Ventura CPA Discussion Group

SPONSORED BY

CHANNEL COUNTIES CHAPTER OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

CALENDAR OF EVENTS 

Topic:     What the IRS wants you to know

Orlando is a great presenter and a good IRS contact. He has spoken to our group in the past; I suggest that you not miss this one.  – g a jones

Speaker: Orlando Hernandez, IRS Tax Compliance Officer, Supervisor

Background:

1984:  Internal Revenue Service, Tax Auditor. Santa Barbara, CA.

1989:  Internal Revenue Service, Tax Auditor Group Manager, Santa Barbara/Oxnard, CA.

2002:  Internal Revenue Service, Tax Specialist. Volunteer Income Tax Assistance (VITA) Relationship Manager for: Southern California AARP, Los Angeles Basin Military Bases, covering Ventura, Santa Barbara and San Luis Obispo counties.

2005:  Internal Revenue Service, Tax Compliance Officer, Supervisor.

 

Presentation will include but not limited to:

 

• Excessive deduction of mortgage interest (without regard to $1m limitation)
• What to do after initial IRS examination
• Filing 1040X based on audit results if it benefits taxpayer
• And more ….

Thursday, June 26, 2008

7:30 a.m. – 9:00 a.m.

                            

Where:         Marie Callendar’s, 1295 South Victoria Avenue, Ventura

Cost:            $11.00 / members   $13.00 / non-members

Includes a breakfast buffet.  Exact change is appreciated.  No advance reservation is required.

 Agenda:       7:30 a.m. – Sign-in and breakfast buffet

                    7:55 a.m. to 8:05 a.m. – General questions, comments and announcements

                    8:06 a.m. to 9:00 a.m. – Speaker presentation

Garry A. Jones & Associates

Business Advisors & CPA's
699 Hampshire Rd. Suite 204
Westlake Village, CA 91361
Driving Directions

Phone   805.778.1858

Fax    805.778.1859
E-Mail:  Garry@jonescpa.net