CSTC's 2022 SUMMER TAX SYMPOSIUM

June 12-15, 2022
Silver Legacy Resort and Casino
Reno, Nevada

The California Society of Tax Consultants, Inc (CSTC), has been a nonprofit organization for the benefit of tax professionals throughout California since 1966 (formerly known as ISTC), and delivers quality education and unique member benefits. As a bookkeeper, accountant, Enrolled Agent, or CPA, you can take advantage of everything CSTC has to offer. Programs cover a wide spectrum of tax topics that are approved for CTEC, EA & CPA credit.

The CSTC Summer Tax Symposium is an event not to miss!


Quick Links


2022 Exhibitors and Sponsors



 

 

TABLE EXHIBITORS
 

CLICK HERE
 to learn more about becoming an Exhibitor or Sponsor at the 2022 Summer Symposium!

Summer-Symposium Schedule-at-a-Glance

 

Sunday, June 12, 2022

3:00 PM to 6:00 PM Registration Open; Exhibitor Set-up
5:00 PM to 6:00 PM Welcome Reception for First-Time Attendees
6:00 PM to 9:00 PM

Welcome Dinner
This event is family-friendly.
(Included with full registration. Guest registration is $50)

 

Monday, June 13, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session - speaker to join virtually
IRS Discussion
Speaker: IRS Commissioner Charles P. Rettig
9:15 AM to 10:05 AM Breakout Sessions:
 

Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA 
This session continues after the break until 12 pm. 

  Track Two: Back to the Old Normal? Recent Developments in Trusts and Estates

Speaker: Jennifer Scharre, Esq

 

Track Three: Anatomy of a No Records Audit
Speaker: LG Brooks, EA, CTRS
This session continues after the break until 12 pm.

10:05 AM to 10:20 AM  Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  (CONTINUED) Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA
Do not register for this session if you did not select the 9:15 am session.
  Track Two: Discovering Common Forms of Ownership in California
Speaker: David Eastis, CRTP, MA
  (CONTINUEDTrack Three: Anatomy of a No Records Audit
Speaker: LG Brooks, EA, CTRS
Do not register for this session if you did not select the 9:15 am session.
12:00 PM to 1:20 PM Lunch and Learn
Workflows, Processes & Procedures for a Successful Tax Practice
Speaker: Demi Woodson, CRTP
1:20 PM to 3:00 PM Breakout Sessions:
  Track One: California Update on Individuals
Speaker: Claudia Stanley, EA, CPA
  Track Two: Cutting Edge Strategies and Reporting for Limited Liability Companies
Speaker: Frank Acuña, Attorney
  Track Three: Data Security for Tax Professionals
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Latest Individual Federal Tax Update Summer 2022
Speaker: Jane Ryder, EA, CPA
5:00 PM to 6:30 PM Reception with Exhibitors
 

Tuesday, June 14, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session: California Tax Updates
FTB Discussion
Speaker: Brenda Voet, EA, Taxpayer Advocate at the Franchise Tax Board
9:15 AM to 10:05 AM Breakout Sessions:
  Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA
This session continues after the break until 12 pm. 
 

Track Two: Retirement Accounts After the SECURE Act
Speaker: Frank Acuña, Attorney at Law

  Track Three: Practitioner Privilege
Speaker: LG Brooks, EA, CTRS 
This session continues after the break until 12 pm. 
10:05 AM to 10:20 AM  Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  (CONTINUED) Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA
Do not register for this session if you did not select the 9:15 am session.
  Track Two: Basics of COD
Speaker: Ryan Reichert, EA, CFP
  (CONTINUED) Track Three: Practitioner Privilege
Speaker: LG Brooks, EA, CTRS 
Do not register for this session if you did not select the 9:15 am session.
12:00 PM to 1:20 PM 2022 Annual Business Meeting and Lunch
(Included with registration)
1:20 PM to 3:00 PM Breakout Sessions:
  Track One: Interest & Dividends - 1040 Schedule B
Speaker: Michael Tullio, EA
  Track Two: California Update on Businesses
Speaker: Claudia Stanley, EA, CPA
  Track Three: You CAN Fix the IRS – Resolving IRS Systemic Problems
Speaker: Eva Rosenberg, EA, CTC, CTRS
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Latest Federal Business Tax Update Summer 2022
Speaker: Jane Ryder, EA, CPA
 

Wednesday, June 15, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session
Tax Stuff you Thought you Knew
Speaker: Ryan Reichert, EA, CFP
9:00 AM to 9:15 AM Break with Exhibitors
9:15 AM to 10:05 AM (CONTINUED) Keynote Session
Tax Stuff you Thought you Knew
Speaker: Ryan Reichert, EA, CFP
10:05 AM to 10:20 AM Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  Track One: Basics of Depreciation
Speaker: Chuck Woodson, EA
  Track Two: Discovering the Life-Cycle of Nonprofit Organizations
Speaker: David Eastis, CRTP, MA
  Track Three: Tax Aspects of Gifting a Home 
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
12:00 PM to 1:20 PM Lunch and Learn
Adding Value to Your Firms Practice: Using EAs in Your Practice
Speaker: Eva Rosenberg, EA, CTC, CTRS
1:20 PM to 3:00 PM General Session
Stump the Tax Experts
Speaker: All speakers are invited to join this panel
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Ethics in Practice
Speaker: Shannon Hall, EA
5:15 PM Grand Prize Drawing

 


Registration Information and Fees

Category Fee by March 31, 2022   Fee by April 29, 2022 Fee After April 29, 2022
Members $500  $550 $600
Staff of Members $525  $575 $625
Non-Members $600  $650 $675
Sunday Social Event Guest Tickets  $50 $50 $50

 

Registration fees include: Educational sessions and materials, including a USB thumbdrive of electronic handouts delivered at check-in, Daily Breakfasts, Daily Lunches, Sunday Evening Social & Buffet, and Refreshment Breaks. Registrants will also receive an email with linked electronic handouts at the conclusion of the Symposium.

Optional Printed Handouts: $150 for all session handouts (regardless of attendance) book-style, bound and tabbed, delivered at check-in. 
Deadline to order is May 11. See FAQ for more details. 

