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  Workshops - Finance
 
Schedules are subject to change without notice. Please check here frequently for updates.
For a complete list of workshops offered, please check the Workshop Calendar.


To view only one workshop title, please select from the following list:

  
November

 
How To Manage Payroll So You Withhold The Correct Amount From Employees AND How To Make Tax Deposits & File A Return To Report Your Payroll Taxes
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:November 3 2014, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

The second segment covers the employers responsibilities for depositing taxes and filing a return to report payroll taxes. Learn the federal tax deposit process, deposit requirements & penalties, how to file Form 941, Employer’s Quarterly Federal Tax Return.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:November 4 2014, Tuesday, from 9:00 AM to Noon
Cost: $35 pre-register online; $45 at the door (cash or check only)
More Info:


Each business decision you make has a financial impact on your business. Understand and use the right tools to optimize results. Learn to use your basic financial statements and other key measurements to improve your decision making, interpret your company's financial signals, and gain a "Plain English" understanding of basic business terminology. Learn to communicate with financial people and investors to attract capital for growth.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 8:30 to 9:00 AM)
 
How To Manage Payroll So You Withhold The Correct Amount From Employees AND How To Make Tax Deposits & File A Return To Report Your Payroll Taxes
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:November 5 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS. Find out the employers responsibilities to identify wages that are subject to employment taxes, the difference between an accountable plan and a non-accountable plan and how to calculate your payroll taxes using the appropriate method. Employment tax rules for wages and other types of compensation will also be discussed.

The second segment covers the employers responsibilities for depositing taxes and filing a return to report payroll taxes. Learn the federal tax deposit process, deposit requirements & penalties, how to file Form 941, Employer’s Quarterly Federal Tax Return.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc presents this workshop. Joni’s’ responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
What You Need to Know About Federal Taxes When Hiring Employees or Contractors -Plus- New Employment Law for 2015
Location:Laguna Niguel City Hall
30111 Crown Valley Parkway, Community Room, Laguna Niguel 92677
Click here to view map
Date & Time:November 13 2014, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


What You Need to Know About Federal Taxes When Hiring Employees or Contractors

Get the latest how to's on employment taxes from an attorney, an expert speaking on behalf of the IRS. Learn what you need to know about Federal taxes when hiring employees or independent contractors.

Joni K. Terens, President of Accurate Bookkeeping & Tax Service, Inc., presents this workshop. Joni’s responsibilities include tax preparation and tax planning for individuals and businesses. As an Enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer
representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

New Employment Law for 2015

We will cover recently enacted employment laws and cases that all employers should know going into 2015. Topics include: mandatory sick pay, drivers licenses for undocumented workers and a survey of recent case law that will have an impact on policies and procedures.

Allyson K. Thompson of Kring & Chung, Attorneys LLP, holds a B.A. in Political Science from the University of Hawaii and a JD from Lincoln Law in Sacramento. Areas of expertise are employment and labor law, including sexual harassment, discrimination, and wage and hour litigation. Allyson advises employers on how to avoid employment related litigation and has lectured on issues such as effective strategy in preparing employee handbooks and company policies, legislative changes to State and Federal labor laws and prevention of sexual harassment in the workplace. She is an active member of the Society of Human Resources Management ("SHRM") and is currently serving as the Advocacy Captain for the 48th Congressional District on behalf of SHRM. Allyson is also an active member of the Orange County Women Lawyers Association and is currently serving on their Board of Directors.

(Registration/Check-in 5:30 to 6:00 PM)
 
Retirement Planning For Small Business Owners
Location:Tustin Branch - OC Public Library
345 E. Main Street, Tustin 92780
Click here to view map
Date & Time:November 20 2014, Thursday, from 5:30 PM to 8:30 PM
Cost:No Cost
More Info:


CONCERNED ABOUT ATTRACTING & RETAINING TALENTED EMPLOYEES… CAN’T KEEP UP WITH TAX LAW CHANGES… NOT YET PLANNED FOR YOUR OWN RETIREMENT?

Learn easy and inexpensive ways to retain key employees in a competitive market place, find income and tax shelters you can use, and determine the right way to prepare for your own retirement. If you're a small business owner for 5 years without a retirement plan in place this workshop is definitely for you!

Small businesses have generally not been very successful in terms of providing opportunities for their employees to save for retirement. Many still believe they can’t afford to do so. Only 44% of small businesses offer retirement plans. Lots of business owners are so busy working in their businesses they haven’t even taken time to plan for their own retirement, let alone keep up with the constant tax law changes which affect retirement planning in general. So what’s the best plan for your business, the best plan for you as an owner? It might be a SIMPLE IRA, SEP IRA, SOLO 401k, Roth 401k or Defined Benefit Plan. What are the advantages and disadvantages? If you currently have a retirement plan, is it still the best choice? Have you done your annual retirement plan “checkup”? We all need a clear plan, a road map to the future. This workshop will help you understand which retirement plans you should use for the best results.

Mandy Woo of SCORE presents this workshop. She is a Certified Financial Planner and business owner herself and has helped individuals, families and small businesses achieve their financial goals through customized, comprehensive, strategic financial planning for over 13 years. Through her daily practice, and volunteering at SCORE, Mandy has educated many individuals and small business owners in terms of tax planning, protection planning, and investment and retirement planning. She owns a franchise financial advisory business and holds a Bachelor Degree in Investment Finances and a Master Degree in Taxation. Mandy also holds General Security, Insurance, and Investment Advisor licenses. As an ongoing basis, she has been working with CPAs and attorneys to help small business owners design and set up retirement, executive benefit plans and exit strategies suitable for their individual situations.

