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Non-Qualified Retirement Plans & California Update - San Diego East County Chapter Meeting 09.04.18
EL CAJON, CA 92021
Tuesday, September 04, 2018, 4:30 PM - 8:00 PM PDT
Category: Chapter Meetings

Non-Qualified Retirement Plans & California Update
San Diego East County Chapter Meeting

Date and Time:

Tuesday, September 4 2018
4:30 p.m. - 8:00 p.m.


Pacific Southwest Board of Realtors
1550 Broadway
El Cajon, CA 92021

Topic: Non-Qualified Retirement Plans

Most tax preparers and financial advisors are familiar with qualified retirement plans such as 401ks and IRAs which have benefits such as reducing taxable income while accumulating in an account intended for retirement. However, there are other plans available called Non-Qualified plans which operate under different rules but can have the same benefits such as reducing one’s tax liability and used as a retirement account. In this presentation, the learning objectives can be seen below:
1. What are Qualified Plans
2. Types of Qualified Plans
3. Tax Impact of Qualified Plans
4. What are Non-Qualified Plans
5. Types of Non-Qualified Plans
6. Tax Impact of Non-Qualified Plans

Presenter: Hasani James, Financial Representative C.T.E.C

Hasani's mission is to help small business owners build and protect their wealth. His team has over 50 years in combined experience and focuses on working with tax preparers to help them reduce their client’s tax liability, cash flow management, protection and accumulation planning.

CPE Information:

1 hour Federal Law
CTEC: 1000-CE-4419
IRS: 18QC1-T-01049-18-I

Knowledge Level:
 Intermediate / Advanced


Members: $5
Non-Members: $5

Just show up - This is a smaller class environment. Seating is limited, don't be late!!
Payment made at the door.

Topic: California Update

Education will be on California Conformity to tax reform. California currently conforms to federal law as it read on January 1, 2015. As a result, most of the changes enacted as part of the federal tax reform plan will not apply for California purposes unless California specifically enacts legislation to conform. Our speaker will explain California tax laws that have been enacted.

Presenter: Renee Rhoda, JD

Renée Rhoda is Vice President of Spidell Publishing, Inc.® and editor of Spidell's California Taxletter® and Spidell's Analysis & Explanation of California Taxes®. She authors the California chapters of Spidell's Federal and California Tax Update seminar manual and is a regular speaker at Spidell's fall update seminars, summer seminars, and webinars. She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis.

CPE Information:

2 California hours
CTEC: 1000-CE-4406

Knowledge Level:


Members: $40
Non-Members: $45

Last Day to Cancel:
September 3, 2018

Please click here to register for the California Update Session

Or contact Dave Hayden:

phone: 619-900-4829
Please include your PTIN and EA or CTEC numbers when registering.



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.

Contact: Dave Hayden: 619-900-4829