Upcoming Events

OCCSEA DINNER
Tuesday August 20, 2019

Tax Topic Hodge Podge

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: Geri Bowman CPA, EA, USTCP

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

$50 Mem/$60 NonMem through 8/15/19
$55 Mem/$65 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

This seminar reveals the most common deductions that tax preparers need to scrutinize rather than take at face value, due to IRS special rules surrounding these issues. Deductions include vehicle expenses, health insurance, meals, entertainment, and other fringe benefits. The applicable internal revenue code section for each deduction will be discussed, as well as other available guidance that is helpful to the tax preparer.

LEARNING OBJECTIVES:
– Recognize which deductions require greater scrutiny than others
– Identify questions to ask clients to clarify opportunity for deductions
– Determine Internal Revenue Code section or other guidance available.

Geri Bowman CPA, EA, USCP

Geri Bowman, CPA, EA, USCP

Geri practices in Ohio, serves the small business market. She decided to become an accountant when she was in the 7th grade. Geri is an NTPI fel-low and served as the NTPI Planning Chair for 3 years. She received the NAEA Excellence in Education award in 2016, and her most recent endeavor is as part owner of the Compass Tax Educators.

OCCSEA DOUBLE SEMINAR
Tuesday August 20, 2018

Reconciling Client Books
for Income Tax Preparation -and –

This is Not Your Father’s Entity Selection

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 pm – 4 pm

Speaker: Geri Bowman, CPA, EA, USTCP

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

$99 Mem/$129 NonMem

$129 Mem/$150 NonMem At 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

Reconciling Client Books for Income Tax Preparation

This course helps the practitioner identify the most com-mon errors clients make when entering data in a quick-books file and will offer suggestions on how to correct those errors so that the tax return can be properly pre-pared. Instruction includes the preparation of the entire 1120s US Income Tax Return for an S Corporation, and the effects of the S Corporation’s activity on the Share-holder’s personal income tax return form 1040 are are also highlighted.

LEARNING OBJECTIVES:
1. identify what effect unreconciled transactions in a data file has on tax reporting
2. determine what effect a negative balance in accounts payable has on a tax return for a cash basis client
3. understand the difference between opening balance equity and retained earnings

This is not your Father’s Entity Selection:

This course reviews the entity options available to business owners prior to the Tax Cuts and Jobs Act. It also discusses the changes made to the tax code as a result of the massive law change overhaul includ-ing the new qualified business entity deduction. This course reviews the impact that law change has had on business owners and discusses when it might make sense for a business owner to change the entity selec-tion of his or her existing business by making an elec-tion or revoking an election that is already in place.

LEARNING OBJECTIVES:
1. understand the options and tax implications of entity choices available to taxpayers before the Tax Cuts and Jobs Act
2. identify the income tax effect the Tax Cuts and Jobs Act has made on various business owners
3. determine which entity offers the greatest income tax savings for various business owners.

Geri Bowmank CPA EA USCP

Geri Bowman, CPA EA USCP

Geri practices in Ohio, serves the small business market. She decided to become an accountant when she was in the 7th grade. Geri is an NTPI fel-low and served as the NTPI Planning Chair for 3 years. She received the NAEA Excellence in Education award in 2016, and her most recent endeavor is as part owner of the Compass Tax Educators.

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OCCSEA
General Information

Regular monthly OCCSEA 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@eaoc.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 OCCSEA 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@eaoc.org prior to the start of the event, a credit will be allowed for the next dinner meeting.