Topic: Qualified Opportunity Zones Your clients can defer, reduce or eliminate capital gains taxes by investing in opportunity zones available under TCJA. IRS guidelines have clarified how businesses in opportunity […]
Topic: Asset Protection 101 Part one of the program will cover what happens in a lawsuit. We will address pre-litigation issues relating to asset searches, contingency litigation, and privacy. The […]
NBEA Board of Directors meeting To be added to the agenda, email President@northbayea.org
Summertime Expert Tax Panel Tax questions before you finish that complex return? Need answers? Submit your questions in advance to our expert tax panel and attend lunch in Santa Rosa […]
The State Tax Agencies Liaison Meeting (STALM) is a CSEA Exclusive Event. This unique forum allows you to raise issues or concerns that need to be addressed by California State […]
The Board and Committees will meet from 8:00 am to 5:30 pm on Saturday, September 21 and from 8:00 am to 3:00 pm on Sunday, September 22. The meeting schedule will be […]
Does it make "Cents" for your Clients to Sell Now? Edward W. Cotney received an excellent rating from 98% of EAs hearing him last month. This will be his first […]
California Tax Update Lynn Freer, EA (of Spidell fame) will present a 2 hour Continuing Education program. Lynn will highlight the many changes in store for 2019 California income tax […]
World famous Thomas Gorczynski, EA, USTCP will be providing in person education on 199A and Ethics. Sign up for one or the other or both! Description Section 199A In-Depth (4 […]
Stuck in an A/B Trust and What To Do About It Frank Acuna will present a 2 hour Continuing Education program. The meeting will also include networking opportunities and dinner. […]