ITINs - Who, What, When
San Diego Chapter Virtual Meeting

Date/Time:

Thursday, September 21, 2023
4:00 to 6:00 PM

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:

We have clients who are not eligible for a Social Security Number (SSN), so they will need to get an Individual Identification Number (ITIN). However, they are not the same as SSNs. In this seminar we will review the differences between an SSN and ITIN. We will review the process and documents required to obtain an ITIN. Unlike SSNs, ITINs also expire. We will go over when ITINs expire and the process to renew them. Also ,there are identification number issues when it comes to adopting children.
Our learning objectives of this course includes:
1. How to apply for an ITIN.
2. How to identify when an ITIN will expire.
3. How to renew an ITIN.
4. Differences with SSNs.

Presenter:

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.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01881-23-O
CTEC: 1000-CE-5316

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $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.