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CSEA Chapter Education & Events Page 1
Chapter Education and EventsFor detailed information on Chapter continuing education credits, please visit each Chapter's website.
CHANNEL ISLANDS meets at 6 p.m. the first Thursday of every month except March and April at the Marriott Courtyard Hotel, 600 E. Esplanade Drive, Oxnard.• July 2 Dinner Meeting: Tangible Property Repair Regu-
lations Update and Going Forward, with speaker Mark Seid, EA, CPA, USTCP.
• August 6 Dinner Meeting: Form 706 - Deceased Spouse Unused Exemption, with speaker Margaret Kehoe, EA.
• September 3 Dinner Meeting: topic and speaker to be announced.
• October 1 Dinner Meeting: Topic TBD, with speaker Vicki Mulak, EA, CFP®.
To register for Dinner Meetings, R.S.V.P. via 123 SignUp at www.cicsea.org, or contact Linda Wall at 805/340-8822 or email [email protected]. For Chapter information, contact Bart Ketterling, EA at 805/653-7362.
BIG VALLEY meets the second Thursday of every month ex-cept February through April at the Stockton Hilton, 2323 Grand Canal Blvd., Stockton. Board meeting begins at 4:30 p.m. (ex-cept December), networking at 5:30 p.m. and dinner at 6 p.m. • July 9 Dinner Meeting: Foreign Income and Form 2555,
with speaker David DuVal, EA. • August 13 Dinner Meeting: IRS Local Taxpayer Ad-
vocate Daniel Maiuro, CPA, MST speaks on Identity Theft, Payroll Service Embezzlement, Phone Scams – 2 hours CE.
For Dinner Meeting reservations, please contact Catherine Korelin, EA at [email protected] or call 209/589-7326.Visit the Chapter website at www.bigvalleycsea.org.
CENTRAL CALIFORNIA meets the second Tuesday in Janu-ary and May through September at the Ramada Inn, Shaw Ave. & Hwy. 41 in Fresno. The October meeting is held the Tuesday following the 15th deadline. RSVP to [email protected] or 559/221-1178 to register and confirm meeting details.
CENTRAL COAST meets the third Wednesday of every month except January through April at Ventana Grill (formerly Pelican Point), 2575 Price Street, Pismo Beach.
• July 15 Dinner Meeting: Paul Van Every, Regional ManagerofFirstAmericanExchange(anaffiliateofFirst American Title) will do a one hour presentation on SECTION 1031 EXCHANGES. Please join us at 6 p.m. for our social time, with dinner at 6:30 p.m. and the presentation at 7 p.m.
For membership information, email [email protected]. Visit the Chapter website at www.centralcoastea.org.
CSEA News & EventsVol.8,Issue1•July2015
EAST BAY dinner meetings are usually held on the third Wednesday of every month except April (when the Chapter is dark) at the Dublin Holiday Inn, 6680 Regional St., Dublin. In June, September, and December dinner meetings are held at Francesco's Restaurant, 8520 Pardee Dr., Oakland, CA 94621. The Chapter also hosts morning breakfast meetings in Brent-wood, Castro Valley, Danville, Hayward, Livermore, and Oak-land. For details, contact Andy Rogers, EA at 510/332-0401 or email [email protected]. • July 15 Dinner Meeting: topic and speaker TBA.Visit the Chapter website at www.ebaea.org for more details or to register for an event.
FAR NORTHERN CALIFORNIA Board meetings are usu-ally held on the first Wednesday of the month from 9:30 a.m. - 11:30 a.m. except February through April at the Holiday Inn Express & Suites, 2810 Main St. in Red Bluff. • July 8 Board Meeting via Conference Call. For more
information, contact Karol Read, EA at 530/894-4041. For July 2015 only, this meeting has moved to the second Wednesday of the month.
• Redding Roundtable Meetings usually take place on thefirstWednesdayofthemonthfrom12p.m.-1p.m. at LuLu's Restaurant, 2230 Pine Street. For more information contact Gayle Batti, EA at 530/547-3729. For July 2015 only, this meeting has moved to the second Wednesday of the month.- July 8 Redding Roundtable: topic and speaker TBA.
• Chico Roundtable Meetings are held from 8:00 a.m. - 9:00a.m.onthefirstThursdayofthemonthatCozyDiner Restaurant on the corner of Mangrove and East 7th Ave. For more information contact Dan Vincent, EA at 530/894-4041. - July 9 Chico Roundtable: IRS Senior Stakeholder
Liaison Mark Zine will speak on FBAR (tentative pro-gram.) For July 2015 only, this meeting has moved to the second Thursday of the month.
