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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:

  
September

 
Demystifying Financial Statements
Location:National University
3390 Harbor Blvd, Costa Mesa 92626
Click here to view map
Date & Time:September 27 2016, 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)
 
Demystifying the Commercial Leasing Process
Location:Yorba Linda Public Library
18181 Imperial Highway, Yorba Linda 92886
Click here to view map
Date & Time:September 28 2016, Wednesday, from 6:00 PM to 8:30 PM
Cost:No Cost
More Info:


Commercial building owners & their agents each have a strong background in negotiating leases, which most commercial tenants lack. This course can help equalize the situation by showing you what to do and how to proceed when you find an office, industrial or retail space to lease. Leasing commercial property is not overly complex, but it does take knowledge and skill. Whether you are planning to lease a commercial property on your own or use the services of a qualified broker, this seminar is designed to take you through the steps of the process and by doing so level the playing field.

Heather Francine, Vice President of Sperry Commercial in Irvine, CA. presents this workshop. She specializes in commercial leasing in Orange County as well as northern San Diego County. Heather is passionate about developing and maintaining strong, client relationships while representing the business owners in her community. Her real estate career began 18 years ago and she continues to enjoy the diversity of the industry. For several years, Heather was on the development team at Integrity Commercial Brokerage, charged with the responsibility of strengthening client relationships and networking. Both of these areas have contributed to the exceptional reputation that Heather continues to experience in the brokerage community.

Heather is a member of ICSC (International Council of Shopping Centers) and was a candidate for the John T. Riordan Scholarship for Professional Development in 2009. From 2010-2012 Heather and her business partner have been retained by the city of Yorba Linda to assist with Economic Development and Marketing for the city – working to attract, retain and expand business for the City. She is also a chapter member of Greater Southern California CCIM.

(Registration/Check-in 5:30 to 6:00 PM)
 
Social Security and Medicare Made Clear
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:September 29 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Thinking about your Social Security or Medicare Benefits? Government has made so many changes to the plans in the recent years. Have questions or concerns? You need to attend this workshop!

Thousands of "Baby Boomers" turn 65 every single day and are eligible for Social Security and Medicare. However, many are confused about when they should apply, which plan makes the most sense to their situations, how they should take it, and how they can make the most out of it... and if you or your spouse or any associates are one of those people (ages 62-70), this is a great opportunity to get answers and make it clear. Social Security is a major source of income, and Medicare is the only health insurance after age 65 for lots of American retirees. Attending this workshop will help you plan for the future and likely give you some peace of mind.

This workshop is presented by Mandy Woo and Ecy ORoake.

Mandy Woo 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.

Being a resident of Orange County for the past 50 years, Ecy is passionate about health care services based on her personal family background. She is an advocate for quality home care and health care program. Currently Ecy is a licensed agent with United Health Care and Certified to offer Medicare Advantage plans, Medicare Supplement Plans as well as Part D Prescription Drug plans. Ecy works with people that are turning 65 years of age and new to Medicare, people who are retiring and those that need extra help understanding their choices when it comes to Medicare. In addition to the English language, she is also fluent in Spanish and Portuguese. She is very active in OC community to educate doctors and patients about Medicare.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
October

 
Tax Tips for Entrepreneurs Starting and Operating a Business (Part 1)
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:October 3 2016, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS about basic federal tax and other information to start a business including determining if it is a business or hobby, selecting a business structure, how to obtain an employer identification number, understanding business taxes, and recordkeeping requirements.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 PM to 1:30 PM)
 
Tax Tips for Entrepreneurs Starting and Operating a Business (Part 1)
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:October 5 2016, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS about basic federal tax and other information to start a business including determining if it is a business or hobby, selecting a business structure, how to obtain an employer identification number, understanding business taxes, and recordkeeping requirements.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 PM to 1:30 PM)
 
Costing, Pricing & Breakeven
Location:Chapman University
1 University Drive, Beckman Hall #404, Orange 92866
Click here to view map
Date & Time:October 10 2016, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop, $3 parking fee for 4 hours
More Info:


How do you price your product or service? Is it at a level that generates a profit or are you losing money and burning through cash? All businesses large, small, or start-up face this important challenge. Before establishing prices it is necessary to understand your specific marketing goals, the factors that influence pricing strategy, and all possible pricing strategies.

