November 30, 2023| 12:30 pm - 4:00 pm, Pacific |In person
Hosted by Sacramento Valley
Speakers David McKay, EA; Nichole Ralls, EA; Fred Stein, CPA, EA; Mary Philippsen, EA
Explore the operations of different size tax practices, from scheduling clients to getting the returns out the door. We’ve brought together three principals, representing a Large Practice, a Medium Practice and a Remote Practice in order give ideas for operation functions that you can apply to your own practice throughout the year.
1) Learn better preparation techniques for you next filing season such as:
Learning Level Intermediate,
Payment and Delivery Processes
Prerequisites & Advance Preparation None
NO CE OFFERED FOR THIIS EVENT.
Member: $100 | Non-Member: $150
3200 Ramos Cir, Sacramento, CA 95827
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)
Menu: Coffee, Water & Light snacks will be provided.
- 12:00 PM: Registration
- 12:30 PM: Education Program Begins
- 2:10 PM: Break
- 2:20 PM: Education Program Resumes
- 4:00 PM: Education Program Ends
Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event. Requests should be emailed to firstname.lastname@example.org. Refund or credit forward is not available for “no-show” registrants.
Additional Registration Details
Registering Someone Else: To enroll someone other than yourself, use the Register Someone Else button below. This option uses a last name, first name search. Make sure you use a comma to separate last, first. For common names (i.e., Smith, John), there may be more than one search result, each with a unique CSEA ID number. Please ensure to review the contact information to select the correct individual.
If you need to create a new account, please contact the CSEA office for assistance: (800) 777-2732