The Board and Committees will meet from 8:00 am to 5:30 pm on Saturday, September 21 and from 8:00 am to 3:00 pm on Sunday, September 22. 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

Does it make "Cents" for your Clients to Sell Now? Edward W. Cotney received an excellent rating from 98% of EAs hearing him last month. This will be his first presentation to North Bay Enrolled Agents. He encourages attendees to engage with business-owners on long-term tax planning. He will distinguish the many feasible ways of […]

California Tax Update Lynn Freer, EA (of Spidell fame) will present a 2 hour Continuing Education program. Lynn  will highlight the many changes in store for 2019 California income tax preparation. Now select California tax provisions conform to federal tax law. Sales tax collection and employment tax rules are the subject of more 2019 legislation […]

World famous Thomas Gorczynski, EA, USTCP will be providing in person education on 199A and Ethics. Sign up for one or the other or both! Description Section 199A In-Depth (4 hrs CE) This course provides a broad overview of Section 199A, the Section 199A regulations, and related guidance. Planning opportunities as well as challenges faced […]

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