Monthly Dinner Meetings
June 20, 2013
Connie Lorz, EA, CSEA Past President
ATTENTION – NEW LOCATION!
Dante Club of Sacramento 2330 Fair Oaks Boulevard Sacramento, CA 95825
Join us as CSEA Past President Connie Lorz, EA guides us through a 2 hour presentation on the Health Care Reform Act.
Some highlights include…
Tax Provisions Affecting Individuals
Tax Provisions Affecting Employers
Rules for Insurance and Medical Providers
Reporting Rules and Other Tax Provisions
Board Meeting begins at 5:00pm
Dinner begins at 6:00pm
Education 7:00pm to 9:00pm
Cost: Members who RSVP by June 17th- $35
Members who RSVP after June 17th - $40
Non-Members who RSVP by June 17th- - $40
Non-Members who RSVP after June 17th -$45
PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!
Lunch & Learn: Dealing with Death and End of Life Issues
Lunch & Learn: "Dealing with Death and End-of-Life Issues Round Table".
June 10th. (continuing the second Monday of each month). Mark your calendars.
Location: Incompass Tax, Estate & Business Solutions classroom, 4600 Roseville Rd., Ste 260, North Highlands, CA 95660.
This Round Table discussion is intended to help tax practitioners become big-picture advisors to their clients. Our discussion will cover tax issues as well as estate administration requirements, court cases and other very important helps for our clients who find themselves as a Trustee, an Executor, Conservator or when dealing with end-of-life issues for a loved one.
Each month we will explore the aging and dying processes from a comprehensive view with the goal to aid our understanding of the larger picture.
The intent of this series is to build a close relationship among those interested in this topic. Whether you are a novice or a master in this topic, come share your knowledge, experiences and helps with others.
Bring your own bag lunch and drink.
Registration Link coming soon