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:21c8b3c1fad4f0420172640857b0861c255 CATEGORIES:In-Person Chapter Meetings SUMMARY:Now That the Client has Died - South Orange County Chapter Meeting 11.27.18 LOCATION:The Vintage Steakhouse\, 26701-B Verdugo St.\, San Juan Capistrano, CA 9267 5 DESCRIPTION:
Tuesday, Novem
ber 27, 2018
5:30 p.m. - 8:45 p.m.
The Vintage
Steakhouse
26701-B Verdugo St.
San Juan Capistrano, CA 92675
Free parking in structure at the end of the street (best), and i
n the lot across the street.
As tax professionals we spend a lot of time determining just how cer tain taxes are and how to assist our clients in navigating the treacherous waters of the US tax code. This class will explore the first half of Benjam in Franklin’s statement, that death is the other certain factor. Most of us have dealt with, and all of us will deal with the death of a loved o ne or of a client. As a tax professional, there are certain responsibilitie s that must be undertaken, ethically, to assist the client’s survivor s to settle the affairs of a deceased client. This class will help you unde rstand what should be done and what must be done as a tax professional and the boundaries within which you must work to carry out your ethical obligat ion to your clients and their survivors. This class will start with the bas ics and quickly move into intermediate details involving the tax profession al’s responsibilities regarding trust administration and estate settl ement.
Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his em phasis has been tax and financial problem solving and implementing solution s for tax problem resolution such as; Offers in Compromise, audit reconside ration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focu ses on wills, trusts, and estate administration including probate court wor k. His office handles civil litigation cases such as personal injury, contr act disputes, property disputes, and business matters. His business consult ing involves choice of and formation of business entities such as sole prop rietorships, partnerships, corporations, and Limited Liability Companies. G ary received a Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris doctorate from California W estern School of Law in 1988. He is admitted to practice in all courts in t he state of California and in all courts in the state of Colorado, US Bankr uptcy Court in the Southern and Central Districts of California, Federal Di strict Court in the Southern and Central districts of California, Federal D istrict Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Gary is the host of his own radio show “GQ on the Law&rdq uo; on Stitcher Radio and can be found in iTunes. He is a weekly guest on t he “Word on Wealth” radio program with Marty Schneider on KCBQ 1170AM and KPRZ 1210 AM. He is past president of the California Society of Tax Consultants at the state level and is president of CSTC San Diego Chapt er. GQ LAW 12396 World Trade Drive, Suite 213 San Diego, CA 92128 (858) 549 -8600 fax: (858) 549 8863 e-mail: Gary@GQlaw.com www.GQLaw.com Find Gary on FaceBook as “GQ Law”
1 Federal Tax Update
1 California hour
CT
EC: 1000-CE-4454
IRS: 18QC1-U-01078-18-I
Knowledge Level
:
Intermediate
Me
mbers: $40
Non-Members $50
Late/On-site: $50
Late F
ee Applies: November 22, 2018
Please pay at the meeti
ng: cash or check only.
Last Day to Reg
ister or Cancel: November 26, 2018
email: mjlocke@sbcglobal.net
phone: 949-
582-8381
EMAIL the following info: entrée choice, name, phone,
email, PTIN, professional designation & license number.
Menu Opt
ions: TBA
This presentation has been designed to m eet the requirements of the Return Preparer Office, the California State Bo ard 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 prepare r registration may be obtained by contacting CTEC at P.O. Box 2890, Sacrame nto, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet a t www.ctec.org.
CONTACT:Michael Locke; 949-582-8381 or mjlocke@sbcglobal.net DTSTAMP:20240329T075157 DTSTART;TZID=America/Los_Angeles:20181127T173000 DTEND;TZID=America/Los_Angeles:20181127T204500 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR