Tax Planning
San Gabriel Valley Chapter In-Person Meeting

Date and Time:

Thursday, October 6, 2022
4:30 PM - 7:30 PM

Location:

Marie Callenders
1560 Albatross Rd
City of Industry, CA 91748

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 discuss tax reduction strategies for individuals and retirees, learn techniques on how to identify tax-saving opportunities on the 1040 and discuss how TCJA and theSecure Act affect tax planning strategies.

Presenter:

David Hilliard, Enrolled Agent, President of CSEA
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 25 years of management and customer service experience. He has a passion for defending taxpayer rights. 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.

Cost / Registration:

Member: $45
Non-Member: $75

RSVP Required
Please email Melinda Estrada, Vice President at [email protected] or call 626-242-8106 to register. 

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01735-22-I
CTEC: 1000-CE-5155

Knowledge Level: Overview (General knowledge of the subject)

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.