What Tax Preparers Need to Know from Inception thru Dissolution of a Corporation
Wine Country Chapter In-Person Meeting

Please note: Due to the CSTC Summer Symposium, we have moved this meeting to the fifth Wednesday in July.

Date/Time:

Wednesday, July 31, 2024
6:00 to 9:00 PM

Location:

Mimi's Cafe
17231 17th St
Tustin, CA 92780

Topic: 

First, we will explain the creation documents, getting the federal ID number, what you need for payroll ID numbers, as well as sales tax ID numbers, and the various licenses and permits needed by local cities and counties.

Then fast forward to dissolution with what documents are needed to file with the IRS, Franchise Tax Board, sales tax agencies, etc., plus how to zero out the books and close retained earnings.

Bring your questions; we will have an exciting discussion on this topic.

Presenter(s):

George Teats, CPA
George obtained his CTEC credential by taking the 60 hour-course through ISTC, predecessor of CSTC, back in 1985. He later earned a bachelor's degree in accounting from Cal State Fullerton in June, 1987, and obtained his CPA license in February, 1990. In August 1990, he opened his own accounting practice in Santa Ana, California, where he continues in the same location. George’s practice concentrates on small business entities. He prepares corporation, partnership and LLC tax returns, along with assisting the owners, and other individuals with their personal and trust and estate planning.

CPE Information:

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

IRS: 18QC1-T-01998-24-I
CTEC: 1000-CE-5448

Knowledge Level: Basic (No prior knowledge expected)

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.