Join us in the legendary, enchanting Napa Valley which is home to award-winning wineries and gourmet food. Arrange your travel plans to arrive early and spend time with your peers on a bus wine tour at 10 am on Sunday, July 22, 2018. Details to be announced soon.
Course Description:This course discusses the issues of Ethics and covers Treasury Regulations in Circular 230. Topics to be addressed include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation, and standards for tax returns under Circular 230. Also included is a discussion of the requirements of the Annual Filing Season Program (AFSP). Course encourages class participation of real life challenges.
Learning Objectives: At the completion of this course, participants will be able to describe the rules in Treasury Regulation Circular 230 that govern practice before the IRS, best practices for tax advisors, identify the standards for preparing tax returns and other documents, and the importance of the PTIN. Participants will also understand that many ethical issues are not always readily solvable without using due diligence and standards of practice.
Instructor: Paul La Monaca, CPA, MST
CPE Program Standards
This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.
Category
Scheduled Times
Course Description: This course reviews federal income tax issues that created surprises and pain discovered during the 2018 filing season. Provisions in the Internal Revenue Code that were unknown or unfamiliar were brought to the forefront and stumped and startled some seasoned Tax Professionals. In addition, the course discusses some terrifying changes that have now arisen due to “The Tax Cuts and Jobs Act”.
Learning Objectives: At the completion of this course, participants will be aware of some federal tax issues and surprises that they were unaware and other items that they thought they were reporting properly. The participants will be better equipped to address issues that they were not familiar or not comfortable with prior to the presentation.
Instructor: Paul La Monaca, CPA, MST
CPE Program Standards
This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.
Category
Scheduled Times
Course Description: This course introduces the Tax Professional to the details of the 2017 Tax Legislation which is the most sweeping reform of the Internal Revenue Code in over 3 decades. The Legislation impacts every individual taxpayer and entity and discovers that there are winners and losers who need to revamp their tax planning strategies for minimizing their federal tax liabilities. Individuals will have some changes imposed on them which are temporary which will sunset after 2025. Businesses will need to determine if their choice of entity for operating their business is still good for their tax situations.
Some of the individual changes include:
For businesses, the legislation makes changes pertaining to:
Federal Tax Law Learning Objectives: At the completion of this course participants will be able to see and understand the changes and impact of the Legislation as it effects each client. It will allow participants to be better equipped to assist clients in planning and reporting transactions.
Instructor: Paul La Monaca, CPA, MST
CPE Program Standards
This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.
Category
Scheduled Times
Course Description: This course will examine the various business tax entity choices and the federal tax changes which impact the business taxpayer resulting from the 2017 Tax Cuts and Jobs Act.
Learning Objectives: At the completion of this course the Tax Professional will be able to:
Instructor: Nina Tross, MBA, EA
CPE Program Standards
This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.
Category
Scheduled Times
Special Topics WorkshopJuly 23 - 25, 2018 |
MemberRate |
Non-MemberRate |
RegistrationClick to Register |
---|---|---|---|
Ethics Session July 23, 2018 |
$85.00 | $109.00 | Register Now! |
Executive Session July 23, 2018 |
$178.00 | $209.00 | Register Now! |
Ethics & Executive Session July 23, 2018 |
$225.00 | $275.00 | Register Now! |
Special Topics Workshop July 24 - 25, 2018 |
$325.00 | $375.00 | Register Now! |
Special Topics Workshop & Ethics Session July 23 - 25, 2018 |
$369.00 | $469.00 | Register Now! |
Special Topics Workshop & Executive Session July 23 - 25, 2018 |
$425.00 | $499.00 | Register Now! |
All 3 Events July 23 - 25, 2018 |
$459.00 | $559.00 | Register Now! |
This traditional all-suite hotel is 6.2 miles from the Napa Valley Wine Train and 8.6 miles from the Artesa Vineyards & Winery. Conservative studios featuring kitchenettes include living areas with pull-out couches, plus free WiFi, iPod docks and flat-screen TVs with premium channels. A breakfast buffet is complimentary, as is parking. Amenities include a convenience store, a heated outdoor pool and hot tub, a fitness room, and a fire pit. There's also a business center and 4 meeting/event rooms.
July 23 - 25, 2018
There's something magical about a train ride. Add dining on the train at a table set with china and white linens, and the whole idea becomes even more romantic.
Oxbow Public Market is a hub for great, often locally sourced food. It's conveniently located under one roof, along the river in downtown Napa
Urban winery offering small plates such as duck potato salad, paired with wine, in a garden setting.
From treetops to magnificent panoramic views, enjoy a spectacular morning soaring above it all.
Set a top a hillside overlooking beautiful wine country is hard to beat, pair that with amazing food and you have yourself something truly spectacular.
Prepare yourself for an unparalleled golfing experience. Our course is a pleasure for golfers of any skill level to play.