Helping Our Clients
By Staying Current


A Few of the Courses Taken Since 1999

About Us
Clients Online
Professional Clients
Business Clients
Litigation Support
Help For Families
Tax Information
  • 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 21st 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

Yucaipa Office

35460 Beech Avenue

Yucaipa, CA 92399

Telephone  (909) 790-1583

Fax            (909) 790-3862

E-mail Please Call For Address

Please contact our Web master with questions or comments.

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

Web designed and authored by Jerry E. Bartram, CPA Last Updated 04/22/10