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  • NBEA Board of Directors Meeting

    Inn Marin 250 Entrada Dr, Novato, United States

    August Board of Directors meeting - everyone is welcome to attend.  To add agenda items, contact our President, Madelyne Cromwell, EA 

  • Monthly Dinner Meeting (Marin)

    Inn Marin 250 Entrada Dr, Novato, United States

    Overview: EAs and CPAs have reported Ransomware attacks. In one case, the result was the loss of all Word files on hand, including client and IRS correspondence and notes. The pro’s backup software overwrote the good files with the bad before the situation was understood.  Learn how to protect your practice from this and other […]

  • STALM: State Tax Agency Liaisons Meeting

    Sacramento Sacramento, CA

    The State Tax Agencies Liaison Meeting (STALM) is a CSEA Exclusive Event that will take place at the Franchise Tax Board, where you get a behind the scenes tour of the Franchise Tax Board Headquarters. By attending this event, you will be a part of the growing relationship that exists between CSEA, its Members, and the State Tax Agencies. […]

  • CSEA Committee Meetings

    Holiday Inn Sacramento 300 J St, Sacramento, CA

    The CSEA committee meetings will be held in Sacramento on Saturday and Sunday Materials will be published soon: http://www.csea.org/governance/board-committee-meetings/

  • CSEA Board Meeting

    Holiday Inn Sacramento 300 J St, Sacramento, CA

    The CSEA Committee and Board meetings will be held on Saturday and Sunday in Sacramento More info will be published soon: http://www.csea.org/governance/board-committee-meetings/

  • Monthly Lunch Meeting (Santa Rosa)

    Fountaingrove Inn 101 Fountaingrove Pkwy, Santa Rosa, CA

    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 […]

  • IRS Webinar: Understanding Tax Relief for Victims of Disasters

    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 […]