Round Table Discussion 2022 Tax Issues and Resolutions & Written Information Security Plan (WISP)
Greater Long Beach Chapter Meeting

Date/Time:

Wednesday, July 26, 2023
6:00 PM to 7:00 PM - Registration/Dinner
7:00 PM to 9:00 PM - Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

Round-table discussion of 2022 Tax Return Issues/Resolutions. Bring your last minute questions to this 2022 tax filing Round Table. Discussion will include Federal 1040 and supporting schedules and forms. Member expertise and tax knowledge will provide direction and possible solutions. A question sheet will be required for each taxation issue. THETAXBOOK will be used as a reference for research, forms and solutions. All in attendance will have a better understanding of the 2022 Federal tax code. The topic of creating a Written Information Security Plan (WISP) as recommended by the IRS will be discussed and a guest speaker who has extensive knowledge in this area will share recommendations to help tax professionals develop such a plan.

Presenter(s):

Speakers/Facilitators will include the Greater Long Beach Chapter Board of Directors who will mediate the topics and discussion. All attendees are encouraged to join in the Round Table Discussion In addition, Mr. Jose Aguilar, noted speaker who has expertise in this area of date backup and date recovery services to protect small and medium sized businesses will provide recommendations and how to safeguard out valuable information to prevent cyber theft and other items in this area. 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01852-23-I
CTEC: 1000-CE-5281

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $40
Registration Fee (Non-Member): $70

For registration to this Greater Long Beach continuing education event, please contact Dennis Kaho at (562) 421-8523. No email, please. Make reservations as soon as possible. Cash or check only payable to CSTC. Nonmeat dinner items are available.

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.