SCTP Education Calendar 2018
|12-Jan-18||2017 Year End Update||Eugene Ostermiller,EA||6 hours of Tax Law education|
|Dinner Meeting||Cyber Security||John Caruthers||2 hrs. Tax Law Update|
|Dinner Meeting||Current Issues|
Earned Income Tax Credit - EITC
Fraud and Identity Theft-Communicate with FTB
|Lila Fedler||2 hrs. CA|
|Dinner Meeting||Cost Recovery Systems & Qualified Opportunity Zones||Brett Hansen with Cost Segregation Authority||2 hrs. Tax Law|
Learn and discuss expansion of Due Diligence requirements under § 6695(g) as a result of the 2015 PATH Act.
Update on scope and application of 31 U.S.C. § 330 and Cir. 230.
Discuss best practices to ensure compliance with applicable ethical requirements.
Explore IRS return preparer projects and process for practitioner discipline.
|Kevan McLaughlin||2 hrs. Ethics|
|9/12/2018||Dinner Meeting||Current tax legislation & year-end tax planning.|
How are you dealing with Tax Reform?
Do you expect your practice to change?
How are you preparing for tax season?
Are you doing more tax planning than usual due to Tax Reform?
California Tax Reform Conformity?
Do you have questions about Tax Reform?
|Wayne Otchis, CPA||2 hrs. Tax Law|
|10/10/2018||DARK no meeting||DARK||DARK no meeting|
|11/14/2018||Dinner Meeting||Handling IRS Audits, New Developments with IRS & FTB Collections||Mitchell B. Dubick- Joshua Katz||2 hrs.|
|12/12/2018||Dinner Meeting-Holiday party||TBA||1 hr|
|1-9-2019||“2018 Year End Update”||TBA||Eugene Ostermiller, EA.||TBA|
|Dinner Meeting and Holiday Party||Cannabis Industry Businesses||Lydia Stewart||1-hr CA|
|11/8/2017||Dinner Meeting||Air bnb, Uber, ZipCar & Ebay||Karen Joyner||2-hrs Fed Tax Law Update|
|10/25/2017||Mini Seminar||NOL, PAL Limits, Sch “C” & Sch “E”.||Eugene Ostermiller, EA., ||4-hrs FED Tax Law and 2- hrs CA = Total 6-hrs|
|10/2017||Dinner Meeting||Dark no meeting||Dark no meeting|
|09/13/2017||Dinner Meeting||Compensatory Stock Benefits/ Stock Options|
Class will include ISO's, NSO's, ESPP, RSU's, RSA's, and 83b elections
|Jane Ryder, EA.||2-hours Fed Tax Law|