Cancellation policy: Written/emailed requests for a registration fee refund will be accepted until May 20, 2022. A $100 administrative fee will be deducted from all refunds. No refund of any kind will be given if a written cancellation notice is received after May 20, 2022. There are no refunds for no-show registrants.


Book Your Room!

Silver Legacy Resort and Casino
407 North Virginia Street
Reno, Nevada 89501
1-800-687-8733
http://www.silverlegacyreno.com/

Room rate for attendees:
$60 plus tax/fees and a resort fee of $20 per guestroom per night, single or double occupancy starting June 12 through June 16, 2022 or until block sells out.
Room Block Code: SSCSTC2

Click the following link to book your room: https://book.passkey.com/event/50278880/owner/49883457/home


About the hotel: Located in the heart of Downtown Reno, The Silver Legacy Resort Casino is a 1,720 room premier destination, boasting every amenity for a perfect getaway: elegant guest rooms and suites, top-name entertainment, six fabulous restaurants, Catch A Rising Star Comedy Club, 85,000 square feet of thrilling gaming space with all of the newest games and 90,000 square feet of state-of-the-art convention space. Guests can also enjoy elegant boutique shopping, an award-winning health spa, the world's largest composite dome and mining rig, Rum Bullions Island Bar - Reno's only rum bar and the ultra hip Drinx Lounge and the upscale Aura Ultra Lounge. Silver Legacy is connected by skywalks to the Eldorado Hotel Casino and Circus Circus Reno providing guests with the largest center for gaming and entertainment in northern Nevada, all just 3 blocks from Reno's Riverwalk and arts district and within minutes of world-class skiing, golfing and more.

The Resort Fee Includes:

  • In-room Keurig coffee maker with Starbucks K-Cup Pods
  • Unlimited local and toll-free calls
  • Two bottles of water, refrigerator and in-room safe
  • Airport shuttle service, covered valet and self-parking
  • Access to the all-new Fitness Center inside The Spa at Silver Legavy
  • Printing of boarding passes, notary services and safety deposit box


Session Descriptions

Breakfast Keynote Session
IRS Discussion
Speaker: Charles P Rettig, IRS Commissioner
NO CE OFFERED FOR THIS COURSE


Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA
Session Description: A course designed for those who seek the how’s and why’s of data needed for correct preparation of a 1040 return. With an overview of the Individual return, we will cover common pitfalls that preparers encounter and will review tax software that may require different data than paper requirements.

Learning Objectives:

#1: This course covers valuable tools and tips to review 1040's in your firm for accuracy, completeness and missed tax savings opportunities.

#2: Attendees will learn and understand how to obtain data via asking the important questions during an interview and examine common tax preparation issues of an individual return

#3: A hands-on demonstration of putting pen to paper to get a visualization of what a complete return should look like. Does it pass the “smell test?”

3 Federal Law hours
IRS #: 18QC1-T-01658-22-I
CTEC #: 1000-CE-5066
Knowledge Level: Basic


Back to the Old Normal? Recent Developments in Trusts and Estates
Speaker: Jennifer Scharre, Esq
Session Description: The speaker will review changes in law that impact trust and estates. Participants will learn how these changes may impact their practice and best practices.

Learning Objectives:

#1: What changes occurred with respect to trust and estates.

#2: How to implement practical changes as a result of such legal changes.

#3: Learn how changes may impact client strategies.

1 Federal Update hour
IRS #: 18QC1-U-01620-22-I
CTEC #: 1000-CE-5026
Knowledge Level: Intermediate


Anatomy of a No Records Audit
Speaker: LG Brooks
Session Description: The thought of an income tax audit (examination) is usually terrifying for most people and based upon the prior history of State & Federal audits, usually for good reason. Now consider the pursuit of an audit with no records, documents, or substantiation. Furthermore, factor in the Internal Revenue Service’s (IRS) belief that your client is presumed to have filed a “less than accurate tax return.” You have just entered the “No Records Audit Zone”. Being prepared for the mechanics & process of any audit is essential, however a higher level of awareness & proficiency may be required concerning the representation of a taxpayer during a “no records” or “inadequate records” audit. This presentation is designed to explain and analyze the audit process as it relates to a “no records” or “inadequate records” audit or examination and to discuss & demonstrate how to approach and initiate a “no records/inadequate records” audit engagement.

Learning Objectives:

#1: Identifying an actual "No Records" and/or "Inadequate Records" engagement

#2: Employing the proper techniques, tools & remedies during a "No Records/Inadequate Records" audit

#3: Presenting the proper arguments and/or defenses during a "No Records/Inadequate Records" audit

3 Federal Law hours
IRS #: 18QC1-T-01660-22-I
CTEC #: 1000-CE-5067
Knowledge Level: Intermediate


Discovering Common Forms of Ownership in California
Speaker: David Eastis, CRTP, MA
Session Description: As business owners in California, one of the most important tax decisions is determining what form of ownership will best meet their business needs. Selecting the best structure for the business should be a carefully planned process that is discussed with a qualified tax professional, EA, CPA, or attorney who specializes in the area. Although there are many forms of ownership to choose from in California, FTB PUB 1123 highlights the most common in the state. We will explore the key features and FTB Forms for filing tax returns for: Sole Proprietors; General Partnerships; Limited Partnerships; Limited Liability Companies; S Corporations; and C Corporations.

Learning Objectives:

#1: The attendee will develop new resource tools for determining and understanding the tax issues facing these common forms of ownership in California.

#2: The attendee will examine FTB PUB 1123 and highlight the most common forms of ownership in California.

#3: The attendee will determine the most important tax decisions in forming whatever form of ownership will be best to meet their clients business needs.

2 California hours
IRS #: N/A
CTEC #: 1000-CE-5033
Knowledge level: Basic


Lunch and Learn: Workflows, Processes & Procedures for a Successful Tax Practice
Speaker: Demi Woodson, CRTP
Session Description: In this overview of workflows, processes and procedures you will learn valuable tips and tricks for running a successful tax practice. You will learn how to use systems and tools to comply with strict due diligence standards and keep you compliant with tax laws. You will also learn how to manage clients, workflow, deadlines and documents to be more efficient, more profitable and, less stressed.

