California Tax Update
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, August 12, 2026
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, CA 92705
Plenty of Free Parking. Please do not park in the Elk Member Only area.

Topic: 

Join us as we review the latest changes in California tax laws including Ca SB-711, conformity/non-conformity issues related to Federal tax law and the OBBBA and continued non-conformity on many issues. We will also review California credits, many of which are overlooked and discuss residency/non-residency examples.

Learning Objectives:
#1: Attendees will gain a better understanding of both the conformity issues that were brought in line with Federal tax laws and the ones that are still different.
#2: A review of both new and existing California credits because many credits are overlooked and under claimed.
#3: Have a better understanding of CA resident, non-resident and part-year mixed residency rules.

Presenter:

Patrica Barron, Enrolled Agent
A member of the Orange County CSTC Chapter, Patty currently serves as 1st Vice President/Education Chair.A believer in lifelong learning, she enjoys sharing knowledge and experience with fellow tax professionals. Patty has been preparing taxes since 1992 and has a practice in Fullerton, CA focusing on Individuals and Small Business taxes. Patty is also a retired 9-1-1 Dispatcher and originally moonlighted as a tax preparer. Believe it or not, the two careers have a lot in common! Her favorite saying is “taxes are about the people, not the math.” Patty has been a public speaker and presenter in both her career fields. She is a regular presenter at the Orange County Chapter including their annual Tax Update Forum, Tax Preparer Security and California topics.

CPE Information:

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

IRS: N/A
CTEC: 1000-CE-05813

Knowledge Level: Update (Information on new tax laws)

Cost:

Cost if registered by August 10, 2026, at midnight
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Cost if registered after August 10, 2026, at midnight
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

Pre-Registration is preferred as your dinner menu option is selected at time of registration and helps our Chef know what to prepare. HOWEVER - If needed, you are always welcome to register On-Site as well. We can only accept checks or cash at the door, no credit cards. Check-in and registration 5:30-6pm, Meeting 6pm, Dinner served at 6:30. Education 7-9pm. Contact Patty Barron with any questions. (714-449-2099 [email protected]).

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.