Monthly Dinner Meeting - November 20, 2014
Schedule C– Business, Hobby & Review
Speaker: Torie Charvez, EA
Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825
Torie will take us through a thorough look at the Schedule C including the following items…
· Types of Income
· Special Considerations (Clergy, Statutory employees, etc)
· Schedule C-EZ
· Costs of Goods Sold, Gross Profit
· General Expenses & Special Considerations
· Business Use of the Home
· Self Employed Health Insurance
· Self Employed Retirement Plans (SEP)
· Business or Hobby???
Torie has been working in the tax and accounting fields for 25 years
Prior to becoming an Enrolled Agent in 2005, she worked 10 years as an accounting manager in a wholesale company, while also “moonlighting” at H&R Block for several years. Her passion for tax work, lead her to a small local CPA firm until 2010. Torie then left the local CPA firm to open the doors of Tax Goddess Inc., now located in Campbell, CA
The combination of private and public accounting and tax practices gives her a unique perspective that compliments the small, medium or large business client needs. This has also allowed to her to speak on and teach a variety of topics to local business groups and other tax professionals.
Torie has been an active member is the California Society of Enrolled Agents in the Mission Chapter. She is a past president for her chapter and served a term as a director on the CSEA board for them as well. She served 2 years as that Chairperson of the CSEA Finance and Budget Committee and was the 2014 CSEA Annual Meeting Chairperson. Mission Society of Enrolled Agents recently honored her for second time with their award for EA of the Year 2012-2013.
Torie is currently serving as the Second Vice-President of CSEA for the 2014-2015 fiscal year.
Register at https://www.123signup.com/event?id=yvqcr
Board Meeting begins at 5:00pm
Dinner begins at 6:00pm
Education 7:00pm to 9:00pm
Members/Non-Members who RSVP by November 17th - $35/$40
Members/Non-Members who RSVP after November 17th- $40/$45
PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!