Thursday, June 11, 2020
9:30 AM to 12:00 PM

Topic: Retirement - Secure Act, CARES Act
Speaker: Karen Joyner, EA
3 Federal Update Hours
IRS: 18QC1-U-01342-20-O
CTEC: 1000-CE-4734

Course Description:
This session will explore how the Secure Act and CARES Act affect retirement planning, finding, distributions from retirement accounts, and more.

Knowledge Level: Update

Karen Joyner, EA

Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agents designation in May 1995. She has served in many local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, chairperson for CSTC fall workshops and Running Start, and CSTC society chair for Summer Symposium for several years. She also served as director and on the education committee for the CSEA San Diego chapter. She enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She enjoys the challenge of representing clients before the IRS, Franchise Tax Board, and CTFA (California Department of Tax and Fee Administration) with their collection or audit needs. Karen practices in Coronado, California and can be reached by e-mail at [email protected]. In addition, Karen works with Brass Tax Presentations and Lisa Ihm, EA in offering Stocking Your Tax Toolbox and Tax Update in the fall throughout California. Brass Tax has an Enrolled Agent exam training course in the summer for tax professionals who want to obtain this valuable credential, so that they can fully serve the needs of their clients. Please check out the website at www.BrassTax.com.