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Completion of Schedule C and Understanding IRS Examiner - OC South County In-Person Chapter Meeting 10.18.21
Mission Viejo Elks Lodge
25092 Marguerite Pkwy
Mission Viejo, CA 92692
Monday, October 18, 2021, 6:00 PM - 8:00 PM PST
Category: Chapter Meetings

Completion of Schedule C and Understanding IRS Examiner
Orange County South Chapter In-Person Meeting

Date:

Monday, October 18, 2021
6:00 PM to 8:00 PM

Location:

Mission Viejo Elks Lodge
Big Meeting Room
25092 Marguerite Pkwy
Mission Viejo, CA 92692
Free Parking

Description:

Patrick and Jerrie will discuss the completion of a Schedule C, the rules for material participation, define inventory valuation methods, identify common Schedule C expenses, identify an Office in Home Deduction, describe a Not-for-Profit Activity, and understand IRS Audits, Indirectly Income Methodologies used by the IRS Examiner, and related considerations.

Speaker:

Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate.Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board.

Patrick Kennedy, EA, is the owner of Kennedy Income Tax Services, a small tax practice in Orange County, CA., that provides income tax services to individuals and small businesses. Prior to making a career switch in 2008 to take over an existing tax business, Mr. Kennedy owned an Architectural service company for 25 years. He enjoys getting to know his clients, working with them to maximize their tax savings strategies, and supporting them in the pursuit of their own successful business ventures. After being an active member in CSTC for several years, Mr. Kennedy is happy to serve as a recently appointed member to the Board of Directors for the South OC chapter.

 

 

 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01566-21-I
CTEC: 1000-CE-4969

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee (BEFORE October 14, 2021): $40
Non-Member Registration Fee (BEFORE October 14, 2021): $70

Member Registration Fee (AFTER October 14, 2021): $50
Non-Member Registration Fee (AFTER October 14, 2021): $80


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: Jerrie Muir - [email protected] or 9496336378