Two-Part Workshop
Year Update & Review- State and Federal Update
Part One Hosted by the Central Valley Chapter
Part Two Hosted by the Central Valley and Sacramento Chapter

Date/Time:

Tuesday, December 15, 2020
Year Update & Review - State Update - 8:30 AM - 10:25 AM
Year Update & Review - Federal Update - 10:25 AM - 4:30 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: 

Year Update & Review- State Update
New laws for State for the 2020 & 2021 tax years

Year Update & Review- Federal Update
New laws for Federal for the 2020 & 2021 tax years.

Presenters:

Year Update & Review- State Update Presenter:
Marc started with the FTB in 1989, He worked as an Auditor and Reviewer. He has held staff positions for divisional budgeting as well as acting as a business lead for FTB's Activity Based Costing project where he learned the operations of the department. Marc's professional experience began in public accounting. He has worked in general practice with a multi-service firm and as a financial auditor of non-profit organizations. In 1992 he earned his Certified Public Accountant and graduated from San Jose State University with a Bachelor of Science Degree in Business Administration with an emphasis in Accounting and a minor in industrial technology.

Year Update & Review- Federal Update Presenter:
Claudia Stanley is a practicing CPA & EA in the Fresno area, as partner in C. Stanley, CPA & Associates. She is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long time member of CSTC. In 2016 she was named a member of the year of the Central Valley Chapter of CSTC and in 2001 she was named on of Top Ten Women of the Year in the nation by American Business Women’s Association. She frequently speaks on various tax topics.

CPE Information:

Year Update & Review- State Update
2 California hours (Topics covering California law issues)
IRS: N/A
CTEC: 1000-CE-4848

Knowledge Level: Intermediate (Basic knowledge helpful) 

Year Update & Review- Federal Update
6 Federal Update hours (Topics covering new tax laws)
IRS: 18QC1-U-01440-20-O
CTEC: 1000-CE-4847

Knowledge Level: Intermediate (Basic knowledge helpful) 

Cost:

Year Update & Review- State Update ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

Year Update & Review- Federal Update ONLY
Registration Fee (Member): $95
Registration Fee (Non-Member): $125

BOTH Webinars
Registration Fee (Member): $110
Registration Fee (Non-Member): $140

Registration:

Please register below:

Cancellation and Refund Policy for Meeting Purchase:
Written webinar 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.