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Orange County South Federal Tax and State Update Orange County South - Chapter Virtual Meeting 12.15.20
Tuesday, December 15, 2020, 5:00 PM - 7:00 PM PDT
Category: Chapter Meetings

Orange County South Federal Tax and State Update
Orange County South Online Chapter Meeting

Click Here for the Orange County South Newsletter

Date and Time:

Tuesday, December 15, 2020
5:00 PM to 7:00 PM


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. 


Learn more about Federal Tax Update on Retirement Plans and ITIN changes and updates. Learn more about. Not only federal is implementing changes so as California State for the Retirement plans. SB 78 Individual Healthcare Mandate. AB 2247 Dependent Exemption Credit. AB 93 allows the use of ITIN to establish eligibility of qualifying dependent for CAeitc.


Lloyd Boucher - The Tax Forensics Expert, EA

Lloyd is an Enrolled Agent (EA)Enrolled Agents are America's Tax Experts. EAs are federally-licensed tax practitioners who may represent taxpayers before the IRS when it comes to collections, audits and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS. The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. Enrolled agents’ expertise in the continually changing field of taxation enables them to effectively represent taxpayers at all administrative levels within the IRS. Lloyd is a Retirement Income Certified Professional®(RICP®) RICP®s are America's Retirement Income Experts. RICP®s are experts in building integrated and comprehensive retirement income plans. Their key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy. RICP® is a groundbreaking retirement income planner certification awarded by The American College of Financial Services, a leading financial education institution founded in 1927 by the industry pioneer Solomon S. Huebner. In developing a sustainable retirement income plan, RICP®s integrate best practices in the areas of* Social Security claiming* Evaluating and addressing risks faced in retirement* Choosing distributions from employer sponsored plans* Medicare and other health insurance choices* Planning for long-term care needs* Choosing appropriate housing* Income tax and legacy planning.


Lisa graduated Masters in Business Administration from University of Phoenix, Arizona in 2009. She is a candidate for 2021 graduation at Saddleback College for Associate Degree in Accounting. A detail-oriented Notary Public with years of experience in the Notary, Tax Preparation, Customer Service and Financial Services industry. A finance specialist with extensive experience in customer service and financial services. Lisa worked at H&R Block as Master Tax Advisor from 2005 to 2011 and started her own tax practice. Lisa has been an IRS ITIN Certifying Acceptance Agent since 2007 and was able to help thousands of ITIN applicants since 2007.


CPE Information: 

CTEC: 1000-CE-4853
IRS: 18QC1-U-01445-20-O
1 California hours (Topics covering California law issues)
1 Federal Update hours (Topics covering new tax laws)

Knowledge Level: Intermediate (Basic knowledge helpful)


Registration Fee (Member): $0
Registration Fee (Non-Member): $40
Late Registration Fee (Non-Member): $50
Date Late Registration Fee Applies 12.15.20

Click here 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.