California Update: Fundamentals of California Tax Credit
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, October 4, 2023
5:00 to 7:30 PM

Location:

Polly's Pies Restaurant
Left Dining Area
1322 W. Beverly Blvd
Montebello, CA 90640
General Parking Available

Topic: 

California tax credits help reduce the amount of tax your client may owe. The purpose of this workshop is to review and understand the California Tax Credits for 2022: These include: California Earned Income Credit, Child Adoption credit, Child and dependent care credit, College access tax credit, Dependent parent credit, Joint Custody head of household, Other state tax credit, Prior year alternative minimum tax, nonrefundable renter's credit, Senior head of household credit and Tax credits now available for California-basedCannabis Companies. The goal of this workshop is to enhance the tax professional's use of California tax credits, thereby providing a complete, current and correct tax return

Presenter:

David Eastis, CRTP
David joined the California Society of Tax Consultants in 2004. As an active member of the CSTC he has served as Secretary of 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 VP in 2015 and 2016, served as past president for 2017 and 2018, served as a director of Region Three in 2021/2022. He is currently serving as President of the Orange County Chapter of CSTC. He received his Bachelor of Arts from the University of La Verne in 1980. He completed his accounting degree in 2003.

CPE Information:

2 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5329

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $65

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.