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Central Valley Chapter Hybrid Meeting 11.23.21
Residence Inn Modesto North
2901 Healthcare Way
Modesto, CA 95356
Tuesday, November 23, 2021, 2:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Keep on Trucking and Casualties and Thefts (Form 4684)
Central Valley Chapter Hybrid Meeting

Date/Time:

Tuesday, November 23, 2021
Part One - 2:00 PM to 5:30 PM
Part Two - 6:00 PM to 8:00 PM

Location:

NEW LOCATION! Residence Inn Modesto North
2901 Healthcare Way
Modesto, CA 95356

Topic: 

Part One: Keep on Trucking
• How to start a trucking Company
• Which permits are required
• Insurance requirements
• DOT compliance after you start a trucking company
• Incorporate Your Trucking Business
• Permits and Licenses
• Drug Test Program
• Buy or Lease a Truck
• and the tax returns

Part Two: Casualties and Thefts (Form 4684)
Did you think Casualty and Theft losses were gone? Well, they aren’t, just with new restrictions and some new benefits. We will discuss the Federal rules for personal and business Casualty and theft losses on the Federal return and review the rules for California, which remain with the same old rules. If your client had Fire damage, Earthquake or Flood damage.

Presenter:

Part One: Santokh Singh Binning, EA
In trucking since 1990, start doing taxes in 1998 at H & R Block. Passed EA exam in 2003 and started my own office in 2004. Santokh Singh Binning E.A. (aka Sunny)

 

 

Part Two: Eugene Ostermiller, EA, NTPI fellow
Eugene started doing taxes 23 years ago at H and R Block. After 8 years at Block, he formed Tax Matters Inc. in San Francisco with 2 partners, a business that they sold in 2014. He then moved to Sonora CA and opened ERO Tax in 2015. He passed the EA exam in 2001 and has been a speaker for over 15 years.

 

CPE Information:

Part One:
2 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)
IRS (Virtual): 18QC1-T-01586-21-O / 18QC1-U-01587-21-O
IRS: (In-Person): 18QC1-T-01586-21-I / 18QC1-U-01587-21-I
CTEC: 1000-CE-4996

Knowledge Level: Intermediate (Basic knowledge helpful) 

Part Two:
1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)
IRS (Virtual): 18QC1-T-01588-21-O
IRS: (In-Person): 18QC1-T-01588-21-I
CTEC: 1000-CE-4997

Knowledge Level: Intermediate (Basic knowledge helpful) 

Cost:

Part One Only:
Member: $50
Non-Member: $80

Part Two Only: 
Member: $35
Non-Member: $65

Both Parts:
Member: $65
Non-Member: $95

Registration:

CLICK HERE to register for part one only
CLICK HERE to register for part two only
CLICK HERE to register for both parts


Cancellation and Refund Policy for Meeting 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.