Visit the Chapter website at www.fncc.org.
CSEA Events CalendarJuly 15-19, 201539th Annual MeetingDoubleTree by Hilton Hotel DowntownSan Diego, CAAugust 18, 2015CSEA/IRS Federal Representation WorkshopSacramento, CAAugust 20, 2015CSEA/IRS Federal Representation WorkshopMission Viejo, CA
CSEA Chapter Education & Events Page 2
Chapter Education and EventsFor detailed information on Chapter continuing education credits, please visit each Chapter's website.
INLAND EMPIRE meets the second Wednesday of every month except January through April at 6 p.m. at The Hotel San Bernardino, 285 E. Hospitality Lane, San Bernardino. • July 8 Dinner Meeting: 1031 Exchanges, with Margaret
Kehoe, EA. • August 12 Dinner Meeting: CA Update, with Lynn
Freer, EA.• September 9 Dinner Meeting: Basis Bingo, with Rod-
ney Couts, EA• October 14 Dinner Meeting: Deceased Clients, with
Gary Quackenbush, Esq.• November 11 Dinner Meeting: Undisclosed Foreign
Bank Accounts: How to Cure, with Jeffrey B. Hahn, Esq.• December 9 Dinner Meeting: Ethics, Daniel W. Layton, Esq.
The Inland Empire Chapter will offer a Special Enrollment Examination (SEE) course starting in July. • Classes will take place on Tuesday evenings from 6 p.m. -
9:40 p.m. beginning July 21 at La Sierra University Alumni Center, 11500 Pierce Street, Riverside.
• The instructor will be Don Stacy, EA, MBA, CMA.• Click here for more information and to register, or email
[email protected]. Part 1 - Individual Taxation: July 21, 28; August 4, 11. Part 2 - Partnerships, C Corporations, S Corporations, Fiduciaries: August 18, 25; September 1, 8, 15, 22, 29 October 6. Part 3 - Practice before the IRS, Power of Attorney, Ethics and other topics: October 13, 20, 27.
Visit the Chapter website at www.ietaxpro.com.
GOLDEN GATE meets at the Crowne Plaza Foster City, 1221 Chess Drive, Foster City, usually on the first Thursday of each month except April, or when moved to the second Thursday of the month to avoid scheduling conflicts. For more information, contact [email protected]. • July 9 Membership Meeting: “Overview of the 3 Types
of IRS Offers in Compromise,” presented by Steve Moskovitz, Esq. and Chris Housh, EA.
• July 10 Peninsula tEAm Meeting: 8:30 a.m. (please note time change for May through December), at NEW LOCATION: Office of Norman M. Golden, EA, 1900 South Norfolk Street, Suite 265, San Mateo. For more informa-tion please contact Amanda Boston, EA at 650/591-9661.
• July 17 San Francisco tEAm Meeting: 8 a.m. at Boule-vard Cafe, 2 Poncetta Drive, Daly City. Call Rico Delodovi-ci, EA for more information at 650/219-2774.
Please note: tEAm meetings are for Golden Gate Society (GGSEA) Members only – all current GGSEA Members are invited to attend.
Visit the Golden Gate Society website at www.GGSEA.org.
LOS ANGELES meets the second Tuesday of every month except for April & October at 6 p.m. at the Taix French Restau-rant, 1911 Sunset Blvd., Los Angeles, 90026. • July 14 Dinner Meeting: "Step-by-Step Work Flow for a
Complete and Accurate Tax Return," with speaker Billy Greff, President/Owner, Fast Tax Services.
For additional information and last minute meeting announce-ments, visit the Chapter website at www.lacsea.org.
MISSION Board of Directors meeting usually takes place at Holiday Inn, 1350 N. 4th St., San Jose, CA 95112, with the fol-lowing schedule: 10:00 a.m. - 11:30 a.m. – Board Meeting – Everyone is Invited11:30 a.m. - 12:00 p.m. – Mingle & Network12:00 p.m. - 12:30 p.m. – Lunch / Announcements12:30 p.m. - 2:10 p.m. – Speaker• July 16 MSEA Education Committee Meeting: 1 p.m. -
2:30 p.m. at the Willow Glen Library, 1157 Minnesota Avenue San Jose, CA – 408-808-3045.
