Two-Part Meeting: Roundtable - What Would You Do?
Central Valley Chapter In-Person Meeting

Date/Time:

Friday, July 28, 2023
Part One: 2:00 PM to 5:30 PM
Part Two: 6:00 PM to 8:00 PM 

New Location!:

Denny's
4324 Salida Blvd
Salida, CA 95368

Topic: 

Part One:
In part 1 of this Central Valley Roundtable- What Would You Do?, we will be exploring different tax issues, where to correctly report taxability on the 1040 (or not), and what to be considering when you are presented with certain tax issues. Would your solution to a tax problem change if it were a personal or a business issue and why? We will also be discussing special issues related to PERS and CalPERS retirements and pensions.

Part Two:
In part 2 of this Central Valley Roundtable- What Would You Do?, we will be continuing our topics and discussions from part 1 of the roundtable with emphasis on issues regarding the IRS form 1099 and all tax issues involving ITINS. Our qualified speakers with a wide variety of tax experience will help guide the discussion.

Presenters:

George Fakhouri, CPA & other qualified speakers
George Fakhouri is a C.P.A. in private practice for over 40 years. George holds a Bachelor of Science Degree in Accounting from Santa Clara University, graduate work in Accounting and Tax at San Jose State and Golden Gate University. He is Past President of the California Society of Tax Consultants and Central Valley Chapter of the California Society of Tax Consultants. George has been a speaker and moderator of the Alamo Tax Retreat for the past 15 years as well as speaking at the annual Updates for the Central Valley. Mr. Fakhouri has been a guest speaker on taxation for several tax organizations and for the general public over the years.

CPE Information:

Part One
4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01853-23-I
CTEC: 1000-CE-5282

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01854-23-I
CTEC: 1000-CE-5283

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

Part Two ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

BOTH PARTS
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Registration:

Please call De Vaney Business Services at 209-524-4345 or email [email protected] to register for this meeting. 

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.