Federal & State Update Review
San Jose Chapter Seminar

Date/Time:

Saturday, January 19, 2019
Registration: 9:30 AM
Event: 10:00 AM - 4:00 PM

Location:

Biltmore Hotel

2151 Laurelwood Rd

Santa Clara, CA 95054

Topic: 

2hr of State Update Review In this session we will be covering a wide range of areas such as California Tax Tables, Residency, Filing Requirements, Conformity, Illegal activities, Current Issues and Future issues etc. We encourage open discussion among attendees as we review the California Tax Laws and Updates. Also we will have work problems so attendees can see how the problem flows on to the return and time set aside for questions and answers.4hrs Federal Update ReviewThis will be a dive into the New Tax Laws for Individuals and Business. We encourage open discussion among attendees as we look at the new tax laws for individuals and business. Disaster Tax Relief Act of 2017 and Bipartisan Budget Act of 2018 will be included in our discussion. We will cover Income, Adjustments, Deductions, taxes, Credits, Other Taxes, Employers, and Other Miscellaneous Items. Time will be set aside for questions and answers.

Presenter:

Claudia Stanley, CPA

Claudia Stanley, CPA is a graduate of California State University, Fresno. Together with her husband, Claudia operates a tax and accounting practice located in Fresno, CA. Claudia is a member of CSTC Central Valley Chapter in Modesto and is also the Vice President of the Society of California Accountants in Fresno. In 2000, Claudia was named one of the Top Ten Women of the Year by the American Business Women's Association in Atlanta. She is a favorite and frequent speaker on business, taxes, accounting, and personal development in the Western United States.

CPE Information:

2 California Hours
4 Federal Update Hours

IRS: 18QC1-U-01104-18-I
CTEC: 1000-CE-4481

Knowledge Level: Update

Cost:

Registration Fee (Member): $125
Registration Fee (Non-Member): $150
Late Registration Fee (Member/Non-Member): $25

Menu: Morning Coffee & Lunch Included with paid registration.

Date Late Registration Fee Applies: 1/16/2019

Registration:

Please contact Melissa Mora to register for this event. Information below:
Contact Email: [email protected]
Contact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.

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.