Taxes: Going Beyond Preparation

When:  Jun 14, 2023 from 05:30 PM to 09:20 PM (PT)

Program Overview

June 14 2023| 5:30 pm - 9:20 pm, Pacific |In person

Hosted by Inland Empire

Speaker   Marjorie L. McPike, CPA, MST


Most people do not think about taxes until after the year ends and it is time to prepare their tax return. They are surprised with the result and frustrated because so much of their money is going to taxes. Because of this reactive approach, tax deductions like business travel, mileage, business use of home, retirement contributions, charitable contributions, or entity structure are overlooked. In this course we will discuss how to go from a tax preparer to an advisor that your client can work with throughout the year to minimize their tax bill and keep more of their hard-earned income in their pockets. 

  Learning Objectives

1)  Identify deductions that can be taken to save on taxes and the importance of tracking throughout the year
2)  Recognize the value of working with clients throughout the year and having tax planning meetings.
3)  Develop strategies to go from tax preparer to tax advisor.
4)  Understand the value of staying apprised of changes in the tax laws and tax strategies

Learning Level    Basic

Prerequisites & Advance Preparation

Continuing Education

IRS:  2 hours Federal Tax Topics   |   CTEC:  2 hours Federal Tax Topics   |   CA Bar:  1.75 hours Taxation Law  |  CPA CA:   2 hours Taxes


Member: $40 | Non-Member: $55

In-Person Details

DoubleTree by Hilton Hotel San Bernardino
285 E Hospitality Ln, San Bernardino, CA 92408
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)


  • 5:30 - 6:00 PM: Meet & greet
  • 6:00 - 7:00 PM: Dinner (plated dinner including dessert; attendees may request vegetarian entrée).
  • 7:00 - 9:00 PM: Presentation 
  • 9:00 - 9:20 PM: Chapter annual meeting

Cancellation/Refund Policies

Please contact the host Chapter at for refund/cancellation policies related to this event.


DoubleTree by Hilton Hotel San Bernardino
285 E Hospitality Ln