If you've been struggling with a state tax issue, the State Tax Agencies Liaison Meeting (STALM) is the place to get results. This year's topics include: What are FTB’s suggested “best practices” for getting a POA approved? What are some of the common reasons why a POA would get rejected? What are the guidelines for […]
DESCRIPTION Scott Burnett will discuss the legal side of opening a business. What formation documents are needed? He will stress the need for operating the business legally. What meetings must be held and documented? What resolutions must be adopted? If the business is incorporated, what is necessary to avoid a potential suitor from piecing the […]
DESCRIPTION Prepare yourself and your clientele for tax return audits by attending this meeting. Cindy Ho, a tax attorney based in San Jose, will speak from her experience in defending taxpayers. She will explain the types of audits initiated by IRS and all the state tax agencies. Cindy was well-liked in her recent presentation of […]
Board of Directors meeting 4:00 p.m. to 6:00 p.m. To add items to the agenda, please email: president@northbayea.rog
A well-designed retirement plan can save taxes for both the business owner and employees. It can help your client qualify for a Qualified Business Income Deduction. Learn the possibilities by attending this program presented by Leonard Roberts, a plan designer with Nicholas Pension Consultants. Leonard Roberts is a Pension Consultant that has set up over […]
DESCRIPTION Even when couples are splitting up, they may agree on one thing: you are a good tax professional to keep. Are you aware of the ethics and risks involved? Do you need to meet your IRS-mandated two hours of ethics education for 2018? If the answer to either is yes, attend this daytime meeting […]
This meeting will include networking, dinner and 2 hours of tax education by Eric Nixdorf, an attorney experienced with clients accused of criminal violations of the tax code. The Education portion of this meetings will be in the late afternoon, before dinner. To register, Click HERE 4:15 PM Gathering Time 4:30 PM Education 6:15 PM […]
This evening meeting will include networking, dinner and 2 hours of tax education by Vicki Mulak, EA. Most practitioners would agree that a thorough understanding of “basis” is essential to competency in the field of taxation. This presentation will look at a variety of areas where basis is calculated, including basis in residence, basis in […]
Get ready for tax season with a day of excellent education and access to friendly fellow tax professionals. This session will compare various aspects of federal tax law, as it highlights the most important changes for 2017. *Qualified Business Income Deduction *Limits on Itemized Deductions *Tax Rate and Tax Withholding changes Learn about 2017 California […]
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 […]