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Selling Your Tax Practice - North County San Diego Chapter In-Person Meeting
Cocina Del Charro
1020 W San Marcos Blvd #50
San Marcos, California 92078
Thursday, July 13, 2023, 4:00 PM - 7:00 PM PDT
Category: In-Person Chapter Meetings

Selling Your Tax Practice
North County San Diego Chapter In-Person Meeting

Date:

Thursday, July 13, 2023
4:00 - 7:00 PM

Location:

Cocina Del Charro
1020 W San Marcos Blvd
San Marcos, CA 92078

Description:

During this dinner meeting, we will be discussing selling your tax practice. This meeting will be ideal for the Practitioner that is considering selling their tax practice or for those who want to learn more about selling their tax practice as they approach retirement. The topic will also be good for those Practitioners that are considering purchasing a tax practice.

Speaker:

Wayne Otchis, CPA
Wayne Otchis, is a CPA that has been practicing for over 52 years. Wayne is a graduate of Stanford University and has over 30 years as a National Tax Seminar Speaker. Wayne sold his practice in August of 2020 and has retained a small book of business consisting mainly of friends and family. Wayne is a member of the Cal Society of CPAs, and a member of the CSTC North County Chapter.


CPE Information:

No CE offered for this meeting

Cost:

Registration Fee (Member): $0
Registration Fee (Non-Member): $30 

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.