The Payroll Process & Associated Tax Compliance 
Orange County - South Chapter Two-Part Virtual Meeting

Date/Time:

Monday, June 24, 2024 and Wednesday, June 26, 2024
6:30 to 8:30 PM PST Both Nights

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 requires registration before entering the meeting.

Topic:

Requirements of The Employer, Onboarding New Employees With Appropriate Paperwork, Understanding The Computation of a Payroll Check, Computing Employer Payroll Taxes,  Timely Submission of Payroll Taxes, Reporting Compliance (IRS and CA EDD), Selecting an Appropriate Payroll Service Provider, and Other Related Topics. 

Presenter:

Lisa Smith Jones, CPA, MBA, MACC
Leveraging three decades of experience, Lisa Smith Jones has cultivated a fulfilling career as a California licensed Certified Public Accountant (CPA.) Her concierge styled accounting firm offers CEOs personalized strategic planning and business consulting, fractional CFO and Corporate Controller functionality, and traditional services in taxation, financial statement preparation, bookkeeping, and payroll management.

Ms. Smith Jones has earned an MBA from Texas A&M – Corpus Christi, Texas and a Master’s Degree in Accountancy (MACC) from Stetson University, Florida. She shares her passion for accounting and educational excellence as an adjunct faculty member at California State University, Long Beach, California, Coastline College, Garden Grove, California, and previously at the graduate level at Stetson University, Florida.

Ms. Smith Jones attributes her success to her unwavering commitment to empowering her clients, students, and those in need to reach their full potential. Her contributions to the accounting industry and academia have been recognized by being selected as Coastline College’s Adjunct Faculty of the Year and inducted into the 2023-2024 Who’s Who In America Registry. She is a member of the AICPA and the California Society of CPAs.

CPE Information:

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

IRS: 18QC1-T-01983-24-O
CTEC: 1000-CE-5430

Basic (No prior knowledge expected)

MUST ATTEND BOTH SESSIONS TO GET THE CONTINUING EDUCATION CREDIT. 

Cost:

Member Registration Fee: $60
Non-Member Registration Fee: $120

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.