New Rules for Preparers - California Chapter Meeting - December 20, 2010

Dec 20, 2010 12:00pm -
Dec 20, 2010 1:30pm

Event Description

 New Rules for Preparers

 
Speaker: Brian Yacker, CPA, JD
Windes & McClaughry Accountancy Corporation

Program Description
Review of the new provisions contained in Circular 230 after the recent substantial revisions were made, focusing on those Circular 230 provisions which address registered return preparers. Review of other important provisions on Circular 230 (for example, 10.22 / 10.34) will also be covered in this presentation. Additionally, some presentation time will be spent reviewing current trends and hot topics related to the Office of Professional Responsibility.

Speaker Biography

Yacker PhotoBrian Yacker has almost 18 years of tax, general business consulting and accounting experience. In the tax field, Brian focuses extensively in working with exempt organizations. In this regard, Brian possesses a vast amount of experience in preparing and reviewing Forms 990, 990-T, 990-PF and state tax-exempt forms. Brian also has extensive experience in the preparation and filing of both federal and state tax exemption applications for public charities, private foundations, and other tax-exempt organizations. Representative clients have included large hospitals and other healthcare organizations, universities and colleges, private foundations (family foundations/private operating foundations/corporate foundations), trade organizations, other public charities, youth organizations, religious organizations, and amateur sports organizations. Brian is actively involved in the AAA-CPA, serving on their Board of Directors, their Finance Committee and the IRS Liaison Committee. Additionally, Brian is the AAA-CPA's representative on the Internal Revenue Service Advisory Committee (Office of Professional Responsibility Subgroup). Brian was recently appointed the Chair of this OPR Subgroup. Brian is a member of the American Bar Association (and a participant on the Tax-Exempt Committee of the Tax Section) and the California Bar Association's Tax Section. Brian currently serves on the Board of Directors of two public charities located in Southern California. Brian is also the lead exempt organizations instructor for the CA CPA Education Foundation; he teaches several full-day seminars on various exempt organizations topics (public charities tax primer / intermediate public charities issues / private foundations tax primer / advanced private foundations tax and legal issues). Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington).

Program Details
Date: Monday, December 20, 2010

Time: 7:30 - 9:00am
 
Location: AlvaradoSmith, APC (Office of Theodore M. Hankin, Esq.), 
                1 MacArthur Place, Suite 200, Santa Ana, CA 92707
                Please note parking is $8.00
   
Education:
 1 CPE/(M)CLE credit

Cost: $10.00 Members; $15.00 Non-Members

*
Non-Members that qualify to become a member of the AAA-CPA who join will receive a complimentary registration to this seminar. Membership in the AAA-CPA includes membership within the California Association.  First year regular membership dues are only $120! Join online at www.attorney-cpa.com or call the National Office at 888-288-9272.


 

Event Type:Chapter Meeting
Early registration ends on Nov 02, 2010.
Regular registration starts on Nov 03, 2010 and ends on Dec 19, 2010.
Late registration starts on Dec 20, 2010.