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Tax Year 2019 Update Workshop - Inland Empire 01.04.20
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
USA
(909) 626-2411

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Saturday, January 04, 2020, 7:30 AM - 4:30 PM PDT
Category: Chapter Meetings

Tax Year 2019 Update Workshop
Inland Empire Chapter Seminar

Click here for the UPDATED flyer with registration form

Date and Time:

Saturday, January 4, 2020
7:30 a.m. - 4:30 p.m.

Location:

DoubleTree Hotel Claremont
555 W Foothill Blvd
Claremont, CA 91711

Topic: Tax Year 2019 Update Workshop

Federal Update (4 hours): The course will cover the Federal changes for individuals and businesses impacting the 2020 filing season. The topics will include form changes, tax court cases, rulings and other IRS changes for 2019. The materials will have the latest amounts and limits for various deductions and credits. We'll also look at the latest guidance on the 199A deduction, disaster areas for 2019, new forms, and how to assist your clients with completing the new W-4's for 2020.

Conducting Effective Tax Interview (2 hours Ethics): The course will cover the basics of conducting effective interviews with taxpayers before preparing their tax return. Knowing the right questions to ask facilitates gathering the right information for an accurate return and weeds out clients with questionable data. The better you know your client, the better prepared you’ll be to address their various life situations impacted by tax, such as retirement, starting a business, deductions credit impacting their dependents, and much more. Together we’ll look at ways to read between the lines to get to the facts you need.

Topics to be addressed during the CA Update (2 hours) are: Taxpayers’ Rights Advocate’s Office; Current Issues: Legislation– Bills of Interest, Conformity; Earned Income Credit (EITC), Audit Issues, Collection Topics; Tax Appeals and Assistance Program (TAAP), Website Redesign; Communicate with the FTB.

Presenter: Claudia Stanley, CPA, EA and Lila Fedler, EA - FTB Taxpayers' Rights Advocate's Office

Claudia Stanley, CPA, EA
Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves on the boards of the Central California Chapter of Enrolled Agents and Fresno chapter of American Business Women’s Association. Claudia is a long-time member the Central Valley Chapter of California Society of Tax Consultants and was named their 2016 member of the year. She was also named one of 2001 Top Ten Women of the Year in the nation by American Business Women’s Association. She frequently speaks on various tax topics.

 

Lila Fedler, EA - FTB Taxpayers' Rights Advocate's Office
Lila Fedler is a Franchise Tax Board spokesperson and serves as a Technical Assistant to the Advocate. Lila is an Enrolled Agent with the Internal Revenue Service, and began her career with the Franchise Tax Board in 1980. Lila currently works directly with the Taxpayer Rights’ Advocate to assure that the taxpayers have been afforded the protections of the Taxpayers’ Bill of Rights. With her more than 37 years, Lila has acquired a broad range of experience covering both personal income and corporation tax laws. In addition to her experience as a Franchise Tax Board Auditor, Protest Hearing Officer, and Audit Technical Specialist and Reviewer, she worked in the private sector as Senior Manager in the state and local tax practice at a top public accounting firm, headquartered in the West, providing consulting services to public and private middle-market enterprises in many different industries.

CPE Information:

4 Federal Update Hours
2 Ethics Hours
2 California Hours
CTEC: 1000-CE-4691
IRS: 18QC1-U-01305-19-I / 18QC1-E-01306-19-I

Knowledge Level:
 Update

Cost:

Registration Fee (Member): $175
Registration Fee (Non-Member): $225
Late Registration Fee (Member and Non-Member): $240
Date Late Registration Fee Applies: 12/28/19

Registration Information:

Mail registration form and check to:

CSTC c/o Duberly Beck - Beck's Tax & Business Services
17087 Orange Way, Ste B
Fontana, CA 92335

Registration Information: Duberly Beck - email: [email protected]
Questions: Frank Medrano - phone: (909) 237-1040, email: [email protected]

Note: Telephone registrations are not accepted for this event

Menu Options: Continental Breakfast, Buffet Lunch and afternoon snacks are included in the price.

Cancellation Policy: Full Refund less $10 if requested by 12/28/2019. No refund if received after 12/28/19


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: Duberly Beck; [email protected] / Hilde Morrow; [email protected]