Education



OCEA DINNER
Tuesday June 19, 2018

Advanced Planning Strategies Using Cost Segregation

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

CPE Fed: 1

Time: 5:30 pm – 8:00 pm

Speaker: Gian P Pazzia, CCSP
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$40 Mem/$55 NonMem through 6/18/18
$45 Mem/$50 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

This important course will give you the opportunity to learn options to avoid recapture when disposing of property and explore the use of partial dispositions under the new repair regulations. You will also learn techniques on how to use cost segregation principles in estate tax planning. Gian Pazzia, CCSP, will speak on advanced planning using cost segregation techniques.

Gian P Pazzie, CCSP

Gian P Pazzia, CCSP

 

Gian oversees KBKG’s Cost Segregation group nationally. He is also a subject matter expert for 263(a) Repairs vs. Capitalization services.Gian is a recognized leader in the cost segregation field serving as a former President (2013-2015 term) of the American Society of Cost Segregation Professionals (www.ASCSP.org) and hold-ing a seat on their Board of Directors for a decade. Additionally, he was chair of their Technical Standards committee from 2009-2013. He led the ASCSP Technical Commit-tee to publish the first set of standards that all cost segregation reports must follow in order to be stamped by a Certified Member

 


OCEA SEMINAR

Tuesday June 19th, 2018

Tax Professionals ID Theft Toolkit

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MAIL-IN SIGN UP

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

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

Cost: $99 Mem/$119 NonMem on or before June 18th
$119 Mem/$129 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

“Your return has been rejected; someone else has filed using your social security number.” No tax professional wants to make that call to the client. Identity theft has become a crisis in our country. The purpose of this presentation is to equip the tax professional to handle Identity Theft cases for clients whether the firm is the preparer of the return or not. We walk you through the steps of recovery and give you the tools to assist your clients, including contact information, forms to submit and how and when to use Taxpayer Advocate.

Cristina park, EA

Cristina Park, EA

Cristina G. Park, EA is the owner of Taxes by Design, a San Diego county based tax professional firm providing services to individuals, clergy, small businesses and interior design firms. She is an Enrolled Agent, Fellow of the National Tax Practice Institute.

2018 SEE Class