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Orange County Chapter Proudly Presents Individual and Business TheTaxBook Workshop
Phoenix Club
1340 S. Sanderson AVenue
Anaheim, CA 92806
USA
714-563-4166

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Friday, January 11, 2019, 7:30 AM - 4:30 PM PST
Category: Chapter Meetings

Orange County Chapter Proudly Presents
Individual and Business TheTaxBook Workshop

Date and Time:

Friday, January 11, 2019
7:30 AM Registration and Continental Breakfast
8:30 AM Seminar Begins
12:00 PM Buffet Luncheon
1:00 PM Seminar Continues
4:30 PM Adjournment

Click here to view the event flyer. 

Location:

The Phoenix Club
1340 S Sanderson Avenue
Anaheim, CA 92806

Topics:

Individual Tax Law Updates

We will discuss the majority of important tax law changes for 2018 and review some of the newer laws from the last couple of years. In addition we will discuss the potential changes for individuals as imposed by the recent Tax Cuts & Jobs Act (TCJA) legislation, and the effects these changes could have on your clients. All of this while becoming familiar with the Tax Book’s organization of thorough research answers.

Business Tax Law Updates

We will discuss the majority of important tax law changes for 2018 and review some of the newer laws from the last couple of years. In addition we will discuss the potential changes for businesses as imposed by the recent Tax Cuts & Jobs Act (TCJA) legislation, and the effects these changes could have on your client’s business (and yours!). All of this while becoming familiar with the Tax Book’s organization of thorough research answers.

Presenters: 


John C Keil, EA & David J. Keil, EA

John C. Keil, EA
John Keil is a former major bank Vice-President who reinvented himself as a tax practitioner in 1997. He became an Enrolled Agent in 2001 and began conducting educational workshops for CSTC shortly thereafter. He attended California State University Fullerton where he majored in Business Administration with an emphasis in Finance and Economics. His tax practice is in Placentia and specializes in small business and individual taxation.

David J. Keil, EA
David Keil is a graduate of San Diego State University and a former Senior District Executive with the Boy Scouts of America. After transitioning into work as a financial service representative for a major credit union, he made the decision to become a tax professional. Joining his father's firm and following in his footsteps, David became an Enrolled Agent in 2015, is serving as an active CSTC chapter board member, and is just beginning his role as an educational speaker.



David A Eastis, CRTP
David Eastis has been teaching classes and conducting seminars for CSTC since he joined CSTC in 2003. He obtained his accounting degree from Indiana University, South Bend, specializing in taxes and not-for-profit organizations. 

CPE Information:

Business Tax Law Updates
CTEC:1000-CE-4417
IRS: 18QC1-U-01046-18-I
IRS: 18QC1-T-01047-18-I

Individual Tax Law Updates
CTEC:1000-CE-4416
IRS: 18QC1-U-01044-18-I
IRS: 18QC1-T-01045-18-I

Knowledge Level:
 Update

Cost:

Workshop - CSTC Member (Deluxe Edition Handbook Included) - $205
Workshop - Nonmember (Deluxe Edition Handbook Included) - $240
After 11/28/2018 - CSTC Member (No Book Included) - $155
After 11/28/2018 - Nonmember (No Book Included) - $190

*Please register before 11/28/18 to get books! Books NOT included if registered after 11/28/18
*No refunds after 1/1/19

Registration:

Click here to fill out the registration form. Once completed please mail to:
Debbie Daniels
PO Box 28211
Santa Ana, CA 92899-8211

Questions? Call Patty Barron at (714)449-2099 or send her an email at [email protected]

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: Questions? Call Patty Barron at (714)449-2099 or email her at [email protected]