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Trust/Estates In-Person Workshop - Hosted by the Region Four Chapters 9.23.22
Region Four Seminar Location
5280 Carroll Canyon Rd, Suite 100
San Diego, CA 92121
Friday, September 23, 2022, 11:00 AM - 3:00 PM PDT
Category: Chapter Meetings

Trusts / Estates In-Person Workshop
 Hosted by the Region Four Chapters

SEATING IS LIMITED!
Attendees must register by September 20, 2022, at midnight

Date/Time:

Friday, September 23, 2022
11:00 AM to 3:00 PM

Location:

5280 Carroll Canyon Rd, Ste 100
Conference Room Suite 100
San Diego, CA 92121
self parking

Topic: 

This workshop offers pen to paper preparation of sample trust tax returns. We'll walk through a simple easy trust tax return, Form 1041, and then a more detailed Form 1041 estate tax return with rental property and stock sales. We'll review which expenses are deductible by the trust or estate. And discuss other trust compliance matters.

Presenter:

Jane Ryder, EA/CPA
Jane has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm, Brass Tax Ryder Professional Group, and writes and speaks on many income tax, business compliance and accounting topics. She is currently licensed with the California State Board of Accountancy and with the internal revenue service as an Enrolled Agent. Jane also consults on tax, accounting, and compliance matters for Corporations, LLC's, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers and compromise and other issues.

CPE Information:

4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01719-22-I
CTEC: 1000-CE-5135

Knowledge Level: Basic (No prior knowledge expected)

Cost (Meal Included):

Registration Fee (Member): $120
Registration Fee (Non-Member): $200

Click the link below to register!

Attendees must register by September 20, 2022 at midnight


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: Contact CSTC at 949-715-4192 or [email protected]