Business Entities - Benefits and Drawbacks
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, October 11, 2023
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Topic: 

This course presents the tax considerations, benefits, and drawbacks of various business entities. We will discuss the formation, maintenance and dissolution of common entities such as LLCs, Corporations (C and S), and Partnerships (General and Limited); as well as, some less common entity structures, like IC-DISC’s and captive insurance companies.

Presenter:

David E. Foate, JD, LLM
David Foate is the Principal Director of PFS Law, APC where he concentrates his practice on the tax complexities inherent in his clients’ US and international business affairs; including, federal, state, and local tax controversies, audits, reassessments and tax related civil litigation. David also works pro-actively with business owners, their tax preparers, and their families to develop customized practical solutions that best accommodate their general business needs as well as their long-term trust and estate planning goals.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01891-23-I
CTEC: 1000-CE-5332

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY October 9, 2023
Member Price: $40
Staff or Spouse of Member: $50
Non-Member Price: $70

Registration Price IF REGISTERED AFTER October 9, 2023
Member Price: $50
Staff or Spouse of Member: $50
Non-Member Price: $80

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.