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Tax Year 2020 Workshop Federal & California – Inland Empire Chapter Virtual Two-Part Seminar
Saturday, January 09, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Tax Year 2020 Workshop Federal & California
Inland Empire Chapter Virtual Two-Part Seminar

Date/Time:

Federal Update - Saturday, January 9, 2021 - 8:00 AM to 2:30 PM
California Update - Monday, January 11, 2021 - 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 for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Federal Update:
2020 is a year for the record books on so many fronts, but especially the tax arena. There is so much to cover this year. The course will go over the numerous Federal changes for individuals and businesses impacting the 2021 filing season. The topics will include form changes, tax court cases, rulings and other IRS changes for 2020. The materials will have the latest amounts and limits for various deductions and credits.

California Update:
Find out what's new at the FTB: Marc Narlesky, Technical Assistant to the Advocate at the Franchise Tax Board (FTB) will describe services available from the Taxpayers’ Rights Advocate’s Office when “normal channels fail.” He will also talk about changes for the taxpayer, the practitioner and the FTB that have occurred due to the Covid-19 pandemic. He will cover other topics including but not limited to California Earned Income Tax Credit (EITC), recent legislation changes, communicating with the FTB and other policies and procedures that may be helpful to know for your practice.

Presenters:

Federal Update:
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.


California Update:
Marc Narlesky, CPA, Technical Assistant to the Advocate - Taxpayers' Rights Advocate's Office

Marc is a Technical Assistant to the Advocate in the Franchise Tax Board’s (FTB's) Taxpayers' Rights Advocate’s Office. He has been a member of the Advocate’s Office since December 2015. Marc started with the FTB in 1989, working as an Auditor and Reviewer. He has held staff positions for divisional budgeting as well as acting as a business lead for FTB's Activity Based Costing project where he learned the operations of the department. Marc’s professional experience began in public accounting. He has worked in general practice with a multi-service firm and as a financial auditor of non-profit organizations. Marc earned his Certified Public Accountant in 1992. He graduated from San Jose State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and a minor in Industrial Technology.

CPE Information:

Federal Update
6 Federal Update hours (Topics covering new tax laws):
IRS: 18QC1-U-01442-20-O
CTEC: 1000-CE-4851

Knowledge Level: Intermediate (Basic knowledge helpful) 

California Update
2 California hours (Topics covering California law issues):
IRS: N/A
CTEC: 1000-CE-4850

Knowledge Level: Intermediate (Basic knowledge helpful) 

Cost:

Member: $99
Non-Member: $149

Registration:

Please register below:

Questions? Please contact Hilde Morrow at [email protected] or 951.836.3006.

 


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: Please contact Hilde Morrow at [email protected] or 951.836.3006.