Each tax season we present “Ask an Expert” where our esteemed colleagues answer your questions that have come up during tax season. Panelists: Joe Calderaro, EA, Tax Resource Specialist at CSEA, Michelle Tanner, EA of San Rafael, and Jayme Gallenson, EA of Novato. Please send your tax questions in advance to Rob Janes EA at […]
Overview An informal opportunity to discuss tax issues, audits, practice management, and other topics of interest to tax professionals and to provide mutual support during our busy time of year. Breakfast meetings will continue at this time and site every two weeks through early April. Description BRING: A question about taxes, software or managing your […]
Overview An informal opportunity to discuss tax issues, audits, practice management, and other topics of interest to tax professionals and to provide mutual support during our busy time of year. This is the first meeting of the new year. Meetings are now on Thursdays. Breakfast meetings will continue at this time and site every two […]
Overview An informal opportunity to discuss tax issues, audits, practice management, and other topics of interest to tax professionals and to provide mutual support during our busy time of year. Breakfast meetings will continue at this time and site every two weeks through early April. Description BRING: A question about taxes, software or managing your […]
Overview An informal opportunity to discuss tax issues, audits, practice management, and other topics of interest to tax professionals and to provide mutual support during our busy time of year. This is the first meeting of the new year. Meetings are now on Thursdays. Breakfast meetings will continue at this time and site every two […]
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In partnership with CSEA's Super Seminar, the North Bay is sponsoring a round table discussion that will follow the Super Seminar session Retirement Distribution Strategies by Claudia Hill, EA MBA. This discussion will allow members to hear how other members plan to incorporate Ms. Hill's recommendations into their practices. You will have a chance to […]
Join your fellow NBEA members for a round table discussion of Tax Planning Strategies for Business and Rental Owners as presented that morning byTom Gorczynski, EA, USTCP as part of CSEA Super Seminar. You will benefit by attending by hearing how other members plan to incorporate Mr. Gorczynski's recommendations into their practices. You will have […]
Join your fellow NBEA members for a roundtable discussion of Individual Federal Tax Update as presented that morning by Karen Brosi, EA, CFP as part of the CSEA Super Seminar. You will benefit by attending by hearing how other members plan to incorporate Ms. Brosi's information into their practices. You will have a chance to […]
Join your fellow NBEA members for a roundtable discussion of Reporting Rental Real Estate as presented that morning by by Jane Ryder, EA, CPA as part of the CSEA Super Seminar. You will benefit by attending by hearing how other members plan to incorporate Ms. Ryder's information into their practices. You will have a chance […]