Learning Objectives:

#1: You will learn how to use systems and tools to comply with strict due diligence standards and keep you compliant with tax laws.

#2: You will learn how to manage clients, workflow, deadlines and documents to be more efficient, more profitable and, less stressed.

#3: You will walk away with a method for reviewing and implementing new procedures that has been tested and proven to be highly effective.

NO CE OFFERED FOR THIS COURSE


California Update on Individuals
Speaker: Claudia Stanley, EA, CPA
Session Description: The course provides the latest information on CA taxes related to individual filers (540). Topics covered include: California changes impacting 2021 returns; new rules, cases, and guidance from the state; as well as the latest on proposed changes from pending California legislation and the state’s budget. 

Learning Objectives:

#1: Gain the information needed to prepare or amend individual 2021 California returns.

#2: Learn from recent court cases positions that could impact your clients.

#3: Learn about pending changes that could impact current and future California returns.

2 California hours
IRS #: N/A
CTEC #: 1000-CE-5034
Knowledge level: Basic


Cutting Edge Strategies and Reporting for Limited Liability Companies
Speaker: Frank Acuña, Attorney
Session Description: In California, the basis for wealth is often investment in real estate. As estate tax exemption equivalents fall, real estate values rise, and Proposition 19 changes the game for property tax succession planning, Limited Liability Companies have become absolutely essential for multi-generational real estate succession planning. This type of planning has profound income, capital gains, and estate tax effects. This class will examine common scenarios in which LLCs should be used and how the plan flows through to income tax and gift/estate tax reporting.

Learning Objectives:

#1: Review income, capital gains, and estate tax concepts related to real estate investments.

#2: Understand how limited liability companies are formed, how they operate, and how the tax effects flow through to members.

#3: Examine a case study with "before and after" effects of a common, and useful, limited liability company strategy.

2 Federal Law hours
IRS #: 18QC1-T-01646-22-I
CTEC #: 1000-CE-5053
Knowledge Level: Intermediate


Data Security for Tax Professionals
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Session Description: Did you notice when you renewed your PTIN, you had to confirm with the IRS you are aware of your Data Security Responsibilities? We will review IRS Publication 4557 - Safeguarding Taxpayer Data. We will review Identity Theft and Identity Theft Affidavit. Should every client get an IP PIN? We will also review Cybersecurity and adding Cybersecurity Insurance to your malpractice insurance.

Learning Objectives:

#1: Understand IRS Publication 4557 so you can truthfully respond to the Data Security Responsibility question when renewing your PTIN.

#2: Learn about safeguarding taxpayer data.

#3: Incorporate best practices to protect yourself and your clients.

2 Federal Law hours
IRS #: 18QC1-T-01632-22-I
CTEC #: 1000-CE-5039
Knowledge Level: Intermediate


General Session - Latest Individual Federal Tax Update Summer 2022
Speaker: Jane Ryder, EA, CPA
Session Description: Join us for a review and analysis of the latest IRS regs and federal legislation released and passed since December 2021. Confirm and update compliance for 2021 tax and review the latest legislation for 2022 and future tax planning. What's new and what's changed for 2021 and 2022 and future tax years, who is impacted and what tax planning opportunities are available? Preview IRS form changes and federal tax changes related to new legislation.

Learning Objectives:

#1: Confirm & review 2021 tax compliance related to the latest federal tax legislation.

#2: Learn strategies to work with the latest federal tax legislation and guidance.

#3: Develop tax planning strategies for 2022 and future years related to the latest IRS guidance and new legislation.

2 Federal Update Law hours
IRS #: 18QC1-U-01626-22-I
CTEC #: 1000-CE-5031
Knowledge level: Basic


Breakfast Keynote Session: California Tax Updates
Speaker: Brenda Voet, EA, Taxpayer Advocate at the Franchise Tax Board
Session Description: The presentation includes: legislation updates, services available from the Taxpayers’ Rights Advocate’s Office, and policies and procedures that may be helpful for tax professionals.

1 California hour
IRS #: NA
CTEC #: 1000-CE-5062
Knowledge level: Basic


Schedule C - Line by Line
Speaker: Chuck Woodson, EA
Session Description: Course material is designed to provide a line by line description of the information (descriptive and data) that is required to correctly prepare Schedule C. Additional material will be presented regarding other forms, schedules, or worksheets that may be required to accumulate and assemble the data that will appear in specific lines of the Schedule C, such as depreciation and business vehicle expenses.

Learning Objectives:

#1: Attendees will gain a thorough review of the requirements to property prepare Schedule C. The course will provide both a refresher for seasoned preparers and an introduction of new information and techniques for Schedule preparation.

#2: Attendees will have an opportunity to ask questions regarding unusual situations encountered in Schedule C preparation. The speaker will be available outside the presentation session to help with case solutions.

#3: Attendees will leave the session with a detailed document that will be useful in their tax preparation practice.

2 Federal Law hours, 1 California hour
IRS #: 18QC1-T-01661-22-I
CTEC #: 1000-CE-5068
Knowledge level: Intermediate


Retirement Accounts After the SECURE Act
Speaker: Frank Acuña, Attorney
Session Description: Now that we have a “permanent” estate tax law, our clients’ attention has been diverted to other tax issues. Chief among these; how to reduce the income tax burden associated with Individual Retirement Accounts? More importantly, how do we deal with retirement account inheritance issues after passage of the SECURE Act? This class will provide an overview of income and estate taxation related to IRAs. We will focus particularly on increasing the amount available as an inheritance to charities, children, grandchildren, and others. Finally, we will highlight expanded services which tax professionals could offer to their clients.

Learning Objectives:

#1: Historic understanding of IRA beneficiary planning.

#2: Review the SECURE Act and understand the changes made to historic IRA planning.

#3: In-depth application of cutting-edge planning techniques for retirement accounts and how they are reported.

