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IRA Tune Up / California Differences Getting Ready for the Game - Temecula Valley Chapter Virtual Meeting 08.5.20
Wednesday, August 05, 2020, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

IRA Tune Up / California Differences Getting Ready for the Game
Temecula Valley Chapter Virtual Meeting

Date/Time:

Wednesday, August 5, 2020
6:00 PM to 8:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description: 

My taxes are so easy, I don’t need a tax professional to do them anymore…”OUR INDUSTRY IS IN TRANSITION, BY THE END OF THIS SEMINAR YOU WILL HAVE SEVERAL IDEAS TO GO BEYOND BASIC TAX PREP TO HELP YOUR CLIENTS MAKE LIFE CHANGING CREATIVE DECISIONS ABOUT THEIR IRA’S AND OTHER RETIREMENT PLANS AND POSSIBLY NEW REVENUE STREAMS FOR YOUR BUSINESS…CA /John Wooden, the UCLA Basketball coach who won 10 NCAA national championships in a 12-year period as head coach, said, “Failing to prepare is preparing to fail.” We always read about the California non-conformities, but are we do we really prepare to recognize the differences when they sit down at our desk? In this seminar we will explore several California non-conformities from a case study point of view to help us be prepared what to look for to save our clients the most money possible on their state returns and to keep them in compliance. We will also include one or two issues that are new in light of the CARES act passed in March, 2020. At the end of this seminar you will be better prepared recognize some of these differences.

Presenter: 

Lane McKellar

Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class he recognized this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity work with a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to Practice before the IRS since September 1998. Lane has been a member of CSTC since 1997. He has served as President of the Temecula Valley Chapter of CSTC 2014-2015.

CPE Information:

2 Federal Tax Law Hours
IRS: 18QC1-T-01375-20-O
CTEC: 1000-CE-4769

Knowledge Level: Intermediate (Basic knowledge helpful) 

Cost:

Member Cost: $10
Non-Member Cost: $40

Click the link below to register!

Cancellation and Refund Policy for Meeting Purchase:
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected] No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


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: [email protected] or 949-715-4192