Upcoming Events

Practical Tax Research

OCEA SEMINAR
Tues December 20th, 2016

Practical Tax Research 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): Mark Seid CPA EA

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

Price thru Dec 10, 2016: Members $79 (non-Members $99)
Price after Dec 10, 2016: Members $89 (non-Members $109)
Price at the door Dec 20, 2016: Members $99 (non-Members $119)

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

IRS statistics show an increasing number of collection accounts over the last five years. This course will provide you with a succinct manner of analyzing a potential collection client’s tax situation to determine which options are available to help them resolve their tax issue. Attendees will learn ten collection method alternatives, what characteristics make the potential client a good fit for each method and the pitfalls to avoid in each of them. Course materials include direct citations to IRC, regulations and IRM to help guide a practitioner through the analysis of how to handle a collection client issue with success.

Mark F. Seid, EA CPA USTCP

Mark F. Seid, EA CPA USTCP

Mark F. Seid is an enrolled agent, certified public accountant and is admitted to practice before the U.S. Tax Court. He was an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California. Mark has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy.

 

 

 

ABCs of Clients with IOUs to the IRS

OCEA DINNER
Tues December 20th, 2016

ABC’s of Clients with IOUs to the IRS 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): Mark F. Seid, EA CPA USTCP

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

Price thru Thurs December 15, 2016: Members $40 (non-Members $45)
Price after December 15, 2016: Members $45 (non-Members $50)

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

This course will teach you how to use primary tax law sources (IRC & Treasury Regulations) and tax research services to document positions taken on tax returns and defend them in an examination. The focus will be on techniques to define issues and locate relevant support in primary source materials and tax research services to support conclusions. Attendees will learn the level of authority of each of the sources. You will explore the IRM to discover how the IRS will approach issues in examination and collection activity. Attendees will learn how to use the IRM as a tool to navigate interactions with the IRS.

Mark F. Seid, EA CPA USTCP

Mark F. Seid, EA CPA USTCP

Mark F. Seid is an enrolled agent, certified public accountant and is admitted to practice before the U.S. Tax Court. He was an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California. Mark has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy.

 

 

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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.

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

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.