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World of Tax Returns and its Uses In Financial Disclosure

The Paralegal Section presents

World of Tax Returns and its Uses In Financial Disclosure

 
Date Thursday, May 29, 2025
MCLE Registration 3:30 - 4:00 p.m.
In-Person Program 4:00 - 5:15 p.m.
MCLE 1 Hour of Family Law Specialization Credit
Location BASF Conference Center
50 Fremont Street, Suite 1700
San Francisco, CA 94105
Reception to follow.

Speaker

 
Brandon Fu, BRG
Berkeley Research Group
 

Topics

  • Gain insight to using tax returns and other tax documents to prepare financial disclosures
  • Understanding various income sources (e.g., employment, investment, business, phantom)
  • Tips and tricks to be aware of when preparing the income portion of the Income and Expense Declaration

Section Chair
Amy McGuigan, Swanson & McNamara


Event Code: G253502
For a printable flyer, click here.
For related events, click here

Cost

FREE BASF Law Student
 $25 Paralegal Section Member
 $50 BASF Section Member
 $60 BASF Member
 $75 Nonmember
  All prices increase $10 on the day of the program
Join or Renew Today and Save!

 

To Register

  1. Sign in to your account, then select Register Myself at the bottom of the page.
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  2. Select Proceed to Checkout to enter payment information, then Submit Order to complete the registration process.

Program Access
This is an in-Person program only.  Virtual access will not be available. Program recordings are not guaranteed and/or included with this registration, nor immediately accessible to registrants. Approved recordings of live programs are converted to On-Demand CLE Courses and available for separate purchase through a third-party library 30 business days after the live recording. 

Substitution, Cancellation, and Refund Requests

For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will deducted from your refund. Please complete the Event Cancellation Form.

For CLE events longer than 1.5 hours, and for special events such as conferences, symposiums, professional development training programs, a 50% refund is available if you cancel at least 10 business days prior to the event. Please complete the Event Cancellation Form.

If you are unable to attend, you may send a substitute. Please complete the Event Cancellation Form.

MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Accessibility
People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

When
5/29/2025 4:00 PM - 5:15 PM
Where
BASF Conference Center 50 Fremont Street Suite 1700 San Francisco, CA 94105