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CSTC education is designed for CTEC preparers, Enrolled Agents, CPAs, and attorneys and to fit the needs of all – from new preparers to highly experienced tax professionals. With one of the most affordable price points for educating tax professionals, we encourage you to explore how the CSTC Academy should be a must-attend for 2021. This webinar series will take place every Tuesday, Wednesday, and Thursday starting June 8 through June 24, 2021. To make the most of your educational investment, the CSTC Academy is offering the 2021 Symposium Package where you can register for ALL sessions and enjoy significant savings off the individual session registration fee. Stretch your dollars while expanding your knowledge through this terrific savings opportunity. We encourage you to explore our exceptional lineup of topics and speakers and give CSTC priority access to meeting your continuing education needs for 2021. Schedule at a Glance CSTC Academy Schedule-at-a-Glance
Registration Information and Fees
Session DescriptionsTopic: California Property Taxes: How They Work and Post Prop 19 Strategies Course Description: Knowledge Level: Intermediate Learning Objectives: #1: Pre and Post Prop 19 law, and the changes that have occurred. #2: Strategies for over-55, disabled, and disaster victim taxpayers. #3: Cutting edge strategies for parent to child transfers after Prop 19. Topic: Biden Tax Proposals - Planning for Individuals & Business Course Description: Knowledge Level: Basic Learning Objectives: #1: Review potential Biden tax changes for the coming year and the next few years. #2: Identify which clients we need to engage with for tax planning opportunities and who may see the most benefits and the most cost of the proposed tax changes. #3: Understand which proposed changes have the greatest likelihood of passage and are the most impactful for businesses, families, investors, students, and retirees. Topic: New Developments in Cryptocurrency - Reporting and Enforcement Session Description: Knowledge Level: Basic Learning Objectives: #1: Discuss various types of cryptocurrency and exchanges. #2: Valuation issues, tax reporting requirements for cryptocurrency exchanges. Taxpayer disclosure requirements for cryptocurrency ownership. #3: Likelihood of criminal investigations and prosecutions for failing to properly report cryptocurrency transactions. Topic: California Updates Course Description: •Explore changes to AB5 Knowledge Level: Basic Learning Objectives: #2: Working remote, where do the taxes fall #3: California Health care mandate•Business changes Topic: The Impact of Tax Changes on Your Client's Real Estate Investments Sessions Description: Knowledge Level: Basic #1: Update on the changes to 1031 Exchanges. Topic: FATCA Rules for Foreign Retirement Account Reporting Session Description: Knowledge Level: Advanced Learning Objectives: #1: Identify a taxpayer’s foreign investment as a PFIC and understand the reporting requirements for foreign pension and retirement accounts. #2: Recognize which foreign investment may be deemed to be a trust subject to FATCA reporting. #3: Properly complete Forms 8621 and 3520 and help clients remain compliant. Topic: Releasing Levies on Paychecks, Bank Accounts and Assets Session Description: Knowledge Level: Basic Learning Objectives: #1: Get a foundation for understanding the levy process and the procedure for getting a levy released, along with some tricks to ensure your client's funds are not attached by the IRS. #2: Recognize what documents must be signed and what information should be gathered, prior to calling the IRS for your client. The more you know, the more effective and efficient the call will be - perhaps being able to resolve the entire problem on one call. #3: Understand all the different types of levy releases – and their uses - and which will have the least detrimental impact on your clients' credit and financial health. Topic: Multistate Tax Issues Session Description: Knowledge Level: Intermediate Learning Objectives: #1: In-depth discussion of residency #2: Filing requirements and non-resident issues #3: Income sourcing Topic: The Necessity of Preparing & Submitting a FOIA Request Session Description: Knowledge Level: Intermediate Learning Objectives: #1: The attendees will learn and understand why the preparation & submission of a FOIA request is necessary in this volatile tax administrative & legal environment. #2: The attendees will learn how to prepare a proper and effective FOIA request which is deemed adequate to satisfy federal and state legal guidelines. #3: The attendees will also learn how to file or submit the FOIA request via several remittance methods which are recognized and recommended by the Government. Topic: Retirement Tax Planning Update Session Description: Knowledge Level: Intermediate Learning Objectives: #1: Get up to date on the latest tax changes for retirement plans. #2: Help your clients reduce the amount of tax they pay