General Session All Members are encouraged to attend the annual business meeting, where the incoming slate of officers is affirmed and members vote on Bylaws changes. Registration: 2:30 pm - 3:00 pm Meeting: 3:00 pm - 4:30 pm Grand Banquet 6:30 pm - 10:30 pm Join with your CSEA friends to witness the installation of […]
The Board and Committees will meet from 8:00 am to 5:30 pm on Monday, June 24, and from 8:00 am to 3:00 pm on Tuesday, June 25. The meeting schedule will be published when finalized and a link to agenda materials will be posted here when they become available. All Members are welcome to observe and participate in […]
Why Attend - Because We Help You Do Your Job Better If you're looking for the latest and the best in fail-safe techniques, tools, technologies and processes, look no further. Super Seminar is authoritatively powerful and will arm you with step-by-step methodologies that help you do your job better, in less time, and with far […]
Topic: Qualified Opportunity Zones Your clients can defer, reduce or eliminate capital gains taxes by investing in opportunity zones available under TCJA. IRS guidelines have clarified how businesses in opportunity zones will benefit from the law. Erik Hayden is a developer of real estate projects and the managing partner of Urban Catalyst, a fund based […]
Topic: Asset Protection 101 Part one of the program will cover what happens in a lawsuit. We will address pre-litigation issues relating to asset searches, contingency litigation, and privacy. The program will include discussions on pleadings, discovery and trial and what can and cannot be asked in litigation cases. Also, we will discuss what happens […]
NBEA Board of Directors meeting To be added to the agenda, email President@northbayea.org
Summertime Expert Tax Panel Tax questions before you finish that complex return? Need answers? Submit your questions in advance to our expert tax panel and attend lunch in Santa Rosa for your answers. If time permits, additional questions will be taken from those in attendance. Please send your tax questions in advance to Rob Janes […]
The State Tax Agencies Liaison Meeting (STALM) is a CSEA Exclusive Event. This unique forum allows you to raise issues or concerns that need to be addressed by California State Agencies: Franchise Tax Board (FTB), the Board of Equalization (BOE) and the Employment Development Department (EDD). This event leaves you feeling like VIP with the insiders […]
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 […]