BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:fdc042b95cb8397ce1a4bf05a616da24791 CATEGORIES:In-Person Chapter Meetings SUMMARY:Filing The Non-Filer: The Step-By-Step Tutorial-North County San Diego Chapter Virtual Meeting 10.08.20 DESCRIPTION:
Thursday
, October 8, 2020
3:30 PM to 5:30 PM
Online M
eeting 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.
strong> Once the meeting is completed, you will receive an evaluation form
and your attendance certificate via email.
Filing the non-filer is a step by step tutorial on how to file tax returns for taxpaye rs who have not filed for a number of years. We will be discussing the comm on problems that perpetuate an individual from not filing a tax return, and how to creatively overcome these unique problems.
Learning Objective s:
#1: Identifying common reasons that cause a taxpayer to not file a tax return. We will be using these problems to create repeatable systems to aid in preparing previous year’s tax returns.
#2: In this course, we will discuss how, where, and what tools are available to aid in reconstr ucting lost tax documents. Some unique and often overlooked sources.
#3: We will be demonstrating the importance of also recreating expenses to offset income for Schedule C taxpayers. Learning where and how to find los t expenses will prove invaluable to your taxpayers, and gain preparers hero status!
Veronica L. Marelli, EA, CTR S
Veronica has a formal educatio n in Accounting and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula CALIFORNIA, SLC UTAH, and Southern IDAHO. Tax Resolution Advocates is a full-service ta x firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist. She has recently added Profit First consulting t o her firm. She is approximately one of only 140 tax professionals in the U S to become a Profit First Professional. Profit First is an organization de dicated to eradicating entrepreneurial poverty. Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It wa s her main responsibility to ensure Tax professionals Statewide were traine d and up to date on all new State and federal tax laws and changes to the c urrent tax code. Veronica has a vast amount of experience serving and worki ng on the Board of Directors. She has, or is currently, serving on five dif ferent boards of Not for Profit organizations. These organizations have hel ped our communities by providing shelter for abused women and homeless teen agers, feeding underprivileged children, and the planting of new Christian Churches.
IRS: 18QC1-T-01404-20-O
CTEC:
1000-CE- 4809
2 Federal Law Hours
Knowledge Level:
Registration Fee (Member): $20
Regis
tration Fee (Non-Member): $50
Please reg ister below: