Topic: How to read a Trust A client asks you to prepare a tax return for a trust. You are wise enough to ask for a copy of the trust document. Attorney Frank Acuña will guide you on how to read it. Learn what is important and what is not. Speaker: Frank R. Acuña is a […]
In the workshop, we will cover how a professional organization is not so much a business, but a community of experts. We will talk about how such a community can thrive by sharing and communicating the vast knowledge of its individual members. It should be both fun and educational. CSEA President Cynthia Leachmoore, EA and […]
Topic: Qualified Business Income Deduction (Sec 199 A) The Tax Cuts and Jobs Act brings a new tax deduction for owners of pass-through entities and sole proprietorships to the 2018 tax landscape. Your clients may have questions about how to structure their business. They want to take the Qualified Business Income Deduction on their next […]
CSEA governance meetings are open to ALL Members and your participation is welcome and invited. Committee meetings will be held on Saturday followed by the Board meeting on Sunday. STALM will be held on Monday, September 24. Committee Meeting Schedule (Saturday) 8:00 am Executive Committee 1:15 pm Public Information & Awareness Committee 9:15 am Education […]
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 […]