San Francisco Bay Chapter
When:
Saturday : January 18, 2020
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
PROMO CODE REQUIRED FOR SFBay Board Only
No Discounts; No Show; No Refunds
Last Date for On-Line Registration:
January 16, 2020
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 $70 for costs and handling will be made only if requested before January 16, 2020 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.
JANUARY 18, 2020
Saturday Workshop
FEDERAL
AND
CALIFORNIA UPDATE
(4) Federal Update hours & (2) California hours!
Required: On-Line Pre-Registration ONLY!
On-Line Pre-Payment Only - On line Ends January 16th!
SPOTS WILL FILL UP FAST!
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.
Federal: Our Workshop will cover year two of “The Tax Cuts and Job Act of 2017” with items that will affect your clients 2019 tax returns. The bill made major changes to the tax code, as we saw with most of our client's 2018 returns. The ACA penalty for not having insurance and divorcees who get the tax benefits are just two of many items to be covered. Many new forms including the revised Form 1040, new Form 1040SR, NOL changes and tracking, federal interaction with AB5 and very importantly the new K-1 requirements will be reviewed. Also, Laws that have been better defined by regulations; such as the 199A Qualified Business and Opportunity Zone. We will visit the business changes – from meals, transportation, depreciation, and how will it affect our clients. The Workshop will cover these areas, as well as discuss issues which may remain as potential pitfalls for correctly preparing this year’s returns.
State: The California Update discussion will cover the CA changes for individuals and businesses impacting the 2020 filing season. The topics will include the latest agency pronouncements and changes for 2019 from FTB, CDTFA, SOS, and EDD. The materials will have the latest amounts and limits for various deductions and credits. More importantly, we will also look at the implementation of AB5 classifications in 2020.
ALL ARE WELCOME TO ATTEND!
Speakers: 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: Daniel Smith, EA
Dan is an Enrolled Agent and has prepared returns and taught income tax since January 2000. He started at H&R Block and now works at Blackline Partners LLC. He is past president of the San Francisco Bay Chapter. Graduated from UC Berkeley with a degree in history.
Register now as Spots fill fast!
PRE PAYMENT AND PRE REGISTRATION ONLY
Thank you,
CSTC San Francsico Bay
Don't miss out!
IRS Program# 18QC1-U-01316-19-I
CTEC Course# 1000-CE-4702
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!!!!