Planning for Security, Security and MORE Security
Section 199A Small Business Deduction – Review & Planning
Sacramento Chapter Meeting

Date and Time:

Tuesday, October 30, 2018
6:00 p.m. - 8:30 p.m.

Location:

Mimi's Cafe
2029 Alta Arden Expy
Sacramento, CA 95825

Topic:

Planning for Security, Security and MORE Security

A review of Income Tax Preparers’ Liability, Responsibility, and Legal Requirements to protects clients’ data from Cyber attacks and data theft and/or loss. This includes having a written Security Plan, Staff Training Requirements, a Written Review of possible exposure to data thefts, what corrective measures have been instituted, development of written response plan if victim of data theft (cyber and/or physical theft), planned procedures to notify Clients, IRS, FBI, FTB, local authorities, etc. A quick review of insurance coverage available to practitioners. Designation of Responsible part for taking action within preparers’ practice.

Section 199A Small Business Deduction – Review & Planning

Brief coverage of new Section 199A, aka 20% small business deduction. Review statutory framework and how the new deduction affects small business ventures, professional practices and real estate investments. Will briefly discuss planning ideas to maximize this deduction for practitioners and their clients.

Speaker: Alan Shattuck, CRTP

CPE Information:

Planning for Security, Security and MORE Security. 
IRS: 18QC1-T-01071-18-I
CTEC: 1000-CE-4448

Section 199A Small Business Deduction – Review & Planning
IRS: 18QC1-U-01072-18-I
CTEC: 1000-CE-4449

Registration:

$30 for members
$40 for non-members

Drinks - Coffee, Tea, & Soda - "No Charge"
Payment by cash or check payable to CSTC can be made at the door.
Alcoholic Beverages are "EXTRA"

To make a reservation, please call Alan Shattuck at (916) 240-3486 or email to [email protected], or
Phone to Marianne Bradford   Phone (916) 451-1101 or Fax (916) 451-1118

Reservations must be received (mail, fax or email) by Noon, Tuesday, October 30, 2018 to ensure we have course material for all attendees.
Please include your PTIN and EA or CTEC numbers when registering.

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.