San Francisco Bay Chapter
When:
Saturday : January 12, 2019
Registration/Coffee: 8:15am to 9:00am
Workshop : 9:00 am to 3:30 pm
6 hour course Add to Calendar
COST:
CSTC Members Only: $229.00
Non-Members: $279.00
No Discounts; No Show; No Refunds
Last Date for On-Line Registration:
January 10, 2019
Contact
San Francisco Bay ChapterCalifornia Society of Tax Consultants
650-918-7329
info@cstcsfbay.org
Fees include: educational materials, continental buffet, lunch buffet and refreshment breaks. Refund policy: Fee less $60 for costs and handling will be made only if requested before January 10, 2019 No show: No refund.
This presentation has been designed to meet requirements of the Director of the Internal Revenue Service; California State Board of Accountancy; the International Board of Standards and the California Tax Education Council including Code 31 of Federal Regulations 10.6(g), continuing rule 88(c) covering maintenance of attendance records, retention of program outlines, qualifications of instructor & length of class hours. This does not constitute an endorsement by these groups.
Workshop - Saturday...
JANUARY 12, 2019
A PREPARER'S APPROACH TO SECTION 199A SIMPLIFIED,
SCHEDULE A and
529 PROS AND CONS
Get (4) Federal Update hours! & (2) California hours!
Required: On-Line Pre-Registration ONLY!
On-Line Pre-Payment Only - On line Ends January 10th!
SPOTS WILL FILL UP FAST!
Join us for an Update on What's Next with the many Tax Codes Changes!
The San Francisco Bay Chapter strives to bring you educational programs through out the year. We are proud to present our Educational Workshops! All who register benefit from the courses offered and will receive continuing education credit by attending.
Our Workshop will cover the Section 199A 20% business deduction which is the most complex provision of the new tax code. It is essential to understand how it is calculated and also important to understand how the deduction is affected on an entity level. Does the taxpayer need to make changes? What are some ways to increase the deduction? The topic will be discussed with an understandable simplified approach using a step by step process and "Hands On" examples. We will also have "Hands On", with the most affected tax codes which is the Schedule A and 529. We will review the old rules and what miscellaneous deductions will still be allowed, then go over the new rules and discuss how this will be implemented on the tax return. We will review what California conforms to, and how to show these differences on the new (3) page California (CA Form).
ALL ARE WELCOME TO ATTEND!
Speaker: Eugene Ostermiller, EA
Eugene is one of the Top 5 Speakers at our Annual CSTC Symposium! He has been doing taxes for over twenty years, the first nine at H&R Block and then with a partnership he formed with Kathy Stephenson, EA and Grenn Nemhauser, EA called Tax-Matters that is located on Market Street in San Francisco. Eugene has taught the entire individual classes offered at H&R Block and continues to speak at the many CSTC Chapters and CSTC Symposium in Las Vegas and Reno. We are proud to welcome him back!
Speaker: John G. Miller, EA
John Miller is principle of the firm, Accounting for Tax, located in San Mateo and has been in the tax business for over 20 years. He is enrolled to practice before the Internal Revenue Service, representing clients in all tax matters. His specialty is the most challenging and most avoided by many tax professionals -to resolve tax problems for taxpayers before the various taxing authorities. In many cases, he has saved his clients thousands of dollars.
He is a current Board member of the CSTC San Francisco Bay Chapter. In addition to his EA Status, John is a Registered Financial Para planner emphasizing the tax consequences of financial planning decisions. He is a member of NSA and has been an adjunct faculty member of the San Mateo Community College District Business Accounting Division for the last 11 years. He extends his knowledge to his clients so that they understand their tax situation and take steps to improve their lives.
Register now as Spots fill fast!
PRE PAYMENT AND PRE REGISTRATION ONLY
Thank you,
CSTC San Francsico Bay
Don't miss out!
All CSTC Members and Non-Members are eligibale to attend.
IRS Program# 18QC1-U-01105-18-I ; CTEC Course# 1000-CE-4482
Federal Update Hours = 4
CA Hours = 2 Hrs
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Registration Details:
Included with Registration:
- Continuing Education: 4 Federal Update Hours/ 2 CA Hours
- Materials
- Continental Breakfast will be provided
- Lunch will be provided
- Free parking!!!!