JERRY E. BARTRAM, CPA, FHFMA

Continuing Education Since 1999

• Planning for Families
• Practical Federal Tax Update for Individuals and
• Collection Defense Tactics: Strategies to
• California State Taxation: Corporate and
• Federal and State Tax Update for Individuals and
• Retirement Distributions: Planning Options
• Advanced Flow Through Entities Conference
• Tax and Financial Planning for High Income and/or Tax
• Yellow Book: Goverment Auditing Standards
• Federal Estate Tax: Preparation of the 706
• Financial Statements and Tax Fraud Conference
• Summary Accounting for Trusts and Estates
• Individual Income Tax Returns Workshop
• Family Law Conference
• Valuation Conference
• Fraud Conference
• Advanced Litigation Support Conference
• Fraud and Economic Damages Conference
• Conducting Fraud Examinations - Gathering the Evidence
• Conducting Fraud Examinations – Proving the Case
• The CPA Valuator – Expert Witness
• Audit Planning Integrating Fraud
• Services to Physicians and Other Health Care Providers
• Profitability in Medical Practices: Financial Management, Operations and Strategy
• Managing Medical Practice Reimbursement: Real Life Activities that Improve Payments
• Protecting and Preserving Wealth
• Course Work Preparing to become a Certified Fraud Examiner.
• Not-For Profit Organizations: Accounting & Auditing
• Tax Strategies for the High-Income Individual Conference
• Federal Estate Tax: Preparation of the 706
• Tax Consequences of Divorce
• Million-Dollar Financial Manager – Financial Practices for Survival in the 21^st Century
• College Financial Aid: The Best Kept Secret in America
• California State Taxation: Corporate and Individual Update
• International Tax Issues for Individuals: Taxation of Resident and Non-Resident Aliens
• Tax Update Part I and II: Individuals Federal and State
• Practical Workshop on Trust Administration of the Living Trust
• When Clients Die: Post-Mortem Tax Returns and Tax Planning
• Tax Traps for C Corporations
• Retirement Distributions – Planning Options
• Retirement Planning: Financial Strategies for Today's Aging Population
• Fiduciary Accounting for Estate and Trusts
• Advanced Wealth Management
• Planning for IRS Audits of Income Tax Returns
• Estate Planning for the Elderly: Eldercare for the New Millennium
• Tax Issues of Operating a Small Business in California
• Closely held Corporation Review and Update
• Introduction to Personal Financial Planning
• Pension and Profit Sharing Plan Strategies
• Advanced Tax Planning With Charitable Techniques
• Ethics, Taxes and Financial Reporting
• School Districts Conference
• Not-For-Profit Organization Conference
• Choosing the Right Business Entity
• Succession Planning for the Closely Held Business
• Federal Income Taxation of LLC's & Partnerships
• Introduction to Estate & Gift Taxation
• Maximizing Social Security Benefits
• Succession Planning for the Closely Held Business
• Protecting and Preserving Wealth into the Next Millennium
• Generation Skipping Transfer Tax and Succession in the Family Business
• Life Insurance: The Agony and Ecstasy
• Practical Update in Financial Accounting and Auditing
• Compilation and Review: Basic Review and Update
• Other Comprehensive Basis of Accounting
• Essential Documentation/Review of Working Papers
• Non Profit Consulting
• Business Pass Through Entity Update
• Creative Tax Strategies for the Sale and Disposition of Real Estate and Other Assets
• Internet -- Effective Uses for Your Practice
• Estate Planning: Quick and Easy
• How to build a Successful Practice with TQS
• The CPA's Role in the Investment Planning Process
• Tax Strategies
• Cash Flow Management
• California Community Property
• Introduction to Personal Financial Planning
• 101 Tax Strategies for the Closely Held Business and Its Owners
• Accounting Software Selection
• S Corporation Taxation
• Tax Planning and 1031 Exchanges

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Copyright 1999 Jerry E. Bartram, CPA All rights reserved.

Web designed and authored by Jerry E. Bartram, CPA Last Updated 02/08/08