Upcoming Events

July Dinner Meeting

OCEA DINNER
Tuesday July 17, 2018

IRS and Virtual Currency

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: Steven L. Walker, JD, LMM

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

$50 Mem/$55 NonMem through 7/12/18
$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

The use of Bitcoin and other cryptocurrencies is growing steadily: most tax professionals likely have a client who owns them and transacts in them. This class will discuss the tax issues encountered by cryptocurrency owners, how to compute the tax consequences of various cryptocurrency transactions, and tax planning opportunities for cryptocurrency owners.

Steven L. Walker, JD, LMM

Steven L. Walker, JD, LMM

 

Steven L. Walker advises clients on tax controversies and litigation with the Internal Revenue Service (IRS), Franchise Tax Board (FTB), and state and local taxing agencies. Steven represents clients in civil and criminal tax matters, including tax audits and appeals, litigation in U.S. Tax Court and federal district court, tax fraud, offshore/foreign tax compliance, and tax collection. He also advises clients on business matters. Steven is an adjunct professor at the University of San Francisco School of Law in the LLM (Taxation) program.

Mr. Walker was the Chair of the Taxation Section of the State Bar of California for 2014 – 2015. He is a former IRS Trial Attorney at the Office of Chief Counsel, and he also worked at the California Franchise Tax Board.

Mr. Walker holds a B.S. in Electrical Engineering from the University of California, Davis, and a J.D. and LL.M. in Taxation from McGeorge School of Law, University of the Pacific.

 

 

 


Basis basis Basis

OCEA SEMINAR

Tuesday July 17th, 2018

Basis, Basis, Basis

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:
12:00 pm – 4:00 pm

Speaker: Vicki Mulak, EA, CFP

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

Cost: $99 Mem/$119 NonMem on or before July 16th
$109 Mem/$129 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

Most practitioners would agree, that a thorough understanding of “basis” is essential to competency in the field of taxation. This presentation will look at a variety of areas where basis is calculated, including basis in residence, basis in property acquired in a Section 1031 exchange, basis in stock resulting from a transfer of assets and liabilities under Section 351, basis in property received from a partnership, basis in property inherited from a decedent, basis in gifts, partnership basis adjustment when a Section 754 election is in place, basis in property received for services, and much more.

 

Vicki Mulak, EA. CFP

Vicki Mulak, EA. CFP

Vicki Mulak, EA, CFP is also insurance and securities licensed. She’s well known for her CA tax law and business entity focus. She testifies before theFTB in Sacramento and is involved in state tax legislation, attending Assembly and Senate committee hearings as necessary.

She currently serves on the FTB Advisory Board and the EDD’s Small Business Employer’s Advisory Committee. Vicki was editor of the PPC Accounting Quick-finder book from 2005-2012. In August 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals.

She received her BS in Business Administration from Thomas Edison State University in New Jersey.

2018 SEE Class

 

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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
4:15 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 OCEA 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.