YEAR END PLANNING
San Diego Chapter Virtual Meeting

Date and Time:

Thursday, November 17, 2022
4:00 PM to 6:00 PM

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting.

Description:

Join us as Mike leads us through a discussion of Year End Tax Planning ideas and concerns to address with our clients, such as IRS final Regulations on inherited IRAs, charitable giving and other tax reducing strategies and scenarios.

Presenter:

Michael Tullio, EA
Michael Tullio, EAMike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years. He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

Cost:

Member: $20
Non-Member: $50

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01752-22-O
CTEC: 1000-CE-5173

Knowledge Level: Intermediate (Basic knowledge helpful)

Click the button below to register!

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar 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.