BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:41f20e7ae8ba4bea907d1ffc70662d551388 CATEGORIES:In-Person Chapter Meetings SUMMARY:1041 Trusts and Estates - San Gabriel Valley Chapter Meeting LOCATION:Marie Callenders City of Industry\, 1560 Albatross Rd Puente Hills Mall Eas t\, City of Industry, CA 91748\, USA DESCRIPTION:
Thursday, June 1,
2023
5:00 to 7:30 PM
Marie Callenders
156
0 Albatross Rd
City of Industry, CA 91748
Filing simple and complex trusts and estates reported on Form 1041 and tax prepar ation for grantor trusts, revocable trusts, irrevocable trust, etc. Expense s deductible by the trust or estate and some valuable elections for Form 94 1. 1. Review form 10412. Understand when a trust tax return is required inc luding the tax implications of common trusts.3. Learn steps to allocate inc ome and expenses between the deceased, trust, and beneficiaries4. Develop s trategies for the distributions of assets, dealing with difficult beneficia ries
Jane Ryder, EA, CPA
Jane Ryder, E
A, CPA has been providing tax preparation, accounting services, and tax col
lection resolution services since 1980. She runs her San Diego CPA firm and
writes and speaks on many income tax, business compliance and accounting t
opics. Jane has a business centric practice, preparing and consulting on ta
x, accounting, and compliance matters for Corporations, S-corporations, LLC
’s, Partnerships, and Trusts. She also specializes in IRS and state agencie
s collection problems, payment plans, audit representation, audit appeals,
offers in compromise, and other compliance related issues. She earned a BS
in Business Administration (Accounting) from SDSU and is currently licensed
with the California State Board of Accountancy and admitted to practice be
fore the the Internal Revenue Service as an Enrolled Agent.
IRS: 18QC1
-U-01828-23-I
CTEC: 1000-CE-5254
Knowledge Level: Intermediate ( Basic knowledge helpful)
Registration Fee (Member): $45
Registration Fee (Non-Member): $75
Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days befor
e the course begins for a full refund. Please email your request to info@cstcsociety.org. No refunds will be
given if cancellation notice is received later than three (3) business day
s before the course begins, or for no-show registrants.
This presentation has been designed to meet the req uirements of the Return Preparer Office, the California State Board of Acco untancy; and the California Tax Education Council including code 31 of Fede ral Regulations10.6 (g). This does not constitute an endorsement by these g roups. A listing of additional requirements to renew tax preparer registrat ion may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95 812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec. org.
CONTACT:Please call or email Melinda Estrada at melindatax47@gmail.com or 626-242-8106 to register. DTSTAMP:20240329T051054 DTSTART;TZID=America/Los_Angeles:20230601T170000 DTEND;TZID=America/Los_Angeles:20230601T193000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR