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Individual Tax Law Updates & Business Tax Law Updates | Orange County Chapter Two Part Seminar
Wednesday, January 13, 2021, 8:30 AM - 12:30 PM PDT
Category: Chapter Meetings

Individual Tax Law Updates & Business Tax Law Updates
Orange County Chapter Virtual Two-Part Seminar

This will be a 2-Part Update with the Individual Tax Law Update on Wednesday, January 13, 2021, and the Business Tax Law Update on Friday, January 15, 2021.

Date/Time:

Wednesday, January 13, 2021
Friday, January 15, 2021
8:30 AM to 12:30 PM BOTH DAYS

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. Once the meeting is completed, you will receive an evaluation form and your attendance certificate via email.

Description:

We will discuss the majority of the important tax law changes for 2020 and review some of the newer law from the past couple of years. In addition, we will discuss the potential effects and changes for individuals and business both, including the CARES Act, PPP and other Covid-19 related tax issues. We will also be highlighting TheTaxBook's organization and updates through research of answers.

Presenters:

Wednesday Session-Individual Tax Law Update: John Keil, EA and Patty Barron, EA.
John Keil, EA is a former major bank Vice-President who reinvented himself as a tax practitioner in 1997. He became and Enrolled Agent in 2001 and began conducting educational workshops for CSTC shortly thereafter. He attended California State Fullerton where he majored in Business Administration with an emphasis in Finance and Economics.

Patty Barron, EA has been preparing taxes since 1992 and is a retired 9-1-1 Dispatcher. Patty is currently the 1st V.P. of the Orange County CSTC Chapter. She enjoys personalizing tax preparation for her clients and likes to say, "taxes are about the people, not the math."

Friday Session-Business Tax Law Update: David Eastis, CRTP and Shannon Hall, EA.
David Eastis, CRTP has been teaching classes and conducting seminars for CSTC since he joined in 2003. He obtained his accounting degree from Indiana University, South Bend, specializing in taxes and not-for-profit organizations.

Shannon Hall, EA spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid-back CPAs in Signal Hill, CA. She has been a presenter at several local CSTC chapters and the Summer Symposium and has also been a guest webinar presenter for Spidell Publishing and a contributing author to Enterpreneur.com. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC.

CPE Information:

4 Federal Law hours (Topics covering existing tax law)
4 Federal Update hours (Topics covering new tax laws)
IRS: 18QC1-U-01430-20-O / 18QC1-T-01429-20-O
CTEC: 1000-CE-4837

Knowledge level: Intermediate (Basic knowledge helpful) 

Cost:

Registration Fee includes TheTaxBook shipped directly to you - if your registration is by November 27
CSTC Member or Staff Member - Including TheTaxBook Shipped to you - $210
Non Member - Including TheTaxBook Shipped to you - $240

CSTC Member or Staff Member - No Book Requested - $145 
Non Member - No Book Requested - $ 175

Late Registration - After 11/27/2020 - No book will be provided
CSTC Member $150 / Non-Member $190.

Please contact Patty Barron if you have any questions at [email protected] or 714-449-2099

Click the link below to register!


Cancellati
on 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: Please contact Patty Barron if you have any questions. [email protected] 714-449-2099