Uncovering the Mystery of Schedule K-1 - Two-Part Event
Central Valley Chapter In-Person Meeting

Date/Time:

Tuesday, May 26, 2026
Part One: Uncovering the Mystery of Schedule K-1 - 2:00 PM to 5:30 PM
Part Two: Uncovering the Mystery of Schedule K-1 - 6:15 PM to 8:15 PM

Location:

Papapolloni
2501 McHenry Ave
Suite C
Modesto, CA 95350

Topic: 

We will be going on an adventure to uncover the mystery of Schedule K-1 for Partnerships (Form 1065), Shareholders (Form 1120S), and Beneficiaries (Form 1041).We will take steps to determine the purpose of Schedule K-1 for our clients’ tax returns.In addition, we will:
•Unpack sources of income in box 1-11
•Report types of deductions in box 12-13
•Note any self-employment earnings in box 14
•Discover any credits in box 15
•Report any international transactions in box 16
•Report any Alternative Minimum Tax (AMT) items in box 17
•Report any Tax-Exempt Income in box 18•Report any Distributions in box 19
•And note any other items of information in box 20.

There will be time for questions, observations, and insights shared during our workshop.

Presenter:

David A. Eastis, CRTP, BA, MA
Mr. Eastis holds various degrees. His BA is in the area of accounting from Indiana University, South Bend. Other degrees held are from the University of La Verne and Bethany Theological Seminary. David currently has a practice located in Brea, California. One of his specialties is dealing with Non-Profit Corporations. As an active member of CSTC, he has held numerous positions of leadership including state president of CSTC and positions within individual chapters. David is a frequent speaker at the annual CSTC Summer Symposium. David has been an annual speaker in our own Greater Long Beach Chapter sharing his expertise on numerous topics.

CPE Information:

Part One:
4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-02262-26-I
CTEC: 1000-CE-05742

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two:

2 California hour(s) (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-05772

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Part Two ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

BOTH Parts
Registration Fee (Member): $70
Registration Fee (Non-Member): $120

Registration:

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.