California Updates
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, October 1, 2024
5:30 PM to 8:00 PM PST

Location:

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

Topic: 

Highlights of 2024 California Tax Changes
a. Installment agreement eligibility expanded
b. Wildfire settlement amounts excluded from income
c. Federal disaster loss provisions
d. Tax credit changes
i. Low-income housing tax credit
ii. Motion picture & television production tax credit
iii. New employment tax credit
e. Achieving a Better Life Experience (ABLE)
f. Proposition 22 – (ride-share & delivery drivers)Federal/California
a. Nonresidents and part-year residents
b. California AMT
c. Capital gains & Capital losses
d. Depreciation
e. Earned Income Credit
f. Health Savings Accounts
g. Social Security Income
h. Taxes Paid
i. Unemployment Compensation California 2025 UpdateTBD

Presenter(s):

Michael A. Tullio, EA
Mike has been in the tax preparation business for nearly 40 years. He is the owner of Tullio Financial Services, LLC, located on Mission Gorge Road in San Diego California. His business mainly focuses on Individual and Small Partnership tax returns. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. Mike has nationally written tax articles and has conducted live and Webinar speaking engagements. He is an Enrolled Agent and member of the National Society of Tax Preparers (NSTP), the NationalAssociation of Enrolled Agents (NAEA) the California Society Tax Consultants (CSTC) and the California Society of Enrolled Agents (CSEA). Mike is married and lives in the Clairemont Area of San Diego. He and his wife, Janet, have two grown sons. He and his wife like to travel in their RV and he also serves on the Board of Directors of the San Diego Imperial Council of the Boy Scouts of America.

CPE Information:

2 California hour(s) (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5458

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by September 26, 2024 at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cost if registered after September 26, 2024 at midnight
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

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.