Upcoming Events

COD and Form 3115

OCEA SEMINAR
Tues August 15th, 2017

COD and Form 3115 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 Time: 12:00 pm – 3:40 pm Speaker(s): Lisa Ihm EA
Location: Phoenix Club, Pavilion,
1340 S. Sanderson Ave., Anaheim, CA 92806
Cost: $99 Mem/$119 NonMem on or before August 14
$109/$129 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

COD – Ramifications, Aftereffects, & Collateral
Damage of the Mortgage Crisis: There are many claims that the mortgage crisis is over and the economy is on the rebound, but whether you believe that or not, shockwaves caused by the past few turbulent years will be felt for several years to come. The government says to expect another 800,000 foreclosures before this mess is over, and now the IRS has issued a70-page Audit Technique Guide on Foreclosures. We’ll review that guide and discuss the things that are interesting, the things that are helpful, and the things that are disturbing! We’ll also explore some court cases and other guidance issued by the IRS in the last year, and look at some of the settlements homeowners are receiving because of the mortgage crisis. Don’t miss this chance to get the latest information available. We are not done with COD problems yet!!!

Correcting Depreciation – Form 3115 Line-by-Line:
Have you ever had a client who was not depreciating their rental property? Or one who was depreciating the land as well as the building? The Form 3115 is the way you must make corrections in these types of situations. Many preparers had their first exposure to Form 3115 when they filed them for clients who were affected by the new personal property regs. Most of those taxpayers were able to file a “Short Form 3115”, but in other situations where filing a Form 3115 is beneficial to a client you must complete the entire 8 page form. We’ll dissect this complex form line-by-line and determine what all that incomprehensible language means. More importantly, you’ll get some valuable templates and learn some amazing shortcuts that will help you complete this 8-page form in mere minutes!

Lisa Ihm EA

Lisa Ihm EA

Lisa Ihm, EA has been teaching seminars nationwide since 1986 for many professional societies including the National Association of Tax Professionals, the National Society of Enrolled Agents, the California Society of Enrolled Agents, the California Society of Tax Consultants, the Missouri Society of CPAs, and many other state and regional groups of tax professionals.  Rather than simply reciting the rules, she digs below the surface to make you think about how tax laws affect your clients and how you can use those laws to your clients’ benefits.  Lisa practices in Coronado, California and can be reached by e-mail at LisaIhm@yahoo.com or through her website at www.LisaIhm.com

tax Stuff You Thought You Knew

OCEA DINNER
Tues August 15th, 2017

Tax Stuff You Thought You Knew 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 Time: 5:30 pm – 8:00 pm Speaker(s): Lisa Ihm EA
Location: Phoenix Club, Grand Ballroom,
1340 S. Sanderson Ave., Anaheim, CA 92806
$40/$45 on or before 8/10/17
$45/$50 after 8/10/17

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

We’ve all had those “light bulb” moments when we realize that we’ve been missing out on a great tax deduction for a client or have overlooked a perfect tax planning opportunity.  These revelations come from many sources.  Sometimes it’s the one really useful piece of information we learn at a seminar, or a colleague mentions something at lunch that gets us to thinking, or we are researching another tax topic and come across something totally unexpected.  You are in “Jeopardy” of having fun while you learn in this fast-paced seminar. All NEW topics for 2017! You’ll have at least one “AH HAH!” moment, guaranteed!

Lisa Ihm EA

Lisa Ihm EA

Lisa Ihm, EA has been teaching seminars nationwide since 1986 for many professional societies including the National Association of Tax Professionals, the National Society of Enrolled Agents, the California Society of Enrolled Agents, the California Society of Tax Consultants, the Missouri Society of CPAs, and many other state and regional groups of tax professionals.  Rather than simply reciting the rules, she digs below the surface to make you think about how tax laws affect your clients and how you can use those laws to your clients’ benefits.  Lisa practices in Coronado, California and can be reached by e-mail at LisaIhm@yahoo.com or through her website at www.LisaIhm.com

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions beginning Wed Aug 16th, 2017

2017 SEE Review Class, All parts      ON-LINE SIGN UP
MAIL-IN SIGN UP

2017 SEE Review Class, Part II only  ON-LINE SIGN UP
MAIL-IN SIGN UP

2017 SEE Review Class, Part III only ON-LINE SIGN UP
MAIL-IN SIGN UP

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

Time: Each day runs from 8:30 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 Deadline: June 30, 2017 – $749 members/non-members
Regular Registration Deadline: July 31, 2017 – $799 members/non-members
Late Registration Deadline: August 15, 2017 – $899 members/non-members
Prices include all classroom materials.

2017 OCEA SEE Review Class
Lisa is well known for her enthusiastic teaching style and expertise with taking the SEE exam. Participants in this class will receive special insight on handling trick questions. OCEA classes have very high pass rates in large part due to Ms. Ihm’s instruction.

Part I:
August 16, 17 (Wednesday/Thursday)

Part II:
September 21, 22, 23 (Thursday/Friday/Saturday)

Regular Registration Deadline: August 31, 2017 – $429 members/non-members
Late Registration Deadline: September 21, 2017 – $479 members/non-members
Note: the cost of the book is extra ($140.). Please contact Louis Avalos to purchase the book. His email address follows below.

Part III:
NOTE: This class only will be available as an on-demand video.

Regular Registration Deadline: August 31, 2017 – $162 members/non-members
Late Registration Deadline: September 21, 2017 – $179 members/non-members
Note: the cost of the book is extra ($140.). Please contact Louis Avalos to purchase the book. His email address follows below.

Questions? Louis Avalos EA, louisavalos@yahoo.com 949-322-9094

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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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
4:30 Board Meeting
5:30 Social Time
6:00 Dinner Hour
7:00 CPE Program

$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

Refund 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.