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Wed, Mar 08



Tax Topics Roundtable

Attendees are asked to bring their tax preparer questions to this interactive round-table that will be lead by Selina Steele, EA, ESQ. Topics expected to be discussed will relate to returns that are on extension, and the upcoming April 18 due date.

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Tax Topics Roundtable
Tax Topics Roundtable

Time & Location

Mar 08, 2023, 5:00 PM


About the event

Learning Objectives:

1) Discuss and provide answers to current tax questions arising in our practices.

2) Share knowledge obtained through experience and/or research.

3) Brainstorm procedural issues in an attempt to implement better results in a more efficient manner.

Continuing Education Hours:

IRS: WZA09-T-03312-23-O; 2 hours Federal Tax Topics

CTEC: 1001-CE-9798; 2 hours Federal Tax Topics

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 a solo practitioner, she is keenly aware of the challenges facing small businesses and individuals in the areas of retirement and social security issues when taxes are not part of

the conversation.  The tax implications of improper or late planning can have a detrimental impact.  She'll offer insight into the taxation components facing current and future retirement decisions.

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California Society of Enrolled Agents Palomar Chapter

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