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  • Marin Dinner and Education Meeting

    Inn Marin 250 Entrada Dr, Novato, United States

    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 […]

  • Member Engagement and Collaborative Leadership Workshop

    Courtyard Marriott 1401 N Hamilton Parkway, Novato, CA

    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 […]

  • Marin Dinner & Education Meeting: Sec 199A Deduction

    Courtyard Marriott 1401 N Hamilton Parkway, Novato, CA

    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 Board and Committee Meetings

    Sheraton Grand Hotel 1230 J St, Sacramento, CA

    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 […]

  • STALM: State Tax Agencies Liaison Meeting

    Sheraton Grand Hotel 1230 J St, Sacramento, CA

    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 […]

  • Biz Entity & Compliance Dinner Meeting & Education (Novato)

    The Key Room 1385 N. Hamilton Parkway, Novato, CA

    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 […]

  • IRS & CA Audits: Lunch and Education Meeting (Santa Rosa)

    Santa Rosa Golf and Country Club 333 Country Club Drive, Santa Rosa, CA, United States

    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 […]

  • NBEA Board of Directors Meeting

    Restaurant at McInnis Park Golf Center 350 Smith Ranch Rd, San Rafael, CA

    Board of Directors meeting 4:00 p.m. to 6:00 p.m. To add items to the agenda, please email: president@northbayea.rog 

  • Retirement Plans for Small Business: Marin Education and Dinner

    Restaurant at McInnis Park Golf Center 350 Smith Ranch Rd, San Rafael, CA

    A well-designed retirement plan can save taxes for both the business owner and employees. It can help your client qualify for a Qualified Business Income Deduction. Learn the possibilities by […]