Tax Planning Strategies for Individuals and Retirees
Inland Empire Chapter In-Person Meeting

Date/Time:

Wednesday, November 16, 2022
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Topic: 

As preparers, one of the most valuable services we can provide to clients is offering tax planning. The preparation of tax returns only offers a few methods in which to lower a client's tax liability. And with the improving technology, preparers will need to develop new ways to stand out from the DIY tax prep industry. During this course, we will:
1. Discuss tax reduction strategies for individuals and retirees.
2. Learn techniques on how to identify tax-saving opportunities on the 1040.
3. Discuss how TCJA and the Secure Act affect tax planning strategies.

Presenter:

David Hilliard, EA, NTPI Fellow
David graduated from Cal Poly Pomona in 2001 with a degree in Animal Health Science. After 20 years of developing into an expert equestrian and entertaining millions, he made the natural transition to the tax industry in 2009. David brings with him over 25 years of management and customer service experience. He has a passion for defending taxpayer rights with a no-nonsense approach and representing clients in front of the IRS and other government agencies. Driven by his eagerness to serve, David has volunteered to hold many positions with the state and local chapters of the California Society of Enrolled Agents. Currently, he serves as the President of CSEA and is the Immediate Past President of the Orange County Chapter. When he is not acting in his leadership capacity in the professional world, he loves to spend time with his wife (Patricia), 3 kids (Ella, Melody, and Wyatt), and golden retriever (Montana).

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01757-22-I
CTEC: 1000-CE-5178

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Registration Price IF REGISTERED BY November 13, 2022*
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

*No registrations can be accepted after Sunday, November 13, 2022 at 11:59 pm. Please make your reservation by the deadline. The DoubleTree cannot accommodate Walk-Ins! Meal selection to be determined during registration.

Questions? Please contact Hilde Morrow, email: [email protected], phone 951.836.3006 or David Knutson, email: David [email protected], phone 909.894.9049; or Chapter email: [email protected].

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.