Upcoming Events

Entity Liquidation and Dissolution

OCEA SEMINAR
Tues September 19th, 2017

Entity Liquidation and Dissolution ON-LINE SIGN UP
MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

CPE Fed: 4

Time: 12:00 pm – 3:40 pm

Speaker(s): Vicki Mulak, EA, CFP®

Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806

Cost: $99 Mem/$119 NonMem on or before September 15
$109/$129 at the door

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

Entity Liquidation and Dissolution
Liquidation and the ultimate dissolution of a client’s business entity can be a significant task for any practitione. It could be precipitated by your client profitably selling the assets of the entity or the entity’s unit of ownership or involve an entity with a failed activity, where the client has lost interest and moved on to other business opportunities with less than stellar cooperation as the practitioner handles the dissolution details. This presentation includes the tools necessary to assist with either scenario for C Corporations, S Corporations, LLCs filing as partnerships andLLCs filing as corporations.

 

Vicki Mulak EA CPF

Vicki Mulak, EA, CFP®

Vicki Mulak, EA, CFP® is best known for her tax updates and business entity presentations. She testifies before theCalifornia FTB, serving on the FTB Ad-visory Board as well as the EDD Small Business Advisory Committee. She testifies annually at theTaxpayer Bill of Rights Hearing, and stays involved in California tax legislation sponsored by the California Society of Enrolled Agents (CSEA). Her awards include the 2012 NAEA Bill Payne Advocacy Award, the 2011 CSEA Distinguished Service Award and the 2006 CSEA Thomas P Hess Award. Her BS in Busi-ness Administration is from Thomas Edison State College in NJ, and her tax practice of 25 years, is located in Tustin, CA.

The Ethics of Filing Separately in a Community Property State

OCEA DINNER
Tues September 19th, 2017

The Ethics of Filing Separately in a Community Property State

ON-LINE SIGN UP
MAIL-IN SIGN UP
On-line payment is credit card only.
Payment via mail-in form is check only.

CPE Fed: 2

Time: 5:30 pm – 9:00 pm

Speaker(s): Cynthia Leachmoore, EA

Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806

$50/$55 on or before 9/14/17
$55/$60 after 9/14/17

A LINK TO DOWNLOAD ANY AVAILABLE COURSE MATERIALS IS INCLUDED IN YOUR REGISTRATION CONFIRMATION EMAIL. NOT ALL COURSES PROVIDE MATERIALS.
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

Representing parties with potentially conflicting interests is one of the quickest ways to get removed from the practitioner roles. How to choose whether to represent a client or not takes full understand-ing of the facts on your part, and truly informed consent on the part of the client. This hands-on and interactive course will look at community property separate tax preparation and representation, and its impact on Circular 230 sections 10.22 (Diligence as to Accuracy), 10.29 (Conflicting Interests), and Competence (10.35)Accuracy and competence in separate tax preparation and representation can be particularly confusing when trying to match California’s community property rules with sometimes competing directives from the IRS. Understanding how community property works and how returns must be prepared (including the correct filing ofForm 8958), are the first steps in ensuring that you protect yourself and your client from accuracy related penalties. This course will cover the IRM section 25.18 to ensure you are properly represent-ing your client. There will be time set aside for role playing. Sample engagement letters will be provided.

 

Cynthia Leachmoore EA

Cynthia Leachmoore, EA

Cynthia Leachmoore, EA is an NTPI Fellow, and the First Vice President of the California Society of Enrolled Agents. In addition to tax preparation and representation, Cynthia lectures and has published articles on a variety of tax topics, particularly those relating to community property and same-sex taxation. In 2011, she and CSEA Past-President Jean Nelsen, EA worked with the IRS to redesign Form 8958 to assist those filing separate returns in community property states.
Cynthia shares a practice with her husband in Soquel, CA.

IRS Special Enrollment Exam Course

2017 SEE Review Class, Part II only ON-LINE SIGN UP
MAIL-IN SIGN UP

2017 SEE Review Class, Part III only ON-LINE SIGN UP
MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

Time:

Each day runs from 8:30 am – 4:30 pm

Speaker(s): Lisa Ihm, EA

Location:

 

National University, Costa Mesa Campus,
3390 Harbor Blvd, Costa Mesa, CA 92626-1502

2017 OCEA SEE Review Class
Lisa is well known for her enthusiastic teaching style and expertise with taking the SEE exam. Participants in this class will receive special insight on handling trick questions. OCEA classes have very high pass rates in large part due to Ms. Ihm’s instruction.

Part II:
September 21, 22, 23 (Thursday/Friday/Saturday)

Regular Registration Deadline: August 31, 2017 – $429 members/non-members
Late Registration Deadline: September 21, 2017 – $479 members/non-members
Note: the cost of the book is extra ($140.). Please contact Louis Avalos to purchase the book. His email address follows below.

Part III:
NOTE: This class only will be available as an on-demand video.

Regular Registration Deadline: August 31, 2017 – $162 members/non-members
Late Registration Deadline: September 21, 2017 – $179 members/non-members
Note: the cost of the book is extra ($140.). Please contact Louis Avalos to purchase the book. His email address follows below.

Questions? Louis Avalos EA, louisavalos@yahoo.com 949-322-9094

 

CANCELLATION POLICY: All cancellations must be submitted to Reservations@eaoc.org or Treasurer@ocea.org prior to the start of the event.

For Education Events (excluding SEE Class): A 20% cancellation fee will be applied, and all remaining fees paid will be refunded. To avoid the cancellation fee, the fee paid may, instead, be credited towards another OCEA Education event given within the next 6 months.

For SEE Class: A $100 cancellation fee will be applied, and all remaining fees paid will be refunded.

For Dinner Meetings: It is OCEA policy to not refund the fees for dinner meetings. However, if an emergency arises and you notify the chapter at Reservations@eaoc.org or Treasurer@ocea.org prior to the start of the event, a credit will be allowed for the next dinner meeting.

 

 

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OCEA
General Information

Regular monthly OCEA Meetings are held the 3rd Tuesday of each month at The Phoenix Club, 1340 S Sanderson Ave, Anaheim, CA 92806 Map to Phoenix Club
No meetings in March and April
4:30 Board Meeting
5:30 Social Time
6:00 Dinner Hour
7:00 CPE Program

$40 for Members, pre-registration before midnight on the Thursday prior to the dinner meeting
$45 for late or on-site registration and for non-members for meetings with 1 hour of CPE credit.
Meetings with 2 hours of CPE credit are $50 and $55 respectively.

LINK TO COURSE MATERIALS WILL BE INCLUDED WITH YOUR REGISTRATION CONFIRMATION EMAIL
If you do not receive a confirmation email please contact David Hilliard, dmhilliard@gmail.com

Cancellation Policy:
All cancellations must be submitted to Reservations@eaoc.org or Treasurer@ocea.org prior to the start of the event.

For Education Events (excluding SEE Class): A 20% cancellation fee will be applied, and all remaining fees paid will be refunded. To avoid the cancellation fee, the fee paid may, instead, be credited towards another OCEA Education event given within the next 6 months.

For SEE Class: A $100 cancellation fee will be applied, and all remaining fees paid will be refunded.

For Dinner Meetings: It is OCEA policy to not refund the fees for dinner meetings. However, if an emergency arises and you notify the chapter at Reservations@eaoc.org or Treasurer@ocea.org prior to the start of the event, a credit will be allowed for the next dinner meeting.