Work Opportunity Tax Credit (WOTC)
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, November 5, 2025
5:00 PM to 8:00 PM

Location:

Dennys Cafe
Banquet Room
1021 San Gabriel Blvd
Rosemead, CA 91770

Topic: 

Donovan will speak on the advanced strategies of the Work Opportunity Tax Credit and how tax professionals can leverage it to deliver greater value to their clients. Common compliance pitfalls, eligibility across target groups, case studies real world tax savings and how to position WOTC as an ongoing advisory service.

Presenter:

Donovan House, Account Executive - Growth Market at Paylocity
Donovan partners with small businesses across California to implement payroll and HR solutions that simplify compliance and drive efficiency. Helping business owners maximize tax credits and streamline operations, Helps tax professionals uncover ways to technology can help clients and equipping tools they need.

CPE Information:

2 Federal Tax law hour(s) (Topics covering tax law)

IRS: 18QC1-T-02212-25-I
CTEC: 1000-CE-05693

Knowledge Level: Advanced (More experienced)

Cost:

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.

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.