Upcoming Events

OCCSEA DINNER
Tuesday May 21, 2019

Non-Resident Alien Tax Issues

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: David Mellem, EA

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

$50 Mem/$55 NonMem through 5/16/19
$55 Mem/$60 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

Noncitizens who are subject to US tax are the center of this text. Alien issues including Form 1040NR requirements, effectively connected income, payroll issues, social security, and other retirement issues.

David Mellem, EA

David Mellem, EA

David prepares tax returns for individuals, corporations, partnerships, estates, and trusts. 2019 is David’s 41st year of income tax preparation. He is a partner of Ashwaubenon Tax Professionals.

He has presented tax seminars for over 30 years, including in Washington DC; San Juan, Puerto Rico; and London, England. Formerly David was the Research Manager of NATP.

Several times David has served as a panel member on NAEA’s TaxTalkToday. He also has appeared on NBC’s Today Show as part of a panel of tax professionals. David is a past editor of the NAEA EAJournal and has served on the NAEA Education Committee and NAEA Education Foundation.

OCCSEA SEMINAR
Tuesday October 16, 2018

1031  Exchange

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 pm – 4 pm

Speaker: David Mellem, EA

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

$99 Mem/$119 NonMem

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

Like Kind Exchanges – 1031 Exchanges The exchange of property may or may not avoid taxation. This session will explore the qualifications and timing of creating a tax-deferred event. The basis of the property will be examined as well as the qualified intermediary who holds the funds and facilitates the event. Other variations such as the reverse exchange will be covered.

David Mellem, EA

David Mellem, EA

David prepares tax returns for individuals, corporations, partnerships, estates, and trusts. 2019 is David’s 41st year of income tax preparation. He is a partner of Ashwaubenon Tax Professionals.

He has presented tax seminars for over 30 years, including in Washington DC; San Juan, Puerto Rico; and London, England. Formerly David was the Research Manager of NATP.

Several times David has served as a panel member on NAEA’s TaxTalkToday. He also has appeared on NBC’s Today Show as part of a panel of tax professionals. David is a past editor of the NAEA EAJournal and has served on the NAEA Education Committee and NAEA Education Foundation.

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OCCSEA
General Information

Regular monthly OCCSEA 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

$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

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 OCCSEA 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.