Education

OCCSEA SEPTEMBER DINNER MEETING
Tuesday, November 19, 2019

Baby oh Baby

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MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

CPE CA: 2

Time: 5:30 pm – 8:20 pm

Speaker: Karen Joyner, EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$50 Mem/$60 NonMem through 11/12/19
$55 Mem/$65 NonMem at the door

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

From Birth to college graduation, the cost of raising a child is astronomical but so are the possible tax benefits. Follow a child from birth through preschool, the Little League years, working in Mom and Dad’s business, college, paying off student loans, all the while looking for tax-saving opportunities.

LEARNING OBJECTIVES:

Learn practical planning opportunities for families. Maximize education credits by knowing when to tax scholarships. Understand how the TCJA affects families.

Karen Joyner, EA

Karen Joyner, EA

Karen Joyner, EA started preparing taxes in 1988 and opened her own practice in 1993. She earned the Enrolled Agent designation in May 1995. Karen is active in the local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops, and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit issues.

Karen works with Lisa Ihm, EA and Brass Tax Presentations providing professional education to tax professionals throughout California and all over the US. Karen practices in Coronado, California and can be reached by e-mail at education@brasstax.com.

 

 

OCCSEA SEMINAR
Tuesday November 19, 2019

Refresher on 3115, 4797 and
a little sprinkle of security planning

ON-LINE SIGN UP
MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

CPE Fed: 4 Time:
12 – 4:00 pm
Speaker: Karen Joyner, EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806

Cost: $99 Mem/$129 NonMem
$109 Mem/$139 NonMem At Door

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

Form 3115- Ever had a client who was not depreciating their rental? Or one who was depreciating the land? Form 3115 is the way you must make description corrections. We will dissect this complex form line by line and discuss some amazing shortcuts to help you complete this 8 page form in mere minutes. Form 4797 what is reported on form 4797? How and when is depreciation recaptured? We will review the form, different types of property classification and even what to do with bulk sales and how to allocate. Security plan is a hot topic for IRS. We will take you through a template to help develop a plan, go over rules and renewal of PTINS.

LEARNING OBJECTIVES:

• Know when a client should file from 3115
• Learn to properly prepare a form 3115 for depreciation corrections
• Learn the different property classification for form 4797
• Learn how to allocate for bulk sales
• Learn how to develop a security plan
• Know the IRS rules for security plans

Karen Joyner, EA

Karen Joyner, EA

Karen Joyner, EA started preparing taxes in 1988 and opened her own practice in 1993. She earned the Enrolled Agent designation in May 1995. Karen is active in the local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops, and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit issues.

Karen works with Lisa Ihm, EA and Brass Tax Presentations providing professional education to tax professionals throughout California and all over the US. Karen practices in Coronado, California and can be reached by e-mail at education@brasstax.com.