Inland Empire Chapter CSEAPresident - Ron Uehle, EA
Welcome to The Inland Empire Chapter of CSEA
The Inland Empire Chapter CSEA endeavors to provide our members with the very best professional environment to further the advancement of your profession. We strive to provide the best in educational opportunities through rousing and interesting monthly dinner meetings and periodical advanced education seminars.
NEXT DINNER MEETING:July 9 Dinner Meeting
Basics of Basis Partnerships & S Corporations
Location: The Hotel
Dinner: 6:00 to 7:00PM
$47 non-members If registered by 07/05/14
$50 members after 7/05/14 to 07/09/14
$55 no-members after 7/05/14 to 07/09/14
$280.00 for all eight chapter meetings July thru Dec 2014 along with May and June 2015. A substantial savings and you don't have to preregister.
Basis is one of the most misunderstood areas of tax law. By the end of this session I hope that you will be most familiar with the terms and how to calculate basis in your clients businesses.
For the purpose of this seminar we will deal with Outside or Tax Basis. It is always the ideal situation when your client comes to you when they are first getting involved with a new venture but that does not always happen. Now that you have a new client that is involved in an ongoing partnership how do you establish their tax basis? Can you look at the K-1 and use the “L” Partners Capital Account Analysis” if the box “Tax Basis” is checked? Maybe…..but you may want to be sure that the returns have been correctly filed and that there are no discrepancies. You need to start from the beginning of the partnership to be sure. If any of the other boxes are
Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual and small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee, a speaker at the NTPI events, CSEA Super Seminar, Oregon Society and California Society annual meetings, as well as numerous other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
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