Upcoming Events

OCEA SEMINAR, Divorce and the Innocent Spouse

OCEA SEMINAR
Tues September 20th, 2016

Divorce and the Innocent Spouse 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: 4

Time: 12:00 pm – 4:00 pm

Speaker(s): Kathy Morgan EA

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

Price thru Thurs Sept 10, 2016: Members $79 (non-Members $99)
Price after Sept 10, 2016: Members $89 (non-Members $109)
Price at the Door: Members $99 (non-Members $119)

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

More then 50% of relationships end in divorce, which effects every aspect of the lives of the involved parties, from housing, standard of living, family matters, and of course all things money.

This presentation will cover many of the tax related topics that are impacted by divorce. We will discuss filing status, division of property and assets (business and personal), alimony, child custody and support, and community property rules. Tax professionals will learn how to liaise with local attorneys and family court systems to ensure the best outcome for our clients in all tax related divorce issues.

Kathy Morgan EA

Kathy Morgan EA

Kathy Morgan just completed her 22nd year with H&R Block and proudly holds the titles of Enrolled Agent, Master Tax Advisor, Fellow NTPI, Speaker, Instructor, Representation Specialist and Consultant. She has been published by several tax research companies, including Parker Tax Publishing and TaxConnections. com. She is an accomplished speaker and instructor on a wide variety of tax issues.

 

 

OCEA SEMINAR, The Military Tax Payer

OCEA DINNER
Tues September 20th, 2016

The Military Tax Payer 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: 7:00 pm – 8:00 pm

Speaker(s): Kathy Morgan EA

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

Price thru Thurs September 15, 2016: Members $40 (non-Members $45)
Price after September 15, 2016: Members $45 (non-Members $50)

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

United States military income tax information documents are the most comprehensive available anywhere, if you know how to use them. The Leave and Earnings Statement (LES), Retired Account Statement (RAS) and the information provided by the Veteran’s Administration (VA) are goldmines of information for the knowledgeable tax professional. This course will discuss reading the reporting documents, applying the Information to the correct documents, and using that information to the taxpayers best outcome.

Kathy Morgan EA

Kathy Morgan EA

Kathy Morgan just completed her 22nd year with H&R Block and proudly holds the titles of Enrolled Agent, Master Tax Advisor, Fellow NTPI, Speaker, Instructor, Representation Specialist and Consultant. She has been published by several tax research companies, including Parker Tax Publishing and TaxConnections. com. She is an accomplished speaker and instructor on a wide variety of tax issues.

 

 

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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 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.