Stuck in an A/B Trust and What To Do About It Frank Acuna will present a 2 hour Continuing Education program. The meeting will also include networking opportunities and dinner. For more information and to register, click HERE 4:00 PM Board of Directors Meeting 6:00 PM Networking 6:30 PM Dinner 7:15 PM Education 9:00 PM […]
You Just Prepared a Return Ripe for Audit: Now What? Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently a speaker at the NTPI events, CSEA […]
Richard Ogg, EA will provide you with your 2-hour Ethics requirement! 4:15 PM Gathering Time 4:30 PM Education 6:15 PM Networking 6:30 PM Dinner 7:15 PM Adjournment To Register, Click HERE
The Board and Committees will meet from 8:00 am to 5:30 pm on Saturday, January 4 and from 8:00 am to 4:00 pm on Sunday, January 5. The meeting schedule will be published when finalized and a link to agenda materials will be posted here when they become available. For more information, click HERE
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. Registration information will be available […]
NBEA Board of Directors Meeting
Handling Emerging Tax Issues Steven Walker is a well regarded Super Seminar Speaker. Steve will provide practical information on four current topics. Registrants will learn how to respond to IRS notices to cryptocurrency holders. Those attending will learn the new procedures for IRS partnership audits. Registrants will know how to handle a client who is a […]
Last Chance Seminar Federal and California Tax Updates by nationally-known speaker Vicki Mulak, EA, CFP. The Tax Cuts and Jobs Act has been passed, and IRS Regulations about it are still being issued. Now California has gone along with just a few of the provisions. Congress passed the Taxpayer First Act in 2019 and may […]
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 […]