LLC's - To Be or Not to Be
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, July 19, 2023
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

How often do you hear, “I’m an LLC!” in response to your question about a client tax situation. More taxpayers are setting up random LLCs for every idea or dream business they have without really understanding the consequences of that decision. As a tax professional, you may need to unravel the tangled mess of an LLC, getting taxpayers back on the right track. We will discuss the legal side & tax ramifications of a taxpayer having an LLC in today’s business climate.
#1: Learn the tax & legal basis for an LLC in most states of the union.
#2: Determine how to help a taxpayer determine the best tax structure for the new or existing LLC. Learn to walk a taxpayer through the pros and cons of the multiple structures to best help a client's overall tax strategy.
#3: Shine as a superior tax professional that you are in the arena of LLC management to multiple clients in the business world. A great topic for the professional wanting to bring on more higher-paying business clients.

Presenter:

Veronica Marelli, EA, CTRS
Veronica has a formal education in Accounting and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula CALIFORNIA, SLC UTAH, and Southern IDAHO. Tax Resolution Advocates is a full-service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist. She has recently added Profit First consulting to her firm. She is approximately one of only 140 tax professionals in the US to become a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty. Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code. Veronica has a vast amount of experience serving and working on Board of Directors. She has or is currently serving on five different boards of Not-for-Profit organizations. These organizations have helped our communities by providing shelter for abused women and homeless teenagers, feeding underprivileged children, and the planting of new Christian Churches.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01843-23-I
CTEC: 1000-CE-5271

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (online registration only accepted through Sunday, July 16 at 11:59 PM PST)
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

Cost: (if registering after Sunday, July 16 at 11:59 PM PST)*
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Meal selection to be made during registration.

*Late registrations can be made with the chapter after online reservations close. Late registration members: $45.00; non-members $75.00. For late reservations email: [email protected] or [email protected]. Provide name, PTIN, CTEC number and meal choice. We will respond within 24 hours. Pay on-site check or cash only, no credit cards. Very limited space will be available for Walk-Ins! Late registration price applies.

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or Chapter email: [email protected].

Cancellation and Refund Policy for Meeting 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.