California Tax Update
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, September 23, 2026
6:00 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 review the latest recent changes in California tax laws including CA SB-711 conformity issues related to Federal tax law and non-conformity on many issues. Also, we will review recently passed California tax legislation affecting income and deductions and discuss what income should be sourced to California, compliance issues and various California credits.

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: Learn what's changing for California individual taxes.
#4: Review Resident/Non-Resident taxpayer rules.

Presenter:

Patty 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. As a 9-1-1 Dispatcher she was a lead trainer for new dispatchers, instructed and certified groups in state computer systems access and did public presentations to Neighborhood Watch events.

CPE Information:

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

IRS: N/A
CTEC: 1000-CE-05822

Knowledge Level: Update (Information on new tax laws)

Cost:

Cost: (online registration only accepted through Sunday, September 20, 2026 at 11:59 PM PST)
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cost: (if registering after Sunday, September 20, 2026 at 11:59 PM PST)*
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

NOTE: Online registration only accepted through Sunday, September 20, 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.