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Central Valley Chapter Virtual Two-Part Meeting 6.28.22
Tuesday, June 28, 2022, 2:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Business Basis and End of Tax Season Discussion 2021 Tax Return Issues/Resolutions
Central Valley Chapter Virtual Two-Part Meeting


Tuesday, June 28, 2022
Part one: 2:00 - 5:30 PM PST
Part two: 6:00 - 8:00 PM PST


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic Description: 

Part one:
This is a beginner course designed for those who want to start preparing business returns – Schedule C. Partnerships, Corporations, and LLC’s. What’s deductible, what forms are required, and when to enlist the help of another professional. The biggest emphasis will be on schedule C’s, but we will introduce and discuss entity basis, differences, and the pitfalls.

Part two:
We will Discuss 2021 TY tax season challenges for both Federal and State levels for Tax Professionals.


Part One: Michele Patterson, EA and Claudia Stanley, CPA

Michele Patterson, EA
Michele, an Enrolled Agent, prepares individual and business entity returns, oversees bookkeeping, payroll services, and California DRE inspections and reviews. She is a CSUF alumni. She frequently assists Claudia in presenting continuing education classes for various tax topics.


Claudia Stanley, CPA, EA
Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She 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 on of Top Ten Women of the Year in the nation by American Business Women’s Association. She frequently speaks on various tax topics.


Part two: Jerrie Muir, EA

Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate. Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions. Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board

CPE Information:

Part one:
4 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01666-22-O
CTEC: 1000-CE-5073

Knowledge Level: Intermediate (Basic knowledge helpful)

Part two:
2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01667-22-O
CTEC: 1000-CE-5074

Knowledge Level: Intermediate (Basic knowledge helpful)


Part one only:
Member: $50
Non-Member: $80

Part two only:
Member: $35
Non-Member: $65

Both parts:
Member: $65
Non-Member: $95


Click the button below to register!

CLICK HERE to register for part one only
CLICK HERE to register for part two only
CLICK HERE to register for both parts

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.