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Monthly Dinner Meeting – November 19, 2015

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


Speaker Bio:

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.



CE Hours:

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.


2015 Mini Seminars

Mini Seminars

For full details please see the attached flyer!

Tax Strategies for S-Corps and Blunders That Can Derail Them - SOLD OUT!

November 5, 2015   1 pm – 4 pm

 Randy Roth, EA, MSFS, CSA


Taxation & Estate Planning Strategies Tax Preparers Need to Know - ONLY 4 SEATS LEFT!!

November 12, 2015   1 pm – 4 pm

 Amy H. Halloran, Attorney at Law

Choice of Business Entity – Helping your Client Make the Right Choice - ONLY 10 SEATS LEFT!!

November 19, 2015   1 pm – 4 pm

Torie Charvez, EA




Use the attached registration form and fax to 916-863-7765






Class sizes are limited! Payment must be received before the class in order to secure your place.


Paying by credit card – Please fax your completed registration form!


Paying by check - Fax the completed registration form and mail it with a check (payable to Sac Valley CSEA) to our education committee at By the Numbers, 6939 Sunrise Blvd, Ste 115, Citrus Heights, CA 95610.




Incompass Tax

4600 Roseville Road, Ste 260

Sacramento, CA 95660

Future Dinner Meetings

Sacramento Valley Chapter of CSEA

2015 – 2016 Dinner Meetings


January 21, 2016 – Dinner Meeting

Topic: Ethics

Speaker: TBD


May 19, 2016 – Dinner Meeting

Topic: Tax Issues in the Marijuana Industry

Speaker: Ruth Rowlette, Attorney at Law

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