PTET PEN-TO-PAPER WORKSHOP
San Diego Chapter In-Person Meeting

Date/Time:

Friday, October 6, 2023
10:00 AM to 2:00 PM

Location:

WESTPAC BUILDING
Room 100 (1ST FLOOR)
5280 Carroll Canyon Rd
San Diego, CA 92121
Open and free parking

Topic: 

1. Learn the fundamentals of CA PTET elections and the federal tax savings.
2. Develop valuable tax planning and tax plan timing schedules for your PTET clients.
3. Understand how to report a PTET payment on the federal K-1 for partners and S corp shareholders
4. Understand how to report a CA PTET payment on the entity K-1 for partners and S corp shareholders
5. Receive our entity selection & PTET chart for evaluating individually owned businesses and rentals for PTET
6. Consider your exposure as a tax professional to working with PTET elections and missed opportunities.

Presenter:

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.

CPE Information:

4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01846-23-I
CTEC: 1000-CE-5274

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $120
Registration Fee (Non-Member): $200

Lunch and beverages will be provided.

Cancellation and Refund Policy for Webinar 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.