Two-Part Meeting: Schedule A- Line by Line and Form 2106- Police Officers, Firefighters, Nurses, etc
Central Valley Chapter Virtual Meeting

Date/Time:

Tuesday, August 23, 2022
Part One: Schedule A- Line by Line - 2:00 PM to 5:30 PM
Part Two: Form 2106- Police Officers, Firefighters, Nurses, etc - 6:00 PM to 8:00 PM 

Location:

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: 

Part One: Schedule A- Line by Line
The Schedule A is not used as often as it used to be but it is still a complicated form. We will go through the different types of medical expenses that are allowed and some that aren't, mortgage interest, charitable contributions and some oddball deductions. We will also review the old rules that still apply to California

Part Two: Form 2106- Police Officers, Firefighters, Nurses, etc
Form 2106... What is it? When should it be used? Do you ever wonder if your clients in certain industries such as Firefighters, Police Officers, Teachers, Nurses, Salesman, and more are getting their maximum deductions? Are there industry specific deductions that might be overlooked? If you have asked these, or other related questions: This topic "Form 2106 – Police Officers, Firefighters, Nurses, etc". is for you. Attendees will get a generalized review of the form, as well as an in depth list of examples of industry specific deductions, audit references, and more...

Presenters:

Part One
Eugene Ostermiller
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.

Part Two
Kenneth Quick, CRTP
Those that know me, know I am an energetic and very organized individual who thrives on human contact. Interacting with others is a high priority for me. I graduated from high school in 1990, received my tax preparer accreditation in 1995, and prepared my first tax return professionally in 1996. I met Lisa, my (then) future wife, at a networking event during that tax season, and married her in October of 1997. Our daughter TaylorAnn was born in May of 1999, and I took some time off to enjoy every moment. In 2000, I returned to preparing taxes and I have not looked back since. I truly enjoy it and the client contact just as much now, (if not more) than I did then.In 2013, I branched out and partnered with Bernstein Financial Services, Inc. in an effort to manage and maintain my own practice, while having a larger company association which allowed me to be full service to my clients. One of the greatest things I get to do is to help my clients with their tax planning and preparation. Outside of work, I enjoy event planning, cherish time with friends and family, decorating and volunteering. I love to be a “Part of the Solution”.

CPE Information:

Part One
4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01707-22-O
CTEC: 1000-CE-5121

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5122

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 Webinars
Registration Fee (Member): $65
Registration Fee (Non-Member): $95

Registration:

Please register below:

CLICK HERE to register for part one ONLY
CLICK HERE to register for part two ONLY
CLICK HERE to register for BOTH sessions

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.