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Pitfalls and Success Stories - A Moderated Round Table - San Diego-East County 5.7.19
PACIFIC SOUTHWEST ASSOCIATION OF REALTORS
1150 BROADWAY
EL CAJON, CA 92021
Tuesday, May 07, 2019, 6:00 PM - 8:45 PM PST
Category: Chapter Meetings

Pitfalls and Success Stories - A Moderated Round Table
and We Care to Share Discussion
East County San Diego Chapter Meeting

Date/Time:

Tuesday, May 7, 2019
We Care to Share: 4:30 PM to 5:30 PM
Pitfall and Success Stories: 6:00 PM to 8:45 PM

Location:

Pacific Southwest Association of Realtors
1150 Broadway
El Cajon, CA 92021

Description:

We Care to Share - Tax season 2018 California edition - Round table discussion
Round table discussion about Tax Season 2018 - Focusing on how the Tax Cuts & Jobs Act affected our tax clients this year. Itemization on the Schedule A & on the California 540 Schedule CA (Itemization). What was the Good, the Bad, & the Ugly of this tax season. Do you have a question that you would like to bring up for discussion? Please join us as we hope to answer tax related questions.

Pitfalls and Success Stories - A Moderated Round Table
Official changes the IRS made and the affect I witnessed in the Tax Community. Issues prior to tax season and issues during tax season. Participants will be encouraged to jot down experiences they had in reference to the topics discussed.Round Robin discussion of the topics the audience wrote down. Mike will be the moderator and attempt to maintain order. The challenge here will be to involve as many people as possible and not get paralyzed in a particular topic.

Presenters: 

Bridget Bravo E.A. - We Care to Share - Tax season 2018 California edition - Round table discussion

Michael A. Tullio, EA - Pitfalls and Success Stories - A Moderated Round
Table
Tax Practice for (30 years) Individual, Small Business, Partnerships (rental properties) and S-Corp. I serve approximately 125 clients. (10 years) H & R BlockStarted my career in San Diego working for H & R Block. I became the Assistant District Manager and was one of the Tax Instructors for the Introduction to Tax Class. (5 years) Intuit, Inc. Currently I am a Senior Tax Content Analyst. My current focus has been the tax “Guru” for the development and implementation of TurboTax Live. This is an interactive product where a TurboTax customer can get assistance from a certified professional, either CPA or EA. I assisted in the tax training of the professionals. I was the Tax resource for the pro managers to reach out to with tax questions.I also conduct training and lecture sessions with-in Intuit. One of the ongoing lectures is a yearly session on the tax implications of ESPP’s, RSU’s and Options and How to Treat the Capital Gains on the stock that Intuit employees get. I also conduct a 12 session course, for new employees, an Introduction to Tax Class. This is geared toward new engineers that are hired so they have a high level understanding of taxes and the terminology around taxes. This year I wrote a number of papers and PowerPoint decks around the Tax Cuts and Job Act (TCJA). Much of this information was used for the training and education of the nearly 2,000 professionals we will be hiring in the New Year. Memberships: National Society of Tax Professionals, California Society of Enrolled Agents, Southern California Tax Professionals 

CPE Information:

We Care to Share - Tax season 2018 California edition - Round table discussion
1 California Hour
CTEC: 1000-CE-4523
IRS: None

Pitfalls and Success Stories - A Moderated Round Table
1 Federal Tax Law Hour
1 California Hour
CTEC: 1000-CE-4517
IRS: 18QC1-T-01137-19-I

Knowledge Level: Basic

Cost:

We Care to Share - Tax season 2018 California edition - Round table discussion
Member/ Nonmember: $5 (pay and register onsite)

Pitfalls and Success Stories - A Moderated Round Table
Member: $40
Non-Member: $45
Day late fee applies: 5.3.19
Late/On-Site: $50

Registration:

The register below button is for the Pitfalls and Success Stories - A Moderated Round Table event only. You can register for the We Care to Share round table onsite.

Contact: Doreen Winn
Phone: 619-900-4829
Email: [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: Contact: Doreen Winn Phone: 619-900-4829 Email: [email protected]