Upcoming Events

August Dinner Meeting

OCEA DINNER
Tuesday August 21, 2018

Tax Planning for Clergy

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: 2

Time: 5:30 pm – 8:20 pm

Speaker: Joe Davidson, EA

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

$50 Mem/$55 NonMem through 8/14/18
$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

Members of the Clergy have a few benefits when it comes to tax planning, but are you aware of them? If a new client called you up, would you be comfortable taking them on as a client and walking them through the various laws that allow them to get the maximum benefit for tax purposes? In this 2 hour course, we go over the ins-and-outs of the Clergy’s W-2, Housing Allowance and discussing the positives and negatives of Form 4361.

Joe Davidson, EA

Joe Davidson, EA

 

Joe Davidson is an Enrolled Agent with over 10 years of Tax Preparation experience. After graduating from Concordia University Irvine in 1998 with two Bachelor’s degrees, one in Business Management and the other in Business Accounting, Joe began his career in the Tax and Financial industries. In 2009, Joe founded Tax Ad-vice Guys, offering clients the highest quality of customer service, and assistance in all of their tax needs, including representation, correspondence and of course, preparation and planning. He specializes in Small Businesses and Clergy returns.

 


OCEA SEMINAR

Tuesday August 21st, 2018

Form 990

Tax Compliance for Organizations that Make the World a Better Place

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: Dave Yoshida, EA

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

Cost: $99 Mem/$119 NonMem on or before August 14th
$109 Mem/$129 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

In this workshop, “Form 990: Tax Compliance for Organizations that Make the World a Better Place” Dave Yoshida, EA takes you on a walk through the various government entities and their registration and reporting requirements. Dave explains the various rules for tax and information reporting compliance, and he walks you step by step through an organization’s Form 990 information return. Participants go home with new resources to help those organizations that make the world a better place.

 

Dave Yoshida, EA

Dave Yoshida, EA

Dave Yoshida, EA is a California native and lives in San Diego where he has his practice, Fortunate Fields, Inc. Before establishing Fortunate Fields, Inc, Dave was the executive director of Rolling Readers, USA, a national, children’s literacy pro-gram. Dave’s becoming the director of a nonprofit organization was the culmination of a long career in the nonprofit sector.

In 2006, Dave turned the suggestion of a board member to do the organization’s bookkeeping (in addition to being its Executive Officer) into his own bookkeeping business. This new assignment, along with another nonprofit organizations book-keeping, quickly filled his calendar. Dave became a CTEC preparer and in 2009 passed the EA examination to practice before the IRS.

Today Dave operates a thriving practice with diverse clients in many industries, including the nonprofit sector.

2018 SEE Class

 

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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 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@ocea.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 OCEA 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 OCEA 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@ocea.org prior to the start of the event, a credit will be allowed for the next dinner meeting.