Date/Time:
Friday, January 10, 2020
8:30 a.m. - 4:30 p.m.
Location:
Phoenix Club
Lorelei Dining Room
1340 S. Sanderson Avenue
Anaheim CA, 92806
Topics:
We will discuss the majority of important tax law changes for 2019 and review some of the newer law from the last couple of years. In addition we will discuss the potential changes for individuals as imposed by the Tax Cuts & Jobs Act (TCJA) legislation, and the effects these changes could have on your clients. All of this while becoming familiar with TheTaxBook's organization of thorough research answers.
Presenters:
Morning Session
John C. Keil, EA
John Keil is a former major bank Vice-President who reinvented himself as a tax practitioner in 1997. He became an Enrolled Agent in 2001 and began conducting educational workshops for CSTC shortly thereafter. He attended California State University Fullerton where he majored in Business Administration with an emphasis in Finance and Economics. His tax practice is in Placentia and specializes in small business and individual taxation.
Patty Barron, EA
Patty Barron has been preparing taxes since 1992 and is a retired 9-1-1 Dispatcher. Patty is a board member of the Orange County CSTC Chapter and is excited to be taking on the role of educational speaker. She enjoys personalizing tax preparation for her clients -- and likes to say, “taxes are about the people, not about the math.”
Afternoon Session
David Eastis, CRTP
David Eastis has been teaching classes and conducting seminars for CSTC since he joined CSTC in 2003. He obtained his accounting degree from Indiana University, South Bend, specializing in taxes and not-for-profit organizations.
Registration:
Please complete the attached flier/registration form.
Make checks payable to "CSTC" and mail to:
Patty Barron
721 E. Chapman Ave
Fullerton, CA 92831
Early registration without TheTaxBook Handbook (for those who have previously ordered or use their online services) is only $155 (Members) and $180 (Nonmembers).
Late registration fee applies starting November 27, 2019.
CPE Information:
Morning Session
IRS: 18QC1-T-01277-19-I/18QC1-U-01278-19-I
CTEC: 1000-CE-4667
2 Federal Law Hours
2 Federal Update Hours
Knowledge Level: Update
Afternoon Session
IRS: 18QC1-T-01279-19-I/18QC1-U-01280-19-I
CTEC: 1000-CE-4668
2 Federal Law Hours
2 Federal Update Hours
Knowledge Level: Update
Last date to cancel: 01/01/20
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.