Upcoming Events

OCCSEA DINNER
Tuesday November 19, 2019

Baby oh Baby

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: Karen Joyner, EA

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

$50 Mem/$55 NonMem through 11/12/19
$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

From Birth to college graduation, the cost of raising a child is astronomical but so are the possible tax benefits. Follow a child from birth through preschool, the Little League years, working in Mom and Dad’s business, college, paying off student loans, all the while looking for tax-saving opportunities.

LEARNING OBJECTIVES:

Learn practical planning opportunities for families. Maximize education credits by knowing when to tax scholarships. Understand how the TCJA affects families.

Karen Joyner, EA

Karen Joyner, EA

 

Karen Joyner, EA started preparing taxes in 1988 and opened her own practice in 1993. She earned the Enrolled Agent designation in May 1995. Karen is active in the local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops, and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit issues.

Karen works with Lisa Ihm, EA and Brass Tax Presentations providing professional education to tax professionals throughout California and all over the US. Karen practices in Coronado, California and can be reached by e-mail at education@brasstax.com.

OCCSEA SEMINAR
Tuesday November 19, 2019

Refresher on 3115, 4797 and
little sprinkle of security planning

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: Karen Joyner, EA

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

$99 Mem/$129 NonMem
$109 Mem/$139 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

Form 3115- Ever had a client who was not depreciating their rental? Or one who was depreciating the land? Form 3115 is the way you must make description corrections. We will dissect this complex form line by line and discuss some amazing shortcuts to help you complete this 8 page form in mere minutes. Form 4797 what is reported on form 4797? How and when is depreciation recaptured? We will review the form, different types of property classification and even what to do with bulk sales and how to allocate. Security plan is a hot topic for IRS. We will take you through a template to help develop a plan, go over rules and renewal of PTINS.

LEARNING OBJECTIVES:

• Know when a client should file from 3115
• Learn to properly prepare a form 3115 for depreciation corrections
• Learn the different property classification for form 4797
• Learn how to allocate for bulk sales
• Learn how to develop a security plan
• Know the IRS rules for security plans

Karen Joyner, EA

Karen Joyner, EA

 

Karen Joyner, EA started preparing taxes in 1988 and opened her own practice in 1993. She earned the Enrolled Agent designation in May 1995. Karen is active in the local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops, and Director of the education committee for the CSEA San Diego chapter. Karen enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit issues.

Karen works with Lisa Ihm, EA and Brass Tax Presentations providing professional education to tax professionals throughout California and all over the US. Karen practices in Coronado, California and can be reached by e-mail at education@brasstax.com.

SOCAL IRS PRACTITIONER SEMINARS

Monday, January 13, 2020

Join us to hear directly from the IRS about policies and procedures that impact you and your clients. Learn how to maximize resources to increase your value to your clients, network with agency representatives and earn 7 hours of CPE.

     Topics Include

  • IRS International Issues

  • IRS Collection and Appeals

  • IRS Examination and Appeals

  • IRS Employment Tax Issues

  • IRS Hot Topics with the local Stakeholder Liaison

  • CA FTB and Office of Tax Appeals

CPE Fed: 7

Time: 8 am – 4:30 pm

ON-LINE SIGN UP
MAIL-IN SIGN UP

Location: Embassy Suites Anaheim South
11767 Harbor Blvd, Garden Grove, CA 92840

 $189 Registration and payment postmarked by 11/30/19
$219 Registration and payment postmarked by 12/13/19
$259 Registration after 12/13/19 (check or cash only at the door)

 

 

 

 

 

 

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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@eaoc.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 OCCSEA 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@eaoc.org prior to the start of the event, a credit will be allowed for the next dinner meeting.