Speaking

Business Entity Taxation → CSEA Super Seminar 2026 — Peppermill Resort, Reno, NV

June 16, 2026

Trusts: Form 1041 Preparation Line by Line → Channel Islands Chapter CSEA — Holiday Inn Oxnard North, CA (2 hrs Federal)

January 8, 2026

2025 Federal Tax Update OB3A: Individuals & Business → Orange County Society of Enrolled Agents

2025 OBBB Tax Update: Individuals & Business → CSEA Palomar Chapter

C Corps & Partnerships Advanced Workshop → Western CPE (8 hrs)

2025 California Tax Update: Individuals & Business → CSEA Education Foundation Webinar (5 hrs CA State Tax)

NEW Form 7217: Partner's Report of Property Distributed → NAEA Solutions Room (1 hr)

PTET & SALT Workaround → San Fernando Valley Chapter CSEA (2 hrs)

Rentals → NAEA Solutions Room (1 hr)

2023 Federal Tax Update - Business → Western CPE Conference

S Corp Balance Sheets → CSTC Wednesday Webinar Series (2 hrs Federal Tax Law)

Business Entity Taxation → CSEA Super Seminar 2022

Correcting 2020 Tax & Getting 2021 Right for COVID → NAEA Solutions Room

California Tax Update → Last Chance Tax Seminar

Business Entity Taxation → NAEA National Conference

Tax Update → CSTC Summer Tax Symposium