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A Preparer's Approach to Section 199A Simplified, Schedule A and 529 Pros and Cons - San Francisco Bay Chapter Meeting 1.12.19
Doubletree Hotel Burlingame
835 Airport Blvd.
Burlingame, CA 94010

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Saturday, January 12, 2019, 9:00 AM - 3:30 PM PDT
Category: Chapter Meetings

A Preparer's Approach to Section 199A Simplified, Schedule A and 529 Pros and Cons
San Francisco Bay Chapter Seminar


Saturday, January 12, 2019
9:00 AM to 3:30 PM


Doubletree Hotel
835 Airport Blvd
Burlingame, CA 94010
Free Parking with Validation

Topic: A Preparer's Approach to Section 199A Simplified, Schedule A and 529 Pros and Cons

Our Workshop will cover the Section 199A 20% business deduction which is the most complex provision of the new tax code. It is essential to understand how it is calculated and also important to understand how the deduction is affected on an entity level. Does the taxpayer need to make changes? What are some ways to increase the deduction? The topic will be discussed with a understandable simplified approach using a step by step process and hands on examples. We will also have hands on the most affected tax codes which is the Schedule A and 529. We will review the old rules and what miscellaneous deductions will still be allowed, then go over the new rules and discuss how this will be implemented on the tax return. We will review what California conforms to, and how to show these differences on the new (3) page California [CA Form].

Presenter: John G. Miller, EA and Eugene Ostermiller, EA

John G Miller EA is President and CEO of the firm, Accounting for TAX, located in San Mateo and has been in the tax business for over 22 years. As an IRS enrolled agent, he is enrolled to practice before the Internal Revenue Service, representing clients in all tax matters. He holds a BS in accounting from Colorado State University and previously served 12 years as a faculty instructor for the San Mateo Community College District. He is a member of the National Society of Accountants and currently serves on the Board of Directors of the California Society of Tax Consultants, San Francisco Chapter.

Eugene Ostermiller, EA, has been doing taxes for twenty years, the first nine at H&R Block and then with a partnership he formed with Kathy Stephenson, EA and Grenn Nemhauser, EA called Tax-Matters that is located on Market Street in San Francisco. Eugene has taught the entire individual classes offered at H&R Block and has been a favorite speaker for CSTC for many years.

CPE Information:

California hours: 2
Federal Update hours: 4

IRS: 18QC1-U-01105-18-I
CTEC: 1000-CE-4482

Knowledge Level: Basic


Registration Fee (Member):  $229
Registration Fee (Non-Member):  $279
Last Date to Register On-line:  01/10/2019


[email protected]

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.

Contact: [email protected]