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Reverse Mortgages and an After Tax Season Round Table! - San Jose 5.23.2018
San Jose Chapter Meeting Location
1754 Technology Dr, 2nd Floor
San Jose, CA 95110
Wednesday, May 23, 2018, 6:00 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

Reverse Mortgages and After Tax Season Round Table!
San Jose Chapter

Date/Time:

May 23, 2018
6 p.m. to 9 p.m.

Location:

1754 Technology Dr.
2nd Floor
San Jose, CA 95110

Presenters and Description:

Des Lenz, Reverse Mortgage Specialist, (2 HOUR FEDERAL - 0 HOUR CALIFORNIA)
Will talk on Reverse mortgages, Appropriate Options and The tax consequences

Robert G Searle, CTRP (1 HOUR FEDERAL - 0 HOUR CALIFORNIA)
Will talk on After Tax Season Round Table – Bring your Questions!!
The roundtable will be an open subject on any questions we are not sure on, forgot or something new and don’t know how to handle it

Cost:

$20.00 Members
$30.00 Non-Members

Registration:

Contact Bob Searle to register!
Please email Bob at Bob at [email protected] or leave a text or voicemail at 510-773-2658 or leave a text or voicemail at 510-773-2658

CEUs:

3 hours, credit meeting
Course numbers to come

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: Bob Searle at [email protected] or leave a text or voicemail at 510-773-2658