Upcoming Events

OCEA DINNER
Tuesday October 16, 2018

Rentals – Simple Right?

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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: Karen Joyner, EA

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

$50 Mem/$55 NonMem through 10/11/18
$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

Rentals come in all shapes and sizes and often involve unusual situations. Room-mate. Rental to family member. Occasional rental. Vacation home. Bed and Breakfast. Less than 7-day average rental. Less than 14 days personal use. Extraordinary services provided. Foreign exchange student. Less than FMV rent. Passive loss limitations. 280A limitations. The list of complications is endless!

And now we must also determine how the new §199A 20% of Qualified BusinessIncome deduction, which was added by the Tax Cuts and Jobs Act, will apply to these activities! In this class, students will learn how to handle all these glitches using an AMAZING flowchart that will lead them to the correct answers step-by-step.

Learning objectives:

• Become familiar with unusual types of rental situations
• Recognize when the 280A limitation applies and when it does not
• Discover rules to improve tax outcome
• Determine when SE tax applies to a short-term rental and when it doesn’t
• Be able to properly apply the §199A 20% deduction to rental activities

Karen Joyner, EA

Karen Joyner, EA

 

Karen Joyner, EA started preparing taxes in 1988 and opened her own practice in 1993. She earned the Enrolled Agent designation in May 1995.

Karen is active in the local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, Chairperson for several CSTC education workshops, and Director of the education committee for the CSEA San Diego chapter.

Karen enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She welcomes the challenge of representing clients before the IRS, Franchise Tax Board, and CDTFA (California Department of Tax and Fee Administration) to settle their collection or audit issues.

Karen works with Lisa Ihm, EA and Brass Tax Presentations providing professional education to tax professionals throughout California and all over the US. Karen practices in Coronado, California and can be reached by e-mail at education@brasstax.com.

No Seminar for October

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.