Next Event

OCEA Dinner Meeting

OCEA DINNER MEETING
Tues July 21th, 2015

Payroll Taxes: Can You Ever Recover from
the Trust Fund? ON-LINE SIGN UP
MAIL-IN SIGN UP
On-line payment is credit card only.
Payment via mail-in form is check only.

CPE: 1

Time: 5:30 pm – 8:00 pm

Speaker(s): Lisa O. Nelson, Esq.

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

Price thru Thurs July 16, 2015: Members $40 (non-Members $45)

Price after July 16, 2015: Members $45 (non-Members $50)

Whether you are self-employed, a corporation, or an employee, payroll taxes present several challenges and can become a personal liability if you don’t protect yourself. If you or a client uses a payroll company to handle your payroll you still may find yourself in a situation to be personally liable for unpaid payroll taxes. If you are an employee of a company and you handle payroll you may become personally liable for unpaid payroll taxes.

Lisa O. Nelson is a tax attorney who has handled trust fund penalty cases with the IRS. She will explain trust fund taxes and the trust fund recovery penalty. Ms. Nelson will also discuss how to assist and represent your clients if they are being investigated as a potentially responsible person and how to file an appeal. Once the IRS makes a trust fund recovery penalty assessment there are still options and collection alternatives. Find out what is different when the liability is a trust fund assessment.

Payroll taxes are not just a federal issue. The Employment Development Department will also pursue individuals for unpaid payroll taxes but the rules are different for the EDD Ms. Nelson will explain how the EDD handles unpaid payroll taxes.

Reservations: Reservations need to be received by midnight the Thursday before the meeting.

Details: Meetings are held on the third Tuesday of each month (no meeting in April). Sign In/Social 5:30 pm | Meeting begins 6:00 pm | Speaker 7:00 pm

Prices subject to change at any time

NOTE: There is an additional $5 charge if you register after the Thursday prior to the meeting.

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

Upcoming Events

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions Beginning Wed July 29th, 2015

IRS Special Enrollment Exam Course ON-LINE SIGN UP
Online registration closes on midnight July 15, 2015
To register AFTER July 15, 2015 or to sign up for individual parts
contact Joyce Cheng, EA, 714-546-0445 ext 117 dynasty53@gmail.com

MAIL-IN SIGN UP

CPE: CTEC’s may obtain CPE
for federal tax law requirement

Time: Each day runs from 8:00 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: May 31, 2015 – $749 members, $759 non-members
1st Registration Deadline: June 30, 2015 – $799 members, $809 non-members
Final Registration Deadline: July 29, 2015 – $899 members, $909 non-members
Prices include all classroom materials.

SEE Review Class 2015!
Instructor Lisa Ihm, E.A. returns for another year to share her wealth of knowledge and expertise in preparing for and taking the Special Enrollment Exam. This is a fast-paced review class, so prior accounting and/or return preparation experience is recommended.

Mark your calendars, and sign up early to take advantage of the early bird rates!

Part 1: Individual Taxation
Wednesday & Thursday – July 29 and July 30

Part 2: Partnerships, C Corporations, S Corporations, Fiduciaries and other topics
Tuesday, Wednesday and Thursday – August 18, August 19 and August 20

Part 3: Practice before the IRS, Power of Attorney, Ethics and other topics
Friday – September 25

For further questions, please contact Joyce Cheng, E.A. at dynasty53@gmail.com or call 949-233-5160.

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

 

 

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