1 Federal Law hour
IRS #: 18QC1-T-01662-22-I
CTEC #: 1000-CE-5069
Knowledge level: Intermediate


Tax Practitioner Privilege
Speaker: LG Brooks, EA, CTRS
Session Description: Prior to commencing the enactment of the “Reform & Restructuring Act of 1998” (RRA 98’), the attorney-client privilege was non-existent with respect to non-attorney practitioners such as CPAs & EAs; and this privilege was primarily limited to “communications” between the taxpayer (or client) and the taxpayer’s attorney. However pursuant to the promulgation of “RRA 98” (P. L. 105-206), Internal Revenue Code (IRC) section 7525 was enacted and created a “tax advisor-client” privilege. This privilege applies to any “Federally Authorized Tax Practitioner” (or as I like to say a FATP). This provision of law is “mandatory” with respect to the FATP and provides the same common-law protection of confidentiality that applies to communications between a taxpayer and their attorney, regarding “tax advice” between the taxpayer and the FATP.

Learning Objectives:

#1: Explain tax situations where Privilege should be raised or "asserted"

#2: Discussing & explaining how Practitioner Privilege applies related to Civil and Criminal Tax Matters

#3: Demonstrating & discussing the provisions of Circular 230 in conjunction with the Internal Revenue Code regarding the legal requirements related to the provisions of Practitioner Privilege

3 Federal Law hours
IRS #: 18QC1-T-01663-22-I
CTEC #: 1000-CE-5070
Knowledge level: Intermediate 


Basics of COD
Speaker: Ryan Reichert, EA, CFP
Session Description: The COVID crisis has created serious economic hardship which could force your clients to lose their home in a foreclosure or cause your small business owners to default on their debt. In this session, you will learn how to report foreclosures and other debt discharges using an amazing series of worksheets that will lead you through all the required calculations step-by-step. We're going to go beyond the theory and show you how COD actually works in the real world!

Learning Objectives:

#1: Recognize what events create cancellation of debt and become aware of ways to determine the amount discharged (the IRS Forms are often reported incorrectly!).

#2: Understand the foreclosure process from start to finish.

#3: Learn how to properly report cancellation of debt income on the tax return, including the application of exclusions and reduction of tax attributes.

2 Federal Law hours
IRS #: 18QC1-T-01617-22-I
CTEC #: 1000-CE-5023
Knowledge level: Intermediate


Interest & Dividends - 1040 Schedule B
Speaker: Michael Tullio
Session Description: This presentation will guide the audience through examples and pit-falls associated with this topic. We will walk through these forms and fields to ensure compliance and accuracy as the IRS can easily catch mistakes and omissions which can cause preparer grief.

Learning Objectives:

#1: Know the filing requirements with a high-level overview of FBAR and FinCEN

#2: Understand the importance of the placement of seller-finance on Schedule B.

#3: Review taxable & tax-free interest and an explanation of qualified and non-qualified dividends

2 Federal Law hours
IRS #: 18QC1-T-01622-22-I
CTEC #: 1000-CE-5028
Knowledge Level: Basic


California Update on Businesses
Speaker: Claudia Stanley, EA, CPA
Session Description: Course provides the latest information on CA taxes related to businesses and business entities. Topics covered include: California changes impacting 2021 returns; new rules, cases, and guidance from the state; as well as the latest on proposed changes from pending California legislation and the state’s budget. 

Learning Objectives:

#1: Gain the information needed to prepare or amend 2021 California returns on businesses and business entities.

#2: Learn from recent court cases positions that could impact your clients.

#3: Learn about pending changes that could impact current and future California returns

2 California hours
IRS #: N/A
CTEC #: 1000-CE-5035
Knowledge level: Basic


You CAN Fix the IRS – Resolving IRS Systemic Problems
Speaker: Eva Rosenberg, EA, CTC, CTRS
Session Description: Do you ever find yourself frustrated because a tax form makes no sense; a procedure is seriously flawed; you see an easier, better way to get something done; or the IRS didn’t issue practical guidelines – and everyone ended up facing penalties? I run across those things all the time. And I have learned – perhaps it’s not me – it’s the system!In this course, we discuss how to address the systemic problems we encounter in the course of our research, tax preparation and representation. And how to get penalties waived entirely when it’s the IRS’s fault something makes no sense. Believe it or not, the IRS does want to know when the system doesn’t work – and does take action to fix or eliminate problems with their system. All the while, we provide a plethora of resources that provide useful and free information to researchers.

Learning Objectives:

#1: Learning to understand how to identify a systemic problem (it’s not you – it’s the IRS!)What are the various ways to alert the IRS about the problems?

#2: How to get penalties waived, not just for you – but the entire tax professional (or taxpayer) community.

#3: Learn to be most effective and productive about overcoming the systemic problems

2 Federal Law hours
IRS #: 18QC1-T-01649-22-I
CTEC #: 1000-CE-5056
Knowledge level: Intermediate


General Session - Latest Federal Business Tax Update Summer 2022
Speaker: Jane Ryder, EA, CPA
Session Description: Learn and review the latest IRS regs and federal legislation for business tax released and passed since December 2021. Confirm and update compliance for 2021 business tax and review the latest legislation for 2022 and future tax planning. What's new and what's changed for 2021 and 2022 and future tax years, who is impacted and what tax planning opportunities are available? Preview IRS form changes and federal business tax changes related to new legislation.

Learning Objectives:

#1: Confirm & review 2021 federal business tax compliance related to the latest federal tax legislation.

#2: Learn strategies to work with the latest federal tax legislation and guidance for business.

#3: Develop tax planning strategies for 2022 and future years related to the latest IRS guidance and new legislation for business tax.

2 Federal Update Law hours
IRS #: 18QC1-U-01625-22-I
CTEC #: 1000-CE-5030
Knowledge level: Basic


Breakfast Keynote Session - Tax Stuff you Thought you Knew
Speaker: Ryan Reichert, EA, CFP
Course Description: There are always a few details of a new tax law that you miss hearing about, or your understanding is just a little bit off, and with as many new tax laws as we have had in recent years there are lots of opportunities to have missed something! In this session, we won’t waste your time talking about the basics; we’ll skip right to the thing you thought you knew. You may even be in jeopardy of having fun in the process. WARNING: Attending this session may increase your likelihood of amending more returns than you’d care to admit.

