BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:d8893ac3fc3d34b2603c5dc67c72102958 CATEGORIES:In-Person Chapter Meetings SUMMARY:OC-WC - Get Ready for Tax Season: Last-Minute Update 1.24.18 LOCATION:Jagerhaus Restaurant\, 2525 E Ball Rd\, Anaheim, CA 92806\, USA DESCRIPTION:
January 24, 2
018
6 to 8:30 p.m.
Jagerhaus Restaurant
25
25 E Ball Rd
Anaheim, CA 92806
714-520-9500
Get Ready for Tax Season with a Last-Minute Update Everyone is talking about the new tax law, but the returns we'll be preparing this tax season are under the old law. So we need to be sure we're up-to-date with the law we'll be using to prepare this season's returns. We also need to be aware o f some provisions of about the new law that may affect our clients' plannin g. Ruth and Shari will cover both aspects. They'll review the highlights of the changes affecting 2017 returns so we can prepare our returns efficient ly and accurately. In addition, they'll mention some of the changes in the new law that our clients need to know in order to plan for next year. Refre shing our knowledge of the old law and potential planning opportunities of the new law will get us ready to go into our tax season!
Ruth Godfrey, EA and Shari Hardy, EA
RU
TH H GODFREY, EA: Ruth has been an Enrolled Agent since 1984 and is Preside
nt of Godfrey and Hardy Tax & Business Services Inc. She works with bot
h individuals and businesses in her tax practice. Prior to becoming an Enro
lled Agent Ruth was a licensed real estate agent specializing in 1031exchan
ges. She has many clients involved in real estate and she also has kept in
contact with the real estate market even though no longer a licensee. Ruth
conducts seminars and workshops on a variety of subjects for tax preparers,
tax payers, and other business professionals. She is frequently of consult
to other tax preparers as well as to real estate professionals on the prop
er structuring and reporting of real estate transactions. Ruth is a past pr
esident of CSTC and the Inland Empire CSTC Chapter as well as a Past-Chairm
an of the California Tax Education Council (CTEC). She is currently serving
CSTC as Parliamentarian. Ruth is a Fellow of the National Tax Practice Ins
titute of NAEA and is the NSA District Governor for District X. Involved in
civic groups as well as professional, Ruth has also served as president of
the Ontario, California, Chamber of Commerce.
SHARON C HARDY,
EA: Sharon has been preparing taxes since 1991 and she obtained her EA cred
ential in 1994. She is the Vice-President of Godfrey and Hardy Tax & Bu
siness Services, Inc. where she specializes in individuals and estate and t
rust taxation. She also serves as a trustee for several individuals. Sharon
has co-authored the CSTC Fundamentals course, has taught tax classes for H
& R Block, CSTC, the Citrus Estate Planning Group, and is Secretary of
CSTC. Sharon also has firsthand knowledge of non-profit operations having
served as both a church administrator and fund raiser. She is a past member
of the Planned Giving Round Table, Los Angeles Chapter.
Cost (Member)
$35
Cost (Non-Member)$40
Please click here to register online and
pay at the door. Or contact Linda at linda@lindadongea.com or 626-288-8558.
1 Federal Law Updat
e
IRS: 18QC1-U-00901-18-I
CRTP/CTEC: 1000-CE-4289
This presentation has been designed to meet the requirements of the Return Preparer Office, the California Sta te Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endors ement by these groups. A listing of additional requirements to renew tax pr eparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sa cramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Inter net at www.ctec.org.
CONTACT:Linda Dong linda!lindadongea.com or 626-288-8558 DTSTAMP:20240329T105516 DTSTART;TZID=America/Los_Angeles:20180124T180000 DTEND;TZID=America/Los_Angeles:20180124T203000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR