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Estate Planning Strategies - San Gabriel Valley Chapter Meeting 6.6.19
Marie Callenders City of Industry
1560 Albatross Rd Puente Hills Mall East
City of Industry, CA 91748
USA
Thursday, June 06, 2019, 6:00 PM - 9:00 PM PDT
Category: In-Person Chapter Meetings

Estate Planning Strategies
San Gabriel Valley Chapter Meeting

Date/Time:

Thursday, June 6, 2019
6:00 PM to 9:00 PM

Location:

Marie Callendars
Meeting Room
1560 Albatross Rd Behind Costco
City of Industry, CA 91748

Topic:

Mom died, Now What! This presentation discusses the tax implications for a taxpayer who dies during the current tax year. The final 1040, trust income return, estate income tax return, estate tax return. Also, included is a brief discussion of gift tax returns and estate administration chores associated with a taxpayer's death.

Presenter:

Charles E. Woodson E.A.

It all started in 1976 when Chuck enrolled in a basic training class for tax preparers sponsored by Tax Corp of America (TCA). He became an Enrolled Agent in 1981. His office (Horizon Planning) is centrally located in the Kearny Mesa area of San Diego. Chuck and Elaine (his partner in life and in business) share in both preparation and teaching duties. He served as the 1991 President of the San Diego Chapter of CSTC. He specializes in trust and estate tax incomes. He has served as a quality assurance team member for intuit on their software programs for 10 years. In addition to tax services Horizon Planning offers a 60 hour, CTEC tax preparation training for new preparers. (in collaboration with CSTC).

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01153-19-I
CTEC: 1000-CE-4534

Knowledge Level: Intermediate

Cost:

Member Cost: $35
Non-Member Cost: $45

You can prepay your dinners for the cost of $210.00 and save $60.00.

Registration: 

Please call Esther Lopez on 626-289-9627 or email her at [email protected]. Please add your PTIN and CTEC number when calling in to register.


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: Please call Esther Lopez on 626-289-9627 or email her at [email protected]. Please add yourPTIN and CTEC number when c