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Introduction to Audits and Schedule A - Itemized Deductions and Schedule B - Interest and Ordinary Dividends - Central Valley Meeting 8.27.19
Perko's Cafe & Grill
4642 Kiernan
Salida, CA 95368
Tuesday, August 27, 2019, 2:00 PM - 8:00 PM PST
Category: Chapter Meetings

Introduction to Audits and Schedule A - Itemized Deductions and Schedule B - Interest and Ordinary Dividends
Central Valley Chapter Meeting

Date and Time:

Tuesday, August 27, 2019
Afternoon Workshop: 2:00 p.m. - 5:30 p.m.
Dinner Meeting: 6:00 p.m. - 8:00 p.m.


Perko's Cafe & Grill
4642 Kiernan
Salida, CA 95368


Afternoon Workshop Topic
The Workshop will begin with the Introduction to Audits. What a tax preparer could, should, and may do to help your client when your clients come to you for help. After the program on Audits, we will be lookin at the Schedule A - Itemized Deductions and what is left for deductions under the Federal Law changes.

Dinner Meeting Topic
Dinner meeting will highlight the Schedule B - Interest and ordinary Dividends. We will look at the taxability of the interest and dividends and where to report the interest and Dividends, Accrued Interest, Original Issue Discount (OID), Tax-Exempt Interest, Amortizable Bond Premium, United States Savings Bonds, Qualified Dividends, Non-dividend Distributions, Foreign Accounts and Trusts, Net Investment Income Tax, and more.


Eugene Ostermiller
Eugene started doing taxes 23 years ago at H and R Block. After 8 years at Block, he formed Tax Matters Inc. in San Francisco with 2 partners, a business that they sold in 2014. He then moved to Sonora CA and opened ERO Tax in 2015. He passed the EA exam in 2001 and has been a speaker for over 15 years.


Workshop Only (4 hours CE)
Members: $50
Non-Members: $70

Dinner Meeting only (2 hours CE)
Members: $35
Non-Members: $55

Workshop & Dinner (6 hours CE)
Members: $65
Non-Members: $85


Please email, [email protected] or call 209-534-4345 and speak with any staff member. Please leave your full name, PTIN number and , CTEC, EA or CPA number.

CPE Information:

Afternoon Workshop:
2 Federal Tax Law Hours
2 Federal Update Hours

CTEC: 1000-CE-4608
IRS: 18QC1-U-01224-19-I / 18QC1-T-01225-19-I

Dinner Meeting:
1 Federal Tax Law Hour
1 California Hour

IRS: 18QC1-T-01226-19-I
CTEC: 1000-CE-4609

Knowledge Level:

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

Contact: Please email, [email protected] or call 209-534-4345