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:924f844d73853716df3c725b36495244580 CATEGORIES:In-Person Chapter Meetings SUMMARY:Why don't you TRUST me? & When will you "TRUST" me? - Temecula Valley Meeting 11.06.19 LOCATION:Richies Real American Diner\, 40651 Murrieta Hot Springs Rd\, Murrieta, CA 92562 DESCRIPTION:
Wednesday, November 6, 2019
5:30 PM to 8:00 PM
Richie's Real American Diner
40
651 Murrieta Hot Springs Rd
Murrieta, CA 92562
A PRIMER on Form 1041Designed for a high- level overview of concepts for preparing Form 1041 including:1.Things to do before you start2.Essential things to understand in the heading, type of t rusts, what is 645 election,3.High-level overview of Income, Deduction, Tax es and ExtensionsBy the end of this session participant will have a- unders tanding of essential concepts associated with creating Form 1041 for their client.
Lane started preparing taxes in 1989. His very first return included rentals with an NOL. From his very first tax class he recog nized this profession was something for which he had a passion. After worki ng with a large nationwide firm for 7 years, he had an opportunity work wit h a company that created tax software. For 15 years, Lane programmed areas of software that addressed interest, dividends, capital gains, rentals, K-1 ’s, schedule A, investment interest expenses, credits and state returns. Wh en the programming season slowed, Lane continued to prepare returns. In 201 2, Lane opened his own firm in Canyon Lake. Lane earned his Bachelor’s Degr ee in finance from SDSU in 1981 and has been enrolled to Practice before th e IRS since September 1998. Lane has been a member of CSTC since 1997. He i s served as President of the Temecula Valley Chapter of CSTC 2014-2015.
Discussion of the im plications of having or not having a trust and will*When should you have a Trust?*Types of Trust.*Tax implications*A/B trust - filing requirements*104 1 and the Trust*706 and the Trust.
Selina is a practicing attorney and enrolled agent in the Temecula Valley and has been in the field of taxation for over 30 years. She later w ent back to law school to earn her Juris Doctor degree, graduating number o ne in her class and passing theCalifornia State Bar on her first attempt.Sh e served two terms as Board President of the Temecula CSTC Chapter.Currentl y serves as Treasurer on the SW Inn Of Court Board, is a member of SW River side Bar Association, has been a member of the CSEA Palomar ChapterBoard fo r several years and currently serves as Vice President, is a member and15 y ear Advisor to Professional Women's Roundtable and has served on other orga nization boards and committees in various capacities.Her primary areas of p ractice are Taxation, Wills & Trusts, Business andNon-Profits. She is a dmitted to practice before California courts and US Tax Court.
Why don't you TRUST me?
<
strong>1 Federal Law hour
CTEC: 1000-CE-4681
IRS: 18QC1-
T-01295-19-I
Knowledge Level:
Advanced
When wil l you "TRUST" me?
1 Federal Law hour
CTEC: 1000-CE-4682
IRS: 18QC1-T-01296-19-I
Knowled ge Level: Advanced
Members: $
32
Non-Members: $48
Please sign-up at the
meeting or contact Elyse Beltz to register:
email: elyse@qualitytaxsupport.com
phone: 951-212-5942
Last day to cancel: Novembe r 6, 2019
Please include your PTIN and EA or CTEC numbers when regist ering.
This presentation has been designed to meet the requirem ents of the Return Preparer Office, the California State Board of Accountan cy; and the California Tax Education Council including code 31 of Federal R egulations10.6 (g). This does not constitute an endorsement by these groups . A listing of additional requirements to renew tax preparer registration m ay 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.< /p> CONTACT:Please sign-up at the meeting or contact Elyse Beltz to register: email: elyse@qualitytaxsupport.com phone: 951-212-594 DTSTAMP:20240329T121931 DTSTART;TZID=America/Los_Angeles:20191106T173000 DTEND;TZID=America/Los_Angeles:20191106T200000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR