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Tax Exempt Organizations and the TCJA - Orange County Chapter Meeting 8.14.19
Phoenix Club
1340 S. Sanderson AVenue
Anaheim, CA 92806

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Wednesday, August 14, 2019, 6:00 PM - 9:00 PM PST
Category: Chapter Meetings

Tax Exempt Organizations and the TCJA
Orange County Chapter Meeting


Wednesday, August 14, 2019
6:00 PM - 9:00 PM


Phoenix Club

Lorelei Dining Room

1340 S. Sanderson Avenue

Anaheim CA, 92806


Tax Exempt Organizations and the TCJA
The goal of this presentation is to stimulate thought and discussion on how tax-exempt organizations have been affected by TCJA. The content of the presentation is threefold. First, we will look at issues of UBI for tax-exempt organizations. Second, we will touch on tips for deducting charitable contributions, and its effect on tax-exempt organizations. This section will also include grants and other types of monetary gifts to tax-exempt organizations. And finally, we will navigate briefly through Form 990, noting any new additions or questions, especially Schedule A.This presentation and materials are intended to provide attendees with useful ideas and resources that enable the Tax professional to analyze the effects of TCJA on tax-exempt organizations, and to navigate through various sections and parts of the Form 990


David A Eastis, CRTP, received his Bachelor of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984, and completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.In 2003, David moved back to California to work in “BREA TAX CONNECTIONS” the family tax and bookkeeping business. David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater Long Beach Chapter, a 4-year term as Secretary for the Society Board, a one-year term as 1st Vice President, serving as President of CSTC Society Board for 2015-2016, and most recently elected as a Board Director for Region Three.David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter for various chapter meetings, the CSTC Summer Symposium, and the Fall Symposium. His topics have included: IRS Form 990; S Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields); Charitable Contributions; Reading Schedule K-1; and Ethics. And in the Fall of 2018, David has completed his seventh year teaching the Fundamentals Tax Course (Contact ) for CSTC. David lives with his wife, Ann, and their dog Archie, and their cat Simba in La Habra California.


Member: $40
Non-Member: $50
Member & Non-Member Late or Walk-In: $50

Date Late Registration Fee Applies: 08/09/2019

To register, contact Lisa Netherlain by email: [email protected]

Menu Options: Includes buffet dinner; salad, 2 entrees, dessert, with choice of water or iced tea.

CPE Information:

IRS: 18QC1-T-01238-19-I
CTEC: 1000-CE-4620

Knowledge Level: Intermediate 

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: To register, contact Lisa Netherlain by email: [email protected]