Prev MonthPrev Month Next MonthNext Month
Summer Workshop; Mortgage Interest calculations After TCJA and R & D Credits - San Diego Chapter 8.16.19
SDG&E Energy Innovation Center
4760 Clairemont Mesa Blvd
San Diego, CA 92117
Friday, August 16, 2019, 9:30 AM - 2:00 PM PST
Category: Chapter Meetings

Summer Workshop; Mortgage Interest calculations After TCJA and R & D Credits
San Diego Chapter Seminar

Click here for the event flyer!


Friday, August 16, 2019
9:30 a.m. - 2:00 p.m.


SDG&E Energy Innovation Center
4760 Clairemont Mesa Blvd
San Diego, CA 92117

Parking available in lot.


Topic One: Mortgage Interest calculations After TCJA with Karen Joyner, EA
10:00 AM to 12:00 PM
TCJA has created complexities which require more calculations for taxpayers who claim mortgage interest, property taxes, state, local and personal property taxes. Learn the questions you need to ask your client to ensure you have the right information to do the calculations. Here are a few of the items we will cover: What does the 1098 really report? Can we deduct the amount reported on the 1098? How do the new mortgage interest rules affect Office in Home? When do the new limits apply? What happens when we have tax deduction greater than $10,000? Can we capitalize the excess?

Topic Two: R & D Credits with Jeff Halbert, EA 
12:00 to 2:00 PM
R&D credits is not just limited to big science firms, small businesses can benefit as well. During our workshop will be discussing what the R&D tax credit is, how to claim the credit against income tax and employer payroll taxes using worksheets.


Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agent’s license in May 1995. She is active in local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, chairperson for CSTC fall workshops and Running Start, and CSTC society chair for Summer Symposium for several years. She has served as director and on education committee for the CSEA San Diego chapter. Currently Karen is providing quality tax education with Brass Tax Presentations.

Jeff Halbert is an experienced Enrolled Agent with a demonstrated history of working in the tax and accounting industry. Skilled in tax preparation, tax planning, tax controversy, and small business accounting. Jeff is a strong professional with a Bachelor of Arts in Organizational Leadership from Chapman University and a Certificate in Accountancy from National University.


Member: $65
Non-Member: $75

CPE Information:

4 Federal Tax Law Hours

IRS: 18QC1-T-01233-19-I
CTEC: 1000-CE-4615

Knowledge Level:


This workshop has limited seating. RESERVE now to be sure you get a seat. Reservations must be made by Monday, August 12, 2019 at Noon. Walk Ins can not be accommodated.

Please see the "Register Now" 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: Southwest caesar salad, chicken fajitas, spanish rice, peruvian beans and cookies for dessert. Coffee and hot/iced tea will also be served.

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]