Tax Season Sunday Q&A Brunch
Orange County Chapter In-Person Meeting

CLICK HERE for the event flyer

Date/Time:

Sunday, March 17, 2024
10:00 AM to 12:00 PM

Location:

Mimi's Cafe
17231 E. 17th Street
Tustin, CA 92780

Topic Description:

Enjoy getting together with your fellow tax professionals for a quick bite, discussion and tax research. experiences during the 2023 Tax Preparation Season. We will have a roundtable discussion of current tax season issues and answers to some of those tax law and client dilemmas that we all have. Bring your questions, complications, queries, forms, pubs, software issues and so forth. Perhaps bring along your copy of TheTaxBook or Quickfinder Handbook to help lookup some answers. ** Earn 1 hr of CPE - Be sure to bring along your PTIN, EA & CTEC Numbers with you. Each of us will order and pay for our own meal and beverages. Need more information: Please email Michael Mergen, EA at [email protected]

Presenter(s):

Michael Mergen, EA
Michael Mergen is the owner of Sequoia Business Services in Placentia, CA. Mike is currently on the Board of Directors of the Orange County Chapter of CSTC and has been leading our Roundtable Brunch Education Series and other education events for many years.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01930-24-I
CTEC: 1000-CE-5372

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Each attendee will order and pay for their own food and drink off the menu.

Click the link below to register!

Cancellation and Refund Policy: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.