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Federal General Business Credits and CA Business Credits - Orange County South Chapter In-Person Meeting
Mission Viejo Elks Lodge
25092 Marguerite Pkwy
Mission Viejo, CA 92692
Monday, August 22, 2022, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Federal General Business Credits and CA Business Credits
Orange County South Chapter In-Person Meeting

Date:

Monday, August 22, 2022
6:00 PM to 8:00 PM

Location:

Mission Viejo Elks Lodge
Big Room
25092 Marguerite Pkwy
Mission Viejo, CA 92692

Description:

Discussion of Federal General Business Credits, with a focus on the Work Opportunity Credit and Small Employer Health Insurance Credit. Discussion of California Business Credits, with a focus on California Completes Tax Credit and the Homeless Hiring Tax Credit.

Speaker:

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:

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

IRS: 18QC1-T-01691-22-I
CTEC: 1000-CE-5101

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member Registration Fee: $40
Non-Member Registration Fee: $70

Pre-registration online only available until August 19, 2022 at midnight. Attendees who want to register after August 19, 2022 will be required to register at the door. Cash or check ONLY accepted onsite. No credit cards are accepted onsite. 


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: Lisa Cruz - [email protected] or 19493000112