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)

Airbnb, Crowdfunding and Uber are all part of the growing shared economy. While shared economy activities vary considerably, the common thread for tax preparers is that clients who bring in revenue through the services often are ill-prepared for the tax consequences.

This timely, energetic course discusses taxes and the new economy broadly, but focuses on home-sharing services such as Airbnb and Vacation Rentals by Owner (VRBO).

 

 

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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.