Program Overview
June 14 2023| 5:30 pm - 9:20 pm, Pacific |In person
Hosted by Inland Empire
Speaker Marjorie L. McPike, CPA, MST
Description
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 None
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
Pricing
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)
Agenda
- 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 inland@csea.org for refund/cancellation policies related to this event.