LA San Fernando Valley Morning DG: Mid-Tax Season Roundtable - How You Are Using 199A | G3080319B

Date :
March 19, 2019 8:00 AM - 9:00 AM
Location :
San Fernando Valley
Facility :
El Torito - Woodland Hills
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Level of Difficulty :
Overview
CPE Credits :
CPE 1.00
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Learn from your peers as we discuss issues affecting CPAs in this year's tax season, especially the new 199A QBI Deduction. Issues include practice management, billing, and collecting from clients, growing and modernizing your practice, issues with your tax software, complying with the new tax laws and making sure you are entering information relating to the new tax laws correctly into your tax software, and much more. Bring your issues and questions.

Objectives:

Participants will:
  • Recognize issues affecting CPAs in this year's tax season
  • Identify compliance with the new tax laws
  • Determine strategies for the new 199A QBI Deduction

Major Subjects:

199A QBI Deduction

Advanced Prep:

None.

Misc. Information:

Registration:
Opens at 7:00 am.
Fees: $20/member, $30/nonmember.
Add $5 for same day and at door registration.
Includes breakfast.
Location:
Address: El Torito - Woodland Hills
6040 Canoga Avenue, Woodland Hills, CA 91367
Should you have any questions, please contact Program Associate Shelly Medina at shelly.medina@calcpa.org
Level of Difficulty:
Overview
Field of Interest:
Business Management and Organization
Prerequisites:
Some knowledge of tax preferred
Designed For:
CPAs and professional staff.

Instructors

Steven Howard Hornstein, CFP, CPA, Esq
Steve Hornstein is an attorney, CPA, and Certified Financial Planner™. He received his bachelor’s degree in Economics-Business from UCLA, law degree from Loyola Law School, and LL.M. in tax from Golden Gate University. In 1996, during his final year at Loyola Law School, Steve Hornstein began working at the accounting firm of Deloitte & Touche, LLP in their Estate, Gift, and Trust Group and Financial Counseling Services Group. Mr. Hornstein worked in Deloitte’s offices throughout Southern California on behalf of many business and individual high profile and high net worth clients. In 2000, Mr. Hornstein left Deloitte for a position as Controller of an internet consulting firm in Los Angeles, CA, guiding the company through its sale to a venture capital firm in 2004. Mr. Hornstein opened his Woodland Hills office in 2002. Steve Hornstein and the staff at Hornstein Law Offices pride themselves on providing clients with expertise as well as patience, caring and understanding. Mr. Hornstein is the author of “18 Rules to an Estate Plan That Will Work!” In its 150 pages, Mr. Hornstein concisely guides the reader through the estate planning process with real stories. He explains the 18 rules to follow to have an estate plan that will work when it needs to.
Teena Takata, CPA
Teena A. Takata is a CPA, and has been in public accounting since 1978, when she graduated from California State University, Northridge with a Bachelors in Business Administration. She also graduated from the University of Southern California, with a Masters in Business Taxation in 1984.
Teena is registered as a Quickbooks ProAdvisor, Advanced level. This certification requires annual tests in Quickbooks proficiency and periodic exams for the additional Advanced Certification.
No Agenda or Materials posted.