Upcoming Events

Tax Book Update January 2018

OCEA DINNER
Tues January 16th, 2018

QuickFinder/Tax Book Update

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: 2 Time: 5:30 pm – 8:20 pm

 

 

 

 

Speaker(s): Vicki Mulak, EA and Louis Avalos, EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$50/$55 on or before 1/11/18
$55/$60 after 1/11/18

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

OCEA is providing two sessions to cover these changes. Attend the session based on which book you use to guide you down the right PATH for filing season.These sessions will analyze various aspects of federal tax law and tax forms, highlighting the most important changes and awareness items for 2018 individual and business tax returns.

Vicki Mulak EA & Louis Avalos EA

Louis Avalos EA & Vicki Mulak EA

 

Vicki Mulak, EA, CFP is also insurance and securities licensed. She’s well-known for her CA tax law and business entity focus. She testifies before the FTB in Sacramento and is involved in state tax legislation, attending Assembly and Senate committee hearings as necessary. She currently serves on the FTB Advisory Board and Louis Avalos EA &the EDD’s Small Business Employer’s Advisory Committee. Vicki was editor of the PPC Accounting Quick-finder book from 2005-2012. In August 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals. She received her BS in Business Administration from Thomas Edison State University in New Jersey.

 

When a Taxpayer Dies

OCEA SEMINAR
Tues January 16th, 2018

When a Taxpayer Dies

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(s): Vicki Mulak EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
Cost: $99 Mem/$119 NonMem on or before January 15th
$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

Presented by Vicki Mulak EA

When a taxpayer dies, a new taxpayer is born! The type of taxpayer that is born is directly related to the estate planning of the decedent and the types of assets the decedent owned and how they were titled. Your new tax client will come under the legal and taxation rules specific to the administration of small estates, probate estates or trusts. This session will serve as a tutorial for the tax profession-al that wants to brush up their skills with final 1040s and fiduciary returns, as well as the tax professional just getting their feet wet in this very rewarding area of tax practice.

For decedents dying after December 31, 2010, favorable tax law changes allow a surviving spouse to gain the benefit of an unused estate exemption of their deceased spouse. This is referred to as the portability election. It is vital that tax professionals discuss the election with surviving spouses to avoid later liability claims. If portability is desired, a special Form 706 must be prepared.

 

Vicki Mulak EA

Vicki Mulak EA

Vicki Mulak, EA, CFP is also insurance and securities licensed. She’s well-known for her CA tax law and business entity focus. She testifies before the FTB in Sacramento andis involved in state tax legislation, attending Assembly and Senate committee hearings as necessary. She currently serves on the FTB Advisory Board and the EDD’s Small Business Employer’s Advisory Committee. Vicki was editor of the PPC Accounting Quick-finder book from 2005-2012. InAugust 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals. She received her BS in Business Administration from Thomas Edison State University in New Jersey.

 

 

 

DOWNLOAD NEWSLETTER

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.