Program Overview
February 23, 2025| 9:00 am - 11:00 am, Pacific |In person
Hosted by Orange County
Speaker Kim Mellinger-Cheng, EA
Description
Join Us for a Hands-On Tax Law Review and Discussion! Come together with fellow tax professionals to review recent tax law changes and tackle the challenges we face during this Tax Season. This interactive event provides a collaborative space to discuss real-world experiences, address tax law questions, and how to research and address them. Attendees should bring their tax book or Quickfinder handbook to assist with research. We’ll have experienced UltraTax, Drake, ProConnect, and Lacerte users on hand to help answer your software questions. Don’t miss this opportunity to learn, share insights, and network with peers. We look forward to seeing you there! Don’t miss this opportunity to connect, learn, and share insights with peers!
Learning Objectives
1) Review and understand recent changes in tax law and their implications for the current Tax Preparation Season.
2) Develop strategies for researching and addressing complex tax law questions using reliable resources such as TheTaxBook and Quickfinder Handbook.
3) Collaborate with peers to explore real-world tax scenarios and share practical solutions to common challenges.
4) Gain insights into using tax preparation software, including UltraTax, Drake, ProConnect, and Lacerte, to resolve software-related issues efficiently.
5) Enhance professional knowledge and skills through interactive discussions and problem-solving activities.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 1 hour Fed Tax Law Topics | CTEC: 1 hour Fed Tax Law Topic | CA Bar: 1 hour Taxation Law | CPA CA: 1 hour Taxes (Self-Reporting)
Pricing
Member: $0.00 | Non-Member: $$30.00
In-Person Details
Mimi's Cafe (Located in Tustin's French Quarter)
17231 17th St, Tustin, CA 92780
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)
Agenda
- 9am - Breakfast @ Mimi's Cafe Preset Menu
- 10am - Education Beings
- 11am - Education Ends
Cancellation/Refund Policies
Written requests for refund for a credit forward of chapter meeting fees will be accepted if received within five (5) business days prior to the education event. Credit forward is not available for “no-show” registrants. Please contact Kim@nmtaxsolutions.com for refund or cancellation requests.