Two-Part Meeting: Corporate Transparency Act and Little Known Tax Strategies That Will Add Value to your Service
Central Valley Chapter Virtual Meeting

Date/Time:

Tuesday, August 22, 2023
Part One: Corporate Transparency Act- 2:00 PM to 5:30 PM
Part Two: Little Known Tax Strategies That Will Add Value to your Service - 6:00 PM to 8:00 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: 

Part One: Corporate Transparency Act
The Corporate Transparency Act (CTA) will affect every LLC, S corp, C corp, and any other entity required to be "registered" with their respective state. The CTA was developed to curb and expose illicit activity, money laundering, and concealment of ownership. Anonymous companies are the vehicles of choice for the criminal and the corrupt to launder illicit funds with impunity. This seminar will present tax professionals with up-to-date valuable knowledge on the CTA and how it will impact your practice and clients.

Part Two: Little Known Tax Strategies That Will Add Value to your Service
Ever wonder if you are asking the right questions to get the right feedback from your clients in order to maximize their tax savings, and reduce their tax exposure? We will be discussing little known tax strategies including PSO retirement, military disability, medical expenses for special needs education, and more.

Presenters:

Part One
Larry Pon
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 to tax professionals, financial advisors, and the general public nationally. Mr. Pon is also a long-time member of NAEA, CSEA, AICPA, and CalCPA. 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.

Part Two
Kenneth Quick, CRTP
Those that know me, know I am an energetic and very organized individual who thrives on human contact. Interacting with others is a high priority for me. I graduated from high school in 1990, received my tax preparer accreditation in 1995, and prepared my first tax return professionally in 1996. I met Lisa, my (then) future wife, at a networking event during that tax season, and married her in October of 1997. Our daughter TaylorAnn was born in May of 1999, and I took some time off to enjoy every moment. In 2000, I returned to preparing taxes and I have not looked back since. I truly enjoy it and the client contact just as much now, (if not more) than I did then. In 2013, I branched out and partnered with Bernstein Financial Services, Inc. in an effort to manage and maintain my own practice, while having a larger company association which allowed me to be full service to my clients. One of the greatest things I get to do is to help my clients with their tax planning and preparation. Outside of work, I enjoy event planning, cherish time with friends and family, decorating and volunteering.

CPE Information:

Part One
4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01870-23-O
CTEC: 1000-CE-5304

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01871-23-O
CTEC: 1000-CE-5305

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Part Two ONLY
Registration Fee (Member): $20
Registration Fee (Non-Member): $55

BOTH Parts
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Registration:

Please register below:

CLICK HERE to register for part one ONLY
CLICK HERE to register for part two ONLY
CLICK HERE to register for BOTH parts

Cancellation and Refund Policy for Meeting 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.