Monthly Dinner Meeting – November 19, 2015
Schedule D Down & Dirty
Speaker: Torie Charvez, EA
Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825
This class will include a comprehensive review of Schedule D and how the forms 1099-B, 1099-Div, and form 8949, Schedule K1s. Form 4797 all flow onto this formerly simple form. Proper reading of the 1099-B and determining basis and its accuracy will be discussed. Review of the various parts of the 8949 and how to properly distribute information on this Discussions on various stock types and how to determine proper basis will be covered. Live in class examples of the forms and pen to paper examples will be included.
After completing the class the attendee will…
1. Have a better understanding of the various parts of Form 8949 and how they flow onto the Schedule D
2. Understand that Schedule D is not only for reporting stock transactions
3. Know how to transfer information from other forms that report gains and losses on the Schedule D
Prior to becoming an Enrolled Agent in 2005, she worked 10 years as an accounting manager in a wholesale company, and part time for a tax firm.
The combination of private and public accounting and tax practices gives her a unique perspective that compliments the small, medium or large business client. This has also allowed to her to speak on and teach a variety of topics to local business groups and other tax professionals.
Torie is an active member is the California Society of Enrolled Agents, Mission Chapter. She is a past president for her chapter and a past CSEA director for Mission. She is currently serving a 2 years term as the Mission Treasurer.
Torie is currently serving as the First Vice-President of CSEA for the
2015-2015 Fiscal year.
This program qualifies for 2 hours of Federal Tax Topics
IRS Program # WZA09-T-01579-15-I
CTEC Program # 1001-CE-8002
Register at https://www.123signup.com/event?id=psqnd
Board Meeting begins at 4:45pm
Dinner begins at 6:00pm
Education 7:00pm to 9:00pm
Members/Non-Members who RSVP by November 16th- $35/$40
Members/Non-Members who RSVP after November 16th- $40/$45
* Any unpaid reservations not canceled on or before November 16th will be billed.
PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!