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Retirement Accounts for Tax Planning | San Gabriel Valley Chapter Meeting 10.01.20
Marie Callenders
220 South Atlantic Blvd
Monterey Park, 91754
Thursday, October 01, 2020, 5:30 PM - 8:30 PM PDT
Category: In-Person Chapter Meetings

Retirement Accounts for Tax Planning
San Gabriel Valley Chapter

Date and Time:

Thursday, October 1, 2020
5:30 PM - 8:30 PM


Marie Callendar’s
220 So. Atlantic Blvd.
Monterey Park, CA 91754
Parking Available
Outside Patio for Meeting - 3 Different Menu Options to Choose From. 

Topic: Retirement Accounts for Tax Planning

Recent changes to the Federal laws pertaining to retirement plans have opened up some new avenues for tax savings and have closed others. In this class, we'll review the various retirement plan options, paying particular attention to the changes from the SECURE Act and the CARES Act, and focusing on tax planning opportunities.

Presenter: Linda Dong, EA, ABA

Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. She grew her practice to include four employees, but eventually downsized and is now a sole practitioner. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982 (ABA) Accreditation Council of Accountancy and Taxation (ATA) Accredited Tax Advisor. She is a QuickBooks ProAdvisor and frequently teaches classes in accounting and taxes to other professionals. She is currently serving as First Vice President of the California Society of Tax Consultants and Secretary-Treasurer of the Wine Country Chapter.


Member: $35
Non-Member: $45

Late Registration Fee Applies 10/01/20
Late Registration Member: $40
Late Registration Non-Member $45

How to Register:

Please contact Meg Hickman
Phone 323-254-6299
Email: [email protected]

CPE Information:

2 Federal Tax Law Hours
CTEC: 1000-CE- 4807
IRS: 18QC1-T-01402-20-I

Knowledge Level: Intermediate (Basic knowledge helpful) 

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: Please Contact MEG HICKMAN 323-254-6299 [email protected]