After the Half- Wills/Trusts
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, June 4, 2024
5:30 PM to 8:00 PM PST

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Topic: 

This class provides history of law and famous people along with IRS/CA Forms and Probate procedures that we as Tax Professionals can provide for our Clientele rather than allowing it to go out the door…Especially, if our practices are expanding into the Advisory Financial Services Arena.

Presenter(s):

Michael Darany - Certified Financial Planner & Enrolled Agent
Since 1968, Michael A. Darany has helped individuals, families, private, public and non-profit companies attain greater financial stability. As a wealth manager and financial life planner, he proudly offers clients a comprehensive range of Financial & Tax services that elevate their financial goals to new levels. His credentials include CERTIFIED FINANCIAL PLANNER™, admission to the Registry of Financial Planning Practitioners, general securities and blue sky licenses, Enrolled Agent (EA) and nationwide licensing for life, health, disability and group insurance, including pension and profit sharing planning.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01965-24-I
CTEC: 1000-CE-5409

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by May 27, 2024 at midnight
Registration Fee (Member): $30
Registration Fee (Non-Member): $60

Cost if registered after May 27, 2024 at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

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.