From Hashtags to Deductions: The Art of Tax Planning on Social Media
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, June 5, 2024
5:00 to 8:00 PM

Location:

Polly's Pies Restaurant
Left Dining Area
1322 W. Beverly Blvd
Montebello, CA 90640
General Parking Available

Topic: 

In this course, tax professionals will delve into the world of social media to explore how tax planning advice is disseminated and interpreted in the digital age. Through a series of case studies, interactive discussions, and practical examples, participants will learn to distinguish between effective tax strategies and misleading information propagated through popular social media platforms. By analyzing real-life scenarios and examining the impact of trending social media trends on tax planning, participants will gain the skills and knowledge necessary to guide their clients towards sound financial decisions.

Presenter:

David Hilliard, EA
Graduated from Cal Poly Pomona in 2001. After 20 years of developing into an expert equestrian he naturally transitioned to the tax industry in 2009. David brings with him over 25 years of management and customer service experience. His passion is defending taxpayer rights with a no-nonsense approach and representing clients in front of the IRS and other agencies. He has volunteered to hold many positions with the state and local chapters. Currently, he is serving his second term as President of CSEA.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01975-24-I
CTEC: 1000-CE-5419

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cancellation and Refund Policy:
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.