• 1979 ESTABLISHED
  • 72 MUNICIPAL CLIENTS
  • 30-40 SINGLE AUDITS ANNUALLY
  • 45+ NONPROFIT CLIENTS
  • 1 LOCAL OFFICE PLEASANT HILL
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Maze Live 2016 Fraud Environment

This session will provide information on some common fraud schemes relevant to most entities and provide examples of controls you can implement in your organization to decrease the risk of fraud. We will also provide an overview of the Internal Control Guidelines issued by the State Controller’s Office. Presenters David Alvey, CPA Audit Partner and… [Read More]

Maze Live 2016 Changes in Grant Management and How to Prepare for the Single Audit

Are you ready for the new Single Audit rules and requirements? In this session, we will go over the new Uniform Guidance to Federal Awards with a high level background and overview on the latest updates on the new single audit requirements. We will discuss how the Uniform Guidance will affect the planning considerations for… [Read More]

Maze Live 2016 GASB 68 and 71 Planning for the Second Year

How did your implementation go last year?  In this session, we will cover issues that we or our clients encountered during the implementation of GASB 68 and 71.  We will also cover anticipated challenges, new information from actuaries, as well as sample journal entries in this first year after implementation.  Presenter Amy Meyer, CPA, Audit… [Read More]

Maze Live 2016 Implementing GASB 72: Fair Value Measurement and Application

In this session, we identify the impacts of GASB 72 for financial statement presentation purposes and be exposed to updated footnote tables and other pertinent footnote disclosures.  Other topics include: valuation techniques, reporting requirements and definitions related to the Statement.  Presenters Cody Smith, CPA, Audit Supervisor and Amy Meyer, CPA, Audit Partner

Maze Live 2016 GASB Update

Are you wondering what is down the pike for GASB implementation?  In this session we will cover the new GASB pronouncements for the upcoming years, including those addressing tax abatement disclosures and retiree healthcare benefits.  Presenter David Alvey, CPA Audit Partner

Maze Live 2016 Cyber-security for Local Governments

Session description: Is your organization doing enough to reduce the risk of cyber threats?  Cyber-security is more than compliance with credit card processing.  What risks does your organization have?  Cyber-security is a prime concern today and in this session we will cover what local governments can do to reduce risk.  Presenter Donald E. Hester, CISA,… [Read More]

Why does our financial audit include an information system review ISR

How does the IT control environment relate to the risk of material misstatement (RMM) in financial reporting?  What is the best way to address the risk of material misstatement associated with the IT infrastructure and applications within an organization?  Learn the reasons behind Maze & Associates approach to determine the risk of material misstatement as… [Read More]

Single Audit Uniform Guidance – Session 2

Second of two sessions. We are in the business to help our clients succeed. In this class, we will go over how you can successfully prepare for the single audit and comply with the new Uniform Guidance for Federal Awards.

Single Audit Uniform Guidance – Session 1

First of two sessions.  Are you ready for the new Single Audit rules and requirements? In this class, we will go over the new Uniform Guidance to Federal Awards with a high level background and overview on the latest updates on the new single audit requirements. We will discuss how the Uniform Guidance will affect… [Read More]

QuickBooks and Fraud

Moderators: Vikki Rodriguez (Partner) and David Alvey (Partner) Description: This session will provide information on some common fraud schemes relevant to entities that use Quickbooks, and provide examples of controls you can implement in your organization to decrease the risk of fraud.

Real Estate Wealth, Inheritance Planning that Works

This seminar covers estate planning and how you can limit taxes, avoid probate, and maximize inheritance by utilizing Revocable Living Trusts, Family LLC/LLP, Spousal Limited Access Trusts, Charitable Remainder Trusts, and Irrevocable Life Insurance Trusts.

IRA Tax Planning, De-fusing the tax time bomb

This seminar covers retirement and estate planning and how you can limit taxes, avoid probate, and maximize inheritance by utilizing reverse mortgages, conduit trusts, and investments.  What should you do with your required minimum distributions?  What strategies can you use for beneficiary designations?

Overview of GASB Statements 68 & 71 Accounting and Financial Reporting for Pensions 2015

Part 1 GASB Statements 68 & 71, Accounting and Financial Reporting for Pensions, represent a major change to financial reporting for local governments.  In this session we will cover an overview of in GASB 68 and current developments related to the new pension reporting standards.  Topics will include: an overview of GASB 68, key terms… [Read More]

GASB Statements 68 & 71: Preparing the Financial Statements for Audit

In this session we will cover employer responsibilities for preparing the financial statements for audit, example journal entries, footnote disclosure required components, and employer auditor responsibilities.