Two-Part Meeting: Schedule A Line by Line and Deep Dive into Schedule B
Central Valley Chapter In-Person Meeting

Date/Time:

Tuesday, May 24, 2022
Part One: 2:00 PM to 5:30 PM
Part Two: 6:00 PM to 8:00 PM

Location:

NEW LOCATION! Residence Inn Modesto North
2901 Healthcare Way
Modesto, CA 95356

Topic: 

Part One:
While the number of Schedule As have lessened under the new rules, it is still a very commonly used form. We will go line by line through the different deductions in depth and compare the new rules vs the old rules that still exist for California.

Part Two:
We will do a deep dive into the Schedule B, the different types of interest and dividends and when you need to file the form even if the taxpayer has no interest or dividends!

Presenter:

Eugene Ostermiller EA, NTPI Fellow
Eugene Ostermiller, EA, NTPI fellow Eugene started doing taxes 23 years ago at H and R Block. After 8 years at Block, he formed Tax Matters Inc. in San Francisco with 2 partners, a business that they sold in 2014. He then moved to Sonora CA and opened ERO Tax in 2015. He passed the EA exam in 2001 and has been a speaker for over 15 years.

CPE Information:

Part One:
3 Federal Law hours (Topics covering existing tax law)
1 California hour (Topics covering California law issues)

IRS: 18QC1-T-01641-22-I
CTEC: 1000-CE-5048
Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two:
2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01642-22-I
CTEC: 1000-CE-5049
Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Part Two ONLY
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

BOTH Parts
Registration Fee (Member): $65
Registration Fee (Non-Member): $95

Registration:

Please call De Vaney Business Services at 209-524-4345 or email [email protected] to register for this meeting. 

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.