The Entity – Basics of Business Returns
Temecula Valley Chapter In-Person Meeting

Date/Time:

Wednesday, July 5, 2023
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92563

Topic: 

Do business returns scare you more than things that go bump in the night? Never fear! We’ll take the mystery out of the basics of business returns so you have the confidence to explore this fun and lucrative aspect of tax preparation. Learn the differences between the main entity types, discuss the pros and cons of each, and look at the tax advantages available to business owners.

Learning Objectives:
·Identify the four main business entity types
· Understand the primary differences between the types of entities
· Discuss the advantages and disadvantages of each type· Review ethical issues surrounding advising clients on entity selection

Presenter:

Shannon Hall, EA
Shannon Hall has been working in the tax industry for over a decade, though her interest in taxes truly began when, as a child, she would play with the tax forms at the library. She studied classical theatre at a conservatory in Los Angeles, so it was really just a matter of time before she joined the tax business. Throughout her career Shannon has prepared taxes from her kitchen table to H&R Block, where she was an office manager and instructor, before finally settling into a fabulous office in Long Beach, CA. She has been making her way across California and Nevada speaking at both local chapters of several tax organizations as well as statewide conferences. You can catch her this year with Brass Tax for the EA Bootcamp. More than anything Shannon strives to make tax education fun and engaging.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01841-23-I
CTEC: 1000-CE-5269

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $38
Registration Fee (Non-Member): $68

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.