Events

In our continuing effort to get "Enrolled Agent" to be a household name, we will be sponsoring a booth at the Marin County Fair from June 30th to July 4th […]

Topic: Hedge Fund and Investment Partnership K1s Hedge Fund Schedule K-1s have a unique presentation.  This presentation will allow you to assist clients with these complex investments. Speaker: Laura Ross, CPA […]

Topic: Protect Clients, Protect Yourself More and more, tax professionals are the targets of identity thieves. Use this opportunity to learn about the vulnerabilities of your office. Know what to […]

Topic: How to read a Trust A client asks you to prepare a tax return for a trust. You are wise enough to ask for a copy of the trust […]

In the workshop, we will cover how a professional organization is not so much a business, but a community of experts. We will talk about how such a community can […]

Topic: Qualified Business Income Deduction (Sec 199 A) The Tax Cuts and Jobs Act brings a new tax deduction for owners of pass-through entities and sole proprietorships to the 2018 […]

CSEA governance meetings are open to ALL Members and your participation is welcome and invited.  Committee meetings will be held on Saturday followed by the Board meeting on Sunday. STALM […]

If you've been struggling with a state tax issue, the State Tax Agencies Liaison Meeting (STALM) is the place to get results. This year's topics include: What are FTB’s suggested […]

DESCRIPTION Scott Burnett will discuss the legal side of opening a business. What formation documents are needed? He will stress the need for operating the business legally. What meetings must […]

DESCRIPTION Prepare yourself and your clientele for tax return audits by attending this meeting. Cindy Ho, a tax attorney based in San Jose, will speak from her experience in defending […]