Calendar of Events
Prev MonthPrev Month Next MonthNext Month
OOPS! Filing 2021 Taxes Correctly for COVID Benefits & Correcting 2020 Taxes - San Gabriel Valley Chapter Meeting
Thursday, July 07, 2022, 4:30 PM - 7:30 PM PDT
Category: Chapter Meetings

OOPS! Filing 2021 Taxes Correctly for COVID Benefits & Correcting 2020 Taxes
San Gabriel Valley Chapter In-Person Meeting

Date and Time:

Thursday, July 7, 2022
4:30 PM - 7:30 PM

Location:

Marie Callenders
1560 Albatross Rd
City of Industry, CA 91748

Description:

New for 2021 taxes. Updated advise on recording and reporting COVID-19 employer credits, other benefits and PPP loans for tax purposes. We've uncovered some 2020 tax returns which may have been incorrectly or assumptions we made during tax preparation have now turned out to be inaccurate. We'll review best practices for evaluating which 2020 returns should be amended and communicating this advice to the client. What's the best timing for reporting these 2020 changes? What is our tax preparer exposure not only for possible incorrect 2020 tax reporting but for preparing the amended returns? Are there any alternatives to amending? Plus, a review of the latest IRS Rev Procs on these issues.

Presenter:

Jane Ryder, EA, CPA
Ms. Ryder has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, and writes and speaks on many income tax, business compliance and accounting topics. She is currently licensed with the California State Board of Accountancy and with the internal revenue service as an Enrolled Agent. Jane also consults on tax, accounting, and compliance matters for Corporations, LLC's, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers and compromise and other issues.

Cost / Registration:

Member: $35
Non-Member: $65

RSVP Required
Please email Melinda Estrada, Vice President at [email protected] or call 626-242-8106 to register. 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01672-22-I
CTEC: 1000-CE-5079

Knowledge Level: Intermediate (Basic knowledge helpful)


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 email Melinda Estrada, Vice President at [email protected] or call 626-242-8106