Upcoming Events

Like Kind Exchanges

OCEA SEMINAR
Tues October 18th, 2016

Like Kind Exchanges – Real Property Using A Qualified Intermediary
ON-LINE SIGN UP
MAIL-IN SIGN UP

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

CPE: 2

Time: 2:00 pm – 4:00 pm

Speaker(s): Margaret Kehoe, EA

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

Price thru October 8, 2016: Members $39 (non-Members $49)
Price after October 17, 2016: Members $45 (non-Members $55)
Price at the door October 18, 2016: Members $49 (non-Members $59)

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

Margaret Kehoe, EA

Margaret Kehoe, EA

The purpose of an IRC §1031 exchange is to dispose of a greatly appreciated property and acquire a different property without losing net worth to taxation. This kindness has been in the tax code for over one hundred years. There have been many changes since the 1912 initial codification image of two farmers meeting in the middle of the corn field and exchanging tractor keys. Today IRC §1031 and the associated Regulations and Revenue Procedures give us fluidity and ease of execution. In this session we are going to review the basic rules behind a real property like-kind exchange, but will concentrate on the practical aspects. How do we translate the HUD-1 and Accommodator’s statement into a tax return? And what on earth do we do with depreciation?

 

For further questions, please contact David Hilliard at dmhilliard@gmail.com

Ethics in Real Time

OCEA DINNER
Tues October 18th, 2016

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

CPE: 2

Time: 5:30 pm – 9:00 pm

Speaker(s): Joyce Cheng, EA

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

Price thru Oct 13, 2016: Members $50 (non-Members $55)
Price after Oct 13, 2016: Members $55 (non-Members $60)

Joyce Cheng, EA

Joyce Cheng, EA

This course will be an interactive session focusing on real life scenarios. Participants will engage in observation, discussion and analysis of the potential ethical situations that arise in day to day practice for enrolled agents. The class will include practical tips for practitioners to avoid common pitfalls.

Specific areas to be covered

  • Avoid Making False or Misleading Statements

  • Disclosing Privileged or Confidential Information

  • Beware of Inadvertently Creating Client Relationships

  • Beware of Potential Unauthorized Practice Violations

  • Tread Cautiously with Testimonials, Endorsements, and Ratings

In order to make this event as relevant as possible we encourage members to submit in advance actual scenarios that have presented problems or ethical questions in their own practices that will be incorporated into the session. Please email submissions to dynasty53@gmail.com no later than October 14, 2016.

 

 

 

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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.