PassiveNormal Activity
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, October 8, 2025
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, CA 92705
Plenty of Free Parking. Please do not park in the Elk Member Only area.

Topic: 

What's that haunting the carry-over worksheets of your tax returns? Is it the ghost of IRS Commissioners Past? No, it's passive activity losses! Using case studies and line-by-line analysis, we will deep-dive into reporting and tracking passive activities and help these losses complete their unfinished business and finally move on.
Learning Objectives
1. Recognize passive activities and review rules for deducting losses.
2. Accurately complete Form 8582.
3. Properly report passive losses at disposition of activity.

Presenter:

Shannon Hall, EA
Shannon Hall, EA, is a tax professional based in Long Beach, CA. Her diverse client base keeps her on the cutting edge of new tax developments. Shannon is a featured speaker for tax societies nationwide and a writer and presenter for Brass Tax Presentations. She holds degrees in both Accounting and Theatre Arts, which aids her in creating captivating and informative tax presentations.She is the current President of CSTC and as our prior 2nd VP - she was in charge of education for three years, as well as participating on the board of her local chapter in Orange County. Shannon was named CSTC Member of the Year for 2023.

CPE Information:

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

IRS: 18QC1-T-02203-25-I
CTEC: 1000-CE-05682

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Cost if registered by October 6, 2025, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cost if registered after October 6, 2025, at midnight
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

Pre-Registration is preferred as your dinner menu option is selected at time of registration. However - If needed, you are always welcome to register On-Site as well. We can only accept checks or cash at the door. Member's Staff or Family member $55/at the door. * Check-in 5:30-6pm, Meeting 6pm, Dinner 6:30, Education 7-9pm. Contact Patty Barron with any questions. ([email protected] 714-449-2099)

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.