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Monthly Dinner Meeting - July 17th


Divorce Tax Traps & Divorce Process Options

Speaker: Hal D Bartholomew, JD, CFSL & Beverly Brautigam, CPA

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

Join us as we learn the ins and outs of the tax consequences of divorce.  If your clients divorce can you still prepare both tax returns? It’s not as cut and dry as it may seem on the surface and everyone has a different opinion.  When is spousal support alimony?  What are the potential tax traps in a divorce and what is your role as the tax professional?  What planning opportunities are there between you and your client(s)?  Mr. Bartholomew and Ms. Brautigam will answer all these questions and more.   

 

Speaker Bio:

Hal D Bartholomew, JD, CFSL was in the first group of Certified Family Law Specialists in California.  He is a Fellow of the American Academy of Matrimonial Lawyers (President, 2010) and co-founder of the Sacramento Collaborative Practice Group as well as founding president of CP California.

Beverly Brautigam, CPA, MBA in Taxation, is the owner of Brautigam & Co. and is a Personal Financial Specialist.  She received her BA degree in Business Administration with a concentrate in accounting from California State University Fullerton and her MBA in Taxation Program at Golden Gate University. 

Register at https://www.123signup.com/event?id=yqgnc

Board Meeting begins at 5:00pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by July 14th- $35/$40

Members/Non-Members who RSVP after July 14th- $40/$45

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


Monthly Dinner - August 21st


Foreign Earned Income, Foreign Tax Credit and FBAR

Speaker: Dave Du Val, EA

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

The IRS continues to focus on the income, both earned and unearned, of Americans who work outside the U.S. or earn income from other countries, and on the noncompliance in reporting this income. Audits and notices in this area of the tax code are increasing; both for individuals and businesses, and the penalties for noncompliance are hefty. This class will discuss what is or isn’t foreign income, the rules for claiming the foreign earned income exclusion or foreign tax credit, and the filing requirements for both the FBAR and FATCA forms.

Speaker Bio:

Dave Du Val is Vice President of Customer Advocacy for TaxAudit.com.  A nationally recognized speaker and educator, Dave frequently contributes tax tips and information to news publications, including US News and World Report, CNN Money, and MSN’s Business on Main.  He is also well known for his high energy and dynamic presentation style.  Dave, an Enrolled Agent, has prepared thousands of returns during his career and has trained and mentored hundreds of tax professionals.  He is a member of the California Society of Enrolled Agents, the National Association of Enrolled Agents, and the National Association of Tax Professionals. Dave also holds a Master of Arts in Education and has been educating people since 1972.

 

Register at https://www.123signup.com/event?id=yqghf

 

Board Meeting begins at 5:00pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by August 18th- $35/$40

Members/Non-Members who RSVP after August 18th- $40/$45

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


Special Enrollment Exam Prep Course


Special Enrollment Exam Prep Course

Learn the Easy way!  This is a fast paced, comprehensive course designed to help you tackle the vast amount of information you are required to know to successfully pass the SEE. 

Instructor led discussion utilizing Fast Forward Academy materials and question bank offers you the best of both worlds.  Our materials are relevant for both beginners and those with experience.  This is the only course taught in the Sacramento area—do not miss out! 

Classes: Saturdays from 9 AM—4 PM 


Part I – Individuals (June 21st, June 28th, July 12th, July 19th)

Prelim Work/Taxpayer Data

Income and Assets

Deductions and Credits

Taxation and Advice

Specialized Individual Returns

 

Part II – Businesses (Aug 2nd, Aug 9th, Aug 16th, Aug 23rd, Aug 30th)

 

Type of Businesses

Business Financial Information

Specialized Returns and Tax

 

Part III – Representation, Practices and Procedures (Sept 13th & Sept 20th)

 

Practices and Procedures

Representation Before the IRS

Specific Types or Representation

Completion of the Filing Process

 

 

Non-refundable deposit of $200.00 is required to secure your place in the class.  This covers the cost of the materials. All cancellations are subject to a $25 processing fee. No refunds if you cancel less than 1 week prior to the start of a session.

 

For more information or the register, please go to https://www.123signup.com/event?id=drbqz


Future Dinner Meetings


Future Dinner Meetings

September 18, 2014 – TBD

October 16, 2014 – Criminal Tax Law with Betty Williams

Registration Links will be posted soon.


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