Tax Planning Strategies for Individuals and Retirees
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, September 14, 2022
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S. Lyons St
Santa Ana, CA 92705

Description:

As preparers, one of the most valuable services we can provide to clients is offering tax planning. The preparation of tax returns only offers a few methods in which to lower a client's tax liability. And with the improving technology, preparers will need to develop new ways to stand out from the DIY tax prep industry, During this course, we will:
1. Discuss tax reduction strategies for individuals and retirees.
2. Learn techniques on how to identify tax-saving opportunities on the 1040.
3. Discuss how TCJA and the Secure Act affect tax planning strategies.

Presenter:

David Hilliard EA NTPI Fellow
David graduated from Cal Poly Pomona in 2001 with a degree in Animal Health Science. After 20 years of developing into an expert equestrian and entertaining millions, he made the natural transition to the tax industry in 2009. David brings with him over 25 years of management and customer service experience. He has a passion for defending taxpayer rights with a no-nonsense approach and representing clients in front of the IRS and other government agencies.Driven by his eagerness to serve, David has volunteered to hold many positions with the state and local chapters of the California Society of Enrolled Agents. Currently, he serves as the President of CSEA and is the Immediate Past President of the Orange County Chapter. When he is not acting in his leadership capacity in the professional world, he loves to spend time with his wife (Patricia), 3 kids (Ella, Melody, and Wyatt), and golden retriever (Montana).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01715-22-I
CTEC: 1000-CE-5131

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY SEPTEMBER 12, 2022:
Member Price: $40
Staff or Spouse of Member: $50 
Non-Member Price: $70

ONSITE Registration Price:
Member Price: $50
Staff or Spouse of Member: $50 
Non-Member Price: $80

Menu options to be selected at the time of registration. All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information: Pre-registration online only available until SEPTEMBER 12, 2022 at midnight. If you register after September 12, 2022, you will be required to register at the door. Cash or check ONLY accepted onsite. No credit cards are accepted onsite.   

Click the button below to register!

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.