San Francisco Bay Chapter
When:
Wednesday - December 4, 2019
6:00pm - Registration Sign-In (or earlier)
6:30pm - Dinner
7:00pm - 9:00pm Course
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Doubletree Hotel Happy Hour starts at 5pm
Free Wine and hors d'oeuveres
Board Meeting:
4:45:00pm to 6:00pm - Board Meeting
COST:
CSTC Members Only: $60.00
Non-Members: $80.00
No Discounts; No Show; No Refunds
Contact
San Francisco Bay ChapterCalifornia Society of Tax Consultants
650-918-7329
info@cstcsfbay.org
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.
December 4, 2019
Chapter Dinner Meeting
What To Prepare For 2020 Tax Season
Required: On-Line Pre-Registration ONLY!
On-Line Pre-Payment Only
Must Register by November 29, 2019 - For Prime Rib Dinner
Happy Holidays! Join us for this very informative Course!
This topic will discuss what we need to prepare for approaching Tax Season 2020 with an overview of the draft 2019 Tax Forms. We will review the time elements of providing the service, i.e., social media, portals, email/mail and other means that your Client can get their materials to you. How important it is to have Engagement Letters! Are you set to help your Client understand what services your practice can offer and how much it will cost. Providing your Staff to be preparers under Circular 230 and much more information.
Our Speaker: 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.
Thank you,
CSTC San Francisco Bay Chapter
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ALL ARE WELCOME TO ATTEND!
ON-LINE PRE-PAYMENT ONLY
PRE - REGISTRATION ONLY
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CPE Information: 2 Hours Federal Tax Update
IRS: 18QC1-U-01301-19-I
CTEC: 1000-CE-4686
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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 4:45PM**
******MARK YOUR CALENDARS****
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Registration Details:
Included with Registration:
- Continuing Education: 2 hrs Federal Tax Update
- Materials
- Dinner
- Free parking!!!!
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.