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Death and Taxes - San Diego-East County Chapter Meeting
PACIFIC SOUTHWEST ASSOCIATION OF REALTORS
1150 BROADWAY
EL CAJON, CA 92021
Tuesday, July 10, 2018, 6:00 PM - 8:45 PM PDT
Category: In-Person Chapter Meetings

Death and Taxes
San Diego-East County Chapter Meeting

Date/Time:

Tuesday, July 10, 2018
6:00 p.m. - 8:45 p.m.

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Topic:

This presentation will educate our members on how the 1041 differs from the 1040. Jane Ryder and Helen Welbourn will discuss all of the additional tax documentation that is necessary for filing a 1041. This will include how the new 2018 Tax Reform Act affects the preparation of the 1041 and the 1041 K-1 that is reported on the 1040.

Presenters:

Jane Ryder, EA, CPA and Helen Welbourn, EA, CLPF

Bio:
Helen Welbourn, EA, CLPF Tax preparer since 1987, Enrolled Agent since 1991, Tax Analyst/Software Programmer for Intuit, Inc’s Tax Software Products from 1991 to 2013, Acted as professional fiduciary since 1994, California Licensed Professional Fiduciary since 2010, license #389 (2009 was first year of California required licensing). Helen owns a small tax practice, preparing mostly 1040s and about 65 Form 1041 returns annually.  As a professional fiduciary, Helen has acted as trustee, executrix, conservator, and power of attorney for finances and health care.

Registration:

Member: $40
Non-Member: $50

Name and Number for the Person to Contact to Register:

Call David Hayden - 619-900-4829

                       or

          Register Below!

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01001-18-I

CTEC: 1000-CE-4377

Knowledge Level:
 Basic - Intermediate

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: David Hayden 619-900-4829