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Partnerships and Form 1065 - Inland Empire Chapter Meeting 08.21.19
Doubletree Hotel Claremont
555 W. Foothill Blvd.
Claremont, CA 91711
USA
(909) 626-2411

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Wednesday, August 21, 2019, 5:30 PM - 9:00 PM PDT
Category: Chapter Meetings

Partnerships and Form 1065
Inland Empire Chapter Meeting

Click here to view the Inland Empire Flyer!

Date/Time:

Wednesday, August 21, 2019
5:30 PM to 9:00 PM

Location:

DoubleTree Hotel Claremont
555 West Foothill Blvd
Claremont, CA 91711

Description:

In this overview of partnerships, we’ll first review the characteristics of partnerships and what makes them unique, with special emphasis on changes from the TCJA. Using a case study, we’ll examine some typical transactions of a partnership and its partners and how to treat them. We’ll also discuss basis and how to calculate it. And finally, we’ll use the financial statements from the case study to prepare Form 1065 with the K-1s.

Presenter:

Linda Dong, EA, ABA
Linda Dong graduated with honors from the University of Illinois in Chicago with a degree in Accounting. She went to work for the IRS, where she received a very thorough training in taxes and began auditing corporations. Not liking the adversarial relationship inherent in tax audits, Linda left the IRS and started a tax and accounting practice from her home. She grew her practice to include four employees, but eventually downsized and is now once again a sole practitioner working out of her home office. She provides tax and accounting services to individuals, small businesses, and nonprofit organizations. Linda has been an Enrolled Agent (EA) since 1982. Her credentials from the Accreditation Council of Accountancy and Taxation include Accredited Business Accountant (ABA) and Accredited Tax Advisor (ATA). She is a QuickBooks ProAdvisor and frequently teaches classes in accounting and tax to other professionals. A member of several tax and accounting professional groups, she is currently serving as First Vice President of the California Society of Tax Consultants and Secretary-Treasurer of the Wine Country Chapter.

CEUs:

2 Federal Law Hours
CTEC: 1000-CE-4612
IRS: 18QC1-T-01229-19-I

Knowledge Level: Intermediate

Cost:

$35 Members who call in by August 17, 2019
$50 Members who call in after the August 17, 2019 Deadline
$50 Non-Members and all Walk-Ins

Cancellation Policy: In the unlikely event that you made a reservation and ARE UNABLE TO ATTEND please call 909.575.1066 again and cancel your reservation. Our chapter has to pay for all dinners ordered whether eaten or not. The deadline to cancel a reservation is SaturdayAugust 17, 2019 at 11:59 PM. If not cancelled by that date, you will be billed for the cost. 

Registration:

If you signed up for our new 2019 permanent dinner list at the May 15, 2019 meeting, you do not have to call in your reservation. However, if you are on the list and are unable to attend please call and cancel, as a meal will be ordered for everyone on the list and we will be billed for all meals ordered. If you are not on the list and made a reservation and are unable to attend, you must cancel your reservation by Saturday, August 17, 2019, 11:59 pm otherwise you will be billed for the dinner. 909.575.1066 OR [email protected]

To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]. Please leave your name, PTIN and your EA, CTEC or CPA # when making your reservation. Pay at the event with check or cash (we are not able to accept credit cards).

Please Note: Dinner is served at 6:00 pm, should you arrive after 6:30 pm a meal may not be guaranteed for you.

Menu:

Main Menu: Fennel Crusted Pork Loin with Braised Red Cabbage and Pan Jus Chef’s Choice Starch Chef’s Choice Vegetables OR Cheese Ravioli with Marina Sauce Chef’s Choice of accompaniments


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.


Contact: To make a reservation call: 909.575.1066 (message phone) OR email: [email protected]