Farmers Tax and Accounting Conference Sept. 18, 2014 Fresno and Webcast
Apr 01, 2016
Farmers Tax and Accounting Conference Sept. 18, 2014Fresno and Webcast
2014
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02:30
03:25
04:30
Overview:The backbone of California is the farming industry and a CPA’s knowledge and experience can make a big difference in the business affairs of farmers. As a trusted adviser, it is more important than ever that CPAs help their clients or employers identify, quantify and assess the best way to handle a wide range of business matters. Working with small or large farms, it is key for finance and accounting professionals to resolve complex tax, audit and operational challenges. The 2014 Farmers Tax and Accounting Conference will provide crucial knowledge and information about current topics, economic trends, incentives and key tax and audit updates.
Credit Information:CPE: 8 HoursAA: 1 Hours
Level: Update
Prerequisites: None
CONFERENCE OVERVIEW
Welcome and Introductions
Accounting and Auditing Update
IC-DISC
Break
Banking and Water
Family Wealth Transfer and Succession Planning
Lunch (sit-down lunch sponsored by Bank of the West)
Tax Update
Break
R&D Credits in the Agricultural Industry
The Use of Cooperatives by Farmers and Ranchers
An Update on the Litigation Involving the Cash Method of Accounting: Agro-Jal Farming Enterprising Inc. v. Commissioner
Adjourn
AGENDA {AT-A-GLANCE}08:30
08:35
09:25
10:15
10:25
12:25
01:10
02:20
Thank you to our lunch sponsor:
11:15
Fresno Radisson Hotel and Conference Center
2233 Ventura St,Fresno, CA 93721
FARMERS TAX AND ACCOUNTING CONFERENCEFRESNO RADISSON HOTEL AND CONFERENCE CENTER AND WEBCAST • SEPT. 18, 2014
Toni M. Porter, CPAToni M. Porter, CPA, MST, AEPConference Chair
Louis J. Barbich, CPABarbich Hooper King Dill Hoffman
Angela L. Chambers, CPAFrazer LLP
James B. EvansMoss Adams LLP
Ronald G. Hickok, CPA, CGMA, MSTBritz Companies
Karen E. Morais, CPABaker Peterson Franklin CPA LLP
David G. Pardes, CPAPwC LLP
R. Ian Parker, CPAM Green & Company LLP CPAs
Philip V. Taluban, CPAOcean Mist Farms
Meredith M. Wall, CPADriscoll’s
Conference Planning Committee
10:25
02:20
02:30
03:25
08:30
08:35
9:25
10:15
11:15
01:10
04:30
SESSIONDETAILS
Welcome and IntroductionsToni M. Porter, CPAToni M. Porter, CPA, MST, AEPConference Chair
Accounting and Auditing UpdateDuring this session you will investigate key A&A topics for CPAs and accounting professionals working with farming and agribusiness including cooperative accounting, hedging, VIEs and goodwill. You will also, hear about new pronouncements and lease rules.
K-deep Dhaliwal, CPAMoss Adams LLP
IC-DISCDon’t miss an update on this tax saving opportunity for small and medium businesses that export products overseas. Understand issues specific to California, business formation and corporate structure.
William J. Amon, CPAWTAS LLC
{Break}
Banking and WaterTake a closer look at new requirements, underwriting risks, backup wells and pumping in California. You’ll also have an opportunity to look ahead at legislative trends that are likely to impact you and your organization in the future.
Curt CovingtonBank of the West
Family Wealth Transfer and Succession PlanningExplore practical approaches for dealing with generational issues including management, maintaining control, gifting and estate planning. You’ll get the expertise of top professionals in estate planning and family dynamics.
Kenneth J. Fransen, Esq.Bolen Fransen Sawyers LLP
Kim M. Herold, Esq.Bolen Fransen Sawyers LLP
Neil Koenig, Ph.D.Leadership R&D
Lunch {sit-down lunch sponsored by Bank of the West}
Tax UpdateKeep your cutting edge in this session covering both Federal and California tax issues. You’ll learn about important business credits: Go Biz and EZ; as well as the production donation credit, the reduced sales tax exemption and key updates on foreign sales.
Dean F. AndalPwC LLP
David G. Pardes, CPAPwC LLP
{Break}
R&D Credits in the Agricultural IndustryBoost your knowledge of federal and state R&D tax credit rules from experts in this specialized field. This session will cover documentation, useful tools and tax law developments.
Eric J. Peterson, CPADeloitte Tax LLP
Bruce L. Pires, CPADeloitte Tax LLP
The Use of Cooperatives by Farmers and Ranchers
An Update on the Litigation Involving the Cash Method of Accounting: Agro-Jal Farming Enterprising Inc. v. CommissionerLearn about the use of cooperatives by a group of related or unrelated farmers and ranchers either to market and sell their commodities or to provide services or supplies to the members at cost. Plus, you’ll hear the status of the current litigation involving the use of the cash method of accounting by farmers and ranchers.
Craig A. Houghton, Esq.Baker, Manock & Jensen PC
{Adjourn}
12:25
ContactCalCPA Education FoundationP.O. Box 45066San Francisco, CA 94145-0066
Phone (800) 922-5272Fax (888) 868-8558Web calcpa.org
Event PricingMember $325Nonmember $425
Conference RegistrationSept. 18 // FresnoEvent Code 5141252A
Sept. 18 // WebcastEvent Code 5141252B
Discount ProgramsSave hundreds with Value-Priced Education (VPE) and Coupons.
VPE 80 $1,295 CalCPA MemberVPE 40 $795 CalCPA MemberVPE 24 $675 CalCPA MemberCoupon 10 $2,495 CalCPA Member
Learn more about CalCPA discount programs, (800) 922-5272 or calcpa.org/discount
Materials for this conference are provided in PDF format. You will
receive an email which contains a link for accessing the materials at least three days before the conference.
Registration PolicyAll registrations are taken on a first-come, first-served basis. The CalCPA Education Foundation reserves the right to refuse admission to any individual whose behavior it deems inappropriate.
Cancellation PolicyIf you need to cancel your registration, you must cancel four business days prior to the event to receive a full refund. After that time a refund will be given less a $125 cancellation fee. No refunds will be given for no-shows.
VPE no-shows will have the number of registered CPE hours deducted from their VPE credit.
Coupon no-shows will forfeit the coupon used to register. For registration policies please go to calcpa.org/policies.
Note: Topics and speakers are subject to change. For up-to-date information, please go to calcpa.org
CalCPA Education Foundation 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 for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or www.learningmarket.org.
REGISTRATION INFORMATIONREGISTER ONLINE calcpa.org/Farmers14