Upcoming Events

OCCSEA DINNER
Tuesday, October 22, 2019

We have moved our normal meeting out 1 week because of the October Extension Deadline

Cannabis Industry

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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: Jeff Schneider, EA, CTRS, NTPI Fellow, ACT-E

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

$50 Mem/$60 NonMem through 10/10/19
$55 Mem/$65 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 100-minute course will be dealing with the history of this industry from a Federal standpoint. We will go over some state-specific laws.

Attendees will learn

• History of the Industry
• What is deduction under IRC §280E.
• Banking Issues
• Court cases we need to understand to see how the IRS will look at returns associated with this industry
• Discuss potential state tax issues
• Discuss Representation Pitfalls and Obstacles

Jeff Schneider, EA, CTRS, NTPI Fellow, ACT-E

Jeff Schneider, EA, CTRS, NTPI
Fellow, ACT-E

Jeffrey A. Schneider, EA, CTRS, NTPI Fellow, ACT-E is the principal in SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, FL. He has been in the field of taxation since 1979 and became an Enrolled Agent in 2005 and became a Certified Tax Resolution Specialist designation by the American Society of Tax Problem Solvers in 2015. He received a certification in college planning in 2007 and became a Certified Divorce Financial Analysts in 2004. In October 2018, he earned the Advanced Crypto Tax-Expert (ACT-E) designation from the Crypto Tax Academy. Jeffrey has been in the field of taxation for over thirty-five years. You may recognize him from Super Seminars or NAEA or ASTPS.

 

OCCSEA SEMINAR
Tuesday, October 22, 2019

Death and Taxes
1041 Trust Pen to Paper

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: 11 am – 4 pm

Speaker: Jeff Schneider, EA, CTRS, NTPI Fellow, ACT-E

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

$99 Mem/$129 NonMem

$109 Mem/$139 NonMem At 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 200-minute course will go over the differences between trusts and estates, the different types of trusts and how to compute taxable income and related deductions. We will learn terminology, specific to the trusts and estates, who the parties are within this taxing scheme, as well as going over the actual form (IRS Form 1041) and the responsibilities of the parties (trustee, fiduciary, the beneficiaries and the tax professionals). We will discuss the Uniform Principal & Income Act, Distributable Net Income, Specific Bequests, and elections specific to trust taxation.

Learning Objectives:

• Trust Terminology,
• Estates versus Trusts
• Parties to a Trust and their responsibilities
• Elections specific to trusts
• Different types of Trusts
• How to complete the 1041

LG Brooks EA

Jeff Schneider, EA, CTRS, NTPI Fellow, ACT-E

 

Jeffrey A. Schneider, EA, CTRS, NTPI Fellow, ACT-E is the principal in SFS Tax & Accounting Services and SFS Tax Problem Solutions in Stuart, FL. He has been in the field of taxation since 1979 and became an Enrolled Agent in 2005 and became a Certified Tax Resolution Specialist designation by the American Society of Tax Problem Solvers in 2015. He received a certification in college planning in 2007 and became a Certified Divorce Financial Analysts in 2004. In October 2018, he earned the Advanced Crypto Tax-Expert (ACT-E) designation from the Crypto Tax Academy. Jeffrey has been in the field of taxation for over thirty-five years. You may recognize him from Super Seminars or NAEA or ASTPS.

 

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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.