Two-Part Webinar
Part One: How to figure the Stockholder's and Partners basis in a business - Why it is important to keep track of this
Part Two: Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches
Central Valley Online Chapter Meeting

Date/Time:

Tuesday, June 22, 2021
Part One - How to figure the Stockholder's and Partners basis in a business. Why it is important to keep track of this: 2:00 PM to 5:30 PM
Part Two - Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches: 6:15 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: 

Part One - How to figure the Stockholder's and Partners basis in a business. Why it is important to keep track of this
In this webinar, attendees will learn how to figure the Stockholder's and Partner's bases in a business and why it is important to keep track of this.

Part Two - Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches
Come and join us for an evening of two topics from the Internal Revenue Service. We will have an IRS representative walk you through the steps of how to report a scam. Steps of how to protect yourself from tax scams. If it sounds too good to be true, it probably is. You will also be taken through the steps of how to report a suspected tax fraud activity. The Internal Revenue Service has expanded the Identity Protection PIN Opt-In program to all taxpayers who can verify their identities. Senior Stakeholder Liaison, Christella Sanchez will guide us on the new procedures and what to do if your client is a victim of tax identity theft.-Monitoring your EFIN "Electronic Filing Identification Number"-Monitoring your PTIN "Preparers Tax Identification Number"-Monitoring your CAF "Centralized Authorization File Number"-Tax scams-Data Breaches

Presenters:

Part One - How to figure the Stockholder's and Partners basis in a business. Why it is important to keep track of this
John G Miller EA is President and CEO of the firm, Accounting for TAX, located in SanMateo, CA, and has been in the tax business for over 22 years. He holds a BS in accounting from Colorado State University and previously served 12 years as a faculty instructor for the San Mateo Community College District. During those years he was an instructor for courses in accounting, taxation, real estate, retirement, and investing and responsible for conducting a VITA program. He is a member of the National Association of Tax Professionals, the National Society of Accountants, and currently serves on theBoard of Directors of the California Society of Tax Consultants, San Francisco Chapter.

Part Two - Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches
Christella Sanchez is currently a Senior Stakeholder Liaison in the IRS Communications & Liaison Division. Christella has been with the Internal Revenue Service for 35 years. She began her career with the IRS at the Fresno processing center as a Tax Examiner. She has worked as a Customer Service Representative and as a Tax Compliance officer in the Examination Division. She is the relationship manager for Tax Professional and Payroll organizations, industry, small business, and trade associations. She also works in conjunction with other Federal, State, and local government agencies. Christella is also the Lead for the Limited English Proficiency program/Underserved community.Keith Kershner is currently a Senior Stakeholder Liaison in the IRS Communications & Liaison Division.

CPE Information:

Part One - How to figure the Stockholder's and Partners basis in a business. Why it is important to keep track of this
4 Federal Law Hours (Topics covering existing tax law)
IRS: 18QC1-T-01502-21-O
CTEC: 1000-CE-4901

Knowledge Level: Intermediate (Basic knowledge helpful) 

Part Two - Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches
2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01503-21-O
CTEC: 1000-CE-4902

Knowledge Level: Intermediate (Basic knowledge helpful) 

Cost:

Part One - How to figure the Stockholder's and Partners basis in a business. Why it is important to keep track of this ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Part Two - Internal Revenue Service Identity Protection PIN and Monitoring your EFIN, PTIN, CAF, Tax scams, Data Breaches ONLY
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

BOTH Webinars
Registration Fee (Member): $50
Registration Fee (Non-Member): $80

Registration:

Please register below:

CLICK HERE to register for part one ONLY
CLICK HERE to register for part two ONLY
CLICK HERE to register for BOTH sessions

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.