(Registration/Check-in 5:00 to 5:30 PM)
 
Build a Great Credit Score to Get that Loan!
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:November 20 2014, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Whether it’s a personal loan, business loan or any kind of credit, your credit score is an important deciding factor. A better credit score could save you thousands of dollars in interest cost! The goal of the seminar is to dispel all the misinformation on the subject of credit. The workshop will equip the attendees with accurate and reliable information to help them make better financial decisions when obtaining an SBA loan, and all type of credit. Furthermore, attendees will leave the presentation understanding how to build, improve, and maintain a perfect credit scores to better manage and protect their credit reputation and potential.

Nabil Captan presents this workshop. Nabil is a nationally recognized credit-scoring expert, educator and certified Department of Real Estate instructor on the subject of credit. Nabil attended San Diego State University majoring in cost accountancy, and has been involved in the world of finance for 31 years. He’s also a Center Stage Speaker for Wells Fargo. Nabil has been nominated to receive the U.S. Small Business’ “Financial Services Champion for the year 2010”.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:November 25 2014, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


What’s the Business Worth – Valuation Techniques

What’s your business worth? You’ll learn how to develop a valuation estimate that is defensible whether you are buying, selling or starting a business. Or is a franchise more to your liking? You’ll learn the pros and cons of franchising as well. All of this is in “plain English” and based on current valuation concepts. We will take you through the process using examples of each calculation.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 8:30 to 9:00 AM)
 
 
  
December

 
Hiring People Who Live In The U.S. But Are Not U.S. Citizens
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:December 1 2014, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

Learn how to:

• Verify an employee's identity and status with proper documentation;
• Withhold federal taxes at the proper withholding or treaty rate;
• Deposit and pay the tax withheld properly; and
• File accurately and timely the withholding tax returns

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc. presents this workshop. Her responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
Demystifying Financial Statements
Location:Anaheim Gordon Hoyt Conference Center
201 S. Anaheim Blvd., 2nd Floor, Anaheim West Tower, Anaheim 92805
Click here to view map
Date & Time:December 2 2014, Tuesday, from 6:00 PM to 9:00 PM
Cost: $35 pre-register online; $45 at the door (cash or check only)
More Info:


Each business decision you make has a financial impact on your business. Understand and use the right tools to optimize results. Learn to use your basic financial statements and other key measurements to improve your decision making, interpret your company's financial signals, and gain a "Plain English" understanding of basic business terminology. Learn to communicate with financial people and investors to attract capital for growth.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 5:30 to 6:00 PM)
 
Hiring People Who Live In The U.S. But Are Not U.S. Citizens
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:December 3 2014, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


You are invited to attend a free Small Business Tax presentation by an enrolled agent who is speaking on behalf of the IRS.

Learn how to:

• Verify an employee's identity and status with proper documentation;
• Withhold federal taxes at the proper withholding or treaty rate;
• Deposit and pay the tax withheld properly; and
• File accurately and timely the withholding tax returns

Joni K. Terens, President of Accurate Bookkeeping & Tax Service Inc. presents this workshop. Her responsibilities include tax preparation and tax planning for individuals and businesses. As an enrolled Agent (EA) enrolled to practice before the IRS since 1987 she also specializes in taxpayer representation before the Internal Revenue Service and state taxing agencies. Ms. Terens teaches IRS Small Business Seminars, VITA classes and FEMA workshops. In addition, she has taught IRS Exit seminars at local military bases and specializes in tax issues for the military. She also currently serves on the Small Business Employers Advising Committee, and CSEA Education Foundation as a trustee.

(Registration/Check-in 1:00 to 1:30 PM)
 
What Your Banker Needs to Know
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:December 10 2014, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


In today's climate a good strong business plan is an absolute must when you seek financing but how do you separate your business plan from the all the others piling up on your banker's desk? This workshop will give you some tips as to how you can enhance your business plan and increase your prospect of getting that important "yes" from your banker.

John Seelinger of SCORE presents this workshop. John has more than 30 years of banking experience (Trust Co of NJ, Midlantic Nat'l Bank, Chase Manhattan Bank) and commercial trading (Asian, African, Middle Eastern and European) experience. He currently is Chairman of SCORE’s Client Finance Committee, assisting clients with their approach to lenders.

(Registration/Check-in 1:00 to 1:30 PM)
 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:December 16 2014, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 8:30 to 9:00 AM)
 
 
  
January

 
Basics of Acccounting - The Language of Business
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:January 6 2015, Tuesday, from 9:00 AM to Noon
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Accounting is the "language of business". People in the business world - owners, managers, bankers, investors - use accounting terms and concepts to describe the events that make up the “story” of a business. At its most fundamental level, accounting is the system of tracking the income, expenses, assets and liabilities of your business. In this workshop, you will learn how to make journal entries including debits and credits, the structure of financial statements, important financial ratios, ledgers, and, more importantly, how to "account" for the transactions in your business.

Jim Chamberlain of SCORE presents this workshop. Jim has an MBA and is a CMA (Certified Management Accountant). Jim has held financial positions with Dexter, General Dynamics and Statek Corporation, as well as an environmental start-up. For ten years he was part owner, director, and CFO of Consolidated Reprographics, an Orange County leading reprographics company. He also helped manage a privately held high technology company awarded as one of the top 50 fastest growing private companies in Orange County. During his career, Jim has had extensive experience in merger and acquisition activity as both buyer and seller. He has prepared Business Plans, sold and purchased businesses and has helped entrepreneurs improve their cash flow. Management Accounting is his specialty. Jim has been active in various volunteer organizations, such as SCORE and United Way. He is also a past president and director of the Certified Management Accounting Society of Southern California (CMASSC).

(Registration/Check-in 8:30 to 9:00 AM)
 
 
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