Upcoming Events

OCEA DINNER, IRS Stakeholder Liaison Update

OCEA DINNER
Tues September 15th, 2015

IRS Stakeholder Liaison Update 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): Dan Breece

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

Early Bird price thru Sept 10, 2015: Members $40 (non-Members $45)

Regular price Fri September 11, 2015 thru Tuesday September 15, 2015: Members $45 (non-Members $50)

Dan Breece

Dan Breece

Dan Breece is a frequent guest speaker at our chapter and always provides useful information for practitioners. This month he will be speaking about IMRS (issue management resolution system) and hot topics. IMRS is a result of the IRS Communications and Stakeholder Outreach function and provides a streamlined and structured process to facilitate identification, resolution and feedback of stakeholder issues. IMRS functions at both the local and national levels and essentially analyzes, researches and responds to issues. IMRS also is involved in identifying nationwide trends in reporting, filing and payment requirements. This information is used to evaluate if any changes in IRS processes or procedures are warranted. Some of the issues addressed recently include penalty relief related to incorrect or delayed forms 1095-A, longer hold times for e-help desk, ID letters sent to taxpayers, and avoiding long lines and hold times.

Tax practitioners are encouraged to forward significant issues of policy, practice and/or procedure to their local Stakeholder Liaison. If you have experienced significant issues that you feel need to be addressed, this is the meeting to attend!

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

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

OCEA SEMINAR, A Partnership/LLC Mini-Intensive

OCEA SEMINAR
Wed September 16th, 2015

A Partnership/LLC Mini-Intensive ON-LINE SIGN UP
MAIL-IN SIGN UP
On-line payment is credit card only.
Payment via mail-in form is check only.

CPE: 4 Fed

Time: 12:00 pm – 4:00 pm

Speaker(s): Vicki Mulak

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

Early Bird price thru August 31, 2015: Members $89 (non-Members $99)

Regular price Tuesday September 1, 2015 thru Tuesday September 15, 2015: Members $99 (non-Members $109)

Late price September 16, 2015: Members $109 (non-Members $119) at door only.

This session is an intermediate practical analysis of the critical issues affecting the participants of Partnerships & LLCs. This class will work towards a thorough understanding of Partnership basis and “At-Risk” basis in the LLC, which is essential in the ongoing management of K-1 flow-through items including distributions to participants, and deductibility of flow-through losses. Management of a variety of partnership items, including health insurance premiums, guaranteed payments, and Section 754 electionsare included.

Vicki Mulak

Vicki Mulak

Vicki Mulak, EA, CFP® is best known for her tax updates and business entity presentations. She testifies before the California FTB, serving on the FTB Advisory Board as well as the EDD Small Business Advisory Committee. She testifies annually at the Taxpayer Bill of Rights Hearing, and stays involved in California tax legislation sponsored by the California Society of Enrolled Agents (CSEA). Her awards include the 2012 NAEA Bill Payne Advocacy Award, the 2011 CSEA Distinguished Service Award and the 2006 CSEA Thomas P Hess Award. Her BS in Business Administration is from Thomas Edison State College in NJ, and her tax practice of 25 years, is located in Tustin, CA.


Prices subject to change at any time

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

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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