Program Overview
June 17, 2025| 5:30 pm - 7:30 pm, Pacific |In person
Hosted by Orange County
Speaker Michael Tulio, EA
Description
This presentation will guide the audience through examples and pit-falls associated with this topic. We will walk through these forms and fields to ensure compliance and accuracy as the IRS can easily catch mistakes and omissions which can cause preparer grief.
Learning Objectives
1) Know the filing requirements.
2) Understand the importance of the placement of seller-finance on Schedule B.
3) Review taxable & tax-free interest.
4) Explanation of qualified and non-qualified dividends.
5) Receive a high-level overview of FBAR and FinCEN.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Federal Tax Topics | CTEC: 2 hours Federal Tax Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes (Self-Reporting)
Pricing
Member: $67.00 | Non-Member: $77.00 (Online registration closes at 11:59 PM on 6/15/25)
In-Person Details
Santa Ana Elks Lodge
1751 S Elks Lane
Santa Ana, California 92705
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)
Agenda
- 3:30 PM - Board Meeting
- 4:30 PM - Social and Networking
- 5:00 PM - Dinner (TBA Buffet)
- 5:30 PM:- Education Program Begins
- 7:30 PM - Education Program Ends
Cancellation/Refund Policies
Please note that all registrations are non-refundable. However, if you provide at least 24 hours' notice before the event, we’re happy to transfer your credit to the following month’s session.
Cancellations made less than 24 hours before the event or no-shows will not be eligible for credit transfer.
Thank you for understanding and supporting our programming!.
Please contact Kim@nmtaxsolutions.com for refund or cancellation requests.