered. Post-mortem elections including alternative valuation and disclaimers are
discussed as these are areas of particular interest to the tax preparer.
MAY 25 – 30, 2015 | 48 CPE CREDITS | $929 | LAS VEGAS, NV
THE MIRAGE - NEW LOCATION!
CALIFORNIA PROFESSIONAL ETHICS
4 CPE CREDITS | REGULATORY ETHICS | BASIC | LIVE: HALF DAY $115
FOR: CPA, CTEC, ALL TAX PROS
CA Anaheim: Jan 9, 2015 CA Burbank: Dec 1
CA Fresno: Dec 1
CA Ontario: Oct 29
CA Sacramento: Dec 12 CA San Diego: Dec 3
CITRUS WEEK IN ORLANDO
CA San Jose: Dec 5†
Save up to $189 with Premier or up to $252 with Premier Plus!
JUNE 22 – 25, 2015 | 32 CPE CREDITS | $629 | ORLANDO, FL
WALT DISNEY WORLD DOLPHIN RESORT
Also see CALIFORNIA COMBO for bundle option with California Tax Update!
WINDY CITY WEEK IN CHICAGO
The requirements of the California Board of Accountancy state that the course subject matter will discuss: A review of
nationally recognized codes of conduct emphasizing how the codes relate to professional responsibilities, case-based
instruction focusing on real-life situational learning, ethical dilemmas facing the accounting profession and business ethics,
ethical sensitivity and consumer expectations. In this fast-paced, four hour course, we cover the ethical rules of taxation,
including those delineated in Circular 230. Qualifies for CTEC Ethics requirement.
Save up to $192 with Premier or up to $320 with Premier Plus!
JULY 20 – 25, 2015 | 44 CPE CREDITS | $879 | CHICAGO, IL
LOCATION TBD
1040 TAX UPDATE
4 CPE CREDITS | TAXATION | UPDATE | LIVE: HALF DAY, $115
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
Also see CALFED TAX COMBO for bundle option with California Tax Update!
Anaheim: Oct 28
Burbank: Jan 13, 2015
Ontario: Jan 14, 2015
Palm Springs: Nov 14
Sacramento: Jan 6, 2015
San Jose: Jan 13, 2015
Santa Ana: Nov 13
WEBINARS
Premier Plus includes all; Premier includes one to four hour webinars!
More than 500 webinar events are scheduled annually, covering hot topics and a wide range of fields relevant to tax
and accounting practitioners. Visit cl.thomsonreuters.com for complete schedule!
•
Accountants Guide to Information Technology (8 hrs.)
•
Accounting and Auditing Update (8 hrs.)
•
Accounting for Income Taxes — Practice Issues and Common Pitfalls (2 hrs.)
HEALTH CARE REFORM
•
Advanced Googling for Accountants (2 hrs.)
8 CPE CREDITS | TAXATION | BASIC | LIVE: 1 DAY, $219*
•
How Healthcare Reform Impacts Your Clients (2 hrs.)
FOR: CPA, EA, RTRP, CTEC, CFP*, ALL TAX PROS
•
Initial Audit Engagements (2 hrs.)
•
IRAs, Pensions and 401(k)s — Planning for Retirement and Beyond (8 hrs.)
9 CPE CREDITS | $219
•
Performing Efficient Audits of Employee Benefits (8 hrs.)
Sign up for a full day of California training, including five credit California Tax Update (a.m.) and four
credit California Professional Ethics (p.m.) seminars. Save time and money by attending one full day
of training at a single registration price! Available dates and locations are shown under each individual
seminar description.
•
Professional Ethics for Accountants — A Comprehensive Update (2 hrs.)
•
Real Estate — Rentals, Professionals, Recharacterizations and the 3.8% NIIT (2 hrs.)
•
Special Purpose Frameworks (8 hrs.)
•
Understanding Health Care Reform — How the New Laws Impact Employers and
Individual Taxpayers (8 hrs.)
Anaheim: Oct 27
Redding: Dec 9
This eight hour course provides comprehensive coverage of the Affordable Care Act, otherwise known as Obamacare. We
will examine what this new law means to you and your clients. You will be provided with information that will enable you
to proactively serve your clients and attract new business.
