Corporate Transparency Act for Tax Professionals & New Tax Update
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, March 20, 2024
5:00 to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

Starting on January 1, 2024, many of your clients will have to report their Beneficial Ownership Information (BOI) for their business entities. What is the Corporate Transparency Act (CTA) and what does it mean for your practice? For existing entities, the Beneficial Ownership Information is due January 1, 2025, but for new entities formed in 2024, the Beneficial Ownership Information is due within 90 days for formation. FinCen has been constantly updating their FAQs and this seminar will highlight the latest guidance regarding the Beneficial Ownership Interest reporting.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01932-24-O / 18QC1-T-01933-24-O
CTEC: 1000-CE-5374

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by March 17, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after March 17, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
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.