when taking distributions from a retirement account. #3: Learn how we can still take advantage of the Coronavirus Related Distributions (CRD). Topic: Form 990 and Unrelated Business Income Session Description: Knowledge Level: Advanced Learning Objectives: #1: IRS Form 990 must be both a complete and accurate document as well as a transparent source of information that is relied upon by potential funders, beneficiaries, the media, and the public in general. This topic will provide an overview the Form 990 and will explain certain important disclosure issues that the presenter repeatedly has encountered. Disclosure issues include for example how to classify income on Part VIII, Statement of Revenues or Schedule B, Schedule of Contributors and what information needs to be disclosed what information is protected from disclosure. #2: IRS Form 990 has many schedules that need to be prepared properly. Some schedules affect many public charities such as Schedule A, Public Charity and Public Support. This webinar will provide illustrations of both donative public charities and exempt function charities and how they complete Schedule A. This presentation explains points to consider in preparing sensitive schedules such as Schedule B, Schedule of Contributors, Schedule M, Non-Cash Contributions, Schedule L, Transactions with Interested Persons and Schedule R, Related Organizations and Unrelated Partnerships. #3: After this topic, you will understand the core elements of unrelated business taxable income. You will be introduced to strategies for recognizing and minimizing this tax liability, including categories of income that are excluded from the calculation of unrelated business taxable income, whether as “modifications” or as “exceptions” for certain activities. The difference between exempt royalty income and taxable personal service income will be discussed. This presentation will also explain the use of controlled corporations and the unrelated debt-finance income rules the benefits and limitations of corporate sponsorships. Topic: Fundamentals of Entity Selection Session Description: Knowledge Level: Basic Learning Objectives: #1: Identify favorable business entity choices for selected business models and ownership scenarios. #2: Become familiar with various possible client pitfalls of entity selection that may impact taxpayer compliance matters and demonstrate the tax benefits and other tax matters related to a specific entity choice. #3: Recognize tax practitioner risks and responsibilities regarding business entity selection. Topic: ABC's of Family Member Theft Session Description: Knowledge Level: Basic Learning Objectives: #1: Attendees will learn the definition of Family Member Theft and how to identify it. #2: Attendees will learn how financial elder abuse occurs. #3: Attendees will learn how to protect themselves from the crime of financial elder abuse and still fulfill their desire to help loved ones. Topic: California Collections - Start to Finish Session Description: Knowledge Level: Intermediate Learning Objectives: #1: How to read and understand FTB collection notices. #2: How to respond to FTB collection notices. #3: Gain experience on how to proactively protect your taxpayers from entering the collection process. Topic: Estate Planning - Funding and Maintaining Living Trusts - Tax Reduction Strategies Session Description: Knowledge Level: Basic Learning Objectives: #1: After this class, you will be able to explain the basics of living trusts to your clients and how they might be affected by taxes #2: We will discuss the interaction between IRA, 401k, and other retirement account and a Living Trust. I'll teach you what you should know about IRA Conduit Trusts and the importance of trust accounting. #3: We will explore how to completely fund a living trust and how to keep it funded year after year. About the SpeakersFrank Acuña, Attorney at Law
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accountants. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California. LG Brooks, EA, CTRS
LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent. Shannon Hall, EA
Shannon Hall spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid-back CPAs in Signal Hill, CA. She has been a presenter at several local CSTC chapters and the Summer Symposium, and has also been a guest webinar presenter for Spidell Publishing and a contributing author to Enterpreneur.com. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC. Monica Haven, EA, JD, LLM
Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.); she is an alum and former faculty member of the National Tax Practice Institute, a recognized speaker on the professional circuit, a sought-after guest lecturer on college campuses and at community organizations. She welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice and serves her loyal clientele nationwide. Monica’s students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information, please head for Monica’s website at www.mhaven.net.
