Roundtable Discussion 2023 Tax Return Issues/Resolutions
Greater Long Beach Chapter In-Person Meeting

Date/Time:

Sunday, March 24, 2024
7:45 AM to 9:00 - Registration/ Breakfast Buffet
9:00 AM to 12:00 PM - Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

Roundtable discussion - 2023 Tax Return Issues/Resolutions. Bring your tough questions to our 2023 tax filing roundtable. Discussion will include Federal and California state tax issues as well as tax forms needed. Member expertise and tax knowledge will provide direction and possible tax solutions. Also, we will be using "Tax Book" and a leading California tax reference book for research, forms and solutions. All attending will have a better understanding of the 2023 Federal and State tax code.

Presenter(s):

Greater Long Beach Chapter of CSTC Board of Directors
All in attendance are encouraged to join in the Roundtable Discussion. A question sheet will be required for each tax issue. Board members from the Greater Long Beach Chapter - California Society of Tax Consultants will mediate the topics and discussions.

CPE Information:

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

IRS: 18QC1-U-01926-24-I / 18QC1-T-01925-24-I
CTEC: 1000-CE-5366

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $40
Registration Fee (Non-Member): $70

For reservations to the Greater Long Beach Roundtable discussion, Dennis Kaho at(562) 421-8523 or Shobha Bajaj at (562) 441-6724 or [email protected]. Should you wish a meatless meal, please mention this at the time that you make your reservation.

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.