Upcoming Events

OCEA DINNER
Tues December 19th, 2017

IRS Hot Topics

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): Kristin Deazeley, IRS Stakeholder Liaison
Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806
$50/$55 on or before 12/14/17
$55/$60 after 12/14/17

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

The IRS will present highlights of 2017 Tax Law Changes.

Topics will include:
• Education Credits
• New partnership Audit Rules
• Private Debt Collection
• Expiring ITINs
• Changes to User Fees for Installment Agreements and Online Payment Agreements

 

Joyce E. Cheng, EA

Kristin Deazeley

Kristen Deazeley represents the Internal Revenue Service in both face-to-face and virtual outreach events working with tax professionals, payroll providers, industry and trade associations, as well as other Federal, State and local government agencies.

Kristen joined the IRS in 2004 as a Revenue Agent where she performed examinations of sole proprietorships, C Corporations and flow through entities. She has held acting assignments as a Field Examination Group Manager, Taxpayer Advocate Group Manager and performed details with the National Research Program.

Ms. Deazeley will also discuss the common tactics used by cybercriminals to attack tax professionals. In addition, she will provide information about cybersecurity first steps and best practices. Ms. Deazeley will also review what steps to take if a practitioner experiences a data breach.

Preparing Tax Returns for the Legal Marijuana Industry

OCEA SEMINAR
Wed November 29th, 2017

Preparing Tax Returns for the Legal Marijuana Industry

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: 9 Time:

8:00 am – 5:00 pm

Speaker(s): John Sheeley EA
Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806
Cost: $245 Mem/$345 NonMem on or before October 17
$295 Mem/$395 NonMem after October 17
Continental Breakfast and Lunch Included

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

Presented by John Sheeley, EA

The legal marijuana industry finds itself in a very unique tax limbo – while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. This course explains the narrow legal exception permitting practitioners to work with clients reporting state legal cannabis related income. The course further explores the basics of preparation issues and the application of IRC 280E, 263A and 471 in unison with applicable Tax Court decisions.

 

John Sheeley EA

John Sheeley EA

Goshen, New York based John Sheeley, EA passed the special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. An NTPI fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2009, with a focus on the tax and representation needs of non-resident aliens operating US businesses, and US citizens living abroad.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad.

 

 

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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

$50 for Members, pre-registration before midnight on the Thursday prior to the dinner meeting
$55 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.