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Why don't you TRUST me? & When will you "TRUST" me? - Temecula Valley Meeting 11.06.19
Richies Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562
Wednesday, November 06, 2019, 5:30 PM - 8:00 PM PDT
Category: Chapter Meetings

Why don't you TRUST me? & When will you "TRUST" me?
Temecula Valley Chapter Meeting

Date and Time:

Wednesday, November 6, 2019
5:30 PM to 8:00 PM


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

Topic: Why don't you TRUST me?

A PRIMER on Form 1041Designed for a high-level overview of concepts for preparing Form 1041 including:1.Things to do before you start2.Essential things to understand in the heading, type of trusts, what is 645 election,3.High-level overview of Income, Deduction, Taxes and ExtensionsBy the end of this session participant will have a- understanding of essential concepts associated with creating Form 1041 for their client.

Presenter: Lane McKellar, EA , Past President CSTC Temecula Valley Chapter

Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class he recognized this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity work with a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to Practice before the IRS since September 1998. Lane has been a member of CSTC since 1997. He is served as President of the Temecula Valley Chapter of CSTC 2014-2015.

Topic: When will you "TRUST" me?

Discussion of the implications of having or not having a trust and will*When should you have a Trust?*Types of Trust.*Tax implications*A/B trust - filing requirements*1041 and the Trust*706 and the Trust.

Presenter: Selina Steele, ESQ, EA

Selina is a practicing attorney and enrolled agent in the Temecula Valley and has been in the field of taxation for over 30 years. She later went back to law school to earn her Juris Doctor degree, graduating number one in her class and passing theCalifornia State Bar on her first attempt.She served two terms as Board President of the Temecula CSTC Chapter.Currently serves as Treasurer on the SW Inn Of Court Board, is a member of SW Riverside Bar Association, has been a member of the CSEA Palomar ChapterBoard for several years and currently serves as Vice President, is a member and15 year Advisor to Professional Women's Roundtable and has served on other organization boards and committees in various capacities.Her primary areas of practice are Taxation, Wills & Trusts, Business andNon-Profits. She is admitted to practice before California courts and US Tax Court.

CPE Information:

Why don't you TRUST me?

1 Federal Law hour
CTEC: 1000-CE-4681
IRS: 18QC1-T-01295-19-I

Knowledge Level:

When will you "TRUST" me?

1 Federal Law hour
CTEC: 1000-CE-4682
IRS: 18QC1-T-01296-19-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

Last day to cancel: November 6, 2019

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