2022 Tax Update
 Wine Country Chapter In-Person Meeting

Date/Time:

Wednesday, January 25, 2023
6:00 PM to 9:00 PM

Location:

Mimi's Cafe
17231 17th St
Tustin, CA 92780

Description:

Come for a final tax update before the tax season gets going in full! We'll cover the changes for the 2022 tax year for both federal and state returns, with particular emphasis on the last minutes changes we've been seeing. Get up to speed on 1099-Ks, PTET, Schedules K-2 and K-3, the Middle Class Tax Refund, and more!

Presenter:

Linda Dong, EA, ABA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. She grew her practice to include four employees, but eventually downsized and is now once again a sole practitioner working out of her home office. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982. Her credentials from the Accreditation Council of Accountancy and Taxation (ACAT) include Accredited Business Accountant (ABA) and Accredited Tax Advisor (ATA). She is a QuickBooks ProAdvisor and often teaches classes in accounting and tax to other professionals. A member of several tax and accounting professional groups, she is currently serving as President of the California Society of Tax Consultants and Secretary-Treasurer of the Wine Country Chapter.

CPE Information:

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

IRS: 18QC1-U-01778-23-I
CTEC: 1000-CE-5200

Knowledge Level: Update (Information on new tax laws)

Cost:

Registration Fee (Member): $35
Registration Fee (Non-Member): $65

Registration:

Please register below:

Cancellation and Refund Policy: 
Written webinar 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.