Visit cl.thomsonreuters.com/G for a complete schedule.
This course is for the busy tax professional who needs to know the essentials of important changes from the previous year
including recent tax law changes, court cases and IRS rulings.
CALIFORNIA COMBO: CA TAX + CA ETHICS
CALFED TAX COMBO: CA TAX + FEDERAL 1040 TAX
9 CPE CREDITS | $219
*Pricing shown reflects Gear Up-sponsored live events (listed in blue) in California. Events listed in black are associationsponsored; see website for contact details (pricing set by association). All Gear Up-sponsored seminars begin at 8:00 a.m.
unless otherwise noted. For self-study pricing and package options, visit cl.thomsonreuters.com/G.
Gear Up is NASBA and CFP approved and is an IRS approved continuing education provider for EAs and RTRPs.
For more CPE information, please visit cl.thomsonreuters.com/G.
Sign up for a full day of tax update training, including five credit California Tax Update (a.m.)
and four credit 1040 Update (p.m.) seminars. Save time and money by attending one full day of
training at a single registration price! Available dates and locations are shown under each individual
seminar description.
Visit cl.thomsonreuters.com for more information and a complete list of webinars.
cl.thomsonreuters.com • 800.231.1860
AUDITWATCH UNIVERSITY
CPE FOR
PAID
AuditWatch training will aid your firm in improving the quality and efficiency of your many engagements — and will increase
the knowledge and skills of team members who perform the work. For more information, visit cl.thomsonreuters.com/A.
Thomson
Reuters
Premier and Premier Plus Discounts!
PRSRT STD
U.S. POSTAGE
PREMIER & PREMIER PLUS
CPE PACKAGES
AUDITWATCH SEMINARS
CALIFORNIA
LEVEL 1: BASIC STAFF TRAINING | 32 CPE Credits | Auditing, Accounting, Communication
If you haven’t subscribed to a Checkpoint Learning CPE Package, we invite you to take a look at how
this industry-changing approach to learning can save you time and money and help keep you at the
top of your game with the knowledge and skills you need to serve your clients.
Los Angeles: Nov 4 – 7, San Francisco: Dec 2 – 5
Intro to the auditing field, basic audit responsibilities and keys to becoming a successful professional in public accounting.
PRACTITIONERS
LEVEL 2: EXPERIENCED STAFF TRAINING | 24 CPE Credits | Auditing, Accounting
Los Angeles: Oct 21 – 23
This session introduces auditors to the complete audit process and plan.
• LEARNING MANAGEMENT. Online CPE
tracking and compliance monitoring for every
state board and 20+ additional designations.
• LIVE SEMINARS AND CONFERENCES. Annual
discounts on 24 hours total per subscription year:
40% off Gear Up self-sponsored seminars and
conferences and 25% off AuditWatch!
This session prepares auditors to take in-field responsibility for an audit engagement. Includes discussion and case studies.
LEVEL 4: EXPERIENCED IN-CHARGE TRAINING | 24 CPE Credits | Auditing, Accounting
The course challenges experienced auditors to improve the effectiveness and efficiency of their audit engagements.
LEVEL 4.5: TAKING THE NEXT STEP | 16 CPE Credits | Auditing, Communication, Personal Development, Accounting
Los Angeles: Oct 16 – 17
Building on the concepts introduced in Level 4, this course prepares auditors to take the next step in their development.
LEVEL 5: TAKING THE LEAD | 24 CPE Credits | Personal Development, Communication, Accounting, Auditing
• WEBINARS. Unlimited access to ALL
webinars including popular full-day
webinars!
San Francisco — B: Nov 17 – 19
• COMPETENCY MODEL. A comprehensive
model for assessing, improving and
connecting your CPE to tax and accounting
specialties, skills and career levels.
By learning and applying a variety of methods, participants in this course enhance their effectiveness as emerging executives.
• LIVE SEMINARS AND CONFERENCES.
Now save on up to 40 hours annually per
subscription from our popular seminar and
conferences lines (save 40% on Gear Up
self-sponsored and 25% on AuditWatch).
