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How to CARE for your Clients-Temecula Valley Chapter Virtual Meeting 09.02.20
Wednesday, September 02, 2020, 6:00 PM - 8:00 PM PST
Category: Chapter Meetings

How to CARE for your Clients
Temecula Valley Chapter Virtual Meeting

Date/Time:

Wednesday, September 2, 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: 

Understanding the Coronavirus Aid, Relief, and Economic Security Act. The Coronavirus pandemic has caused major impact to the health and welfare of Americans. The CARES ACT was created to help those in need. Funding and assistance have been made available through many avenues such as stimulus payments to loans and grants, modifications and forbearance. Let’s tap into the opportunities and challenges of the CARES ACT as we continue to be our client’s trusted advisor.

Presenter: 

Sally Freyre, EA, enrolled to practice before the IRSARC Financial and Tax Services
www.TheTaxPartner.com

Sally Freyre has been in the Accounting and Tax profession since 1988. After college, she started her career working for large corporations including McDonnell Douglas, Kraft General Foods and The Toro Company. She ended that phase of her profession as a Controller of a billion dollar privately held company in the Agricultural industry, fulfilling a personal desire to learn more about AG. She then started her practice from scratch 15 years ago and found her real passion. She became an Enrolled Agent and an Advanced QuickBooks ProAdvisor. Her firm specializes in assisting small to medium size businesses in all areas of Accounting, Tax Preparation and business guidance. Over the last few months, she and her staff took on a new challenge of assisting their clients to receive grants and loans worth well over a million dollars. Sally is a California native but has traveled to many countries and all the states except Alaska (coming soon…she hopes). Her heart is also in Missouri were she and her siblings own a functioning farm which has been in her family for a century. She is married and has 4 children and 2 grandchildren. With the recent purchase of a travel trailer, she hopes to be teaching this class from afar.

CPE Information:

2 Federal Update Hours
IRS: 18QC1-U-01390-20-O
CTEC: 1000-CE-4789

Knowledge Level:
I
ntermediate (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