2023 & Any New 2024 Individual & Business Federal Tax Update
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, November 7, 2023
5:00 PM to 8:00 PM PST

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Topic: 

This course covers current 2023 Federal tax and any other tax law changes for individuals and business. We’ll review the new energy credits, SECURE Act 2.0, plus the challenges of basis compliance for our partner and S Corp shareholder Form 1040 clients, Form 7203 and K-2 & K-3, and the looming Corporate Transparency Act. Also, tax planning for some of the new laws and possible pending legislation. And analysis of the winners and losers related to the new laws and consideration of new tax savings opportunities.

Presenter(s):

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.

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 Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01895-23-I
CTEC: 1000-CE-5337

Knowledge Level: Update (Information on new tax laws)

Cost:

Cost if registering BEFORE November 1, 2023, at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost if registering AFTER November 1, 2023, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cancellation and Refund Policy:
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.