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Workshop Schedule E "What you need to know" - San Jose Chapter 8.26.20
Wednesday, August 26, 2020, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Workshop Schedule E "What you need to know"
San Jose Chapter Virtual Meeting


Wednesday, August 26, 2020
6:00 PM to 8:00 PM


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.


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 and 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.

#1: Basics you need to know before tackling the 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.

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01385-20-O
CTEC: 1000-CE-4783

Knowledge Level: Overview (General knowledge of the subject)


Member Cost: $0
Non-Member Cost: $30

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

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