Next Event

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions Beginning Wed July 29th, 2015

IRS Special Enrollment Exam Course ON-LINE SIGN UP
Online registration closes on midnight July 15, 2015
To register AFTER July 15, 2015 or to sign up for individual parts
contact Joyce Cheng, EA, 714-546-0445 ext 117 dynasty53@gmail.com

MAIL-IN SIGN UP

CPE: CTEC’s may obtain CPE
for federal tax law requirement

Time: Each day runs from 8:00 am – 4:30 pm

Speaker(s): Lisa Ihm, EA

Location: National University, Costa Mesa Campus,
3390 Harbor Blvd, Costa Mesa, CA 92626-1502

Course Fees (for all three parts:)
Early Registration: May 31, 2015 – $749 members, $759 non-members
1st Registration Deadline: June 30, 2015 – $799 members, $809 non-members
Final Registration Deadline: July 29, 2015 – $899 members, $909 non-members
Prices include all classroom materials.

SEE Review Class 2015!
Instructor Lisa Ihm, E.A. returns for another year to share her wealth of knowledge and expertise in preparing for and taking the Special Enrollment Exam. This is a fast-paced review class, so prior accounting and/or return preparation experience is recommended.

Mark your calendars, and sign up early to take advantage of the early bird rates!

Part 1: Individual Taxation
Wednesday & Thursday – July 29 and July 30

Part 2: Partnerships, C Corporations, S Corporations, Fiduciaries and other topics
Tuesday, Wednesday and Thursday – August 18, August 19 and August 20

Part 3: Practice before the IRS, Power of Attorney, Ethics and other topics
Friday – September 25

For further questions, please contact Joyce Cheng, E.A. at dynasty53@gmail.com or call 949-233-5160.

CANCELLATION 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

Upcoming Events

OCEA Dinner Meeting

OCEA DINNER MEETING
Tues August 18th, 2015

Ethics in the Digital World 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 Fed

Time: 5:30 pm – 8:00 pm

Speaker(s): Russell Fox, EA

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

Price thru Thurs August 13, 2015: Members $40 (non-Members $45)

Price after August 13, 2015: Members $45 (non-Members $50)

Are you familiar with Murphy’s Law? Come to this 2 hour ethics presentation and hear Russ’s Law on ethics in the digital world. He will cover what practitioners need to know to stay current, as well as clear of problems, when working in a world that is now almost completely virtual. Russ Fox, EA will cover issues from disclosure, privacy requirements pursuant to the Gramm-Leach-Bliley act, engagement letters, and best practices as set out in Circular 230. From there Russ will cover what’s new for e-File providers as set out in Publication 1345. Do you know the rules governing e-signatures? Are they allowed for Form 114a? Would you use them for engagement letters with your clients?

When it comes to communicating with your clients are you aware of what is a secure method? Russ will cover various secure communications covering faxes, email, web portals and text messaging. What about remnants of the paper world? How do you securely dispose of hard copies of sensitive documents?

Securing your data is a “bit” more complicated these days. Russ will discuss this essential area covering problems posed by viruses, use of encryption, locks, and alarms. But security goes beyond computers to hand-held (mobile) devices. And let’s not overlook employee security. This will be an informative power packed session you don’t want to miss!

Reservations: Reservations need to be received by midnight the Thursday before the meeting.

Details: Meetings are held on the third Tuesday of each month (no meeting in April). Sign In/Social 5:30 pm | Meeting begins 6:00 pm | Speaker 7:00 pm

Prices subject to change at any time

NOTE: There is an additional $5 charge if you register after the Thursday prior to the meeting.

CANCELLATION 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

 

 

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