Pricing is only part of the issue. Are you aware of the costs of your product or service? How much do your employees cost and how do they impact pricing? How do your costs behave as sales increase or decrease? This workshop also addresses the following questions:

• What annual sales level is required to achieve a sustainable cash flow position?
• What annual or monthly sales do I need to achieve my targeted cash flow?
• Is it a good idea to invest in a larger or nicer facility?
• Should I hire full or part time employees?

This workshop is designed for entrepreneurs who are preparing business plans or financial projections. Information from this workshop is also helpful if you are introducing a new product or service and want a more thorough understanding of pricing strategy. Knowledge of financial statements would be useful but not necessary.

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).

For parking lot map and rates Click here.

(Registration/Check-in 5:30 to 6:00 PM)
 
Retirement Planning For Small Business Owners
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:October 12 2016, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
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.

This workshop is presented by Mandy Woo.

Mandy Woo 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 1:00 to 1:30 PM)
 
Basics of Acccounting - The Language of Business
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:October 13 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
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 5:30 to 6:00 PM)
 
Social Security and Medicare Made Clear
Location:Digital Media Center
1300 S. Bristol, Santa Ana 92704
Click here to view map
Date & Time:October 27 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Thinking about your Social Security or Medicare Benefits? Government has made so many changes to the plans in the recent years. Have questions or concerns? You need to attend this workshop!

Thousands of "Baby Boomers" turn 65 every single day and are eligible for Social Security and Medicare. However, many are confused about when they should apply, which plan makes the most sense to their situations, how they should take it, and how they can make the most out of it... and if you or your spouse or any associates are one of those people (ages 62-70), this is a great opportunity to get answers and make it clear. Social Security is a major source of income, and Medicare is the only health insurance after age 65 for lots of American retirees. Attending this workshop will help you plan for the future and likely give you some peace of mind.

This workshop is presented by Mandy Woo and Ecy ORoake.

Mandy Woo 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.

Being a resident of Orange County for the past 50 years, Ecy is passionate about health care services based on her personal family background. She is an advocate for quality home care and health care program. Currently Ecy is a licensed agent with United Health Care and Certified to offer Medicare Advantage plans, Medicare Supplement Plans as well as Part D Prescription Drug plans. Ecy works with people that are turning 65 years of age and new to Medicare, people who are retiring and those that need extra help understanding their choices when it comes to Medicare. In addition to the English language, she is also fluent in Spanish and Portuguese. She is very active in OC community to educate doctors and patients about Medicare.

(Registration/Check-in 5:30 to 6:00 PM)
 
 
  
November

 
Demystifying the Commercial Leasing Process
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:November 2 2016, Wednesday, from 1:30 PM to 4:30 PM
Cost:$35 pre-register online; $45 at the door (cash or check only)
More Info:


Commercial building owners & their agents each have a strong background in negotiating leases, which most commercial tenants lack. This course can help equalize the situation by showing you what to do and how to proceed when you find an office, industrial or retail space to lease. Leasing commercial property is not overly complex, but it does take knowledge and skill. Whether you are planning to lease a commercial property on your own or use the services of a qualified broker, this seminar is designed to take you through the steps of the process and by doing so level the playing field.

Heather Francine, Vice President of Sperry Commercial in Irvine, CA. presents this workshop. She specializes in commercial leasing in Orange County as well as northern San Diego County. Heather is passionate about developing and maintaining strong, client relationships while representing the business owners in her community. Her real estate career began 18 years ago and she continues to enjoy the diversity of the industry. For several years, Heather was on the development team at Integrity Commercial Brokerage, charged with the responsibility of strengthening client relationships and networking. Both of these areas have contributed to the exceptional reputation that Heather continues to experience in the brokerage community.

Heather is a member of ICSC (International Council of Shopping Centers) and was a candidate for the John T. Riordan Scholarship for Professional Development in 2009. From 2010-2012 Heather and her business partner have been retained by the city of Yorba Linda to assist with Economic Development and Marketing for the city – working to attract, retain and expand business for the City. She is also a chapter member of Greater Southern California CCIM.

(Registration/Check-in 1:00 to 1:30 PM)
 
Retirement Planning For Small Business Owners
Location:Brea Chamber of Commerce
1 Civic Center Circle, 2nd Floor, Brea 92821
Click here to view map
Date & Time:November 2 2016, Wednesday, from 6:00 PM to 9:00 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.

This workshop is presented by Mandy Woo.

