BOI Reporting / Estate and Trust Planning and Taxation
Temecula Valley Chapter In-Person Meeting

Date/Time:

Wednesday, June 5, 2024
5:30 PM to 8:00 PM

Location:

Richie's Real American Diner
40651 Murrieta Hot Springs Rd
Murrieta, CA 92563

Topic: 

PART 1 - BOI
1. BOI - what is this?
a. a brief description of the new reporting requirements
2. Identifying clients with reporting requirements
a. filing requirements
3. Risks and Rewards of assisting client with BOI
a. Tax Preparer rewards
b. Tax Preparer protentional Risks

PART 2 - ESTATE ISSUES - Basics
1. Trust Basics
a. 30,000 view
2. Who needs
a Trust/Estate Plan
b. Guiding clients to get their estate in order
3. Tax Implications
a. Trust taxation - 1041
b. Is 706 still needed?
c. Decedent Returns

Presenter:

Selina Steele, ESQ., EA
Selina Steele, ESQ., EA Selina is a taxation, business and estate planning attorney as well as an Enrolled Agent. She has been preparing taxes since the early 1980's. As an attorney and solo practitioner, she is keenly aware of the challenges facing small businesses and individuals when taxes are not part of the conversation. The tax implications of improper or late planning can have a detrimental impact. She'll offer insight into the taxation components facing current and future business and estate clients.

CPE Information:

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

IRS: 18QC1-T-01979-24-I
CTEC: 1000-CE-5425

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $38
Registration Fee (Non-Member): $68

Please contact Elyse Beltz at [email protected] or 9512237200 to register for this event.

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.