Two-Part Meeting: Choice of Entity and Working with Senior Taxpayers
Central Valley Chapter Virtual Meeting

Date/Time:

Tuesday, November 11, 2025
Part One: Choice of Entity - 2:00 PM to 5:30 PM
Part Two: Working with Senior Taxpayers - 6:15 PM to 8:15 PM

Location:

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

Topic: 

Part One: Choice of Entity
It is not all about what type of federal tax classification, it is about does it meet the needs, wishes and expectations of your taxpayer. Participants will review the circumstances of a client to determine of they should incorporate or make an S election, form a partnership or remain a sole proprietorship. Basis issues will be discussed for pass-through entities. Cautions will be examined on how to protect the preparer from charger of “why didn’t you tell me.”

Part Two: Working with Senior Taxpayers
Have you noticed your clients are getting older? And you? We will discover the physical and mental changes to taxpayers that will require adjustments in order to properly serve them and assist them to file complete and accurate tax returns with the Internal Revenue Service. Become aware of dangers in serving taxpayers and how you and I can be the front-line defense against Seniors being scammed and harmed.

Presenter(s):

Beanna Whitlock, EA
Beanna is an Enrolled Agent in private practice as Whitlock Tax Service LLC located in Canyon Lake, TX. A tax law instructor for more than 40 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations. Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University. She is a faculty member of the National Center for Professional Education as well as the Executive Director of the Tax Pro Fellowship, a web based organization providing educational resources and practice management tools at www.taxprofellowship.com.Beanna has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Committee (CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service.Beanna has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years. Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community. She was the 2013 Member of the Year of the California Society of Tax Consultants.Honored by the National Conference of CPA Practitioners in 2015 for her contribution to Excellence in Education, “Beanna serves the tax professional community as an inspired calling”.

CPE Information:

Part One
4 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02168-25-O
CTEC: 1000-CE-05639

Knowledge Level: Intermediate (Basic knowledge helpful)

Part Two
2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02169-25-O
CTEC: 1000-CE-05640

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Part One ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Part Two ONLY
Registration Fee (Member): $20
Registration Fee (Non-Member): $50

BOTH Parts
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Registration:

Please register below:

CLICK HERE to register for part one ONLY
CLICK HERE to register for part two ONLY
CLICK HERE to register for BOTH parts

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.