• July 21 Lunch Meeting: topic and speaker TBA.• September 23-24 Seminar: Partnerships/LLCs – The
Whole Enchilada! – with speaker Vicki Mulak, EA, CFP®, at Mariani's Inn & Restaurant, 2500 El Camino Real, Santa Clara. Day 1 topics: Formation of a partnership or LLC, par-ticulars of basis in a partnership v. an LLC, at risk rules, preparing of Form K1, and allocation of liabilities and its effect on basis, and more. Day 2 topics: Flow through items, treatment of cancelled debt, alternate tests for economic effect, distributions, retired or deceased partners, transfer of interests, and hot asset rules, and more. Click here to register for one or both days – 7 hours Fed-eral Tax Law CE and 1 hour CA Tax Law each day.
For education and event information, contact the MSEA office at 800/832-6732 or [email protected]. Visit the Chapter website at www.missioneas.org.
NORTH BAY has regular Dinner Meetings on the third Thurs-day of each month at 6 p.m. at the Inn Marin, 250 Entrada Drive, Novato, and Lunch Meetings on the fourth Tuesday of each month at 11:45 a.m. at the Fountaingrove Inn, 101 Foun-taingrove Parkway, Santa Rosa, except during tax season. • July 23 Dinner Meeting in Novato: Summertime Tax
Panel with Joe Calderaro, EA and local tax experts – 1 CE hour for IRS (Federal Tax Law Topics), CTEC (Fed-eral), NAEA and CSEA.
• July 28 Santa Rosa Lunch Meeting: Tax Preparation for Immigrants with Alma Guenther, EA – 2 CE hours for IRS (Federal Tax Law Topics), CTEC (Federal), NAEA and CSEA.
For meeting and event details and reservations, visit the Chap-ter website at www.NorthBayEA.org; click on "Calendar" under "Events" in the top menu bar. For meeting inquiries in Marin contact Susan Harper, EA at [email protected]; in Sonoma County, contact Gary Parodi, EA at [email protected]. For information on Sonoma breakfast meetings, contact Joann DeVries, EA at 707/539-6070 or [email protected]. For information on Marin breakfast meetings during tax season, contact [email protected].
CSEA Chapter Education & Events Page 3
Chapter Education and EventsFor detailed information on Chapter continuing education credits, please visit each Chapter's website.
ORANGE COUNTY meets the third Tuesday of each month except April at 5:30 p.m. at the Phoenix Club, 1340 S. Sander-son Ave., Anaheim.
• July 21 Dinner Meeting: topic and speaker to be an-nounced. This meeting is also the Chapter's "Christ-mas in July" which benefits the Women’s Shelter of Orange County.
• August 18 Seminar: Special Occupations, with pre-senter Dave DuVal, EA – 12:00 p.m. - 4:00 p.m.
• August 18 Dinner Meeting: Ethics, with speaker Rus-sell Fox, EA.
• The Orange County Chapter will offer a Special Enrollment Examination (SEE) course beginning on Wednesday, July 29, 2015 with instructor Lisa Ihm, EA. Location & Time: National University, Costa Mesa Cam-pus, 3390 Harbor Blvd, Costa Mesa, 8:00 a.m. - 4:30 p.m. - Part 1: Individual Taxation, Monday and Tuesday, July 29-30. - Part 2: Partnerships, C Corporations, S Corporations, Fiduciaries and other topics, Tuesday, Wednesday and Thursday, August 18-20. - Part 3: Practice before the IRS, Power of Attorney, Eth-ics and other topics, Friday, September 25. For more information, please contact Joyce Cheng, EA at [email protected] or call 949/233-5160.
For Dinner Meeting details contact Ken Noland, EA, at 714/505-1925 or [email protected]. Visit the Chapter website at www.eaoc.org.
PALOMAR Dinner Meetings are held the third Wednesday of each month from 5:30 p.m. - 8:45 p.m. at the Cocina Del Charro Restaurant, 890 West Valley Parkway (east side of I-15 frwy.), Escondido. The Board Meeting takes place at 4:30 p.m. followed by the General Meeting at 6 p.m. Palomar Chapter also hosts Breakfast Meetings at a time and location to be announced. Please note that Breakfast and Dinner Meeting locations are tentative and subject to change – check the Palomar Chapter website for updates.• July 15 Dinner Meeting: David DuVall, EA presents
"Ethics." • August 19 Dinner Meeting: Deborah St. Martin, EA
presents "Everything you need to know about Sched-ule C."
