Campbell Community Center
Q-84 Mary Campbell Room
1 W. Campbell Ave
Campbell, CA 95008
Saturday Mornings
Check in 8:30 AM
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Mini #1 - July 18
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"The SECURE Act, New RMD
Tables, and Advanced IRA Planning"
Larry Pon, CPA, EA
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Mini #2 - July 25
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"Filing Separately & 199A Issues for
Registered Domestic Partners"
Cynthia Leachmoore, EA
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Mini #3 - Aug 8
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"A Practical Understanding About Form 706"
Rico Delodovici, EA
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Mini #4 - Aug 22
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"Stock Options"
Rob Lee, CPA
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Mini #5 - Sep 19
9 AM- 12:35 PM
2 Hours Federal Tax Law CE
2 Hours Ethics CE
"Gig Economy and Related Tax Reform Proposals”
Annette Nellen, CPA, CGMA, Esq.
"Practice Management"
Jim Southward, EA
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Mini #6 - Sep 26
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"International Tax Law"
Rob Lee, CPA
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Mini #7 - Oct 24
9 AM- 12:35 PM
4 Hours Federal Tax Law CE
"IRS & FTB Update" & "Trusts"
Steven Walker, Esq.
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Three Flames Restaurant and Banquets
1547 Meridian Ave, San Jose, CA 95125
Lunch - 11:30 to 12:30pm
Presentation - 12:30 pm– 2:10 pm
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May Networking Lunch Seminar -
5/19/20
Discharge of Taxes in Bankruptcy
Featuring Joyce Cheng, EA, CP
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July Networking Lunch Seminar - 7/21/20
Fighting the IRS and FTB in an Audit
Featuring Cindy Ho, Esq.
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August Networking Lunch Seminar - 8/18/20
199A Rental Rules and Qualified Business Income
Featuring Tony Martinez, EA
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September Networking Lunch Seminar - 9/22/20
Qualified Opportunity Zones
Featuring Erik Hayden
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October Networking Lunch Seminar -
10/20/20
Santa Clara County Property Tax
Featuring Lawrence Stone, Assessor
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November Networking Lunch Seminar 11/17/20
The Truth About the World's Largest Tax Myths
Featuring Rico Delodovici
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SEE Boot Camp
1550 Meridian Ave (Willow Glen)
San Jose, CA 95135
Part 1 Individual - Jonathan Hill, EA
May 23rd, May 30th, and Jun 6th, 2020
8:30 am - 2:00 pm
Part 2 Business - Jonathan Hill, EA
Aug 8th, Aug 22nd, Aug 29th, Sep 19th, and Sep 26th, 2020
8:30 am - 2:00 pm
Part 3 Ethics - Nancy Pyzel, EA
Nov 7th, 2020
8:30 am - 3:00 pm
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2021 Cast-in-Concrete
January 14, 2021
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