Learning Objectives: 

#1: Understand the nuances of new tax law that could save your clients serious money.

#2: Expand your breadth of knowledge beyond what you think you know.

2 Federal Law hours
IRS #: 18QC1-T-01618-22-I
CTEC #: 1000-CE-5024
Knowledge level: Intermediate


Basics of Depreciation
Speaker: Chuck Woodson, EA
Session Description: Attendees will receive an overview of the basic depreciation requirements. The principal topic will be MACRS, including asset classes, bonus depreciation, Sec. 179, and amortization. Specific steps will be reviewed, such as basis, in-service dates, asset sales, and other dispositions.

Learning Objectives:

#1: Attendees will get a refresher of all the fundamental depreciation rules so that unfamiliar or uncommon tax situations will be more familiar.

#2: Attendees will come away with a reference manual that can be used during tax preparation processes both in and out of the tax season.

#3: Attendees will understand some of the less common depreciation issues, such as what to do when they discover depreciation errors in returns prepared by other preparers or self-prepared returns.

2 Federal Law hours
IRS #: 18QC1-T-01616-22-I
CTEC #: 1000-CE-5022
Knowledge level: Basic


Discovering the Life-Cycle of Nonprofit Organizations
Speaker: David Eastis, CRTP, MA
Session Description: This course will introduce the participant to the life-cycle of a nonprofit organization. We will examine the 5 stages of creating, maintaining, and closing a nonprofit organization. Stage 1: Starting Out. Identifying appropriate Federal tax classification, creating a non-profit organization under state law, acquiring an EIN.Stage 2: Applying for Exemption. Acquiring, completing, and submitting application Form 1023, Form 1024, Form 8976, and CA Form 3500; and discover how the IRS and FTB process applications.Stage 3: Required Filings. Annual Exempt Organization returns Form 990, CA Form 199, and Form RRF-1, Statement of Information, and unrelated business income tax filings.Stage 4: Ongoing ComplianceStage 5: Significant Events. Understanding audits, private letter rulings, and the termination process.Finally, we will note some resources available to the tax professional in understanding and assisting in the life-cycle of a nonprofit organization.

Learning Objectives:

#1: The attendee will be able to identify appropriate classifications of a nonprofit organizations.

#2: The attendee will become familiar with Form 1023 and Form 1024, Form 8975, and CA Form 3500 and discover how the IRS and the FTB process applications for nonprofit organizations applying for Exemption.

#3: The attendee will be able to understand the process of nonprofit audits, private letter rulings, and the termination process of nonprofit organizations.

1 California hour, 1 Federal Update hour
IRS #: 18QC1-U-01664-22-I
CTEC #: 1000-CE-5071
Knowledge level: Basic


Tax Aspects of Gifting a Home 
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Session Description: Many times, our clients gift their children their homes without understanding the tax consequences. We will review the income tax, gift tax, estate tax, and most importantly the property tax consequences of gifting a home. We will also review the impact of Proposition 19 on real estate in California.

Learning Objectives: 

#1: Understand how Proposition 19 affects property tax on real estate in California.

#2: Learn how to properly compute the basis of gifted property.

#3: Review when a part-sale and part-gift transaction should be considered.

1 Federal Tax Law Hour
1 California Hour
IRS #: 18QC1-T-01633-22-I
CTEC #: 1000-CE-5040
Knowledge Level: Intermediate


Lunch and Learn - Adding Value to Your Firms Practice: Using EAs in Your Practice
Speaker: Eva Rosenberg, EA, CTC, CTRS
Session Description: The goal of this course is:
-To convince YOU to become an Enrolled Agent if you are not a CPA or Attorney (maybe even then)
-To convince you to encourage your staff to become enrolled agents
-To convince you to hire Enrolled Agents in your practice

Topics: The Target Of This Presentation
-What Is An Enrolled Agent?
-CPA Candidates And Staff
-Where An Enrolled Agent Fits In The Accounting Landscape
-The EA Exam
-Improve Your IRS Audit And Collections Representation

When You Hire An Existing EA...
-What Does An EA Bring To The Table?
-What You Might Be Doing Wrong Now!
-Give Yourself A Break

Learning Objectives:

#1: This is the year to become an Enrolled AgentTaxpayers desperately need representation before the IRS more than ever before.Tax Firms doing representation should be converting their non-professional staff to being EAs

#2: CPA candidates and CTEC members have stringent limitations on their usefulness in the tax representation arena because they cannot be added to a Power of Attorney. It's worthwhile for EA candidates to get the EA while they complete the requirements to get certified. CTEC members won't have to complete all CE by October - and they will get additional rights

#3: Tax Firms doing representation should be converting their non-professional staff to being EAs;or hiring EAs to reduce the Partners' workload dealing with IRS notices, getting transcripts, and doing the grunt work that even an inexperienced EA can learn to handle

1 Federal Law hour
IRS #: 18QC1-T-01650-22-I
CTEC #: 1000-CE-5057
Knowledge level: Basic


General Session - Stump the Tax Experts
Speaker: All speakers are invited to join this panel
Session Description: This is a special question and answer session with our unique panel of Tax Experts that includes many of our terrific speakers who have agreed to let us test their tax knowledge! Do you have a burning question that is driving you crazy because you cannot find the answer on your own? Did you learn something in one of your classes that needs further explanation for you to understand the tax concept?  Questions will be collected during the Symposium.

2 Federal Law hours
IRS #: 18QC1-T-01629-22-I
CTEC #: 1000-CE-5036
Knowledge level: Basic


General Session - Ethics in Practice
Speaker: Shannon Hall, EA
Session Description: Sure, you know you have to take your two hours of ethics every year, but really what’s the big deal? Join us as we try to answer the question of “what’s the big deal” and what it means to be an ethical preparer. We’ll explore real world situations to take the ethical from the theoretical to the practical, and hopefully have some fun along the way!

Learning Objectives:

#1: Ethics: what even are they?

#2: The origins of ethical regulations.

#3: Applying ethical standards to everyday situations.

2 Ethics hours
IRS #: 18QC1-E-01619-22-I
CTEC #: 1000-CE-5025
Knowledge level: Basic


About the Presenters

Frank Acuña, Attorney at Law
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.

