Tax Implications to Family Drama
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, October 16, 2024
5:00 PM to 7:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.

Topic:

Family drama and nontraditional households lead to countless problems when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this seminar, we will address:
Advanced tax strategies for unmarried parents
Registered Domestic Partners
Community property income splitting
Tips and tricks for dependents
And so much more...

Presenter:

Ryan Reichert, EA, CFP
Ryan Reichert is an Enrolled Agent and Certified Financial Planner practicing in Coronado, California. Don’t let his young looks fool you; when it comes to tax, there are few as enthusiastic as him. Ryan spends his days reading tax law and speaking with the most brilliant tax minds across the country -- all to distill the law down into working concepts you can apply in your practice. His dynamic seminars help attendees stay engaged while he goes beyond the law to show you things you may not have thought possible.Ryan is out on the road for most of the year teaching for his education organization, Brass Tax Presentations, but he is also a firm believer in practicing what he preaches. His niche focuses on businesses and their owners to ensure maximum tax efficiency. Ryan also provides consulting services to tax professionals all over the country on specialized issues, including the Employee Retention Credit.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02030-24-O
CTEC: 1000-CE-5486

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by October 13, 2024 at midnight
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cost if registered after October 13, 2024 at midnight
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
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.