Roundtable Discussion 2023 Tax Return Issues/Resolutions
Greater Long Beach Chapter In-Person Meeting

Date/Time:

Sunday, March 10, 2024
8:30 - Registration
9:00 AM to 12:00 PM - Presentation

Location:

The "Grand Events Center" Long Beach
The Catalina Room
4101 E Willow St
Long Beach, CA 90815

Topic: 

Roundtable discussion - 2023 Tax Return Issues/Resolutions. Bring your tough questions to our 2023 tax filing roundtable. Discussion will include California State Tax issues as well s tax forms needed. Member expertise and tax knowledge will provide direction and possible tax solutions Also, we wiil be using the "Taxbook" and the current "Spidell Federal and California Tax Update" as references for research, forms and solutions. All attending will have a better understanding of the 2023 state tax code.

Presenter(s):

All in attendance are encouraged to join the Roundtable Discussion. A question sheet will be required for each tax issue. Board members from the Greater Long Beach Society of Tax Consultants will mediate the topics and discussions.

CPE Information:

3 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5371

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $40
Registration Fee (Non-Member): $70

To make a reservation to this Greater Long Beach Chapter of the CSTC event, please contact: Dennis Kaho at (562) 421-8523 or Shobha Bajaj at (562) 441-6724/[email protected]. Should you wish a meatless dish for your breakfast meal, mention this at the time that you make your reservation. Finally, bring with you your copy of the either the 'TAXBOOK" or the Spidell publication to facilitate the finding of the answers to the discussion items.

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.