Dr. Henry Jones, Jr., Case Study: Wages, Treasures, Stolen Goods, and Antiquities, OR, Would You Take This Client?
Inland Empire Chapter Virtual Meeting

Date/Time:

Wednesday, August 19, 2026
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Yes, Dr. Henry "Indiana" Jones has just walked into your office. He consulted with a couple of tax preparers recently, both of which passed on this booby trap, citing concerns over being intimidated by the perceived pitfalls. For Jennifer, this is just the kind of puzzle that she loves the most! What do you do when your client's thirst for adventure spans across W-2 wages, treasure troves, black-market goods, ancient antiquities and a shoebox full of sinuous snake-like receipts?

In this class we will discuss:
* W2 Income
* Schedule C Income
* Other Income
* Collectibles
* Claim of Right

Presenter:

Jennifer Ashley, EA, CTEC, Oregon Registered Enrolled Agent
Jennifer is an Alumna of Azusa Pacific University and the Founder of Nickel and Dime Bookkeeping, Inc. With over 20 years of experience working with corporations and small businesses from a wide variety of industries, Jennifer is comfortable taking on unusual tax challenges. How unusual? Well...what would you do if Indiana Jones walked into your office? Let's dig in and go over just how to best help our new prospective client so he doesn't have the IRS chasing him down like a giant boulder! Are we up for it? Let's start by asking the simple question: "Would You Take This Client?"

CPE Information:

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

IRS: 18QC1-T-02320-26-O
CTEC: 1000-CE-05812

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $30
Registration Fee (Non-Member): $60

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.