For meeting information call 760/744-4553 or email Paula Tra-ber, CPA at [email protected]. Visit the Chapter website at www.cseapalomar.org.
SACRAMENTO VALLEY meets the third Thursday of each month except December, February, March and April, from 6 p.m. - 8:50 p.m. at the Dante Club, 2330 Fair Oaks Boulevard, Sacramento, for two hours of CE for the price of one and a dinner buffet. • July 25 Dinner Meeting: Hot IRS Topics in Estate & Gift
Tax Return Audits, with speaker Robin Klomparens, Esq. Please note that due to CSEA Annual Meeting andBoardmeetingsconflicts,wehavemovedourJuly meeting back one week to July 23.
• August 20 Dinner Meeting: Due Diligence Under Cir-cular 230 (How to review a return that was prepared by someone else or self-prepared to do due diligence under Circular 230), with speaker David DuVal, EA.
• September 17 Dinner Meeting: An evening with our local IRS & FTB Taxpayers Advocates, with FTB Tax-payers’ Rights Advocate Susan Maples, CPA and IRS Local Taxpayer Advocate Dan Maiuro, EA, CPA (pend-ing confirmation).
• October 22 Dinner Meeting: Social Security, with speaker Richard Ogg, EA, CFS. Please note that due to October15conflicts,wehavemovedthemeetingbacka week to October 22.
• October 22, 2015 Mini-Seminar: Tax Research, with speaker Mary Ann Maxson, MST, EA, USTCP (3 hours).
• October 29 Mini-Seminar: Representation Beyond the Basics of IRS, FTB, BOE, and EDD Audits, Appeals and Case Resolution, with speakers Betty Williams, Esq. and Matt Carlson, Esq. (3 hours).
• November 5 Mini-Seminar: S Corps & LLCs – Avoid-ingFatalMistakes&MaximizingTaxBenefits,withspeaker Randy Roth, EA, MSFS, CSA (3 hours).
• November 12 Mini-Seminar: Taxation & Estate Plan-ning Strategies Tax Preparers Need to Know, with speaker Amy Heavey Halloran, Esq. (3 hours).
• November 19 Dinner Meeting: topic and speaker TBA.• November 19 Mini-Seminar: topic and speaker TBA
(3-4 hours).
The Sacramento Valley Chapter is offering a Special Enrollment Examination (SEE) course on Saturdays from 9 a.m. - 4 p.m. utilizing Fast Forward Academy materi-als, and featuring speakers Sherri Battle, EA and Mary Philippsen, EA. Location: Incompass Tax - Classroom, 4600 Roseville Rd., Ste. 260, Sacramento.• Part 2: Businesses – August 1, 8, 15, 22 & 29. • Part 3: Representation – September 19 & 26. Click here for details or to register, or visit the Sacramento Val-ley Chapter website at www.sacvalleyeas.com.
Visit the Chapter website at www.sacvalleyeas.com.
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CSEA Chapter Education & Events Page 4
Chapter Education and EventsFor detailed information on Chapter continuing education credits, please visit each Chapter's website.
SAN DIEGO meets on the second Tuesday of the month ex-cept February through April at 5:30 p.m. at the Sheraton Hotel in Mission Valley.• July 15 Dinner Meeting (jointly with CSTC): Repair or
Improvement? & Form 3115 Lisa Ihm, EA (5:30 p.m. at the Handlery Hotel Mission Valley – registration starts at 5:00 p.m.). Click here for details and registration.
For Dinner Meeting information and reservation requests, send email to [email protected] or call 619/345-4535. Visit the Chapter website at www.cseasandiego.org.
2015 SEE Class to be taught by Lisa Ihm, EA, as follows:• Part I - July 27 and 28 (16 Hours CE for CTEC and Non-
EA participants)• Part II - August 11, 12 and 13 (24 Hours CE for CTEC and
Non-EA participants)• Part III - September 24 (8 Hours CE for CTEC and Non-
EA participants)All classes are held at National University - Spectrum Busi-ness Park Campus, 9388 Lightwave Ave, San Diego. For more information, please contact Tanya at 619/445-5523 or email [email protected].
Chapter Education – July 14-15 (prior to 2015 CSEA An-nual Meeting):(Transportation from CSEA Annual Meeting host hotel DoubleTree Hotel San Diego Downtown to Mission Valley venues will be provided by San Diego Chapter)• July 14 (afternoon) 4-hr CPE class to be taught by
Amy King, EA – Audits A to Z, Part I (1:00 – 5:00 p.m. at the Sheraton Hotel Mission Valley). Click here for details and registration.
