The Taxman Always Rings Twice
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, May 11, 2022
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Loreley Room
1751 S. Lyons St
Santa Ana, CA 92705

Description:

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 spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid back CPAs in Signal Hill, CA. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC and is happy to serve on the Board of Directors.

CPE Information:

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

IRS: 18QC1-T-01637-22-I
CTEC: 1000-CE-5044

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY MAY 9, 2022
Member Cost: $40
Member Cost after May 9, 2022: $50
Non-Member Cost: $70
Staff-of-Member Cost: $50

Important Registration Information: Pre-registration online only available until May 9, 2022 at midnight. If you register after May 9, 2022, you will be required to register at the door. Cash or check ONLY accepted onsite. No credit cards accepted onsite.   

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.