LG Brooks, EA, CTRS
LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent.

David Eastis, CRTP, MA
David A Eastis, CRTP, received his Bachelor- of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. He completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.

David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater- Long Beach Chapter, a 4-year- term as Secretary, a one-year term as 1st Vice President. and a two-year term as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three.

David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and the Fall Symposium. His topics have included: Non-Profits Form 990; S  Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fundamentals Tax Course (Contact) for CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.

Shannon Hall, EA
Shannon Hall spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid back CPAs in Signal Hill, CA. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC and is happy to serve on the Board of Directors.

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. 

Ryan Reichert, EA, CFP
Ryan Reichert is an Enrolled Agent and Certified Financial Planner practicing in Coronado, California. Don’t let his young looks fool you; when it comes to tax, there are few as enthusiastic as him. Ryan spends his days reading tax law and speaking with the most brilliant tax minds across the country -- all in an effort to distill the law down into working concepts you can apply in your practice. His dynamic seminars help attendees stay engaged while he goes beyond the law to show you things you may not have thought possible.


Ryan is out on the road for most of the year teaching for his own education organization, but he also a firm believer in practicing what he preaches. His niche focuses on businesses and their owners to ensure maximum tax efficiency. Ryan also provides consulting services to tax professionals all over the country on specialized issues, including the Employee Retention Credit.

Commissioner Charles P. Rettig, Internal Revenue Service (IRS)
Charles P. Rettig is the 49th Commissioner of the IRS. As Commissioner, Mr. Rettig presides over the nation’s tax system, which collects more than $3.5 trillion in tax revenue each year representing about 96% of the total gross receipts of the United States. In this regard, the continued success of our country depends upon a successful IRS since this revenue funds most government operations and public services. Mr. Rettig manages an agency of about 80,000 employees and a budget of more than $11 billion.

In leading the IRS, Mr. Rettig has worked to focus attention on the important work of the agency’s employees. “The IRS employees are the absolute strength of the agency,” he notes. “We are proud to be reflective of the diverse communities we serve. Our employees are dedicated and they care a lot, for both taxpayers and the nation.” Since joining the IRS, Mr. Rettig has also been heavily focused on improving service to the nation’s taxpayers, balancing appropriate enforcement of the nation’s tax laws while respecting taxpayer rights, with a particular focus on traditionally underserved communities. Subject to budgetary appropriations, the IRS maintains a strong, visible, robust tax enforcement presence in support of those who voluntarily comply with their filing and reporting requirements. Mr. Rettig has been leading efforts to enhance taxpayer experiences operating “thru the eyes of the taxpayer.” These efforts include implementation of the multi-year IRS Integrated Modernization Plan and the Taxpayer First Act.

During the 2020 COVID-19 pandemic, the IRS significantly scaled back operations closing over 90% of its facilities to protect the health and safety of the IRS workforce and taxpayers before later shifting into a socially distanced, mostly virtual operating environment. In FY2020 the IRS processed more than 163 million individual tax returns, including more than 125 million individual refunds totaling more than $320 billion. At the same time, within two weeks following enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the IRS began processing 161 million Economic Impact Payments totaling approximately $271 billion. EIP outreach materials were translated and made available in an unprecedented 35 languages. At the end of 2020, within two days following the enactment of the Coronavirus Response and Relief Supplemental Appropriations Act of 2021, the IRS processed an additional 147 million Economic Impact Payments totaling more than $142 billion.

During 2020, as part of a larger effort to reach underserved communities, the IRS pursued a number of aggressive steps to expand information and assistance available to taxpayers in additional languages, including providing the 2020 Individual Income Tax Return, Form 1040, in Spanish for the first time. As part of this expansion, the 2020 Form 1040 will also give taxpayers the opportunity to indicate whether they wish to be contacted in a language other than English, many of the pages on the IRS.gov site are now available in multiple languages, and basic tax information is newly available in 20 languages on IRS.gov. Taxpayers who interact with the IRS now have access to over the phone interpreter services in more than 350 languages. The IRS has also recently begun inserting information about translation services and other multilingual options into the high-volume notices provided to taxpayers. The agency has also been increasing its multilingual outreach on Instagram, Twitter and other social media platforms and plans to continue these efforts on other agency priorities.

Previously, Mr. Rettig was with the law firm of Hochman, Salkin, Rettig, Toscher & Perez, P.C., for more than 36 years. In his practice, Mr. Rettig represented thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities. These cases involved civil examinations and appeals, criminal investigations and tax collection matters.

Mr. Rettig has held leadership roles in a number of professional organizations, most recently serving as Vice Chair-Administration, for the American Bar Association’s Section of Taxation, and President of the American College of Tax Counsel. He was a member of the IRS Advisory Council (IRSAC) for three years beginning in 2008, and served as IRSAC’s chair from 2010 to 2011. He also served as Chair of the Taxation Section of the State Bar of California and has served on the advisory boards of both the Franchise Tax Board and the Board of Equalization in his home state of California.

Mr. Rettig has received numerous professional honors during his career from organizations across the country. He has been a featured speaker and panelist at hundreds of tax conferences throughout the U.S., Europe and Central America and has authored numerous tax-related articles.

He received a B.A. in Economics from the University of California at Los Angeles, as well as a J.D. with honors from Pepperdine University and an LL.M. in taxation from New York University.

Mr. Rettig, who is married to Tam Rettig, is also active in numerous civic and philanthropic activities. He’s the founder of the UCLA Extension VETS COUNT Scholarship Fund designed to provide scholarships for active duty and retired military personnel who are working to realize their career goals in tax, accounting, wealth management, and other areas of the financial services industry as well as basic coursework for personal growth in budgeting, financial literacy, and investing. He also supports the Wounded Warrior Project, Advance Guard.

Eva Rosenberg, EA, MBA - TaxMama®

Eva Rosenberg, EA, CTC, CTRS
From the age of 10, Eva always wanted to grow up to be an author. But, when it came time for college, she did the practical thing – studied accounting to ensure a steady living. This turned out to be a lot more interesting than expected. Though, when it came to tax classes, Eva felt those were a total waste of time.

