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Roundtable - Fed and CA Tax Quiz | Orange County Chapter Meeting 01.08.20
Phoenix Club
1340 S. Sanderson AVenue
Anaheim, CA 92806

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Wednesday, January 08, 2020, 6:00 PM - 9:00 PM PST
Category: Chapter Meetings

Roundtable - Fed and CA Tax Quiz
Orange County Chapter Meeting


Wednesday, January 8, 2020
6:00 PM - 9:00 PM


Phoenix Club

Lorelei Dining Room

1340 S. Sanderson Avenue

Anaheim CA, 92806


Michael R. Mergen: Roundtable discussion. Attendees will participate in a quiz of timely topics from Federal tax law, payroll compliance law, and employment law. The quiz will consist of multi-answer questions. Quiz takers, will form into groups where they will read aloud a question, then select from a list of possible solutions. Each participate will be encouraged to have a lively discussion of the crux of the question and what the answer is, then try to find that answer from the list of answers.

Shannon Hall: California has always been known for being non-conformist, and the Tax Cuts and Jobs Act gave us plenty of opportunities to prove it! Recent legislation gave us some conformity, but we still have lots of work to do. We’ll explore the new expanded Schedule CA using a case-study tax return to highlight the differences between Federal and California taxes, as well as how and where to report them.


Michael R. Mergen, EA – grew up in Norwalk, California. Graduated with a BA in Business Administration & Accounting from Cal State Fullerton, in 1982. Became an enrolled agent in 2012. Practices in Placentia. Past president of the Orange chapter of CSTC and is currently the chapter’s treasurer.

Shannon Hall, EA - 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.


Member: $40
Non-Member: $50
Late or Walk-In: $50

We are unable to accept credit cards.

Late registration fee applies starting January 6, 2020.

Email Lisa Netherlain at [email protected] to register.

Menu Options: Includes buffet dinner (salad, 2 entrees, dessert, with choice of water or iced tea)

CPE Information:

IRS: 18QC1-U-01317-20-I
CTEC: 1000-CE-4703

1 Federal Update Hour
1 California Hours

Knowledge Level: Basic

Last date to cancel: 01/06/20

 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: Email Lisa Netherlain at [email protected]