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Due Diligence After TCJA - San Diego Chapter Meeting 8.15.19
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, August 15, 2019, 5:00 PM - 8:30 PM PDT
Category: Chapter Meetings

Due Diligence After TCJA
San Diego Chapter Meeting


Thursday, August 15, 2019
5:00 p.m. - 8:30 p.m.


Handlery Hotel and Resort
Terrace Room
950 Hotel Circle North
San Diego, CA 92108

Parking will be validated


A discussion and audience participation of the additional due diligence requirements after Tax Cuts and Jobs Act. The level of analysis required to evaluate eligibility for some tax deductions after TCJA and the historical documentation now required to substantiate that analysis presents quite a burden for tax preparers.Some of the areas of concern will be:
● Meals and Entertainment change eliminating the entertainment component. How do you support your analysis?
● Mortgage Interest Limitation. What records do you keep to inform your clients as to why they may have interest limit? How do you support applicable purchase acquisition or remodel debt?
● Qualified Business Income Deduction (QBI) for rental real estate. What documentation should you have to support the eligibility for QBI


Michael A. Tullio, EA
Mike Tullio has been in the tax preparation business for over 30 years. He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road. He shares his office with Jane Ryder. Mike is a Senior Tax Content Analyst at Intuit, makers of TurboTax, ProSeries and La certe. He is an Enrolled Agent.Mike is married and lives in the Clairemont Area of San Diego. He and his wife Janet have two grown sons both attending college at this time. He like to travel with his RV and is the District Commissioner of the Tecolote District of the Boy Scouts of America.Mike is enjoying his 20th tax season with Intuit. He began as a seasonal Quality Analyst withTax Development which transitioned to full-time position 15 years ago. Prior to Intuit he worked for H&R Block as a tax preparer and tax instructor. He is currently a Senior Tax Content Analyst.He also conducts multiple different tax education seminars within Intuit. These seminars include helping new hires become familiar with taxes and our product and also assists employees with the complexities of taxes by offering seminars to explain tax topics such as Employee StockSales. Mike has over 40 years in the tax preparation industry with his own tax firm, where he focuses on Individual and Small Partnerships.


Member: $40 (with reservations)
Non-Member: $45
Late Registration / At the Door: $50
Date Lat Fee Applies: 8/12/2019

CPE Information:

2 Federal Tax Law Hours
IRS: 18QC1-T-01232-19-I
CTEC: 1000-CE-4614

Knowledge Level:


Please see the "Register Here" button in this email or email Heather Santineau at [email protected].

Please include:

  • The number of reservations you are making.
  • If you are on the "pre-paid" reservation list.
  • If you prefer the vegetarian meal.

Menu Options: Teriyaki Tri-Tip with herb roasted potatoes and grilled vegetables OR Chef's Choice Vegetarian. Both meals are served with house salad, rolls, butter and coffee, decaf or hot/iced tea.

Registration and cancellations must be made by Monday, August 12, 2019 at Noon. Cancellations made by the deadline may be refunded upon request.

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: [email protected]