Round Table
Temecula Valley Chapter In-Person Meeting

Date and Time:

Every Friday Starting March 8 through March 22, 2024
8:30 AM to 9:30 AM

Location:

Sun City Restaurant
26824 Cherry Hills Blvd
Sun City, CA 92586

Topic:

Round Table Morning Series will cover Fridays between March 8th, 2024 through Friday, March 22nd, 2024. We want to help review, update, and answer questions for the 2023 tax season. The session for March 8th and March 22nd will cover Federal Topics. March 15th, 2024 we will focus on CA State topics. Please bring any information you want to review and share with the group. This is an open round table series of 3 CE credits.

Attendees must attend all three sessions to receive the CE credits. 

Presenter:

Patricia Arick, EA
Patricia has a business management degree. She has been doing taxes and bookkeeping for over 33 years. Her practice specializes in business taxes, payroll, and bookkeeping. She lives and works in Sun City/Menifee.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01959-24-I
CTEC: 1000-CE-5402

Knowledge Level: Basic (No prior knowledge expected)

Attendees must attend all three sessions to receive the CE credits. 

Registration:

Members: $30
Non-Members: $60

MUST PAY WITH CHECK AT THE FIRST MEETING!

Please call or email Patricia Arick to register:

Email: [email protected]
Phone Number: 951-672-1099

Cancellation and Refund Policy for Meeting 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.