2024 Tax Season Federal and State Tax Law Updates (What’S NEW and What’S OLD? Don’t get LOST in Translation, Be the FIRST ONE to know about the Tax Updates)
Orange County - South Chapter In-Person Meeting

Date/Time:

Friday, January 19, 2024
3:30 PM to 5:30 PM

Location:

Antonucci’s Italian Cucina
24190 Alicia Pkwy
Mission Viejo CA 92691
FREE Parking

Topic: 

Federal: Review IRS Revenue Procedure 2022-38, discuss new Standard Deduction amounts, marginal tax rates, energy credits, and new rules for IRS Form 1099-K.
California: Review the FTB Site Map, FTB Tax News, new Standard Deduction amounts, tax brackets, and new credits.

Presenter:

Jerrie Muir, EA
Jerrie Muir is an Enrolled Agent who previously worked for the Internal Revenue Service as a Tax Auditor, Internal Revenue Agent, and Stakeholder Relationship Tax Consultant. Jerrie has taught income tax, QuickBooks, and accounting classes at a number of Southern California community colleges. He has served in the U.S. Marine Corps and U.S. Army, and is a U.S. Army War College graduate. Jerrie has over 25 years of teaching and tax preparation experience in the U.S., and overseas at military installation and U.S. Embassies. His focus is tax preparation for the self-employed taxpayer. Jerrie also has experience with preparation of individual tax returns with the Foreign Earned Income Exclusion, Foreign Tax Credit, and military related tax provisions.Jerrie can help you meet your federal and state tax obligations, file any required tax returns, and if needed, audit representation before the Internal Revenue Service and Franchise Tax Board

CPE Information:

1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01922-23-I
CTEC: 1000-CE-5363

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by January 18, 2024
Member Registration Fee: $50
Non-Member Registration Fee: $80

Cost if registered after January 18, 2024
Member Registration Fee: $60
Non-Member Registration Fee: $90

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.