1031 Exchanges and Their New Counterpart - Opportunity Zones
Inland Empire Chapter Meeting

Click here to view the Inland Empire Flyer!

Date/Time:

Wednesday, July 17, 2019
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Description:

Get access to a 1031 Worksheet which will make your life so much easier! Refresh your knowledge of 1031 exchanges and find out what the TCJA did to them. Also learn about a new investment opportunity - Opportunity Zones. Exchanges are getting popular again - make sure you are able to guide your clients in doing them correctly. Learn what else is now available for those investors who want to defer their capital gains and be a "do-gooder" at the same time.Learning Objectives:1. Easy 1031 worksheet2. Confidence that they can do a 1031 correctly!3. Explore the advantages of the new Opportunity Zones

Presenter:

Ruth Godfrey, EA

Ruth H. Godfrey, Hardy Tax & Business Services, Inc. has been an Enrolled Agent since 1984. She owned her own tax practice from 1981-2002, formed a partnership in 2001 and then incorporated in 2005. She has been a member of the Inland Empire Chapter of CSTC since 1981, and has served CSTC as President of her Chapter and the Society. She is currently Parliamentarian for the Society, Chairman of the Curriculum Provider Standards Committee for CTEC, and Secretary-Treasurer for the National Society of Accountants (NSA). Her college major in Psychology has helped her with the counseling needed to guide her clients. She finds real estate one of her favorite areas of tax preparation. She prepares approximately 300 individual, business, trust and 990 returns annually. Some actually correctly!

CEUs:

1 Federal Law Hour
1 Federal Update Hour

IRS: 18QC1-T-01202-19-I / 18QC1-U-01201-19-I
CTEC: 1000-CE-4584

Knowledge Level: Intermediate

Cost:

$35 Members who call in by July 13, 2019
$50 Members who call in after the July 13, 2019 Deadline
$50 Non-Members and all Walk-Ins

Cancellation Policy: In the unlikely event that you made a reservation and ARE UNABLE TO ATTEND please call 909.575.1066 again and cancel your reservation. Our chapter has to pay for all dinners ordered whether eaten or not. The deadline to cancel a reservation is Saturday, July 13, 2019 at 11:59 PM. If not cancelled by that date, you will be billed for the cost. 

Registration:

If you signed up for our new 2019 permanent dinner list at the May 15, 2019 meeting, you do not have to call in your reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are not on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, July 13, 2019, 11:59 pm otherwise you will be billed for the dinner. 909.575.1066 OR [email protected]

To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]. Please leave your name, PTIN and your EA, CTEC or CPA # when making your reservation. Pay at the event with check or cash (we are not able to accept credit cards).

Please Note: Dinner is served at 6:00 pm, should you arrive after 6:30 pm a meal may not be guaranteed for you.

Menu:

Main Menu: Grilled Tilapia with Tomato Basil Relish Chef’s Choice Starch Chef’s Choice Vegetables OR Large entrée size Baked Potato With the following vegetarian toppings on the side: Vegetarian Chili, Shredded Cheddar and Jack Cheeses, Steamed Broccoli, Sour Cream and Chives

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.