Calendar
Prev MonthPrev Month Next MonthNext Month
Tax Season Tune Up and Credit Harvesting for Employers (ERC Study) - Temecula Valley Chapter In-Person Meeting 8.4.21
Richies Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562
Wednesday, August 04, 2021, 5:30 PM - 8:00 PM PDT
Category: Chapter Meetings

Tax Season Tune-Up and Credit Harvesting for Employers (ERC Study)
Temecula Valley Chapter In-Person Meeting

Date and Time:

Wednesday, August 4, 2021
5:30 p.m. - 8:00 p.m.

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92562

Topic:

In this two-hour session, we will address:
•Why is my return taking so long to address – the Current State of IRS operations
•Considering the Advanced Child Tax Credit with your clients. Should I or shouldn’t I take this government giveaway?
•Amend or not amending my early filers who had unemployment
•Two tips to save your Baby Boomers Money on their taxes (QCD and Medicare Premiums)
•Last portion – an abbreviated case study for helping your business client apply for an Employment Retention Credit. This section will cover:
     o Qualifications
     o Amounts of the credit
     o Who qualifies
     o What you need
     o Analysis tools - ideas
•How to fill out Form 941 amended, and helpful hints for employers applying for PPP forgiveness so they can receive maximum credit

Presenter:

Lane V. McKeller, EA
Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class, he recognized this profession was something for which he had a passion. After working with a large nationwide firm for 7 years, he had an opportunity to work with a company that created tax software. For 15 years, Lane programmed areas of the software that addressed interest, dividends, capital gains, rentals, K-1’s, schedule A, investment interest expenses, credits, and state returns. When the programming season slowed, Lane continued to prepare returns. In 2012, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degree in finance from SDSU in 1981 and has been enrolled to practice before the IRS since September 1998. Lane has been a member of CSTC since 1997. He is served as President of the Temecula Valley Chapter of CSTC 2014-2015.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01545-21-I
CTEC: 1000-CE-4945

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $32
Non-Members: $62

To register, please call 951-674-8111 or email [email protected] and include your PTIN and EA or CTEC numbers. You will pay at the door. 


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: To register, please email [email protected] and include your PTIN and EA or CTEC numbers.