Topic: Form 1041 Trust Returns: Pencil to Paper Workshop Bring lots of sharpened pencils for this intensive, 4 CPE, practical workshop for preparing Form 1041 returns. Speaker: Mary Phillipsen, EA - a Thomas Hess Award Winning Speaker from Sacramento Sadly, our normal venue burned in the October fires but we have found a new location! We will […]
Preparing Tax Returns for the Legal Marijuana Industry The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by […]
Topic: Ethics and Cyber Security Do you still need to get your Ethics requirement for 2017? Here's your chance! With Data Security issues impacting most of our clients, she is including plenty of information for our use and to pass on to our clientele. Speaker: Carol W Thompson, EA -- Carol has presented on Ethics […]
Did you remember to renew your PTIN? If not, click HERE to get to the IRS website.
Save the Date for our January Committee and Board meetings
Jim Stern Leg Day is an annual CSEA event where members visit with your elected representatives in Sacramento. These visits give Members the opportunity to introduce themselves, explain what EAs do, discuss any legislative concerns, lobby for CSEA’s positions, and offer themselves as a resource to policymakers as tax experts CLICK HERE for more information
Board of Directors meeting for the North Bay Chapter. All are welcome. To add items to the agenda, please contact Madelyne Cromwell at: President@northbayea.org
Topic: Casualty Losses and Disasters Sadly, all of us are going to have clients impacted by the October fires, Hurricanes or other disasters that occurred this year. This seminar will give you more confidence in helping those clients. Speaker: Vicki Mulak, EA CFP To sign up: CLICK HERE Stay overnight at the Inn Marin and […]
Federal and California Tax Updates by nationally-known speaker Vicki Mulak, EA, CFP®. Congress may pass more tax laws by year end. Be prepared for tax season with this update in January. Vicki Mulak understands and communicates the practical impact of law changes and tax form changes on our tax preparation work. Here are comments from […]
Are you hungry and have a tax question? The join us at Hilda's coffee shop for an information chat and chew during tax season. This is an informal event where you can meet other members of the Chapter and share your worldly tax wisdom. For more information, click HERE