San Francisco Bay Chapter
Wednesday - February 6, 2019
5:00pm to 6:00pm - Board Meeting
(Doubletree Hotel Happy Hour starts at 5pm
Free Wine and hors d'oeuveres)
6:00pm - Registration Sign-In (or earlier)
6:30pm - Dinner
7:00pm - Course Begins
CSTC Members Only: $60.00
Non-Members: $80.00
No Discounts; No Show; No Refunds
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.
How to Reduce Taxable Income for 199A Deduction through Retirement Planning After Year End
Join us for this very informative Course!
How do I reduce my client’s taxable income in 2018 and 2019 through retirement planning? What have I missed, and what is still left before I file my 2018 tax returns? We will cover the Employer’s plans, 401K, 403B, Defined Contribution and Defined Benefits, SEP, Simple and Traditional IRA. These tools will help assist the QBI deduction and more importantly if clients are at the full social security retirement age; and how their MAGA will effect Medicare B and D.
Presenter:
Edward Sutton, EA – Is a past President of the Golden Gate Chapter of Enrolled Agents. He has lectured for many CSEA chapters. He is on the Board of Directors for CSTC San Francisco Bay Chapter. Ed was an instructor of one of the largest VITA classes at San Francisco State. He is a member of NAEA, CSEA and CSTC.
ALL ARE WELCOME TO ATTEND!
ON-LINE PRE-PAYMENT ONLY
PRE - REGISTRATION ONLY
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CPE Information: 2 Hours Federal Law
IRS: 18QC1-T-01118-19-I
CTEC: 1000-CE-4497
Thank you,
CSTC San Francsico Bay
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**Note-if you pay by credit/debit card your bank statement will only read "PayPal" Please take note and not dispute these charges as they are for cost of attending this Event that you authorized. Thank you.
Please read our "NO SHOW" policy. Please remember to "Print Your Ticket"
**REMINDER **ALL BOARD MEMBERS
**BOARD MEETING PRIOR TO DINNER AT 5PM**
******MARK YOUR CALENDARS****
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Registration Details:
Included with Registration:
NOTE: No-Show Dinner Reservation Billing Policy:
-No-Show is defined as a member or non-member who made a reservation for a meeting, did not pay for the meeting at the time of reservation, failed to cancel their reservation by 10:00 a.m. TWO days prior to the meeting and did not attend the meeting. -No-Shows will be billed the Chapter's cost of the dinner, because they failed to attend, failed to pay for it in advance and failed to cancel the reservation by the 10:00 a.m. deadline. - No-Show member or non-member who made a reservation and paid will not receive a refund, unless they cancel their reservation by the 10:00 a.m. deadline. Otherwise, "no-refund" is given.