URGENT FROM CSEA

Call to Action: Tax on Services

Tax on Services is back and more dangerous then ever!

On Wednesday night, Senator Hertzberg substantially amended his tax on services bill, SB 993 . What makes this latest version of tax on services so dangerous? It is potentially more palatable for legislators than previous incarnations because it attempts to create a “revenue neutral bill.” The revised bill would reduce state sales tax incrementally, ultimately resulting in a 2% reduction while imposing a 3% tax on the receipt of services purchased by qualified businesses.

While health care services, education services, child care, rent, interest, and services provided by certain unspecified small businesses would be exempted from the sales tax on services, EAs’ services would be taxed.

This bill will be heard in the Senate Governance & Finance Committee in four work days on Wednesday, 5/16. CSEA is urging ALL MEMBERS to contact the Committee members listed below before the Committee hearing with this simple message:

Please oppose SB 993, the bill to tax services. This new tax will harm my business!

The names of all Committee members and their office numbers are as follows:

Sen. McGuire (Chair) (Healdsburg)                                           (916) 651-4002
Sen. Nguyen (Vice Chair) (Garden Grove)                               (916) 651-4034
Sen. Beall (San Jose)                                                                    (916)651-4015
Sen. Hernandez (Los Angeles)                                                   (916) 651-4022
Sen. Hertzberg (Van Nuys)                                                         (916) 651-4018
Sen. Lara (Bell Gardens/LA)                                                        (916) 651-4033
Sen. Moorlach (Costa Mesa)                                                      (916) 651-4037

 


Upcoming Events

June Dinner Meeting

OCEA DINNER
Tuesday June 19, 2018

Advanced Planning Strategies Using Cost Segregation

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: 1

Time: 5:30 pm – 8:00 pm

Speaker: Gian Pazzia, CCSP

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

$40 Mem/$45 NonMem through 6/18/18
$45 Mem/$50 NonMem 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

This important course will give you the opportunity to learn options to avoid recapture when disposing of property and explore the use of partial dispositions under the new repair regulations. You will also learn techniques on how to use cost segregation principles in estate tax planning. Gian Pazzia, CCSP, will speak on advanced planning using cost segregation techniques.

Gian Pazzia, CCSP

Gian Pazzia, CCSP

 

Gian oversees KBKG’s Cost Segregation group nationally. He is also a subject matter expert for 263(a) Repairs vs. Capitalization services.Gian is a recognized leader in the cost segregation field serving as a former President (2013-2015 term) of the American Society of Cost Segregation Professionals (www.ASCSP.org) and hold-ing a seat on their Board of Directors for a decade. Additionally, he was chair of their Technical Standards committee from 2009-2013. He led the ASCSP Technical Commit-tee to publish the first set of standards that all cost segregation reports must follow in order to be stamped by a Certified Member

 

 

 


Tax Professionals ID Theft Toolkit

OCEA SEMINAR

Tuesday June 19th, 2018

Tax Professionals ID Theft Toolkit

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 – 4:00 pm

Speaker: Cristina Park, EA

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

Cost: $99 Mem/$119 NonMem on or before June 18th
$109 Mem/$129 NonMem 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

“Your return has been rejected; someone else has filed using your social security number.” No tax professional wants to make that call to the client. Identity theft has become a crisis in our country. The purpose of this presentation is to equip the tax professional to handle Identity Theft cases for clients whether the firm is the preparer of the return or not. We walk you through the steps of recovery and give you the tools to assist your clients, including contact information, forms to submit and how and when to use Taxpayer Advocate.

Cristina Park, EA

Cristina Park, EA

Cristina G. Park, EA is the owner of Taxes by Design, a San Diego county based tax professional firm providing services to individuals, clergy, small businesses and interior design firms. She is an Enrolled Agent, Fellow of the National Tax Practice Institute.

2018 SEE Class

 

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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 and Networking
6:00 Dinner Served
7:00 Presentation
8:00 Conclusion

$50 for Members, pre-registration before midnight on the Thursday prior to the dinner meeting
$55 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.