Fundamentals of California Tax Credits
Orange County Chapter Meeting

Date/Time:

Wednesday, August 9, 2023
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Emerald Rooms
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Topic: 

California tax credits help reduce the amount of tax your client may owe. If they pay rent for their housing, have a family with children, or help provide money for low-income college students, they may be eligible for one or more tax credits. California also has an earned income tax credit that may get your client a refund even if they do not owe tax. The purpose of this workshop is to review and understand the California Tax Credits, California Earned Income Tax Credit and Young child Tax Credit, Child Adoption costs credit, Child and dependent care expenses credit, College access tax credit, Dependent parent credit, Foster Youth Tax Credit, Joint Custody Head of Household, Other state tax credit, Prior year AMT credit, Nonrefundable renter’s credit, and Senior head of household credit. The goal of this workshop is to enhance the tax professional’s selection and use of California tax credits, thereby providing a complete, current, and correct tax return for their clients.

Presenter:

David A Eastis, CRTP
David A Eastis, CRTP, received his Bachelor of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. David completed his accounting degree in 2003 from Indiana University, South Bend, Indiana. In 2003, David moved back to California to work in the family tax and bookkeeping business, now located in Brea California. David joined the California Society of Tax Consultants in 2004. As an active member of the CSTC he has served as Secretary for the Greater Long Beach Chapter. In 2012 he completed a 4-year term serving as Secretary for the Society Board of Directors, served as 1st Vice President for the Society Board of Directors in 2014, served as CSTC President in 2015 and 2016, served as past president for 2017 and 2018, served as a director of Region Three in 2021/2022. He currently will serve as president of the Orange County Chapter of CSTC. David has been encouraged by CSTC to share his interest in teaching and speaking at local chapters, at Summer Symposium, Fall Forum, and has instructed the CSTC Fundamentals Class in the Fall. David and his wife Ann live in La Habra, CA with their dog Archie.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5286

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Price IF REGISTERED BY August 7, 2023
Member Price: $40
Staff or Spouse of Member: $50
Non-Member Price: $70

Registration Price IF REGISTERED AFTER August 7, 2023
Member Price: $50
Staff or Spouse of Member: $50
Non-Member Price: $80

Menu options to be selected at the time of registration. All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information:  On-Site Registration is available -- Cash or Check only, please. At-the-door pricing: Member $50, Spouse or Staff Member $50. Non-Member Price $80.

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.