Discovering Common Forms Of Ownership in California
Temecula Valley Chapter In-Person Meeting

Date and Time:

Wednesday, September 7, 2022
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic:

As business owners in California, one of the most important tax decisions is determining what form of ownership will best meet their business needs. Selecting the best structure for the business should be a carefully planned process that is discussed with a qualified tax professional, EA, CPA, or attorney who specializes in the area. Although there are many forms of ownership to choose from in California.We will explore the key features AND FTB Forms for:· Sole Proprietorships· General Partnerships· Limited Partnerships· C Corporations· S Corporations· Limited Liability CompaniesThe goal of this workshop is to help the attendees to develop new resource tools for determining and understanding the tax issues of these common forms of ownership in California.

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 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5129

Knowledge Level: Basic (No prior knowledge expected)

Registration:

Members: $38
Non-Members: $68

Please call or email Alice Perez to register:

email: [email protected]
phone: 951-674-8111

Please include your PTIN and EA or CTEC numbers when registering.

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.