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Register For Class
EARLYBIRD BONUS
Enroll and pay by May 16
for a 10% discount on all classes
from 4/25/08 to 10/30/08
If you have questions,
please call:
310.202.1669
or
888.FER-1841
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24
hours of CPE
June 18-20,
2008
ENROLL FOR ALL 3 DAYS BY MAY 16
for ONLY
$498. Thereafter
$555.
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June 18 (W) / Death
& Taxes: A Workshop for Preparing Form 1041, A/B
Trust Funding and the Living Trust
What do you do after a client
deceases? This course examines living trust basics,
fiduciary tax returns and splitting the living trust
into the after-death trusts. Completed forms and sample
A/B trust funding documents will be reviewed. California
Trust laws also covered.
Instructor Robert Manton,
CPA, is a partner with the firm of
Stowell-McNally Corp./McNally Manton. His specialty is
in estate and trust taxation. Having developed a diverse
range of expertise in this area for more than 15 years,
Bob heads this department for the firm. Attendees will
appreciate his workshop approach from a tax preparer's
perspective. Mr. Manton's knowledge in fiduciary
accounting and trust division/allocation will be
extremely valuable to
participants.
Intermediate | NASBA
Subject: TX | CPE hours: 8 | Single-class fee:
$240
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June 19 (Th) / Fed
Up With Fraud 
CPAs are addressing recent standards
related to fraud detection by increasing the amount of
work performed. Learn how to apply standards to reduce
the risk of association with fraudulently misstated
financial statements while increasing efficiency.
Instructor Mark
Dauberman, CPA, provides CPE and staff training
for CPA firms and private industry on topics such as
fraud, auditing, strategic planning, and practice
management. Mark spent nearly 30 years preparing
candidates for the CPA exam and recently served as
director of the audit practice and partner at NSBN, a
CPA firm where he was responsible for recruiting,
training, business development, quality control, and
strategic planning. He is enrolled in the Executive MBA
program at the Drucker School of Management at Claremont
Graduate University.
Intermediate |
NASBA Subjects: AU, MN | CPE hours:
8 | Single-class fee:
$240
MEETS FRAUD
REQUIREMENT
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June 20 (F) /
OCBOA: Cash & Income Tax Basis
Reporting 
What is an Other Comprehensive
Basis
Of Accounting
(OCBOA)? Find out why it is the financial statement of
choice for today's tax practitioners. Reduce costs and
minimize exposure when changing from a GAAP basis. Find
new ways to service client needs and manage business
risk.
Instructor Seid Sadat,
CPA, is a practitioner with diverse and hands-on
experience who creates a useful, entertaining seminar. A
partner with Magidoff, Sadat and Gilmore, LLP, in
Woodland Hills, Mr. Sadat specializes in consulting and
financial solutions for closely held companies. He
lectures at colleges and various organizations in
Southern California. Seid is a member of the California
Board of Accountancy's Report Quality Monitoring
Committee.
Intermediate | NASBA
Subject: AC | CPE hours: 8 | Single-class fee:
$220 |
FER'S FEES
INCLUDE:
· morning coffee &
bagels/danish
· delicious lunch
(vegetarian option available)
·
scrumptious afternoon dessert
·
interactive instruction by dynamic,
knowledgeable instructors
· practical
manuals
· certificate of
completion
CLASSES MEET
9AM-5PM
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RESORT AMENITIES
·
Championship Golf Course
· Casino
· Fitness Center, Pool
& Spa
· Several Restaurants
· Free
Parking
FOR FER
PARTICIPANTS· $25 Table Game Match Play
Coupon · Special Rate Twilight Golf available after class
hours · A few little surprises, too! BOOK YOUR ROOM
NOW!· Spacious, casually elegant deluxe
guest rooms. · Room rate for June 17, 18 and 19 is $115 per night (plus tax).
Rate valid through Friday, May
30, 2008 on a first-come basis.· To make room
reservations, call toll-free 877.287.2624 or visit
Barona's website, www.barona.com.
Identify the group as CPE Getaway 2008 Financial Education
Resources (Group Rate: GFERS08). · 1932 Wildcat Canyon
Road, San Diego 92040, www.barona.com |
Financial Education Resources is registered
with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on
the National Registry of CPE Sponsors. State Boards of
Accountancy have final authority on the acceptance of
individual courses of CPE credit. Complaints regarding
registered sponsors may be addressed to the National Registry
of CPE Sponsors, 150 Fourth Ave. North, Ste. 700, Nashville,
TN 37219-2417. For more information regarding administrative
policies such as complaints and refunds, please contact our
offices at 310-202-1669.
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