Annual Meeting and Education
California Chapter of the National Association of Tax Professionals presents
California Conference
Welcome Reception Sunday evening from 6 p.m. to 8:30 p.m. for those who can come on Sunday. Appetizers, drinks, and networking with other tax pros, accountants, bookkeepers and vendors.
MONDAY AUGUST 19 DAY 1 — 8:00 A.M.- 5:20 P.M.
IRS REPRESENTATIVES — DEREK GANTER, CI UNIT, MARK ZINE
Derek will open our conference with IRS updates, followed by the IRS CI team, finishing up with Mark Zine who will help us navigate Online Services, Taxpayer online accounts, ID Me and more. 8:00 A.M. – 12:30 P.M.
**If you have any questions you would like to ask any of the IRS agents, you can email them to the chapter email and we will pass them along before the conference, then they will be answered at the conference.
ANNUAL MEETING 11:55 a.m. – 12:20 p.m.
LUNCH 12:30 -1:30 P.M. PROVIDED WITH COST OF REGISTRATION
LARRY PON CPA, EA, USTCP ––
Navigating CA tax for Non-Residents. 1:30 – 3:10 P.M.
California Update 3:30 – 5:10 P.M.
TUESDAY AUGUST 20 DAY 2 — 8:00 A.M. – 5:20 P.M.
RYAN REICHERT EA, CFP —
Federal Tax Updates for Individual tax filers. 8:00 – 9:40 A.M.
Business Tax Updates 9:50 A.M. – 11:30 P.M.
LUNCH 12:00 – 1:15 P.M. PROVIDED WITH COST OF REGISTRATION
SHANNON HALL EA —
CA Conformity and Non-Conformity 1:15 – 2:55 P.M.
Ethics – Circular 230 3:15 – 4:55 P.M.
Hotel Information – Marriott Liberty Station
Group Name: CA NATP
Arrival Date/Departure Date: 8/18/24 – 8/21/24
Discounted Group Rate: PRO
Important to Note:
- Check-in is at 4:00 P.M. To guarantee an early check-in, rooms must be secured the night before. Should guests arrive early, we may not have a room ready prior to the 4:00 P.M. check-in time.
- Parking Fees: An overnight parking fee of $19 will be charged per car per night. Bus or vehicles with trailers will be charged $25 per night.
Sponsors
