Do you have clients thinking about reverse mortgages? If yes, then come to our September Education session to learn how to best advise your clients in this decision. Topic: The taxation of taking a reverse mortgage is explored, especially as compared to the tax effects of alternative options. The cost of tax on the sale […]
This is an IRS sponsored webinar. If you prefer an in-person seminar, please join the Chapter on January 11th when we will host a live seminar on Casualty Losses and Disasters with renowned speaker Vicki Mulak. Following the recent natural disasters in various parts of the U.S., this IRS web conference will discuss: Statutory Tax […]
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: Stock and Bond Complexities Richard Ogg, EA will review both the usual tax rates for capital gain income and the unusual for collectibles and small business stock. He will cover computing basis in several different situations, such as acquisition by inheritance or gift, via stock splits, spinoffs and mergers. Richard will discuss items requiring […]
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: Foreign Earned Income Exclusion and Credits A client works overseas. Maybe it is part-time or self-employment. Maybe it is for a government, a company based in the US or a foreign business. When is it better to claim a Foreign Earned Income Exclusion and when is it better to claim a Foreign Tax Credit? […]
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.