Ooops, Correcting 2020 Tax Reporting Errors and Biden Tax Proposals for Individual and Business
Orange County Chapter In-Person Meeting

As a Thanksgiving gesture, this meeting is 50% off our normal meeting price at just $20 for CSTC members and $50 non-members!

Date/Time:

Wednesday, November 10, 2021
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
1751 S Lyons St
Santa Ana, CA 92750
Plenty of free parking

Description:

We will discuss a tax preparer’s obligation to advise the client and/or amend tax returns when errors are discovered on previously filed tax returns. And in particular, Major tax changes and issues related to 2020 tax filing will be reviewed with advice for handling errors or missed opportunities that come to light. Tax year 2020 tax issues include stimulus payments, IRS letters of change, unemployment, 401k and IRA distribution issues, NOL carry back options and election obligations, handling PPP forgiveness and other Covid-19 grants, the Employee Retention Credit, Paid Sick Leave and Paid Family leave payroll credits, and Federal and California differences on these issues. We will also discuss the Biden Tax Proposals and ta planning issues and opportunities.

Menu Choices (To be selected during registration):

• Baked Alaskan cod with citrus beurre blanc, mushroom risotto, and brussel sprouts
• Prime rib English cut, natural pan au jus, creamed horseradish, creamed spinach, mash potatoes
• Vegetarian (chef's choice)

Dessert: New York cheesecake with berry coulis

Presenter:

Jane Ryder, EA, CPA

Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01581-21-I / 18QC1-T-01583-21-I
CTEC: 1000-CE-4992

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Member Cost: $20
Non-Member Cost: $50

Late registrants at the door: please keep in mind that at the door we do not accept credit cards. We can accept cash or a check payable to O.C. CSTC.

Click the button below to register!

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.