Upcoming Events

The ABC's of a Schedule C Audit

OCEA SEMINAR
Tues July 18th, 2017

The ABC’s of a Schedule C Audit ON-LINE SIGN UP
MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.
CPE: 4 Time: 12:00 pm – 3:40 pm Speaker(s): Alan Pinck EA
Location: Phoenix Club, Pavilion,
1340 S. Sanderson Ave., Anaheim, CA 92806
Cost: $99 Mem/$119 NonMem On or before July 18
$109/$129 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 session will walk the attendee through the audit process of a Schedule C exam. We will go over the process as well as the What are the most common issues audited; What are some of the not-so-common issues; and How best to defend a client against a Schedule C audit. The attendee will learn about the process from the notice through the report. We will discuss how to interview your client and how to handle the IRS interview, how to prepare the records and how to present them. The attendee will be comfortable to take on a client under exam as well as learn what is needed to audit proof a return they are preparing.

Alan Pinck EA

Alan Pinck EA

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee. He has been presenting at NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!

How To Get An Audit Started

OCEA DINNER
Tues July 18th, 2017

How To Get An Audit Started 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: 1 Time: 5:30 pm – 8:00 pm Speaker(s): Alan Pinck EA
Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806
$40/$45 on or before 7/13/17
$45/$50 after 7/13/17

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

In this session, we will discuss the process of what is needed and when. We will go over in detail the importance of good questionnaires and how to interview your client. The importance of an engagement letter and what should be in the engagement letter. We will then discuss what is being audited currently and how to best prepare for these audits.

Alan Pinck EA

Alan Pinck EA

Alan Pinck is an Enrolled Agent with over 25 years of tax preparation experience in the San Francisco Bay Area. He has built a practice specializing in individual, small business tax preparation and audit representation. He is currently chair of the NAEA Education Committee. He has been presenting at NTPI events, CSEA Super Seminar as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in audit, Alan has obtained tremendous insight of the audit process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions beginning Wed Aug 16th, 2017

2017 SEE Review Class, All parts ON-LINE SIGN UP
MAIL-IN SIGN UP

On-line payment is credit card only.
Payment via mail-in form is check only.

Time: Each day runs from 8:30 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 Deadline: June 30, 2017 – $749 members/non-members
Regular Registration Deadline: July 31, 2017 – $799 members/non-members
Late Registration Deadline: August 15, 2017 – $899 members/non-members
Prices include all classroom materials.

2017 OCEA SEE Review Class
Lisa is well known for her enthusiastic teaching style and expertise with taking the SEE exam. Participants in this class will receive special insight on handling trick questions. OCEA classes have very high pass rates in large part due to Ms. Ihm’s instruction.

Part I:
August 16, 17 (Wednesday/Thursday)

Part II:
September 21, 22, 23 (Thursday/Friday/Saturday)

Part III:
NOTE: This class only will be available as an on-demand video.

Questions? Louis Avalos EA, louisavalos@yahoo.com 949-322-9094

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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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
4:30 Board Meeting
5:30 Social Time
6:00 Dinner Hour
7:00 CPE Program

$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

Refund 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.