Schedules K-2 and K-3
Wine Country Chapter In-Person Meeting

Date/Time:

Wednesday, July 26, 2023
6:00 - 9:00 PM

Location:

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

Topic: 

The new Schedules K-1 and K-2 and their instructions are confusing to many practitioners. This class will present an overview of the forms and the requirements to complete the forms, followed by a pragmatic discussion of the forms and how the local practitioner can properly comply with the new rules.

Presenter:

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 hours (Topics covering existing tax law)

IRS: 18QC1-T-01842-23-I
CTEC: 1000-CE-5270

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration cost (Member): $40
Registration cost (Non-Member): $70

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.