Upcoming Events

OCEA SEMINAR, Employee Stock Options They're Back!

OCEA SEMINAR
Tues August 16th, 2016

Employee Stock Options, They’re Back! ON-LINE SIGN UP
MAIL-IN SIGN UP
On-line payment is credit card only.
Payment via mail-in form is check only.

CPE: 4

Time: 12:00 pm – 4:00 pm

Speaker(s): Karen Brosi EA, CFP®

Location: Phoenix Club, Pavilion Room,
1340 S. Sanderson Ave., Anaheim, CA 92806
Map to Pavilion Room

Early Bird Until 8/6/16 – $79 members, $99 non-members
Regular until 8/15/16 – $89 members, $109 non-members
At the Door 8/16/16 $99 members, $119 non-members

Karen Brosi EA, CFP®

Karen Brosi EA, CFP®

EMPLOYEE STOCK OPTIONS
They’re Back!
with Karen Brosi EA, CFP®

Following the bursting of the tech bubble in 2001, employee stock options waned. With a resurgence in technology and other business sectors, rewarding employees with company stock ownership has returned. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each. You’ll come away knowing how to properly report your client’s various transactions and how to advise them on tax-advantaged strategies.

OCEA DINNER, The Gig Economy

OCEA DINNER
Tues August 16th, 2016

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

CPE: 1

Time: 7:00 pm – 8:00 pm

Speaker(s): Karen Brosi EA

Location: Phoenix Club, Pavilion,
1340 S. Sanderson Ave., Anaheim, CA 92806
Map to Pavilion Room

Price thru Thurs August 11, 2016: Members $40 (non-Members $45)
Price after August 11, 2016: Members $45 (non-Members $50)

 

 

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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
4:15 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.

Refund Policy: OCEA does not issue refunds once a registrant has registered for an event or class. However, a written request can be submitted to OCEA’s treasurer by the next board meeting for consideration by the Board in the following cases: (1) Cancellation at least 72 hours in advance (2) a medical emergency prevents the registrant from attending (3) a death in the family.