Installment Agreements: A to Z
North County San Diego Chapter Meeting

Date/Time:

Thursday, July 11, 2019
Registration: 5:00 PM
Meeting: 5:30 - 8:45 PM

Location:

Twin Oaks Golf Course
1425 N. Twin Oaks Valley Rd.

San Marcos, CA 92069

Description:

Settling with the IRS: What you should know; what you should do, when and why. Discussion of how to avoid mistakes that could cost you or your client not only dollars, but put the entire settlement in jeopardy. Learn why a "simple" installment agreement may not be as simple as you think.

Presenter: Veronica Marelli, EA, CTRS

Veronica has a formal education in Accounting, and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula CALIFORNIA, SLC UTAH, and Southern IDAHO. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist.

She has recently added Profit First consulting to her firm. She is approximately one of only 140 tax professionals in the US to become a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty.

Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code.

Veronica has a vast amount of experience serving and working on Board of Directors. She has, or is currently serving on five different boards of Not for Profit organizations. These organizations have helped our communities by providing shelter for abused women and homeless teenagers, feeding underprivileged children, and the planting of new Christian Churches.

CPE Information:

2 Federal Law Hours

CTEC: 1000-CE-4585
IRS: 18QC1-T-01203-19-I

Knowledge Level: Basic / Intermediate

Cost:

Member: $40
Non-Member: $50
Members and Non-Members Registering after 7/10/2019: $50

Menu: Choice of Grilled Salmon Fillet with Olive & Red Pepper Tapenade and Basil Oil, or Grilled Chicken Breast with Goat Cheese Cream Sauce with Garlic & Tarragon, or a Vegetarian Selection. All entrees served with spinach salad, au gratin potatoes, sautéed vegetable medley & cherry cobbler.

Registration:

Please register online here.

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.