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CSTC Academy - Dear Younger Me - (Series - Sch A, Sch C, Sch E)
Tuesday, August 11, 2020, 8:30 AM - 12:00 PM PST
Category: CSTC Academy

 Tuesday, August 11, 2020
8:30 AM to 12:00 PM

Topic: Dear Younger Me - (Series - Sch A, Sch C, Sch E)
Speaker: Claudia Stanley, CPA, EA
4 Federal Tax Law Hours
IRS: 18QC1-T-01367-20-O
CTEC: 1000-CE-4760

Course Description:
The course offers sage advice from seasoned preparers for those who are newer to the industry. We'll cover the basics of preparing the 1040, Schedule A, Schedule C, Schedule E forms. Included are tips on conducting interviews, dealing with challenging clients, and other advice we all wish we'd been offered when we were starting out.

Knowledge Level: Basic

Learning Objectives:

#1: Basics you need to know before tackling the Schedule A, Schedule C, or Schedule E.

#2: Basics of conducting an effective tax interview to assure you have all the information needed to prepare the return. 

#3: Where to go for resources to assist in the preparation process.


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 of 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.


 


Contact: [email protected] or 949-715-4192