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Social Security and Tax Review and New Laws - Central Valley Chapter Meeting
Elk's Lodge
645 Charity Way
Modesto, CA 95356
Tuesday, June 26, 2018, 3:00 PM - 9:00 PM PST
Category: Chapter Meetings

Social Security and Tax Review and New Laws 
Afternoon and Dinner Meeting
Central Valley Chapter Meeting

Date/Time:

Tuesday, June 26, 2018

Afternoon Workshop:
3:00 to 6:20 PM

Dinner Workshop:
6:20 to 9:00 PM

Location:

The Elk's Lodge
645 Charit way
Modesto, CA 95356

Topic:

Afternoon Workshop:
Social Security and Tax Review and New Laws

In this discussion we will go over cost of living adjustments along with the Tax Rate percentage for Social Security and Meidcare and also the Maximum taxable earning, Retirement Earnings, Etc. This topic will bring you knowledge on the new Social Security changes and how this affects you no matter what the age. These new changes will affect you and understanding these changes is what this discussion will help you in the future or now. The tax returns can play a big part in this and we will also go over the 1040 and 540 tax returns with social security and its changes.

Dinner Workshop:
Tax Review and New Laws
In this presentation I will go over the new changes that have occurred for the 2018 year. We will be covering the 2018 Tax Reform act and the impact in changes it will make for you. This will cover the Filing issues, filing requirements. child tax credit and other dependent credits which this subject goes into family tax credit, dependency deduction and the due diligence. There will also be areas that we will go into with itemized deductions and all other areas that go into the individual return as well as the IRC 199A small business deductions which will go into qualifying income and expenses all the way to employee versus independent contractor. A lot basically will be discussed that is not mentioned here but a lot of good information will be provided to better understand these changes for the 2018 tax reform.

Presenters:

Marie Archibeque & Stephen Marshall

Bios:
Marie Archibeque
is a tax preparer who also specializes in construction accounting. Currently she is the President of the Central Valley Chapter of CSTC. 
Stephen Marshall is the Modesto District Manager of Social Security Administration.

Registration:

Afternoon and Dinner Workshop (6hrs CE)
$65 Member
$80 Non-Member

Workshop Meeting Only (4hrs CE)
$50 Member
$65 Non-Member

Dinner Workshop Only (2hrs CE)
$35 Member
$50 Non-Member   

*No Cut off date

Name and Number for the Person to Contact to Register:

Contact Karen De Vaney at: 209-524-4345 or [email protected]

CPE Information:

Afternoon Workshop:
4 Federal Law Hours
IRS: 18QC1-T-01005-18-I
CTEC: 1000-CE-4381

Dinner Workshop:
1 Hour Federal Tax Law, 1 Hour California
IRS:18QC1-T-01004-18-I
CTEC: 1000-CE-4380

Knowledge Level:
 Basic

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: Karen De Vaney at: 209-524-4345 or [email protected]