Central Valley Chapter Meeting
TaxBooks, Ethics and New Federal Updates

Date/Time:

Tuesday, January 14, 2020
8:30 AM to 4:30 PM

Location:

The Elk's Lodge
645 Charity Way
Modesto, CA 95356

Description:

George Fakhouri will be presenting tax problems and questions that the tax professional may come across during the year. By attending a person may learn to enhance their ability to understand the different sections in the TaxBook in order to research and find the answers to tax problems. They may also become more comfortable with researching tax problems as well as learning new law changes. Ethics will be presented by George Fakhouri. He will discuss what does practicing before the IRS mean, who may practice before the IRS, what should a tax preparer do if they have knowledge of a client's omission of income from a tax return, May a tax preparer rely on the work of other tax return preparers, May a tax preparer rely on and use client-provided information, and standards associated with giving advice to clients.

Presenter: George Fakhouri CPA,

George Fakhouri CPA, has been in private practice for over 40 years in Manteca area. He holds a BS degree in Accounting from Santa Clara University, Graduate work in accounting and tax at San Jose State and Golden Gate University. He is past president of the California Society of Tax Consultants and the Central Valley Chapter of the California Society of Tax Consultants. George has been a speaker and moderator of the Alamo Tax Retreat for 15 years as well as the presenter of the Central Valley Chapter annual TaxBook workshop and he has been a guest speaker for several organizations over the years. George has a special and unique teaching style. He makes learning easy and enjoyable. Attendees have voted this workshop to be one of the most valuable workshops/Meetings for coping with the new tax season.

CPE Information:

5 Federal Law Hours
2 Ethics Hours
1 Federal Update Hour

CTEC: 1000-CE-4694
IRS: 18QC1-T-01308-19-I / 18QC1-E-01310-19-I / 18QC1-U-01309-19-I

Knowledge Level: INTERMEDIATE

Cost:

Members: $180
Non-Members: $210

CSTC Members, Like to attend BOTH December 17th, 2019 Update and the January 14th TaxBook at a reduced price? Register now for both and get a $40 discount on the combined registration. Special Note: The price of the meeting includes, course material, continental breakfast, lunch and a deluxe Edition TaxBook. If you bring your own Deluxe Taxbook subtract $60 from registration.

Registration:

Reservations need to be called or emailed in early to ensure that a TaxBook is ready for you at the workshop/meeting.

Event Contact: Karen De Vaney
Contact Phone: 209-524-4345
Contact Email: [email protected]

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.