Uncovering the Mystery of Schedule K-1
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, July 15, 2026
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
Banquet Room
555 W. Foothill Blvd
Claremont, CA 91711
Free Parking in Hotel Parking Lot

Topic: 

We will be going on a journey to uncover the mystery of Schedule K-1 for Partnerships (Form 1065), S Corp Shareholders (Form 1120S) and Beneficiaries (Form 1041). The goal of this workshop will be to help provide insights on how to apply Schedule K-1 information to the taxpayer's personal income tax Federal Form 1040. There will be time for questions, observations, and insights shared during our workshop.

LEARNING OBJECTIVES:
*Unpack sources of income
*Report on types of deductions
*Report on any self-employment earnings
*Reporting any tax credits
*Report on any international transactions
*Reporting any Alternative Minimum Tax (AMT) items
*Reporting any Tax-Exempt Income
*Reporting any Distributions
*Note any other items of information

Presenter:

David A. Eastis, CRTP
David A. Eastis, CRTP, received his Bachelor of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. David completed his accounting degree in 2003 from Indiana University, South Bend, Indiana. In 2003, David moved back to California to work in the family tax and bookkeeping business located in Brea, California. Recently, David was able to semi-retire in November 2024. David joined the California Society of Tax Consultants in 2004. As an active member of CSTC he has served as Secretary for the Greater Long Beach Chapter. In 2012, he completed a 4-year term serving as Secretary for the Society Board of Directors, served as 1st Vice President for the Society Board of Directors in 2014, served as CSTC President in 2015 and 2016, served as Past President for 2017 and 2018, and served as Region Three Director in 2021 and 2022. David also received the 2024 CSTC Member of the Year Award. He currently is serving as President of the Orange County Chapter of CSTC. David and his wife, Ann, live in La Habra, CA with their dog, Archie.

CPE Information:

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

IRS: 18QC1-T-02305-26-I
CTEC: 1000-CE-05792

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost: (online registration only accepted through Sunday, July 12, 2026 at 11:59 PM PST)
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cost: (if registering after Sunday, July 12, 2026 at 11:59 PM PST)*
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

NOTE: Online registration only accepted through Sunday, July 12, 11:59 pm. Late registration can be made with the chapter after online reservations close. Late registration Members: $55, Non-Members $85. For late registration please email [email protected] OR [email protected]. Provide name, PTIN, CTEC numbers and meal selection. We will respond within 24 hours. Pay on site, check or cash only, no credit cards. Limited space will be available for Walk-Ins. Late registration applies.

For more information please contact: [email protected] OR [email protected]

Cancellation and Refund Policy for Meeting Purchase: 
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.