Tax Planning 2022 Part I and II
North County San Diego Chapter In-Person Meeting

Seating is limited

Date/Time:

Thursday, November 10, 2022
4:00 - 7:00 PM

Location:

Cocina Del Charro
1020 W San Marcos Blvd
San Marcos, CA 92078

Topic:

During this session we will go over the "road maps" of tax planning for Individuals & Businesses. Now is the best time to affect the most change for your tax clients. This service will set you apart from the competition in providing value, creating loyalty and client retention for years to come. Join us for a great trip down the tax planning road map.

Presenter:

Veronica Marelli, EA, CTRS
Growing up on a farm in a small town in Idaho, Veronica learned the value of hard work at an early age. Honesty, Integrity, and helping in the community were a way of life. We have worked diligently to ensure these values are practiced daily in our business. Veronica has a passion for learning. Reading multiple books and viewing video presentations daily. Striving to improve herself is one of her top priorities. She has an accounting degree and is a Federally licensed Enrolled Agent. Certified to represent taxpayers in all 50 States by the IRS. Specialized certifications include CTRS certified tax resolution specialist. Over the past several years this knowledge, and over 20 years of experience, has gained recognition from her peers. Frequently speaking at tax conferences. She has also authored several books that will be published shortly.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01756-22-I
CTEC: 1000-CE-5177

Knowledge Level: Intermediate (Basic knowledge helpful)

Registration:

Member cost: $0
Non-Member cost: $40

Seating is limited!

Contact the NCSD Chapter at [email protected] if you have any questions. 

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.