Earn Quality Education while Engaging with Top Industry Leaders and Accomplished Professionals
The California Chapter of the Academy of Attorney-CPAs invites you to attend this one-day education program offering 5 MCLE credit hours and 5 CPE credit hours. Come gather with your fellow peers after tax season for a day of education and networking opportunities.
Friday, May 6, 2016
9:00am – 4:00pm
Scott’s Seafood Jack London Square
#2 Broadway, Oakland, CA 94607
5 MCLE credits (including 1.5 in ethics); 5 CPE credits (1.0 Accounting-General, 2.0 Business Law; 1.5 Tax)
AAA-CPA Member: $80.00; Non-Member: $90.00 (Price includes education, breakfast and lunch)
Online at www.Attorney-CPA.com or via telephone 703-352-8064 ext. 2
10:00am – 11:00am
Representing Business Owners in Business Disputes
Speaker: Lawrence M. Cirelli, Partner at Hanson Bridgett LLP
A discussion regarding the representation of owners of privately held businesses, including family businesses, in disputes with other owners, founders, investors, officers and directors of their companies. Among other things, we will discuss various alternatives for resolving such disputes.
11:00am – 12:30pm
What Every Lawyer and Every CPA Needs to Know About Client Trust Accounts
Speaker: Jay Foonberg, Attorney, CPA, CLE Presenter, Author
The program is designed to teach lawyers and CPAs how to comply with State Bar requirements on maintaining attorney trust accounts and staying complaint. This includes a range of issues, from fee handling problems to bank errors and bad bookkeeping. Many lawyers have been subject to State Bar discipline due to failure to follow the rules, many of the rules which may appear to be incomprehensible.
1:30pm – 3:00pm
How To Examine Election Year Tax Reform Proposals
Speaker: Annette Nellen, Professor and Director of San José State University
All kinds of proposals arise in a presidential election year to reform our tax system. These range from vague to detailed, major to minor, and costly to costlier. Some proposals call for replacing our income tax with some form of a consumption tax. This presentation aims to raise your tax reform savviness. Data for better understanding our current system including why many pay no federal income tax, the key proposals, types of consumption taxes, costs of tax reform, how to evaluate proposals, and more
3:00pm – 4:00pm
Anti-Kickback Statue & The Stark Law
Speaker: Michael G. Polis, CPA, Esq., Partner at Wilke Fleury LLP
This program will discuss the dynamics of the anti-kickback statute and the Stark Law. Anti-kickback prohibits offering, paying, soliciting or receiving anything of value to induce or reward referrals or generate federal healthcare program business. Criminal charges include fines up to $25,000 per violation and up to a 5-year prison sentence. The Stark Statute prohibits a physician from referring Medicare or Medicaid patients for designated health services to an entity with which the physician (or an immediate family member) has a financial relationship, unless an exception applies. Mike will provide a brief summary of the two statutes and discuss similarities and differences between the two.