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Central Valley Chapter Two Day HYBRID Meeting
Residence Inn Modesto North
2901 Healthcare Way
Modesto, CA 95356
Monday, November 01, 2021, 12:00 PM - 5:00 PM PST
Category: Chapter Meetings

Corporations Class 
Central Valley Chapter Two Day HYBRID* Meeting

*Hybrid: Attendees have the option to either attend this meeting in-person or virtually via Zoom. 

Date/Time:

Monday, November 1, 2021 | 12:00 to 5:00  PM PST
Tuesday, November 2, 2021 | 9:00 AM to 2:00 PM PST

Location:

Residence Inn Modesto North
2901 Healthcare Way
Modesto, CA 95356

Topic: 

Day One - Understanding Client Records
The course will cover the basic accounting reports needed to prepare an entity tax return and how to correct those reports before preparing the tax return. We’ll look at what should be on the balance sheet and profit & loss statements and how to properly categorize items. What do we do when the client records are a mess? We’ll look at examples and work through resolves problems.

Day Two – Transferring Client Reports to the Tax Return
The course will cover basic entity tax preparation (partnerships/C & S corporations) starting with client reports and what goes on the tax return and where. This will be a hands-on workshop to prepare entity returns – so bring your pencil (and eraser)!

Presenter:

Claudia Stanley, CPA is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long-time member of CSTC. In 2016 she was named member of the year of the Central Valley Chapter of CSTC and in 2001 she was named one of the Top Ten Women of the Year in the nation by the American Business Women’s Association. She frequently speaks on various tax topics.

CPE Information:

Day One:
6 Federal Law hours (Topics covering existing tax law)
Online IRS #: 18QC1-T-01569-21-O
In-Person IRS #: 18QC1-T-01569-21-I
CTEC: 1000-CE-4973

Knowledge Level: Intermediate (Basic knowledge helpful)

Day Two:
6 Federal Law hours (Topics covering existing tax law)
Online IRS #: 18QC1-T-01570-21-O
In-Person IRS #: 18QC1-T-01570-21-I
CTEC: 1000-CE-4972

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Day One ONLY
Registration Fee (Member): $85
Registration Fee (Non-Member): $115

Day Two ONLY
Registration Fee (Member): $85
Registration Fee (Non-Member): $115

BOTH Days
Registration Fee (Member): $150
Registration Fee (Non-Member): $200

Registration:

CLICK HERE to register for day one ONLY
CLICK HERE to register for day two ONLY
CLICK HERE to register for BOTH days

Please call De Vaney Business Services at 209-524-4345 or email [email protected] if you have any questions.  


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. 


Contact: Please call De Vaney Business Services at 209-524-4345 or email [email protected] if you have any questions.