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Two-Part Webinar - San Jose Virtual Chapter Meeting 7.21.21
Wednesday, July 21, 2021, 5:00 PM - 8:00 PM PST
Category: Chapter Meetings

 Two-Part Webinar
Part One: Understanding CA's Health Insurance Marketplace Compliance
Part Two: Ethics in Practice
San Jose Chapter Virtual Meeting


Wednesday, July 21, 2021
Part One - Understanding CA's Health Insurance Marketplace Compliance: 5:00 - 6:00 PM PST
Part Two - Ethics in Practice: 6:00 - 8:00 PM PST


Online Meeting via Zoom
This will be a 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. 


Part One - Understanding CA's Health Insurance Marketplace Compliance
This session will look at CA's health insurance mandate and what to do with CA's version of the 1095-A. Attendees will gain an understanding of:
*Completing the forms 3895 and 3849
*When and why additional credits are due to the taxpayer
*When CA's subsidy has to be repaid
*How the CA subsidy differs from the Federal subsidy

Part Two - Ethics in Practice
Sure, you know you have to take your two hours of ethics every year, but really what’s the big deal? Join us as we try to answer the question of “what’s the big deal” and what it means to be an ethical preparer. We’ll explore real-world situations to take the ethical from the theoretical to the practical, and hopefully have some fun along the way! Learning objectives: Ethics: what even are they? The origins of ethical regulations. Conflict of Interest: can you spot one before it’s too late? And much, much more…


Part One - Understanding CA's Health Insurance Marketplace Compliance

Claudia Stanley, CPA is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long-time member of CSTC. In 2016 she was named member of the year of the Central Valley Chapter of CSTC and in 2001 she was named one of the Top Ten Women of the Year in the nation by the American Business Women’s Association. She frequently speaks on various tax topics.


Part Two - Ethics in Practice

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:

Part One - Understanding CA's Health Insurance Marketplace Compliance
1 California hour (Topics covering California law issues)
IRS: None
CTEC: 1000-CE-4903

Knowledge Level: Overview (General knowledge of the subject)

Part Two - Ethics in Practice
2 Ethics hours (Topics meeting the ethics requirements under Cir 230)
IRS: 18QC1-E-01504-21-O
CTEC: 1000-CE-4904

Knowledge Level: Intermediate (Basic knowledge helpful)


Part One - Understanding CA's Health Insurance Marketplace Compliance
Member Price: $0
Non-Member Price: $30

Part Two - Ethics in Practice
Member Price: $0
Non-Member Price: $30

BOTH Seminars
Member Price: $0
Non-Member Price: $50


CLICK HERE to register for Part One ONLY
CLICK HERE to register for Part Two ONLY
CLICK HERE to register for BOTH Parts

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]