Tax Stuff You Thought You Knew 2.0
San Diego East County Chapter Virtual Meeting

Date/Time:

Tuesday, August 1, 2023
5:00 to 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

There are always a few details of a new tax law that some preparers miss hearing about, or their understanding is just a little bit off, and with as many new tax laws as we have had in recent years, there are lots of opportunities to have missed something. We won't waste time going through all the details you already know. We will skip right to the thing that you might be getting wrong. And we will have a whole new batch of issues to discuss this year. You may need to prepare some amended returns after this session!

Course Objectives:
1) Understand common misunderstandings behind the IRC Section 121 exclusion
2) Apply strategies to maximize education benefits on tax returns
3) Learn the tax implications of crowdfunding for individuals and businesses

Presenter:

Ryan Reichert, EA, CFP
Ryan Reichert is an Enrolled Agent and Certified Financial Planner practicing in Coronado, California. Don’t let his young looks fool you; when it comes to tax, there are few as enthusiastic him. Ryan spends his days reading tax law and speaking with the most brilliant tax minds across the country -- all in an effort to distill the law down into working concepts you can apply in your practice. His dynamic seminars help attendees stay engaged while he goes beyond the law to show you things you may not have thought possible. Ryan is out on the road for most of the year teaching for his own education organization, but he also a firm believer in practicing what he preaches. His niche focuses on businesses and their owners to ensure maximum tax efficiency. Ryan also provides consulting services to tax professionals all over the country on specialized issues, including the Employee Retention Credit.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01851-23-O
CTEC: 1000-CE-5279

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy for Webinar Purchase: 
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has 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.