2023-2024 Individual Tax Update (Escondido)

When:  Jan 24, 2024 from 05:00 PM to 08:30 PM (PT)

Program Overview

January 24, 2024| 5:30 pm - 8:30 pm, Pacific |In person

Hosted by Palomar

Speaker   Jane Ryder, EA, CPA


In this three hour course our speaker will cover current 2023 Federal tax and other tax law changes for individual. We will review the new energy credits, SECURE Act 2.0, plus the challenges of basis compliance for our partner and S Corp shareholder Form 1040 clients, Form 7203 and K-2 & K-3.

  Learning Objectives

1. Review 2023 Federal tax law for individuals and businesses.
2. Learn recent federal tax changes which will impact individuals and businesses for 2024 and beyond.
3. Develop tax planning options and client correspondence for new tax laws.
4. Understand challenges faced with 2023 tax returns and IRS regs or published materials impacting 2023 & 2024.

Learning Level    Intermediate

Prerequisites & Advance Preparation

Continuing Education

IRS:  3  hours Federal Tax Law Updates   |   CTEC: 3 hours Federal Tax Law Updates    |   CA Bar:  2.50 hours Taxation Law  |  CPA CA:   3 hours Taxes


Member: $65 | Non-Member: $80

In-Person Details

Cocina del Charro
890 W Valley Pkwy, Escondido, CA 92025
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)

Menu offerings;
Three different combination (including rice & beans) plates:
(1) Beef taco & Cheese enchilada;
(2) 2 Cheese enchiladas;
(3) Cheese enchilada & Chili relleno or
(4) Chicken Caesar Salad option.


  • 5:00 -5:30: Sign In, Meet & Greet
  • 5:30: Education Program Begins
  • 7:00: Dinner
  • 8:30: Education Program Ends

Cancellation/Refund Policies

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


Cocina del Charro
890 W Valley Pkwy