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Marijuana and Taxes - San Diego-North County 09.20.18
Twin Oaks Golf Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069
Thursday, September 20, 2018, 5:00 PM - 8:45 PM PST
Category: Chapter Meetings

Marijuana and Taxes
North County San Diego Chapter Dinner Meeting


September 20, 2018
5:30 PM to 8:30 PM


Twin Oaks Golf Course - Garden Ballroom
1425 N. Twin Oaks Valley Rd.

San Marcos, CA 92069


On January 1, 2018 California became the ninth state in the U.S. to legalize the recreational use of marijuana. With over 40 million people living in California, this state is home to the largest legal market for marijuana in the country. The purpose of this course is to provide practitioners with a basic understanding of the unique tax implications and reporting requirements of deal “cannabis based” businesses. In this course, you will learn: • The challenges in with dealing with a cash intensive businesses • What is IRC 280E? • Form 8300 reporting requirements • Learn about the sales, excise, and cultivation taxes applicable in California

Presenter: William E. Rogers, MBA, CFP, EA

William E. Rogers is the founder of ASCEND Business Advisory, a small tax and financial advisory firm in Rancho Santa Fe, CA. He is passionate in helping businesses eliminate the hassles of running their business. He earned a Bachelor’s degree in Business Management from the University of Redlands, an MBA from the University of Southern California, and an MS in Finance from Golden Gate University. He is also a Certified Financial Planner and an Enrolled Agent before the Internal Revenue Service. He has served as the Past President of the North County Chapter of the California Society of Tax Consultants, Past President of the Palomar Chapter of the California Society of Enrolled Agents, and served as a Director for the California Society of Enrolled Agents. Over the past eighteen years Mr. Rogers has developed extensive experience in advising e-commerce businesses. He counsels entrepreneurial ventures in a broad array of areas such as accounting, tax, finance, and strategic planning. Finally, he has been a featured speaker for the Learning Annex, Further Ed, the California Society of Tax Consultants, the California Society of Enrolled Agents, and has authored courses on behalf of the National Association of Enrolled Agents.

CPE Information:

IRS: 18QC1-T-01060-18-I
CTEC: 1000-CE-4433
1 Hour Federal Law
1 Hour California

Knowledge Level: Basic


Member: $40
Non-Member: $50
Late/On-Site: $50


Send an email to [email protected] and provide your name and menu choice. Reservations made after 9:00 am on Friday, September 14, 2018 will receive the chef's choice.

For September, you can choose between:
- CHEF'S CHOICE: Filipino Style Chicken Adobo With Garlic Ginger Tomato Sauce

- FISH: Blackened Cod with Lemon Grass Butter and Baby Bok Choy Relish

- VEGETARIAN: Grilled Tofu (or Tempeh)
We will also offer Asian Kale Salad, Sesame Fried Rice, and Bibingka – a Filipino Rice Cake with Whipped Cream for Dessert.

 Last Day to Cancel: 5:00 pm, Wednesday, September 19, 2018.

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

Contact: Send an email to [email protected]