Upcoming Events

OCCSEA DINNER MEETING
Tuesday January 21, 2020

Ouickfinder and The Tax Book

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

Speakers: Jane Ryder, EA, CFP and Louis Avalos, EA

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

$50 Mem/$55 NonMem through 1/16/20
$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

OCCSEA is providing two sessions to cover these changes. Attend the session based on which book you use to guide you down the right PATH for filing season. These sessions will analyze various aspects of federal tax law and tax forms, highlighting the most important changes and awareness items for 2020 individual and business tax returns.

Jane Ryder, EA, CFP and Louis Avalos, EA

Jane Ryder, EA, CPA and Louis Avalos, EA

 

 

 

 

 

 

 

 

OCCSEA SEMINAR
Tuesday, January 21, 2020

EDD/Labor Board Audits

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; CA: 3

Time: 12 pm – 4 pm

Speaker: Juan Montes, EA

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

$99 Mem/$129 NonMem
$109 Mem/$139 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

A discussion on California’s AB-5 and how it may change our industry permanently. The course will explain CA AB5 and how it modifies the analysis to determine who is an employee v. an independent contractor, the ABC test, the exceptions, affirmative compliance requirements, federal common law comparison, & audit case study.

1. Understand new AB5 CA Independent Contractor ABC Test & Exceptions (1 CA Hour)

2. Understand AB5’s Documentation Requirements and Borello Test (1 CA Hour)

3. Understand CA’s Preparer Due Diligence Requirements & Compare to Federal (1 CA Hr & 1 Federal Hr)

Juan Montes, EA

Juan Montes, EA

 

Juan Montes earned a B.S. in accountancy, a law degree, he is a licensed Enrolled Agent, is an NTPI Fellow, and has 14 years’ experience as a tax professional. Juan has been quoted numerous times in the San Francisco Chronicle, U.S. News & World

Report, and writes a weekly column for Los Baños Today. He has successfully defended audits before the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), and Employment Development Department (EDD) and has settled millions of dollars in tax debt with federal and state tax agencies. During law school Juan won awards for earning the highest overall grade in the courses of Civil Procedure Law, Personal Property Law, and California Community Property Law. As an Enrolled Agent who specializes in audit defense and representation, this knowledge is invaluable in obtaining great results for his clients. Juan has recently presented at numerous chapters for the California Society of Enrolled Agents, live webinars for Latino Tax Pro, Inc., and live webinars for Tax Practice Pro, Inc., on the topics of California’s AB5 – Dynamex Codified & Federal Common Law Factors, Characteristics of Evidence in Taxation, and Offer in Compromise Advanced Strategies.

 

 

CSEA Southern California Chapters
2020 Practitioner Seminars

Presented by Channel Islands, Inland Empire, Los Angeles,
Orange County, Palomar, San Diego, San Fernando Valley,
& San Gabriel Valley Chapters of CSEA and the Internal Revenue Service

 

REGISTRATION NOW OPEN

Special Case Resolution Program with the Taxpayer Advocate’s office.

Bring your toughest, unresolved IRS case (one case per tax business) to the Case Resolution Program at the CSEA Seminars. The IRS representatives from Local Taxpayer Advocate’s office will be available to meet one-on-one with tax professionals to discuss one client’s toughest tax case. If the case cannot be resolved on-site or requires further research, it will be assigned to an appropriate IRS expert for follow-up. Look for our flyer for more information and how one can participate in this program.

 

Monday, January 13 – Anaheim –  Embassy Suites Anaheim South, 11767 Harbor Blvd
Tuesday, January 14 – Santa Barbara –  Hilton Garden Inn, 6878 Hollister Ave, Goleta
Wednesday, January 15 – Ontario – Azure Hotel, 1945 E Holt Boulevard
Thursday, January 16 – San Diego –  Hilton Garden Inn 3805 Murphy Canyon Rd
Friday, January 17 – Burbank –  Pickwick Gardens, 1001 Riverside Drive

PROPOSED TOPICS/PRESENTATIONS

  • IRS International Issues
  • IRS Examination and Appeals
  • IRS Collection and Appeals
  • IRS Employment Tax Issues
  • IRS Hot Topics with the local Stakeholder Liaison
  • CA FTB and Office of Tax Appeals
COST   $189 Registration and payment postmarked by 11/19/19
 $219 Registration and payment postmarked by 12/13/19
 $259 Registration after 12/13/19 (check and cash only at the door)
 CSEA MEMBERS RECEIVE A $20.00 DISCOUNT OFF THE LISTED PRICE

MAIL-IN REGISTRATION FORMS AVAILABLE HERE

CLICK ON THE LOCATION ABOVE OR BELOW YOU WANT TO ATTEND TO REGISTER NOW

Anaheim Seminar 01/13/20
CSEA Orange County – Joe Guccione, EA – 714-842-5285 – gucci-one@msn.com

Santa Barbara Seminar 01/14/20
CSEA Channel Islands – Paula Mixon, EA – 805-650-3735 – paula@goldcoasttaxservices.com

Ontario Seminar 01/15/20
CSEA Inland Empires – Vic Morel, EA – 951-237-8728 – victaxea@yahoo.com

San Diego Area Seminar 01/16/20
CSEA San Diego Chapters – Stephanie Matticks, EA – 619-697-2950 – stephanie007@sbcglobal.net

Burbank Seminar 01/16/20
CSEA Los Angeles Area Chapters – Jamie Gibson, EA – 909-592-5326 – education@sgvea.org

 

 

 

 

 

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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.