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Wed, Nov 08




by Selina Steele

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Time & Location

Nov 08, 2023, 6:00 PM – 8:30 PM

Escondido, 890 W Valley Pkwy, Escondido, CA 92025, USA

About the event

Program Description

In this two hour seminar, our speaker will educate us on what we should know when working with Non-Profit clients. This will include the formation of the entity; the filing requirements to remain in good standing; and what to do to recover and reinstate the entity when it falls out of compliance. 

Learning Objectives

1. Learn the steps necessary to form and register a non-profit.

2. Understand the annual filing requirements and which form is to be filed.

3. Steps to take to reinstate the exempt status.

About the Speaker

Selina Steele is a taxation, business and estate planning attorney as well as an Enrolled Agent. She has been preparing taxes since the early 1980's. As an attorney and solo practitioner, she is keenly aware of the challenges facing small businesses and individuals when taxes are not part of the conversation. The tax implications of improper or late planning can have a detrimental impact. This is certainly true of non-profits who run afoul of reporting and filing requirements thereby finding themselves going from exempt to taxable overnight. When good works and intentions turn into tax nightmares.

Continuing Education

IRS:  2  hours Federal Tax Topics   |   CTEC: 2 hours Federal Tax Topics    |   CA Bar:  1.75 hours Taxation Law  |  CPA CA:   2 hours Taxes


Member: $45 | Non-Member: $55

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California Society of Enrolled Agents Palomar Chapter

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