2023 Tax Study Groups

When:  Jun 8, 2023


Theory Versus Real Life 

It’s one thing to take a class and learn the theory behind something, but it’s another to sit down at your computer and apply your client’s real-life facts to the form in your software.

CSEA’s Tax Study Groups are free for Members (registration is required) and provide an opportunity for you to work a specific tax problem for a fictional client and check your results – from theory to software. It is assumed that by registering for any study group, participants already know the theory behind the tax topic and are ready to put that knowledge to practical use.

How it Works

  • After registration, you will be able to access the Zoom link(s) and download fictional client case studies (when they become available; typically, one week prior to the scheduled study group) from your Learning Hub.
  • You will prepare the relevant tax form(s) to the best of your ability using your tax software.
  • Then, on the evening of the scheduled study group, the moderator(s) will lead the group through a review of the finished form and demonstrate how they got there. Afterwards, there will be a group discussion.
  • Participants should bring their own completed practice forms for comparison and questions.

Scheduled Topics 

Study groups will be held on the second Thursday of each month through the end of the year and will start at 5:00 pm Pacific and conclude at approximately 7:00 pm. (Subject to change.)

  • June 8 | Pass-through Entity Tax (PTET) | Moderators: Jay Lang, EA, and Riki Donaghy, EA
  • July 13 | 1031 Exchange | Moderators: Riki Donaghy, EA, Theresa Gordon, EA, and Jay Lang, EA
  • August 10 | 709 Gift Tax Return | Moderator: Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
  • September 14 | 1041 Trust Tax Return | Moderator: Mary Philippsen, EA 
  • No Tax Study Group in October
  • November 9 | Form 433-A | Joyce Cheng, EA
  • December 14 | 706 Estate Tax Return | Moderator: Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

You can register for individual study groups below. 

Don't forget to select your dates! After logging in, click the button, then use the button beside each option below to select which study groups you wish to attend.

Remember! Use the button and then the in your cart to register.

You can come back to this page and add more study groups later! As we schedule more topics and provide further information, feel free to return to this page and add more. Don't forget to use the Proceed to Checkout button and Submit your cart to complete your updated registration.