Round Table Friday Morning Series
Temecula Valley Chapter In-Person Meeting

Date and Time:

Friday, June 21st, July 19th and August 16th, 2024
8:30 AM to 9:30 AM

Location:

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

Topic:

Federal Law review for 2023 and what is coming for 2024. Let's look at extensions and what questions or issues with filing. What we can do to prep for 2024 education, classes available... where are you going for your CPE courses? State CA review for 2023 and what people are talking about for the 2024 tax year. Pass through Entity Salt work around PTE for CA. How can we assist our clients in getting the best returns possible?

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 hour(s) (Topics covering existing tax law)
1 California hour(s) (Topics covering California law issues)

IRS: 18QC1-T-01968-24-I
CTEC: 1000-CE-5411

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! This fee covers all 3 sessions.

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.