Understanding Schedule K-1
North County San Diego Chapter In-Person Meeting

Date:

Thursday, October 10, 2024
4:00 - 4:30 Registration
4:30 - 7:00 Program

Location:

Cocina Del Charro
1020 W San Marcos Blvd
San Marcos, CA 92078

Description:

This course will be covering Schedule K-1 issued by partnerships, S-Corps, and trust tax returns. We will be covering how to read Schedule K-1, reporting separately stated items and how to report the sale of stock from a publicly traded partnership. We will be covering each box and the different codes reflected on the Schedule K-1.

Speaker:

Jeffrey L. Halbert, EA
Jeffrey L. Halbert is an Enrolled Agent with 20 years of experience in providing tax preparation, tax planning, and tax resolution services for individuals and small business owners. Jeff is Vice President of Halbert & James, Inc. located in San Diego, CA. Jeff is a member of the California Society of Tax Consultants and the California Society of Enrolled Agents.

CPE Information:

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

IRS: 18QC1-T-02038-24-I
CTEC: 1000-CE-5498

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Cost if registered by October 9, 2024, at midnight
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Cost if registered after October 9, 2024, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

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.