What to Prepare For 2020 Tax Season
San Francisco Bay Chapter Meeting

Date:

Wednesday, December 4, 2019
Meeting: 6:30 p.m. - 9:00 p.m.

Location:

Doubletree Hotel
835 Airport Blvd
Burlingame, CA 94010
Free Parking with Validation

Topic: What To Prepare For 2020 Tax Season

The topic will discuss what we need to prepare for approaching Tax Season 2020 with an overview of the draft 2019 Tax Forms. We will review the time elements of providing the service, i.e., social media, portals, email/mail and other means that your Client can get their materials to you. How important it is to have Engagement Letters! Are you set to help your Client understand what services your practice can offer and how much it will cost. Providing your Staff to be preparers under Circular 230 and much more information.

Presenter: Edward J. Sutton, EA

Edward is a past President of the Golden Gate Chapter of Enrolled Agents.  He has lectured for many CSEA chapters.  He is on the Board of Directors for CSTC San Francisco Bay Chapter.  Ed was an instructor of one of the largest VITA classes at San Francisco State.  He is a member of NAEA, CSEA and CSTC.

CPE Information:

2 Federal Update Hours

Knowledge Level: Basic

Cost:

Registration Fee (Member):  $60
Registration Fee (Non-Member):  $80

Registration:

Click the link below to register. Pre-Registration Required.

650-918-7329
[email protected]