Understanding Schedule K-1, Schedule K-2, and Schedule K-3 
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, August 17, 2022
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

What guidance and /or tax advise may you provide your client who has presented you with Schedule K-1, Schedule K-2, and Schedule K-3? This workshop is designed to help you find answers to this and other tax-questions concerning how to read and understand Schedule K-1, K-2, and K-3. The goal of this workshop will be to provide learning opportunities, encourage group discussion, reviewing copies of Schedule K-1, K-2, and K-3, and how to apply that information to the taxpayer's personal income tax Form 1040.

Presenter:

David Eastis, CRTP, MA
David A Eastis, CRTP, received his Bachelor- of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. He completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.

David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater- Long Beach Chapter, a 4-year- term as Secretary, a one-year term as 1st Vice President. and a two-year term as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three.

David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and the Fall Symposium. His topics have included: Non-Profits Form 990; S  Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fundamentals Tax Course (Contact) for CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01693-22-I
CTEC: 1000-CE-5103

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY August 14, 2022*
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

*No registrations can be accepted after Sunday, August 14, 2022 at 11:59 pm. Please make your reservation by the deadline. The DoubleTree cannot accommodate Walk-Ins! Meal selection to be determined during registration.

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or David Knutson, email: David [email protected], phone 909.894.9049; or Chapter email: [email protected].

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar 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.