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Surviving the Season Social and Oops! I made a Mistake - San Diego Chapter Meeting
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, May 18, 2023, 4:30 PM - 9:30 PM PDT
Category: In-Person Chapter Meetings

Surviving the Season Social and Oops! I made a Mistake
San Diego Chapter In-Person Meeting

Date/Time:

Thursday, May 18, 2023
4:30 PM to 9:30 PM*

*Surviving the Season Social: Our meeting starts an hour early and ends an hour later to make time for commiserating and sharing our gripes and triumphs of the Tax Season, come and share yours. Cocktails will be available for purchase at the bar.

Location:

HANDLERY HOTEL
950 HOTEL CIRCLE NORTH
SAN DIEGO, CA 92108

Topic: 

Understanding electronic filing errors and EF rejections.Avoiding mathematical errors even with a computer.Missing data and how to catch it before filing.Do you need Errors & Omissions Policies?This course is designed to cover common errors and mistakes made by tax professionals. It will look at Electronic Filing Errors, Mathematical errors and Missed data errors. I will demonstrate real case scenarios, what those issues looked like and how those errors were discovered and the corrective action taken. Finally, we will review Errors and Omissions policy. How important are they?

Presenter:

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years. He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01817-23-I
CTEC: 1000-CE-5242

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member price: $60
Nonmember price: $90

Online registration must be made by May 16, 2023 at noon.

Meal selected during registration.

Cancellation and Refund Policy
Written cancellations will be accepted up to May 16, 2023, at noon. Please email your request to [email protected]. No refunds will be given if a cancellation notice is received after May 16, 2023, 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.