1099K Updates
Orange County - South Chapter Meeting

Date/Time:

Friday, September 22, 2023
4:00 PM to 6:00 PM PST

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 requires registration before entering the meeting.

Topic: 

* Provide an overview of the lower Form 1099-K filing threshold for third-party settlement organizations (TPSOs)
* Explain the impact of the lower Form1099-K filing threshold for TPSOs
* Educate taxpayers and help them prepare for the 2024 filing season

Presenter:

Lionel Carrillo, Senior Stakeholder LiaisonCommunication and LiaisonInternal Revenue Service
Lionel Carrillo was selected as a Senior Stakeholder Liaison in 01/2022. As a Senior Stakeholder Liaison, he is responsible for providing his external partners a communications and outreach capability that promotes understanding of the agency’s mission and goals, promotes two-way dialogue, builds relationships with the tax professional community, government agencies, businesses and groups outside the tax community. The overriding goal is to help taxpayers understand and meet their tax responsibilities.Lionel has over 30 years of experience with the Internal Revenue Service. Lionel started his career working the phone lines, addressing tax law as well as tax account issues. It was during this time that Lionel was involved with VITA, managing outreach compliance programs with the cooperation of Exam and Collections, coordinating training, and assisting in disaster relief responses. Lionel has worked in Exam as well as Collections. Prior to joining Communication and Liaison, Lionel worked Offer in Compromise cases. While in Offer in Compromise, Lionel would work closely with Appeals, Tax Court, as well as Exam.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01886-23-O
CTEC: 1000-CE-5323

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Price if registered by September 20, 2023
Member Registration Fee: $20
Non-Member Registration Fee: $50

Price if registered after September 20, 2023
Member Registration Fee: $30
Non-Member Registration Fee: $60

Cancellation and Refund Policy for Webinar 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.