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2018 Federal Update & Tax Return Pricing - San Diego-East County 11.06.18
PACIFIC SOUTHWEST ASSOCIATION OF REALTORS
1150 BROADWAY
EL CAJON, CA 92021
Tuesday, November 06, 2018, 4:30 PM - 8:45 PM PDT
Category: In-Person Chapter Meetings

2018 Federal Update
East County San Diego Chapter Dinner Meeting

Date/Time:

Tuesday, November 6, 2018
6:00 PM to 8:45 PM

Location:

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

Description:

On December 22, 2017, the President signed into law H.R.1, the Tax Cuts and Jobs Act (TCJA). TCJA revises numerous provisions in the Tax Code. We will be instructed on the highlights of the Tax Cuts and Job Act (TCJA). The TCJA increases the nonconformity between federal and California tax law, and these differences will also be explored during this 2 CE hour presentation.

Presenter: Mike Tullio, EA

Started my career in San Diego working for H & R Block. I became the Assistant District Manager and was one of the Tax Instructors for the Introduction to Tax Class. (5 years) Currently I am a Senior Tax Content Analyst. My current focus has been the tax “Guru” for the development and implementation of TurboTax Live. This is an interactive product where a TurboTax customer can get assistance from a certified professional, either CPA or EA. I assisted in the tax training of the professionals. I was the Tax resource for the pro managers to reach out to with tax questions. I also conduct training and lecture sessions with-in Intuit. One of the ongoing lectures is a yearly session on the tax implications of ESPP’s, RSU’s and Options and How to Treat the Capital Gains on the stock that Intuit employees get. I also conduct a 12 session course, for new employees, an Introduction to Tax Class. This is geared toward new engineers that are hired so they have a high level understanding of taxes and the terminology around taxes. This year I wrote a number of papers and PowerPoint decks around the Tax Cuts and Job Act (TCJA). Much of this information was used for the training and education of the nearly 2,000 professionals we will be hiring for the new year.

CPE Information:

2 Hours Federal Update
CTEC: 1000-CE-4456
IRS: 18QC1-U-01080-18-I
Knowledge Level: Basic

Cost:

Member: $40
Non-Member: $45
Late/On-Site: $45

Registration:

Contact: David Hayden
Phone: 619-900-4829
Email: [email protected]

Last  Day to Cancel: November 6, 2018

Tax Return Pricing
We Care to Share

Date/Time:

Tuesday, November 6, 2018
4:30 PM to 5:30 PM

Description:

This class will be a round table discussion about how different tax return preparers charge & price the services they provide. We will talk about what is the industry standard for tax returns with Sch A, Sch E, Sch C, W-2's, 1099-R's, Setting up installment agreements, figuring out estimates, & tax planning. This should be great information, come and share how your firm handles fees to.

Presenter: Justin Price, CRTP

CPE Information:

CTEC: NA
IRS: NA

Cost:

Member: $5
Non-Member: $5
Just show up. Seating is limited. Don't be late!

Contact Justin Price for any questions: [email protected]


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.


Contact: Send an email to [email protected]