Two-Part Meeting: California Tax Update and Ethics – Best Practices in the Midst of Chaos
Central Valley Chapter Virtual Meeting

Date/Time:

Tuesday, September 26, 2023
Part One: California Tax Update - 2:00 PM to 5:30 PM
Part Two: Ethics – Best Practices in the Midst of Chaos - 6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Part One: California Tax Update
The course will review the latest information on preparing California tax returns. This will include various new laws taking effect in 2022 and 2023, the latest on the Pass Thru Entity Tax and examples of when or when not to utilize PTET, plus various information from FTB, EDD, Secretary of State, and Charitable Trusts.

Part Two: Ethics – Best Practices in the Midst of Chaos
The new normal seems to be a state of constant chaos and uncertainty. When the pressure is on ethical procedures are all the more important and easier to overlook. Conducting business in a virtual environment brings a whole new set of challenges to our firms. The course will not only visit the standards for practitioners but also look at various situations drawn from real life. Thinking through a course of action before coming under fire will protect you and your clients. Part of this course will be interactive.

Presenters:

Michele Patterson and Claudia Stanley, CPA

Michele Patterson, an Enrolled Agent, prepares individual and business entity returns, oversees bookkeeping, payroll services, and California DRE inspections and reviews. She is a CSUF alumni. She frequently assists Claudia in presenting continuing education classes for various tax topics.

Claudia Stanley, CPA is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long-time member of CSTC. In 2016 she was named member of the year of the Central Valley Chapter of CSTC and in 2001 she was named one of the Top Ten Women of the Year in the nation by the American Business Women’s Association. She frequently speaks on various tax topics.

CPE Information:

Part One
4 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5307

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
2 Ethics hours (Topics meeting the ethics requirements under Cir 230)

IRS: 18QC1-E-01872-23-O
CTEC: 1000-CE-5308

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

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

Part Two ONLY
Registration Fee (Member): $20
Registration Fee (Non-Member): $55

BOTH Parts
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Registration:

Please register below:

CLICK HERE to register for part one ONLY
CLICK HERE to register for part two ONLY
CLICK HERE to register for BOTH parts

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.