Military Related Tax Provisions
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, October 20, 2021
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S Lyons St
Santa Ana, CA 92750
Plenty of free parking

Description:

Military personnel and family members are subject to a number of special tax rules. Both IRS and California have military related tax provisions. Knowing these can make a significant difference on the tax return. We will review and discuss military income and what is taxable and non-taxable income as well as how those tax rules affect the 1040 Tax Return, Taxable Income, and Special Credits including EITC calculations.California has unique conformity and non-conformity on the taxation of military personnel’s income and particularly on how military spouse’s residency is determined so we will cover CA FTB Pub 1032 and California’s Military Spouses Residency Relief Act (MSRRA).

Presenter:

Jerrie Muir, EA
Jerrie Muir is an enrolled agent with Muir & Marquez Tax Services. Jerrie previously worked for the Internal Revenue Service as a Tax Auditor, IRS Agent and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of So California Community Colleges. He has served in the U.S. Marine Corps and Army, and is a U.S. Army War College Graduate. Jerrie has over 25 years of teaching and tax preparation in the U.S., and overseas at military installations and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer and is experienced with the preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit and military related tax provisions.

CPE Information:

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

IRS: 18QC1-T-01571-21-I
CTEC: 1000-CE-4975

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price Before October 17, 2021
Member Cost: $40
Non-Member Cost: $70

Registration Price After October 17, 2021
Member Cost: $50
Non-Member Cost: $70

Advanced online registration is preferred. Your registration includes a delicious plated dinner, so please make your Dinner Menu Selection in advance. * Please note: our new location is the Santa Ana Elks Lodge.

Late registrants at the door: please keep in mind that at the door we do not accept credit cards. We can accept cash or a check payable to O.C. CSTC.

Click the button below to register!

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.