The Taxman Always Rings Twice!
San Francisco Bay Chapter In-Person Meeting

Date and Time:

Wednesday, November 1, 2023
6:30 PM - 9:00 PM

Location:

Doubletree Hotel
835 Airport Blvd.
Burlingame, CA 94010
Parking Available On-Site

Description:

This topic will analyze tax return documents; Understand tax treatment and reporting requirements for Equity Compensation; Qualified Opportunity Zone Investments; and Section 121 Exclusion. Develop an understanding of reporting and issues related to a deceased taxpayer.

Presenter:

Shannon Hall, EA
Shannon Hall has been working in the tax industry for over a decade, though her interest in taxes truly began when, as a child, she would play with the tax forms at the library. She studied classical theatre at a conservatory in Los Angeles, so it was really just a matter of time before she joined the tax business. Throughout her career Shannon has prepared taxes from her kitchen table to H&R Block, where she was an office manager and instructor, before finally settling into a fabulous office in Long Beach, CA. She has been making her way across California and Nevada speaking at both local chapters of several tax organizations as well as statewide conferences. You can catch her this year with Brass Tax for the EA Bootcamp and the annual update seminar. More than anything Shannon strives to make tax education fun and engaging.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01902-23-I
CTEC: 1000-CE-5343

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Members: $0
Non-Members: $30

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.