Upcoming Events

September Dinner Meeting

OCEA DINNER
Tuesday September 18, 2018

Ethics – Who 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: 2

Time: 5:30 pm – 8:20 pm

Speaker: Marc J. Dombrowski, EA

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

$50 Mem/$55 NonMem through 9/13/18
$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

A look at common situations we face and how to deal with them. Attendees will review every day ethical situations and discuss solutions. Break out groups used to review cases.

1) Attendees will open, read and review IRS Circular 230.

2) Attendees will search Circular 230 to find the appropriate sections that deal with day to day, real-life tax situations faced in both a Preparation and Collection Practice.

3) Attendees will be taught that there are answers to conflicts and issues in their practices and Circular 230 is one guide to those answers.

4) Attendees will understand that other practitioners (or the IRS) may see a situation in a different light that they do.

Marc J. Dombrowski, EA

Marc J. Dombrowski, EA

 

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corpo-rate OfficerAssessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states.

He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute.

Marc is a graduate Fellow of the National Tax Practice Institute and a member of the National Association of Enrolled Agents. Many of his national fellow practitioners call on him for his knowledge and request that he speak at various Chapter meetings across the country.


OCEA SEMINAR

Tuesday September 18th, 2018

IRS Collections Workshop

433-A 433-F Financial Analysis

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: Marc J. Dombrowski, EA

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

Cost: $99 Mem/$119 NonMem on or before September 13th
$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

We will review in detail the IRS Collection forms 433-A and 433-F and use break out groups to review fact patterns/financial data for 2 cases. Attendees will need to apply what they learned in class and their hand out material to analyze a solution to the case. The cases each have unique income and ex-pense situations that attendees will need to review and apply IRS National Standards. These same analysis determinations are used in IA and OIC’s. We will also be able to apply the financial analysis done in break out to the ultimate resolution solutions to multiple collections cases.

1) Attendees will learn the techniques IRS Collection employees use to prepare and analyze Collection forms 433-A and 433-F

2) Attendees will view and ask questions on the 433-A and 433-F

3) Attendees will be taught and apply their knowledge to how the IRS calculates the taxpayer’s ability to make monthly payments to resolve a collections liability

4) We will learn the IRS National Standards and how to apply them5) We will finish the resolution(s) of several collection cases, based

5) We will finish the resolution(s) of several colletion cases, based on given facts as well as the newly-prepared financials.

 

Marc J. Dombrowski, E

Marc J. Dombrowski, EA

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate OfficerAssessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states.

He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute.

Marc is a graduate Fellow of the National Tax Practice Institute and a member of the National Association of Enrolled Agents. Many of his national fellow practitioners call on him for his knowledge and request that he speak at various Chapter meetings across the country.

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.