• July 15 (afternoon) 4-hr CPE class to be taught by Amy King, EA – Audits A to Z, Part II (Correspondence) (1:00 – 5:00 p.m. at the Handlery Hotel Mission Valley). Click here for details and registration.
2015 CSEA Annual Meeting – July 15-19 - DoubleTree Hotel San Diego Downtown (minutes from the airport, adjacent Little Italy and a short walk/ride to San Diego Bay activi-ties):• July 15 (morning), Jim Stern Golf Tournament, conti-
nental breakfast and other social events TBA - send requests/preferences to [email protected].
• July 16, CSEA Annual Meeting General Session, Town Hall Meeting, and Grand Banquet (Board Installation and Awards Ceremony) – Come to the Grand Banquet and “rock out” to the tunes of The Legends (San Diego’s Original Oldies Show Band) – click on the link to the Band play: www.legendsrevue.com/about.html.
• July 17, Rise n’ Shine Breakfast Buffet, CSEA Board and Chapter President Orientations, committee meet-ings, and social event (tentative).
• July 18, CSEA Board and committee meetings and Murder Mystery Member Dinner.
• July 19, CSEA Board Meeting (to end by 2:00 p.m.).For complete details and registration, visit www.csea.org.
SAN FERNANDO VALLEY meets the second Monday of every month, except February through April, at 6:15 p.m. at the Airtel Plaza Hotel, 7277 Valjean Ave., Van Nuys. • July 13 Dinner Meeting: Ethics, presented by Abe
Carnow, CPA.For dinner meeting reservations, visit the Chapter website at www.sfvea.org. Registrations at the door pay $5 extra.
SAN GABRIEL VALLEY Dinner Meetings are held at the Santa Anita Golf Course, 405 South Santa Anita Ave., Arca-dia, CA 91006. The Chapter meets the third Wednesday May through January and the third Sunday in February and March. The Chapter is dark in April. The Board Meeting takes place from 4:30 p.m. - 5:30 p.m., the meet and greet is from 5:30 - 6 p.m.; and dinner starts at 6 p.m.• July 15 Dinner Meeting: topic and speaker to be an-
nounced.• August19 Dinner Meeting: topic pending, presented by
Mark Seid, EA, USTCP, CPA.• September 16 Dinner Meeting: California Update, pre-
sented by Lynn Freer, EA.For membership information, email [email protected]. Visit the Chapter website at www.sgvea.org.
SOUTH BAY meets on the third Tuesday of every month at the Holiday Inn Torrance, 19800 Vermont Ave., beginning with the board meeting at 5 p.m. and dinner at 6:30 p.m. The Chapter is dark December through March. For more information about Dinner Meetings and Seminars, call 310/512-7783 or visit the Chapter website. • July 21 Dinner Meeting: Retirement Planning, Good
and Bad, with speaker Wayne Otchis, CPA – 2 Federal hours CE.
• August 18 Dinner Meeting: Affordable Care Act (ACA) Issues, with speaker Lee Reams, EA – 2 Federal hours CE.
• September 22 Dinner Meeting / Mini-Seminar: topic TBA, with speaker Gary Kuwada, Esq., CPA – 3 Federal hours CE.
For additional information or to register, visit the South Bay Chapter website at www.sobaycsea.org. For Chapter informa-tion contact Greg Cash, EA at 562/597-4300, or email [email protected]. Visit the Chapter website at www.sobaycsea.org.
SOLANO-NAPA Breakfast Meetings are usually held at 7:30 a.m. on the second Tuesday of the month at Mimi’s Cafe, 1650 Gateway Blvd., Fairfield. Board and dinner meetings are usu-ally held on the fourth Tuesday of the month. Board meetings begin at 4:30 p.m. and dinner at 6 p.m. The Napa Satellite Group meets on the third Thursday of each month from 12:30 p.m. - 2:00 p.m. at the Napa Elks Lodge, 2840 Soscol Ave., Napa. • July 16 Lunch Meeting: topic and speaker to be an-
nounced, at the Napa Elks Lodge. • July 28 Dinner Meeting: Join us for Solano-Napa's
10th Anniversary Party, location TBD. No CE will be of-fered for this event.
Visit the Chapter website at http://solanonapa-ea.org.