The Taxman Always Rings Twice
Temecula Valley Chapter In-Person Meeting

Date and Time:

Wednesday, October 6, 2021
5:30 p.m. - 8:00 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic:

Join us for an evening of treachery and taxation in this interactive mystery-style presentation! When a mysterious widow walks into your office asking for help with her tax returns it’s up to you to unravel the clues and close the case. Answer these and other heart-pounding questions:
•What IS the correct filing status?!?
•What happens to the §121 Exclusion?!?
•Is THAT taxable?!?
•And the biggest mystery of all: What about CALIFORNIA?!?

Presenter:

Shannon Hall, EA
Shannon Hall has been working in the tax industry for almost a decade, though her interest in taxes truly began when, as a child, she would play with the tax forms at the library. She studied classical theatre at a conservatory in Los Angeles, so it was really just a matter of time before she joined the tax business. Throughout her career Shannon has prepared taxes from her kitchen table to H&R Block, where she was an office manager and instructor, before finally settling into a fabulous office in Long Beach, CA. She has been a speaker at many CSTC Chapters and the Summer Symposium and has been a guest webinar presenter for Spidell Publishing and a contributing writer to Entrepreneur.com. More than anything Shannon strives to make tax education fun and engaging.

CPE Information:

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

CTEC: 1000-CE-4967
IRS: 18QC1-T-01565-21-I

Knowledge Level: Basic (No prior knowledge expected)

Registration:

Members: $32
Non-Members: $62

To register, please call 951-674-8111 or email [email protected] and include your PTIN and EA or CTEC numbers. You will pay at the door. 

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.