TopMission Society of Enrolled Agents  

Mission Only

 
1080 Minnesota Ave., #1
San Jose, CA  95125
 
Phone (800) 832-6732
 Fax (866) 671-2142  
 Email Blast
August 24, 2011

  Register for the mini workshop on August 27    

 

Home Mortgage Interest : Way More Than Looking at Form 1098

 

Let's attend this week class and see what Alan Pinck,EA has to say about what you as a professional has to look, beyond the Form 1098 handed over by your client .   

 What we need to look?  

What questions to ask?  

How much is deductible?  


Speaker :

  

Alan Pinck is an Enrolled Agent with over 20 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. Having represented hundreds of returns in audit Alan has obtained tremendous insight of the audit process as well as tax knowledge on a wide variety of tax issues. His volunteering for S.C.O.R.E for over 15 years speaking on topics of  

business tax and record keeping, has given him an opportunity to help many new businesses get started and ongoing businesses with issues and planning for future growth. As well as being a prior CSEA Super Seminar speaker Alan has presented to a variety of tax and business organizations for many years. His real world approach and stories

bring his sessions to life!

 

 

Subject: 

   

1)Look at mortgage interest Form 1098  

2) How much is deductible?  

3) Who  can claim the interest paid?  

4) How to claim the interest if no Form 1098?  

5) Form 1098 not in the payees name?  

6) This class will review all types of mortgages and what to look for?  

7) When and how to tell your client that is not deductible.

       Mini Workshop

 

Follow the link below for more information and to

register.

 

                          http://missioneas.org/calendar.html 

 

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CSEA

 Mission Society of Enrolled agents is a chapter of the California 
 Association of Enrolled Agents www.csea.org
California Society of Enrolled agents is a Chapter of the 
National Society of Enrolled Agents www.naea.org
  
This email was sent to bob@vndavi-cpa.com by editor@missioneas.org |  
Mission Society of Enrolled Agents | 1080 Minnesota Ave #1 | San Jose | CA | 95125