Mandy Woo 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 5:30 to 6:00 PM)
 
Tax Tips for Entrepreneurs Starting and Operating a Business (Part 2)
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:November 7 2016, Monday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS about operating a business including business bank accounts, supporting business documents for purchases and expenses, business tax credits, retirement plans, selecting a tax preparer, electronic filing options, illegal tax scams, and federal resources for entrepreneurs.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
Tax Tips for Entrepreneurs Starting and Operating a Business (Part 2)
Location:Mission Viejo City Hall
200 Civic Center, Saddleback Room, Mission Viejo 92691
Click here to view map
Date & Time:November 9 2016, Wednesday, from 1:30 PM to 3:00 PM
Cost:No Cost
More Info:


Hear from an expert speaking on behalf of the IRS about operating a business including business bank accounts, supporting business documents for purchases and expenses, business tax credits, retirement plans, selecting a tax preparer, electronic filing options, illegal tax scams, and federal resources for entrepreneurs.

Antonio Alvarez EA presents this workshop. Tony has been a tax professional for over 29 years. He opened his own tax practice in 2001, earning his Enrolled Agent status in 2006. His firm specializes in assisting small business tax clients in all aspects of tax preparation, bookkeeping, payroll and audit representation. He recently completed the National Tax Practice Institute and achieved his designation as a Fellow.

(Registration/Check-in 1:00 to 1:30 PM)
 
Demystifying Financial Statements
Location:Chapman University
1 University Drive, Beckman Hall #404, Orange 92866
Click here to view map
Date & Time:November 14 2016, Monday, from 6:00 PM to 9:00 PM
Cost:No Cost Workshop, $3 parking fee for 4 hours
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).

For parking lot map and rates Click here.

(Registration/Check-in 5:30 to 6:00 PM)
 
Social Security and Medicare Made Clear
Location:Fullerton Public Library
353 W Commonwealth Ave, Fullerton 92832
Click here to view map
Date & Time:November 17 2016, Thursday, from 6:00 PM to 9:00 PM
Cost:No Cost
More Info:


Thinking about your Social Security or Medicare Benefits? Government has made so many changes to the plans in the recent years. Have questions or concerns? You need to attend this workshop!

Thousands of "Baby Boomers" turn 65 every single day and are eligible for Social Security and Medicare. However, many are confused about when they should apply, which plan makes the most sense to their situations, how they should take it, and how they can make the most out of it... and if you or your spouse or any associates are one of those people (ages 62-70), this is a great opportunity to get answers and make it clear. Social Security is a major source of income, and Medicare is the only health insurance after age 65 for lots of American retirees. Attending this workshop will help you plan for the future and likely give you some peace of mind.

This workshop is presented by Mandy Woo and Ecy ORoake.

Mandy Woo 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.

Being a resident of Orange County for the past 50 years, Ecy is passionate about health care services based on her personal family background. She is an advocate for quality home care and health care program. Currently Ecy is a licensed agent with United Health Care and Certified to offer Medicare Advantage plans, Medicare Supplement Plans as well as Part D Prescription Drug plans. Ecy works with people that are turning 65 years of age and new to Medicare, people who are retiring and those that need extra help understanding their choices when it comes to Medicare. In addition to the English language, she is also fluent in Spanish and Portuguese. She is very active in OC community to educate doctors and patients about Medicare.

(Registration/Check-in 5:30 to 6:00 PM)
 
Buy/Sell & Valuation of a Business
Location:Yorba Linda Public Library
18181 Imperial Highway, Yorba Linda 92886
Click here to view map
Date & Time:November 30 2016, Wednesday, from 6:00 PM to 8:30 PM
Cost:No Cost
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 5:30 to 6:00 PM)
 
 
  
December

 
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:December 5 2016, 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 how to make tax deposits & file a return to report your payroll taxes.

John Rumbold of Rumbold Tax Advisory presents this workshop. John has worked as a tax preparer and advisor for fourteen years. Currently, he is a tax practitioner at Rumbold Tax Advisory, responsible for tax preparation and tax planning for individuals and business entities. He also works part-time for a tax audit defense company, representing taxpayers before all administrative levels of the IRS and state taxing agencies. Prior to forming his own tax practice in 2006, he worked as a tax specialist at H&R Block for seven years.

John holds a bachelor degree in Electrical Engineering from The University of New Haven and a Masters in Business Administration from The University of Phoenix, and is an Enrolled Agent and Certified Financial PlannerTM.

(Registration/Check-in 1:00 to 1:30 PM)
 
 
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