This meeting will include the election and swearing in of the new NBEA Board of Directors for the 2018-19 fiscal year. Interested in being on the Board? Email nominating@northbayea.org Education: Topic TBD CLICK HERE to register
Day 1 of the CSEA meetings will include the State Directors/Chapter Presidents Orientation, Annual Meeting General Session and the Grand Banquet!
Day 2 will include the State Committee Meetings
Day 3 covers the CSEA Board Meeting
Save the Date for the Tax Professional’s Event-of-the-Year! Super Seminar is 3 days of top notch education. While there are sessions covering all types of taxation, this year will have a special emphasis on Partnerships & LLCs. More info coming soon.
In our continuing effort to get "Enrolled Agent" to be a household name, we will be sponsoring a booth at the Marin County Fair from June 30th to July 4th 2018. Sign up for a 2 hour shift and tell hundreds of people how great EA's are! When your shift is done, you can enjoy […]
Topic: Hedge Fund and Investment Partnership K1s Hedge Fund Schedule K-1s have a unique presentation. This presentation will allow you to assist clients with these complex investments. Speaker: Laura Ross, CPA frequently speaks at seminars and webinars on hedge fund taxation issues. She is the partner in charge of the hedge fund tax practice at the […]
Topic: Protect Clients, Protect Yourself More and more, tax professionals are the targets of identity thieves. Use this opportunity to learn about the vulnerabilities of your office. Know what to do if you or a client is a victim of a cybercriminal. Learn how to encourage your clients to take steps such as installing security […]
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 […]