Upcoming Events

The Off Season Hero

OCEA DINNER
Tues May 16th, 2017

The Off Season Hero 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): TBD

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

Price thru May 16, 2017: Members $40 (non-Members $45)
Price after May 16, 2017: Members $45 (non-Members $50)

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

Now that our main filing season is over, how does the tax professional keep busy? This class will teach you how to help a filing season client that now has a balance due. Clients like this will need guidance through the collection process as well as planning to avoid future problems. We will be discussing updated IRS collection techniques, dealing with penalties, how to handle liens and levies, and how the Internal Revenue Manual can be used to help you benefit your client. Additionally, we will be discussing how to benefit the client and your practice through these planning opportunities.

IRS Special Enrollment Exam Course

OCEA SEMINAR
Sessions beginning Wed Aug 16th, 2017

2017 SEE Review Class, All Parts ON-LINE SIGN UP

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 15, 2017 – $749 members/non-members
Regular Registration Deadline: July 31, 2017 – $799 members/non-members
Late Registration Deadline: August 1, 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)

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

For further questions, please contact Joyce Cheng, E.A. at dynasty53@gmail.com or call 714-546-0445.

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.