Cindy Healy found her voice working for the past fifteen years as a trustee with a roster of clients confident in her ability to manage their money and confident in her respect of their interests and independence. A CPA for thirty-five years, Cindy has long recognized the need to lend a voice to those not able to speak for themselves, whether it be in management of their money, health, home or family relations. As a trustee, she has combined oversight of her clients’ finances with advocacy for the individuals she serves, a unique protection that supports their engagement in life-impacting decisions. In her work with seniors, Cindy has made it her constant mission to educate others how to protect the elderly from crimes of financial abuse and to help families successfully navigate the path forward through the aging process.
Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agents license in May 1995. Karen was active in local chapters of many professional organizations, including having served as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get client the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit needs. Veronica Marelli, EA
Veronica has a formal education in Accounting, and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist. Steve Mecham Steve pursued his passion in life by applying his love of research and writing in successfully obtaining a degree in Legal Studies from Utah Valley University. In pursuing his degree, Steve successfully qualified for the Dean’s List in each semester. Steve also completed his Bachelor of Arts, emphasis in marketing, from the Marriott School of Management at Brigham Young University. Louis Michelson, Esq Louis E. Michelson focuses his practice on income tax planning, charitable giving and other federal, state and local taxation issues for individuals, corporations and tax-exempt organizations. Mr. Michelson advises public charities, private foundations, religious and educational organizations, and other nonprofit organizations on issues of formation, management, joint ventures, planned giving and board governance. He also has extensive experience with income tax planning for business transactions and estate planning.Mr. Michelson is AV® Peer Review Rated by Martindale-Hubbell effective December, 2003. Mr. Michelson is Immediate Past Chair of the Nonprofit Organizations Committee of the Business Law Section of the California Lawyers Association. He has served as Chair of the Tax-Exempt Organizations Committee of the Taxation Section of the State Bar of California, as Co-Chair of the Nonprofit Organizations Committee of the Business Law Section of the State Bar of California and as Chair of the Taxation Section of the Los Angeles County Bar Association. In May 2001 he participated in the Los Angeles County/California State Bar delegation to the Internal Revenue Service, Treasury and staff of the Congressional tax committees in Washington D.C. to discuss proposed guidance, as set forth in a co-authored paper, “Getting Connected: Business and Politics of Charities on the Internet.” Together with other attorneys, he assisted in reviewing and suggesting revisions to portions of the California Attorney General’s Guide to Charities. Mr. Michelson is a lecturer at UCLA Extension on tax issues for nonprofit organizations. He is also Adjunct Professor at David Nazarian College of Business and Economics California State University Northridge for a class on income taxation of trusts and estates. He has lectured for business and professional organizations and written articles on various federal and California tax topics. He is a member of the American Bar Association, California Lawyers Association, and Los Angeles County Bar Association. Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics. Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.
Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as: Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary received his Bachelor of Science degree in business finance from Brigham Young University in 1984. He received his Juris Doctor degree from California Western School of Law in 1988. He is admitted to practice in all courts in the state of California and in all courts in the state of Colorado, US Bankruptcy Court in the Southern, Central, and Northern Districts of California, Federal District Court in the Southern and Central districts of California, Federal District Court and US Bankruptcy Court in the District of Colorado, and U.S. Tax Court. Eva Rosenberg, EA, MBA Eva Rosenberg, EA is the Internet’s TaxMama®. She is known for her award-winning books. The newest is “Small Business Taxes Made Easy.” The 4th edition includes updates through the SECURE Act. Eva teaches a unique EA Exam training course at IRSExams.school, and many other popular tax courses at https://www.cchcpelink.com/teamtaxmama
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent. MICHEL R. STEIN is a principal at Hochman Salkin Toscher Perez, specializing in tax controversies, as well as tax planning for individuals, businesses and corporations. For more than 20 years, he has represented individuals with sensitive issue civil tax examinations where substantial penalty issues may arise, and extensively advised individuals on foreign and domestic voluntary disclosures regarding foreign account and asset compliance matters. Questions? Contact the California Society of Tax Consultants at (949)715-4192 or [email protected] The Symposium presentations have been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may 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. |