This year, we are getting down to Brass Tax by looking at topics that affect your individual clients. Join us on a full-day experience to expand your Tax Toolbox.
No matter your tax specialty, we all have some clients who invested in cryptocurrency (for better or for worse). In this course, we'll walk you through reporting cryptocurrency in the real world and how to handle common issues that you will see in your practice. While we're on the topic of capital assets, we will also cover a wide variety of issues regarding brokerage statements to provide you with a sense of certainty when handling a complex 1099-DIV, 1099-INT, or 1099-B.
Energy credits have experienced a massive overhaul in the last few years, leaving preparers feeling uneasy when advising their clients. In this seminar, we will restore your confidence in these credits by looking at:
Family drama and nontraditional households lead to countless problems when preparing a tax return. Something as basic as determining what filing status to use can stump even the most seasoned tax professional. In this seminar, we will address:
There are always a few details of new and old tax laws that some preparers miss hearing about. We won't waste time going through all the details you already know. We'll skip right to the thing that you might be getting wrong. There will be a whole new batch of issues to discuss this year.
CAUTION: You may need to prepare some amended returns after this session!
On-demand webinar is expected to be released on September 18
Class starts promptly at 8:00 a.m. and ends at 4:30 p.m.
All locations include continental breakfast, lunch, and free parking.
950 Hotel Circle North, San Diego, CA 92108
Crowne Plaza Costa Mesa Orange County
3131 Bristol St. Costa Mesa, CA 92626
DoubleTree by Hilton Ontario Airport
222 N. Vineyard Avenue, Ontario, CA 91764
Holiday Inn® La Mirada
14299 Firestone Blvd, La Mirada, CA 90638
Four Points by Sheraton Ventura Harbor Resort
1050 Schooner Drive, Ventura, CA 93001
Delta Hotels Marriott
2151 Laurelwood Road, Santa Clara CA 95054
Oxford Suites Sonoma County
67 Golf Course Dr W, Rohnert Park, CA 94928
1970 Diamond Blvd, Concord CA 94520
FOUR POINTS by Sheraton Sacramento Airport
4900 Duckhorn Drive, Sacramento, CA 95834
Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His background in financial planning and business ownership makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics down into presentations that keep attendees engaged and learning throughout the whole day. He is also the owner of the client-facing publication Tax News and Tips.
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, California. Larry's academic background, coupled with a diverse tax practice, allows him to pull from a breadth of experience with teaching other practitioners. His relaxed teaching style allows attendees to digest even the most complex topics with ease.
Our seminars are designed to meet the requirements for continuing education for EAs, CRTPs, and CPAs. We have entered into an agreement with the Office of the Director of Practice, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, Section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.
IRS Course Numbers:
UD2VU-T-00149-23-I // (8 CE credits)
UD2VU-T-00149-23-S // (8 CE credits)
This seminar has been designed to meet the requirements of the California Tax Education Council. This does not constitute endorsement by the CTEC as to the quality of the course or its contribution to the professional competence of the preparer.
CTEC Course Number:
1008-CE-1173 (8 credits)