Dinner Meeting: Thursday, Jan. 5, 2017
Courtyard by Marriott
600 East Esplanade Drive
4:30 PM-Board Meeting
Program: "Tax Season Issues"
Lee is the "Go To" tax man with an invaluable wealth of knowledge. Be prepared for a mini-intensive seminar on many issues preparers will face in the upcoming tax season. He will be covering all items across the board such as; head of household, separate but living together, Principal Residence Acquisition Debt Relief Exclusion, short term rentals, Uber drivers, Affordable Care Act, child tax credits and much more. This is an educational event not to be missed.
After completing this course, the student will be able to counsel clients on a variety of issues affecting individuals and small businesses in the preparation of their 2016 tax returns, including a number of PATH Act issues, taxation of marijuana businesses, Uber drivers, short-term rentals and rentals to relatives. Also learn about the revised Form 1098 that will enhance the IRS’s audit capabilities for mortgage interest; how the new longevity annuities will impact RMDs; how to self-certify a late 60-day rollover; premium tax credit payback issues; how to determine if an employee was made a qualifying offer of insurance by their employer; and much more.
Presenter: Lee T. Reams, EA Mr. Reams is an owner and the Chief Technology Officer of ClientWhys. Educated as an engineer, with a Bachelor's Degree in Mechanical Engineering, Lee left his engineering career in 1975 to expand his part-time tax practice into a full-time career with a tax practice of 700 clients. In 1978, he founded IPS, which evolved into ImageOne, a leading national provider of office and practice management products serving the tax, accounting, and financial planning industries as well as live and self-study CE. After the sale of the ImageOne printing division, ClientWhys was spun off, including the highly popular Internet Products for CPAs, EAs, and other tax professionals as well as the CE Division.
Besides writing web content, tax blogs, and CE courses and annually editing the Big Book of Taxes, Lee is a speaker for the ClientWhys Seminar series. He also oversees the very popular online tax forum, CWconnect, that sharpens his technical skills. Lee is a former founding Board Member of the California Tax Education Council, Past President of the San Fernando Valley Chapter of Enrolled Agents, Past Director for the California Society of Enrolled Agents, and Past Board Member for Blackline Systems.
CPE Hours: 2 Hours Federal Tax Topics
Meeting Cost: Pre-registered $35 Members/$40 Non-Members – $5 more at the door.
On-Line Registration: Click-Here
RSVP: Linda Wall EA at 805-340-8822; Fax-805-667-8288, or email at firstname.lastname@example.org