Tax Practice Management and Lessons Learned from the 2023 Tax Season
Orange County - South Chapter Meeting

Date/Time:

Tuesday, June 13, 2023
6:00 PM to 8:00 PM PST

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Share common issues working with taxpayers, the IRS Practitioner Hotline, the FTB Hotline, tax return/document security, and other practitioners. Please send your tax questions to [email protected] at least 5 days before the event date to have an opportunity to discuss these questions.

Presenter:

Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate.Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board.

CPE Information:

1 Federal Law hour (Topics covering existing tax law)
1 California hour (Topics covering California law issues)

IRS: 18QC1-T-01830-23-O
CTEC: 1000-CE-5256

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Price if registered by June 12, 2023
Member Registration Fee: $20
Non-Member Registration Fee: $50

Price if registered after June 12, 2023
Member Registration Fee: $30
Non-Member Registration Fee: $60

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.