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Choosing or Changing A Business Entity - San Jose Virtual Meeting 8.18.21
Wednesday, August 18, 2021, 6:00 PM - 8:00 PM PDT
Category: Chapter Meetings

Choosing or Changing A Business Entity
San Jose Online Chapter Meeting

Date/Time:

Wednesday, August 18, 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: 

Our clients often ask us what business entity they should be, or if they should change their entity. This class will give you the information to help your client make the decision. We will compare the different entities – Sole Proprietorships, Partnerships, LLCs, S Corporations and C Corporations – and look at the pros and cons of each, including filing requirements, tax implications, and other considerations.We will also look at what happens if an entity wants to change its form. Can it change without dissolving first? What options are available, and what are the consequences, for taxes and otherwise.

Presenter:

Linda Dong, EA, ABA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. She grew her practice to include four employees, but eventually downsized and is now once again a sole practitioner working out of her home office. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982. Her credentials from the Accreditation Council of Accountancy and Taxation (ACAT) include Accredited Business Accountant (ABA) and Accredited Tax Advisor (ATA). She is a QuickBooks ProAdvisor and frequently teaches classes in accounting and tax to other professionals. A member of several tax and accounting professional groups, she is currently serving as President of the California Society of Tax Consultants and Secretary-Treasurer of the Wine Country Chapter.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01540-21-O
CTEC: 1000-CE-4940

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Click the link below to register!


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.