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Marijuana Taxation in California - OC South 5.28.19
The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Tuesday, May 28, 2019, 5:30 PM - 8:45 PM PDT
Category: Chapter Meetings

Marijuana Taxation in California
Orange County- South Chapter Meeting

Click here for the Orange County South May 2019 Newsletter


Tuesday, May 28, 2019
5:30 p.m. - 8:45 p.m.


The Vintage Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Free parking in structure at the end of the street (best), and in the lot across the street.

Topic: Marijuana Taxation in California

On January 1, 2018 California became the ninth state in the U.S. to legalize the recreational use of marijuana. With over 40 million people living in California, this state is home to the largest legal market for marijuana in the country. The purpose of this course is to provide practitioners with a basic understanding of the unique tax implications and reporting requirements of deal “cannabis based” businesses. In this course, you will learn:•The challenges in dealing with a cash intensive businesses•What is IRC 280E?•Form 8300 reporting requirements•Learn about the sales, excise, and cultivation taxes applicable in California

Presenter: William E. Rogers, MBA, CFP, EA

William E. Rogers is the founder of ASCEND Business Advisory, a tax and business advisory firm in Rancho Santa Fe, CA. He is passionate in helping businesses eliminate the hassles of running their business so that they can “ASCEND to greater heights”. He earned a Bachelor’s degree in Business Management from the University of Redlands, an MBA from the University of Southern California, and an MS in Finance from Golden Gate University. He is also a Certified Financial Planner and an Enrolled Agent before the Internal Revenue Service. He has served as the Past President of the North County Chapter of the California Society of Tax Consultants, Past President of the Palomar Chapter of the California Society of Enrolled Agents, and served as a Director for the California Society of Enrolled Agents.

CPE Information:

1 California Hour
1 Federal Law Hour
CTEC: 1000-CE-4520 
IRS: 18QC1-T-01141-19-I
Knowledge Level: Basic


Member: $40
Non-Member: $60
Late Registration Fee (Member): $50
Late Registration Fee (Non-Member): $60
Date Late Registration Fee Applies: 5/24/2019

PLEASE EMAIL (preferred) Lisa Cruz ([email protected]) or call 949-308-8448 by the deadline so that a meal will be available for you. Please be sure to tell us your meal choice! If you have any special dietary needs such as a vegetarian plate please advise when you make your reservation.

  • Entrée choice (Options: New York Steak | Champagne Chicken | Poached Salmon | Meal includes salad and dessert.)
  • name
  • phone
  • email
  • PTIN, professional designation & license number.

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 EMAIL (preferred) Lisa Cruz ([email protected]) or call 949-308-8448