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Update On California Tax Law/Retirement Plans for Self Employed - San Diego-East County 9.3.19
PACIFIC SOUTHWEST ASSOCIATION OF REALTORS
1150 BROADWAY
EL CAJON, CA 92021
Tuesday, September 03, 2019, 4:30 PM - 8:45 PM PDT
Category: Chapter Meetings

Update On California Tax Law and Retirement Plans for Self Employed
East County San Diego Chapter Meetings

Date/Time:

Tuesday, September 3, 2019
Retirement Plans for the Self Employed - 4:30 p.m. to 5:30 p.m.
Update on California Tax Law - 6:00 p.m. to 8:45 p.m.

Location:

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

Description: 

Update on California Tax Law
Renee Rodda, Vice President of Spidell Publishing Inc will be providing the California Law Update. Learn about the new tax laws and how to recognize the impact it will have on your clients. Identify conformity issues and determine how to best to handle the new California procedures. Explore current cases and rulings and see how this will affect your practice.

Retirement Plans for Self Employed
Most tax preparers and financial advisors are familiar with qualified retirement plans such as 401ks and IRAs which have benefits such as reducing taxable income while accumulating in an account intended for retirement. However, there are other plans available called Non-Qualified plans which operate under different rules but can have the same benefits such as reducing one’s tax liability and used as a retirement account. In this presentation, the learning objectives can be seen below: 1. What are Qualified Plans 2. Types of Qualified Plans 3. Tax Impact of Qualified Plans 4. What are Non-Qualified Plans 5. Types of Non-Qualified Plans 6. Tax Impact of Non-Qualified Plans

Presenters:

Renee Rodda, J.D.  (Update on California Tax Law)

Renée is Vice President of Spidell Publishing, Inc.® and editor of Spidell's California Taxletter® and Spidell's Analysis & Explanation of California Taxes®. She authors the California chapters of Spidell's Federal and California Tax Update seminar manual and is a regular speaker at Spidell's fall update seminars, summer seminars, and webinars. She has a BA from San Diego State University and is a graduate of Chapman University School of Law with a Tax Law Emphasis.

 

 

Hasani James, Enrolled Agent (Retirement Plans for the Self Employed)
Hasani's mission is to help small business owners build and protect their wealth. His team has over 50 years in combined experience and focuses on working with tax preparers to help them reduce their client’s tax liability, cash flow management, protection and accumulation planning.


CPE Information:

Update on California Tax Law
2 California Hours
CTEC: 1000-CE-4623
IRS: None

Knowledge Level: Basic

Retirement Plans for Self Employed
1 Hour Federal Law
CTEC: 1000-CE-4638
IRS: 18QC1-T-01253-19-I

Knowledge Level: Basic

Cost:

Update on California Tax Law
Member / Non-Member: $50

Retirement Plans for Self Employed
Member: $5
Non-Member: $5
Late/On-Site: $5
To register for this event, just show up at the door. This is a first come, first entry. Seating is limited.

Registration for Update on California Tax Law:

Call Reservation Hotline: 619-900-4829
Email: [email protected]
Online by clicking link below:


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]