Upcoming Events

OCCSEA DINNER MEETING
Tuesday February 18, 2020

California Tax Update

ON-LINE SIGN UP
MAIL-IN SIGN UP

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

1 HR CPE State Credit

Time: 5:30 pm – 8:20 pm

Speaker: Lynn Freer, EA

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

$40 Mem/$50 NonMem through 2/13/20
$45 Mem/$55 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 seminar will present changes in CA tax codes that have come into effect and look at the upcoming changes brought on by the 2017 tax cuts and jobs act. A look at the tax code that does and does not conform to federal tax code will be discussed. Look at the 2019 tax filing season for CA.

LEARNING OBJECTIVES:
1. CA TAX UPDATE FOR 2019 TAX YEAR
2. CA TAX CODES CONFORMING / NON CONFORMING TO FEDERAL
3. WHAT’S NEW for 2020

 

Lynn Freer, EA

Lynn Freer, EA

Speaker: Lynn “Ms. California Tax” Freer is President of Spidell Publishing, Inc.® She works closely with all state tax agencies and is often consulted for input on policy decisions. She always has the inside information on what’s happening at the state level because she devotes herself full time to analyzing, writing about, and teaching California tax law and procedures. Lynn speaks at Spidell’s annual Federal and California Tax Update Seminars as well as many other seminars.

Payment via mail-in form is check only.

 

 

 



 

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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.