100+ SEMINARS
CONFERENCES
ONLINE COURSES
WEBINARS
Los Angeles: Oct 28 – 30
Participants will develop critical managerial skills to further their firm’s success and will learn results-oriented leadership skills.
LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN | 16 CPE Credits | Personal Development, Accounting, Auditing
San Francisco — B: Oct 16 – 17
TAXWATCH UNIVERSITY
LEVEL 1 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Nov 4 – 6
Designed for tax professionals with limited tax experience and knowledge, this course covers common individual and corporate
tax topics.
CPE FOR CALIFORNIA PRACTITIONERS
FROM GEAR UP, AUDITWATCH AND
CHECKPOINT LEARNING
• WEBINARS. Unlimited one- to four-hour
webinars (approx. 360 annual events) plus
discounts on select full-day webinars.
We’ve taken the popular Premier CPE
Package and added even more in response
to customer feedback! The Premier Plus
CPE Package includes all of the learning
options listed at left PLUS:
Los Angeles: Oct 7 – 9
CMCA024
• ONLINE AND DOWNLOAD COURSES.
Unlimited access to interactive online courses
from MicroMash and PASS Online and PPC’s
downloadable self-study courses with online
grading. This includes more than 450 titles,
totaling 3,000+ CPE credits!
New: Mobile courses! All titles with iPad-enabled
mobile versions are included with your Premier or
Premier Plus subscription.
Longer webinars, deeper discounts, more
features, for $399*
LEVEL 3: BEGINNING IN-CHARGE TRAINING | 24 CPE Credits | Auditing, Communication
cl.thomsonreuters.com
800.231.1860
Hundreds of online courses and webinars
all for $299*
PREMIER PLUS PACKAGE
CHECKPOINT LEARNING
THOMSON REUTERS
P.O. BOX 115008
CARROLLTON TX 75011-5008
PREMIER PACKAGE
Don’t miss Gear Up’s
flagship 1040 and
California Tax courses!
LEVEL 2 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Dec 9 – 11
LEVEL 3 | 3 Days | 24 CPE Credits | Taxation
*Per-user annual pricing applies to firms with under 50 seats; contact us for price quote if your firm has more
than 50 users. Premier and Premier Plus discounts do not combine with Early Bird or other discount offers; call
800.231.1860 for details. Gear Up states with self-sponsored seminars currently include: AZ, CA, CO, FL, GA, IL,
IA, MA, MD, MO, NV, NM, NY, ND, OK, OR, VT and VA.
Designed for tax professionals with multiple years’ experience, this course covers intermediate to advanced partnership, LLC,
corporate and individual topics.
San Francisco: Dec 16 – 18
LEVEL 4 | 3 Days | 24 CPE Credits | Taxation
San Francisco: Jan 21 – 23 (2015)
Equips a tax professional for more complex taxation issues and covers tax planning/saving strategies for individuals
and corporations.
ONLINE COURSES Included with Premier and Premier Plus!
Checkpoint Learning offers more than 370 interactive online titles covering all tax and accounting fields of study.
Many courses are now iPad-enabled! Of particular interest to California practitioners:
•
Analytical Fraud Detection (4 CPE Credits)
•
California Rules and Regulations (2 CPE Credits)
•
Cyber Security to Protect Your Company and Your Clients (2 CPE Credits)
•
Ethics for California CPAs (4 CPE Credits)
•
Ethics for Enrolled Agents (2 CPE Credits)
•
Introduction to Fraud Auditing (4 CPE Credits)
•
Real Estate Investment Trusts: An Overview (11 CPE Credits)
•
Revenue Recognition: An Overview of Changes (2 CPE Credits)
•
Tax Strategies for Nontraditional Couples (6 CPE Credits)
Find out more about Checkpoint Learning: 800.231.1860 | cl.thomsonreuters.com
Visit cl.thomsonreuters.com/A or call 800.231.1860
Thomson Reuters is proud to
offer a lineup of courses to meet
the specific needs of California
practitioners!
Designed for tax professionals in their first or second year, this course covers intermediate corporate, individual and other tax topics.
Visit cl.thomsonreuters.com or call 800.231.1860 and start saving today!
Save with Premier and Premier Plus
discounts plus special California offers!
CHECKPOINT LEARNING