Calendar of Events
Prev MonthPrev Month Next MonthNext Month
Dependency Detective - Temecula Valley Meeting 10/02/19
Richies Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562
Wednesday, October 02, 2019, 5:30 PM - 8:00 PM PDT
Category: Chapter Meetings

Dependency Detective
Temecula Valley Chapter Meeting

Date and Time:

Wednesday, October 2, 2019
5:30 PM to 8:00 PM


Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic: Dependency Detective

Ever find yourself confused by the seemingly simple rules for dependency? Determining whether a client is entitled to claim a dependent can feel like cracking Sherlock Holmes’ trickiest case. Put on your gumshoes as we uncover clues to the mysteries of dependency issues like Head of Household filing status, dependent-related tax benefits including the new family tax credit, issues for foster parents, and many more! The game is afoot!

Presenter: Shannon Hall, EA

Shannon Hall spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid back CPAs in Signal Hill, CA. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing.Shannon is a proud member of the Greater Long Beach Chapter of CSTC and is happy to serve on the Board of Directors.

CPE Information:

2 Federal Law Hours
CTEC: 1000-CE-4656
IRS: 18QC1-T-01269-19-I

Knowledge Level:


Members: $32
Non-Members: $48

Please sign-up at the meeting or contact Elyse Beltz to register:

email: [email protected]
phone: 951-212-5942

Please include your PTIN and EA or CTEC numbers when registering.

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 sign-up at the meeting or contact Elyse Beltz to register:
 email: [email protected] phone: 951-212-594