Beyond the Brokerage Statement
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, August 5, 2026
5:00 PM to 8:00 PM

Location:

Marie Callender's Restaurant & Bakery
220 S. Atlantic Blvd
Monterey Park, CA 91754

Topic: 

Review the basics of the brokerage statements including 10999-DIV, 1099-INT and stock transactions. Discuss contracts and straddles, unique interest items, fees and margin interest. Understand the reporting of sales of employee stock and where to locate the additional information if needed for tax reporting.

Presenter:

Shannon Hall, EA
Ms. Hall opened her firm, Shallon Hall Tax in 2017. Before that she worked for several tax preparation companies. She is a featured speaker for tax societies as a writer, presenter and co-owner of Brass Tax. She is currently the president of the California Society of Tax Committee and on the board of the Frida Cinema non profit theater in Santa Ana

CPE Information:

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

IRS: 18QC1-T-02315-26-I
CTEC: 1000-CE-05807

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $55
Registration Fee (Non-Member): $85

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.