Year End Tax Planning
San Diego Chapter Virtual Meeting

Date/Time:

Thursday, November 16, 2023
4:00 to 6:00 PM PST

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: 

Please join us for some Year-End tax planning tips:
Check your paycheck withholdings.
Max out your retirement account contributions.
Take any RMDs from traditional retirement accounts (if you're age 73 or older)
Consider a Roth IRA conversion.“Harvest” your investment losses to offset your gains.
Think about “bunching” your itemized deductions.

Presenter:

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years. He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01908-23-O
CTEC: 1000-CE-5349

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $20
Registration Fee (Non-Member): $50

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.