Why? The instructors devoted all the precious time to teaching things that always changed – like the exemption amounts, standard deductions, and other things that were printed directly on each year’s forms. They never taught anything useful, like how to use the tax code to pay the least amount of taxes. Since tax law changes every year, this just seemed like too much trouble to learn. Tax was definitely not the field for Eva!

Somehow, during the course of studying for her MBA in International Business, Eva got sidetracked. She accepted a job in the tax department at a national CPA firm. It got merged into Ernst & Ernst. The job was just for a little while, then Eva would move on to her passion, International Marketing. That was over 30 years ago – and she’s still doing taxes

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.

Jennifer Scharre, Esq
Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, wealth transfer planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre practice includes work with high net worth clients to address issues related to estate and gift tax, generation skipping transfer tax, income tax, and property tax to ensure transfers are made tax efficiently. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.

Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Ms. Scharre earned her J.D. degree from Santa Clara University School of Law. 

Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding tax planning, estate planning, and charitable giving.

Claudia Stanley, CPA, EA
Claudia Stanley, CPA is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long-time member of CSTC. In 2016 she was named member of the year of the Central Valley Chapter of CSTC and in 2001 she was named one of the Top Ten Women of the Year in the nation by the American Business Women’s Association. She frequently speaks on various tax topics.

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

Brenda Voet, EA, Franchise Tax Board (FTB)
Brenda Voet, EA, a longtime member of the FTB family, was appointed as the new Taxpayers’ Rights Advocate effective March 1, 2021. Brenda has been with the Franchise Tax Board for more than 30 years, working most recently in the Audit Division as the Program Manager for the Partnership, Limited Liability Company (LLC), and Estates and Trusts workloads.

Brenda may be familiar to many in the Tax Practitioner Community, having spent five years as the Technical Assistant to the Taxpayers’ Rights Advocate. She successfully resolved hundreds of taxpayers' state tax issues and ensured taxpayers were given proper protection under the Taxpayers’ Bill of Rights. Brenda conducted hundreds of presentations throughout the state, educating taxpayers about the different forms of ownership, and explaining the Department’s most complex practices, policies, legal opinions and decisions to small business owners, and national and California tax practitioner organizations.

Brenda also brings to her new position the experience she gained from almost two years in FTB’s Public Affairs Office where she responded to national and California press. She participated in radio and television news as well as in community programs on behalf of the department.

In addition to being an enrolled agent, Brenda has a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and MIS from California State University, Sacramento and a Master of Science Degree in Taxation from California State University, Hayward (now East Bay). She is also graduate of FTB’s Executive Assessment and Development program. Brenda will be a great asset to taxpayers, tax representatives, and FTB as the Taxpayers’ Rights Advocate. We want to extend a warm welcome to Brenda and wish her much success as the new Taxpayers’ Rights Advocate.

Chuck Woodson, EA
Chuck Woodson, EA has been preparing tax returns professionally since 1976. He also teaches tax preparation techniques to other preparers. As an Enrolled Agent (EA), he is appointed to represent taxpayers before the IRS and provides audit representation and compliance resolution with both the IRS and Franchise Tax Board.

 



Demara Woodson, CRTP
Demi Woodson is a Coach and Practice Management expert with Horizon Planning Tax & Bookkeeping Services. She has spent over 30 years working with her parents; operating and growing their family’s 45-year-old successful tax business.

Demi created the Tax Preparer Support Group - a private community of like-minded tax professionals seeking and offering support to others in the industry. Her passion is providing quality support and education to tax professionals. Her hands-on approach to moderating the group keeps the nurturing culture she has worked to create.

Working with thousands of tax professionals in her group, Demi recognized there was a serious deficit in the education of tax preparers. While technical training was readily available, there was scarcely any education on operating and growing a successful tax practice.
In 2019, Demi launched Beyond 415 Tax Coaching. In this advanced program, she teaches tax professionals how to build, grow and scale their business through operations and strategies to create a successful tax practice.
More recently, Demi created the Beyond 415 National Tax Summit. This multi-day educational event designed for tax professionals combines the most requested topics in tax law, business development and tools to explode their business. This one-of-a-kind tax conference is held annually in multiple states throughout the country.
Demi's three greatest loves: 1. spending time with her son, John, and their rescue dog, Boomer 2. delivering for her current tax clients and team 3. helping her Beyond 415 family learn how to think beyond the deadline to create the life and practice they want, just as she has.


About our 2022 Sponsors and Exhibitors

Sponsors:

TaxMama® Tax Course Difference - GOLD SPONSOR
Website: https://irsexams.school/
The TaxMama® Tax Course Difference:
• All other courses are updates – they expect you to already know tax procedures
•This is the only course that teaches you tax law, tax practice, and tax representation from the ground up
•It’s like a 3-year tax education in 6 months (or less)!
•No other course provides you with so many continuing education credits. Most provide up to 4 or 6 credits. TaxMama® provides 80 CE credits (or more) per year for current-year students.
•No other course provides you with sample tax returns and teaches you how to read your clients’ minds.
•TaxMama® even provides all 15 CE Credits needed for the annual AFSP Certificate of Completion (reduced requirement), including the 3-hour federal tax update and the 2 hours of ethics.
•For returning students, there is a small fee if they want the CE credits. But they are welcome to return and attend classes each year at no additional charge.
•In addition to an education, you also get free answers to your tax and client questions – great support for your growing practice
•It’s so much more than a course – it’s more of a family!

Accounting Tax Brokerage - SILVER SPONSOR
Website: www.atbcal.com
Accounting & Tax Brokerage is a full-service Business Brokerage firm exclusively providing services to accounting & tax professionals. As long-time practicing Enrolled Agents we understand the ins and out's of our industry. Please contact us today at 855-428-2225 for a no-hassle conversation if you are interested in acquiring an additional business or selling your practice. You can also visit us online at www.ATBCAL.com for information and to see a list of our current listings. ATB, Inc. CA DRE 02002824

ADP - SILVER SPONSOR
Website: www.adp.com/
You do more than accounting. We do more than payroll. At ADP®, we’re designing better ways to work through cutting-edge products, premium services and exceptional experiences that enable people to reach their full potential. HR, Talent, Benefits, Payroll and Compliance informed by data and designed for people. ADP offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help you get strategic and increase firm revenue, along with anytime access to authorized client data, seamless general ledger integration and complimentary practice tools with our award-winning cloud solution Accountant ConnectSM. Learn more at adp.com/accountant.

