Upcoming Events

OCCSEA DINNER
Tuesday December 17, 2019

Ethics Shmethics! What’s New?

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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

Speaker: Joyce E. Cheng, EA

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

$50 Mem/$55 NonMem through 12/12/19
$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

Why do we need 2 hours of ethics every year when I am an ethical person?? Even the most ethical of us can still miss some hidden ethical traps if not prepared. Today there is an ever-increasing trend to use social media for advertising and communicating. In this class, we will review ethical considerations when using social media in a tax practice. The class will include practical tips for practitioners to avoid common pitfalls and all participants will be engaged in discussion of real life scenarios to identify and suggest solutions to difficult ethical situations. In addition, we will cover the ethical implications of ensuring the security of client information in the technology age. The class will finish with a game of ethical bingo and a prize!

Joyce E. Cheng, EA

Joyce E. Cheng, EA

 

Joyce E. Cheng, EA, has been employed by the law offices of A. Lavar Taylor LLP for over 21 years as a paralegal and Enrolled Agent. The firm specializes in tax controversies of all kinds at the state and federal levels. Ms. Cheng became an enrolled agent in 1999 in order to enhance her ability to assist clients with tax problems. She works on a broad range of matters, including: income tax audits for individuals and the self-employed; business tax audits – S corp and C corp; sales tax audits; collection matters – IRS, EDD, SBE and FTB; offers in compromise; collection due process hearings; appeals matters – IRS, FTB, SBE; and bankruptcy discharge analysis.

 

 

OCCSEA SEMINAR – none this month

 

 

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.