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Reporting K-1's for Tax - Inland Empire Chapter Meeting 11.20.19
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
USA
(909) 626-2411

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Wednesday, November 20, 2019, 5:30 PM - 9:00 PM PST
Category: Chapter Meetings

Reporting K-1's for Tax
Inland Empire Chapter Meeting

Click here to view the Inland Empire Flyer!

Date/Time:

Wednesday, November 20, 2019
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel
555 West Foothill Blvd
Claremont, CA 91711

Description:

This course is a deep dive on reporting all types of K1's on Form 1040: S-Corp, LLC/Partnership, and Trusts & Estates. Very helpful for the 1040 preparer who may not be familiar with business taxes but also offers a great refresher course and review of many tax and compliance aspects of reporting K1's from pass-through entities on an individual's Form 1040 and reporting a K-1 on another business entity's tax return. We'll cover the important new QBI component of TCJA for calculating the applicable 20% federal deduction for income flowing to your clients' taxes from form K-1. Learn or review many aspects of taxes related to K-1 income such as basis, at risk, passive/active, and the new business loss limitation. Other issues covered include self-employed health insurance, Section 754 Step Up, Section 179 separately stated items, mid-year buy/sell, guaranteed payments, self-employment tax, reasonable compensation, expense reimbursement plans, PTP's, and more.

Presenter:

Jane Ryder, EA, CPA
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the Internal Revenue Service as an Enrolled Agent.

CEUs:

2 Federal Law Hours
CTEC: 1000-CE-4665
IRS: 18QC1-T-01275-19-I

Knowledge Level: Intermediate

Cost:

$35 Members who call in by Saturday, November 16, 2019, 11:59 p.m.
$50 Members who call in AFTER the Saturday, November 16, 2019, 11:59 p.m. deadline.
$50 Non-Members and all Walk-Ins

Cancellation Policy: In the unlikely event that you made a reservation and ARE UNABLE TO ATTEND please call the reservation number again and cancel your reservation. Our chapter has to pay for all dinners ordered whether eaten or not. The deadline to cancel a reservation is November 16, 2019, 11:59 pm. If not cancelled by that date you will be billed for the cost.

Registration:

To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]. Please leave your name, PTIN and your EA, CTEC or CPA #, and menu preference when making your reservation. Pay at the event with check or cash (we are not able to accept credit cards).

Please Note: Dinner is served at 6:00 pm, should you arrive after 6:30 pm a meal may not be guaranteed for you.

Menu:

Main Menu: 1. Fennel Crusted Pork Loin with Braised Red Cabbage and Pan Jus, Chef’s Choice Starch and Vegetable 2. Cheese Ravioli with Marinara Sauce, Chef’s Choice of Accompaniments


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.


Contact: To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]