Upcoming Events

Navigating IRS and EDD Employer Classification Audits and Collections

OCEA SEMINAR
Tues June 20th, 2017

Navigating IRS and EDD Employer Classification Audits and Collections ON-LINE SIGN UP
MAIL-IN SIGN UP

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

CPE: 2

Time: 2:00 pm – 4:00 pm

Speaker(s): Chandara Diep, JD, LL.M.,
Brendan O’Connor, CPA, MST, JD, LL.M.,
Allison D. H. Soares, JD, M.B.A., LL.M

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

Cost: $39 Mem/$49 NonMem On or before Jun 10
$45/$55 after Jun 10, $49/$59 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

We will be speaking about Navigating IRS and EDD Employer Classification Audits and Collections. This will include everything from the factors currently used by both the IRS and EDD in making an initial determination, to preparing for the audit itself, and dealing with collections and collective actions.

Chandara Diep, JD, LL.M.

Chandara Diep, JD, LL.M.

Ms. Diep handles collection cases with the Internal Revenue Service (IRS), Franchise Tax Board (FTB),
State Board of Equalization (SBOE), and the Employment Development Department (EDD). Ms. Diep received her
Master of Law in Taxation from the University of San Diego School Law.

Brendan O'Connor, CPA, MST, JD, LL.M.

Brendan O’Connor, CPA, MST, JD, LL.M.

Mr. O’Connor practice centers on representing individuals and businesses before the Internal Revenue Service
(IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE).
Mr. O’Connor has extensive experience in the field of tax controversy, litigation, and domestic and international
tax planning.

Allison D. H. Soares, JD, M.B.A., LL.M

Allison D. H. Soares, JD, M.B.A., LL.M

Ms. Soares has representative experience defending individuals and entities before the Internal Revenue Services
(IRS), Franchise Tax Board (FTB), Employment Development Department (EDD), and State Board of Equalization (SBOE).

Interview Techniques for the Tax Pro

OCEA DINNER
Tues June 20th, 2017

Interview Techniques for the Tax Pro 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): Torie Charvez, EA

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

$40/$45 on or before 6/15/17
$45/$50 after 6/15/17

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

One of the tools a tax professional finds they need to master is the client interview. Whether the client
is new or has been around the office for many years, when they sit across the desk from you it is important to
know what questions to ask and how to ask them in order to obtain the correct information. This course will give
you insight into the techniques that will leave you with a satisfying result from that initial interview.

Specifically, the course will help you with:

  • >> Interview techniques in line with new due diligence regulations.

  • >> Being able to divest a practice of “Bad Clients”.

  • >> How to use interviews to get missing information.

Torie Charvez, EA

Torie Charvez, EA

Prior to becoming an Enrolled Agent in 2005, Torie worked 10 years as an accounting manager in a wholesale
company, while “moonlighting” at one of the National Tax Franchise companies. Her passion for tax work led her to a small local CPA firm until 2010.

The combination of private and public accounting and tax practice gives her a unique perspective that compliments the small,
medium or large business client. This has also allowed to her to speak on and teach a variety of topics to local business
groups and other tax professionals.

Torie is an active member in CSEA. She is a past president and former state director for the Mission Chapter. At CSEA Torie
served 2 terms as the Finance & Budget Chair, CSEA 2ndVP,1st VP and is the Presumptive President for the 2017-2018 year.

Torie’s passion for education and awareness of the Enrolled Agent career, has her entrenched in the NAEA & CSEA Educate
America committees and SEE Enrolled Prep Classes and Boot Camps.

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions beginning Wed Aug 16th, 2017

2017 SEE Review Class, All Parts ON-LINE SIGN UP

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

 

 

DOWNLOAD NEWSLETTER

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.