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Navigating Through Form 990 “A Step by Step Guide” - Orange County South In-Person Chapter Meeting 9.13.21
Lake Mission Viejo Clubhouse
22555 Olympiad Rd
Mission Viejo, CA 92692
Monday, September 13, 2021, 5:30 PM - 7:30 PM PDT
Category: Chapter Meetings

Navigating Through Form 990 “A Step by Step Guide”
Orange County South Chapter In-Person Meeting

Date:

Monday, September 13, 2021
5:30 to 7:30 PM PST

Location:

Lake Mission Viejo Clubhouse
22555 Olympiad Rd
Mission Viejo, CA 92692
Free Parking

Meeting Description:

It is important to remember that IRS Form 990 is not an income tax return, but an information return for tax-exempt organizations. This workshop presentation and materials will provide attendees with useful ideas and resources that enable the tax preparer to navigate through the various parts and schedules of Form 990. Therefore, the goal of this presentation is to have the attendee complete a Form 990. It will also stimulate thought and discussion which enables the attendee to effectively navigate through the tax form and various schedules.

Speaker:

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. David completed his accounting degree in 2003 from Indiana University, South Bend, Indiana. In 2003, David moved back to California to work in the family tax and bookkeeping business, now located in Brea California.David joined the California Society of Tax Consultants in 2004. As an active member of the CSTC he has served as Secretary for the Greater Long Beach Chapter. In 2012 he completed a 4-year term serving as Secretary for the Society Board of Directors, served as 1st Vice President for the Society Board of Directors in 2014, served as CSTC President in 2015 and 2016, served as past president for 2017 and 2018, and currently serves a director of Region Three in 2021/22. CSTC has encouraged David to share his interest in teaching and speaking at local chapters, at Summer Symposium, Fall Forum, and will be instructing the Fundamentals Class in the Fall of 2021.David and his wife Ann live in La Habra, CA with their dog Archie.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01558-21-I
CTEC: 1000-CE-4960

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member - BEFORE September 12, 2021): $40
Registration Fee (Non-Member- BEFORE September 12, 2021): $70

Registration Fee (Member - AFTER September 12, 2021): $60
Registration Fee (Non-MemberAFTER September 12, 2021): $80

Registration:

How to register: Register using the link below or Contact Jerrie Muir at (949) 633-6379 or email at [email protected] to register for this meeting. No refunds after September 10, 2021. Walk in - Payment by cash or check payable to CSTC can be made at the door. (Returned Check Charge is $30). Registration begins at 5:45 PM PST.

Entrée Choice: Vegetarian, Beef or Chicken Enchiladas served with Rice, Beans, Chips and Salsa, Sour Cream, GuacamoleChocolate Chip/Lemon Cookie – No Charge***** Drinks – Water, Coffee, Tea, & Soda – “No Charge” ******Reservations are expected by 5:00 PM, Friday, September 10, 2021


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.

Contact: Contact Jerrie Muir at (949) 633-6379 or email at [email protected] to register for this meeting.