Join our first annual National Learning Week so you can better serve your clients this tax season.

Whether you want to learn from the comfort of your home or attend an update session in person, we have options for you in English y en español.

Schedule & Description

8:30am – 9:00am         Network
9:00am – 11:30am       QBI
11:30am – 12:00pm    Lunch
12:00pm – 12:30pm    Network
12:30pm – 3:30pm      QBI and Individual updates

This intermediate to advanced course consists of 4 hours of Qualified Business Income explaining line by line Form 8995 (Qualified Business Income Deduction Simplified Computation) and Form 8995-A (Qualified Business Income Deduction). Scenarios will be given so the attendee will learn how to determine who qualifies for the deductions. What business entity is an SSTB (Specified Service Trade or Business) will also be discussed. The remaining 2-hours will be discussing new tax forms and other changes in the tax law. This course qualifies for IRS, CTEC and NASBA hours.

Locations & Dates

Live Webinars

English Seminars

Seminarios en español

About the Speakers

Salinas, CA
Carlos Lopez, EA, MDE

CEO, Latino Tax

Carlos C. Lopez is the founder and President of Lopez Tax Service and Latino Tax Professionals Association located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Anderson School of Management. He has been active in tax preparation and representation before the IRS for 33+ years. His extensive experience includes developing qualifying continuing education and training programs for the California Tax Education Council and for the IRS Enrolled Agent CE program.

Hayward, CA
Pascual Garcia, EA

CEO, Golden Crown
Professional Services

Pascual Garcia is the founder of Hayward Bay Investments Corporation dba Golden Crown Professional Services. Pascual was born in Hayward, California. His father, an immigrant from Jalisco, Mexico and his Mother from Puerto Rico, his mentors and number one example of hard work and perseverance. Raised in the family restaurant business empowered him to pursue his studies in Business and accounting. Pascual also holds a Black Belt in Martial Arts which has helped him in his personal and business achievements by karate chopping his way through tough obstacle. Pascual is an Enrolled Agent and Real Estate Broker. He has been practicing for over 27 years preparing individual and corporate tax returns.

Miami, FL
Roberto Pons, EA

CEO, Pons and Associates

Roberto Pons was born in Cuba and arrived to the Unites States in 1980. After 20 years in the banking industry, and 3 year as Comptroller of a multinational company, Mr. Pons became an Enrolled Agent in 2003. Shortly thereafter, he founded Pons and Associates with the objective of helping his community’s members to solve and avoid tax problems. Mr. Pons became involved in the Florida Society of Enrolled Agents and its local chapter in Miami-Dade County. Mr. Pons had served as Treasurer, Vice President and President of his local chapter. In 2012, Mr. Pons graduated from the National Tax Practice Institute and became a Fellow. He has taught classes for the Special Enrollment Examination at Miami Dade Community College South Campus, as well as several seminars to Enrolled Agents and for the public at large. 

Salinas, CA
Tony Martinez, EA

VP of Business Dev,
Latino Tax

Antonio Martinez is the VP of Business Development for LTPA. In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon graduation, Tony joined the LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014 Antonio became an Enrolled Agent with the goal of representing Spanish-speaking tax preparers before the IRS.

New York, NY
Luis Parra, EA

CEO, KEY Accounting
of New York

Luis Parra es considerado uno de los profesionales hispanos más preparados e influyentes en el mundo de los impuestos en los Estados Unidos. Es el autor del primer libro en español sobre impuestos de negocios en los Estados Unidos, el cual ya circula en su tercera edición. Es el fundador y pasado presidente de Latino Association of Tax Preparers, Inc. (LATAX) una organización sin fines de lucro que agrupa a los profesionales latinos de impuestos en todo el país.