Join us for the SD Chapter's 48th Anniversary and a California Update
San Diego Chapter In-Person Meeting

Date/Time:

Thursday, October 19, 2023
4:30 to 8:30 PM

Location:

Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Self parking is free

Topic:

This is a milestone meeting, celebrating our chapter's 48th year of existence. This meeting will begin early, with a Social Hour that starts at 4:30, which will include appetizers. Wine will be served with dinner and members will be able to purchase cocktails in the bar. We will be indulging a buffet-style meal of Mexican food, a prize drawing, birthday cake and LOTS of fun!! Don't miss out!!

A Time Traveler Presents – California Update. Hop in the HG Wells Time Machine and behold all that the California tax laws have in store for the coming year. We’ll explore new and updated credits, new areas of non-conformity and the possible consequences. We may even catch a glimpse at some old laws that have long lay ignored, waiting to strike!
Learning Objectives
• Understand the impact of changes to California tax law
• Review areas of non-conformity with federal law and their tax impact
• Recognize the impact of new retirement provisions on California basis

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 California hours (Topics covering California law issues)

IRS: N/A
CTEC: 1000-CE-5331

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Registration Fee: $40
Non-Member Registration Fee: $70

Must register by October 18, 2023 at midnight. 

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.