Beyond 415 Tax Coaching - BRONZE SPONSOR
Website: https://horizonplanningmembership.com/
We teach tax professionals how to build, grow and scale their business into a successful year-round tax practice. When you coach with us expect to learn:
* to implement procedures to keep your office compliant and protect your bottom line
* how to build a value pricing system to increase your fees and make more profit
* the tools to use that will make your life easier and processes that work for you
* how to build your team with the right people to ensure success
* tax strategies to save your clients money and make you their hero
* how to market your business to make it increase your bottom line
* strategies to add services to scale your business

Dimirak Financial Insurance Marketing - BRONZE SPONSOR
Website: https://dimirak.com/wp/
Insurance Consultants Since 1981. Life has many impacts on you, your family, and your business. Our mission is to help you plan for them by ensuring the risk introduced into your life by these events. Life’s Impacts on your business can be complex. We help you ensure the risk of Cyber Attacks, Professional Liability & Malpractice, State & City Bonding, Loss from Fire or Theft, Loss of Key Executives, and Wrongful Termination Lawsuits. All events have an impact on your Life, Dimirak helps you plan for them.

Drake Software - BRONZE SPONSOR
Website: https://www.drakesoftware.com/
Drake Software, a private company founded in 1977, provides software solutions to over 65,000 tax and accounting firms that file more than 40 million tax returns every year. Known for its award-winning customer service team, Drake is also consistently recognized for excellence in quality, value, and reliability. As part of its commitment to innovation and customer success, the company has continued to expand product offerings, integrations, and customer-service efforts—more than doubling its customers over the past decade. For more information, visit DrakeSoftware.com or call 800.890.9500.

Spidell - BRONZE SPONSOR
Website: https://www.caltax.com/
Spidell is a California-based company that has consistently maintained its goal of offering solutions to California tax problems for over 40 years. We are California tax professionals who understand the dilemmas facing other tax professionals both within and outside the state.We have established connections with California’s five tax agencies and promptly report to you on new policies that the government agencies attach to new legislation. Not only do we analyze new laws, we also explain in simple terms how to use these laws to your advantage.

The TaxBook - BRONZE SPONSOR
Website: https://www.thetaxbook.com/
TheTaxBook has been voted the #1 Tax Research Product in the CPA Practice Advisor's Readers' Choice Awards 9 years in a row! Mix and match our 11 titles in TheTaxBook Series to meet your tax research needs. The TTB WebLibrary is our award-winning online tax research solution; fast answers at your fingertips. Use Client Handouts to explain tax concepts to your clients, promote your practice, and help your clients stay organized. We also offer 20 online continuing professional education (CPE) courses presented in a self-study format. Stop by our booth to learn more about our products and services. Don't forget to ask about our show specials!


Exhibitors:

Internal Revenue Service (IRS)
Website: https://www.irs.gov/
Provide America's taxpayers top-quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. This mission statement describes our role and the public’s expectation about how we should perform that role. 

  • In the United States, the Congress passes tax laws and requires taxpayers to comply.
  • The taxpayer’s role is to understand and meet his or her tax obligations.
  • The IRS role is to help the large majority of compliant taxpayers with the tax law, while ensuring that the minority who are unwilling to comply pay their fair share.

King Financial Incorporated
Website: https://www.kingfinancial.net/
King Financial is a boutique RIA Firm that works exclusively with business owners. We specialize in helping business owners with complex retirement plan design, implementation, and management. Our goal is to save you and your business money on taxes while helping build your net worth and securing a legacy for your family.

Taxpayer Advocate Service
Website: https://www.taxpayeradvocate.irs.gov/
As an independent organization within the Internal Revenue Service (IRS), the Taxpayer Advocate Service assists taxpayers in resolving tax problems with the IRS, identify areas in which taxpayers have problems with the IRS, and make administrative and legislative recommendations to resolve systemic tax issues.

Verifyle
Website: https://verifyle.com/
Verifyle offers ultra-secure messaging, file-sharing, and digital signatures, all from a simple, single-screen interface. Verifyle was built from the ground up to be the most secure cloud-sharing and storage solution available, and to deliver improved productivity and control of information to its users. Verifyle’s industry-leading, patented encryption technology, Cellucrypt®, gives users the highest level of security, protecting them from bulk-access vulnerability through the unique encryption of each individual document and message thread.


Frequently Asked Questions

Q: How many CPE's are the sessions worth for a CPA? Do the Federal Law hours apply?
A: Yes! 
Since CPA is a national designation, any Federal tax law/federal update/ethics hours DO apply to CPA CPE’s. Only the CA-designated hours wont apply as that is for CTEC only.

Q: What handouts are available? 
A: Each registrant will receive at check-in a USB thumbdrive containing the electronic handouts provided by the speakers in advance. If there are any changes to the handouts, or if a speaker does not submit handouts in advance, after the conclusion of the Symposium, an email will be sent containing a link to a CSTC webpage with the final handouts posted. They will not be emailed during the Symposium. Attendees may choose to print sections/pages from the USB on-site at the Symposium using the hotel business center or printer of their choice. Alternatively, you can pre-order a printed copy of all session handouts (as provided in advance by the speakers) in a bound, tabbed book format for $150. Deadline to order is May 11

Q: Several of the Breakout session tracks are in parts- Can I attend part 2 if I didn't attend part 1? 
A: If you want to earn continuing education hours for the session, you must attend both parts 1 and 2. If not, you are welcome to sit-in on any session for informational purposes only. 

Q: What is the maximum CPE I can get from the Summer Symposum? 
A: An attendee can earn up to 26 total hours by attending the sessions each day. They type of hours will vary depending on the attendee's choice on which courses to attend. 


The Symposium presentations have 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.