Upcoming Events

OCEA DINNER
Tues February 20th, 2018

Tax Reform: California Issues

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MAIL-IN SIGN UP

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

CPE State: 1

Time: 5:30 pm – 8:00 pm

Speaker: Lynn Freer, EA

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

$40/$45 on or before 2/15/18
$45/$50 after 2/15/18

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

• Individual and Business nonconformity
• Changes to forms
• FTB Notices
• College Access Tax Credit
• Hyatt and Swart court cases
• Overview of 2017 California legislation and the EITC
Printed copies of the materials will be provided

Lynn Freer EA

Lynn Freer, EA

 
 

Lynn Freer, EA is the owner of Spidell Publishing, Inc. and a highly regarded member of OCEA. Spidell is the leading authority on California Taxation. This one hour dinner meeting will highlight California’s non-conformity issues with Federal Tax and other relevant topics involving our tax practices.

 



 

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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.