Events

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 […]

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