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California and Federal Tax Update - San Jose Chapter Meeting
Wednesday, September 20, 2023, 5:00 PM - 7:00 PM PDT
Category: In-Person Chapter Meetings

California and Federal Tax Update
San Jose Chapter Meeting


Wednesday, September 20, 2023
5:00 - 7:00 PM


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.


The IRS and State of California take their taxes seriously. And so do all of us. Each year we attend seminars, subscribe to newsletters, and buy reference books to get all the latest updates. Each year there are so many changes that it’s sometimes difficult to retain them all. We will be highlighting not just the “updates” but also some easily overlooked California tax and credit nuances. We will also review portions of the new Federal Inflation Reduction Act EV credits, other credits and 1099K reporting issues. Join us for some fast tax facts and a bit of fun, too, as Patty Barron spins her “Wheel of Fortune and Tax Fact Updates.”


Patrica Barron, E.A.
Patty is an Enrolled Agent and has been preparing taxes since 1992 when she moonlighted doing taxes on weekends. Her “day job” was actually a night job as a 9-1-1 Dispatcher. Believe it or not, the two careers turned out to have a lot in common -- helping people. Her favorite saying is “taxes are about the people, not the math.” Patty has been a public speaker and presenter in both her career fields. A member of the Orange County CSTC Chapter, Patty currently serves as 1st VP and Education Chair. She has presented on such topics as Tax Preparer Security, California updates and at their annual Tax Update Forum. A believer in lifelong learning, she enjoys sharing knowledge and experiences with fellow tax professionals. Patty’s practice is in Fullerton, CA where she focuses on Individual and small business returns.

CPE Information:

1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01876-23-O
CTEC: 1000-CE-5312

Knowledge Level: Update (Information on new tax laws)


Cost if registered by September 17, 2023 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after September 17, 2023
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar 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.