Education

OCCSEA MAY DINNER MEETING
Tuesday May 21, 2019

Non-Resident Alien Tax Issues

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CPE CA: 2

Time: 5:30 pm – 8:20 pm

Speaker: David Mellem, EA
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$50 Mem/$55 NonMem through 5/16/19
$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

Noncitizens who are subject to US tax are the center of this text. Alien issues including Form 1040NR requirements, effectively connected income, payroll issues, social security, and other retirement issues.

David Mellem, EA

David Mellem, EA

 

 

David prepares tax returns for individuals, corporations, partnerships, estates, and trusts. 2019 is David’s 41st year of income tax preparation. He is a partner of Ashwaubenon Tax Professionals.

He has presented tax seminars for over 30 years, including in Washington DC; San Juan, Puerto Rico; and London, England. Formerly David was the Research Manager of NATP.

Several times David has served as a panel member on NAEA’s TaxTalkToday. He also has appeared on NBC’s Today Show as part of a panel of tax professionals. David is a past editor of the NAEA EAJournal and has served on the NAEA Education Committee and NAEA Education Foundation.

 

 

OCCSEA SEMINAR
Tuesday May 21, 2018

1031 Exchange
Update

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

Cost: $99 Mem/$119 NonMem

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

Like Kind Exchanges – 1031 Exchanges The exchange of property may or may not avoid taxation. This session will explore the qualifications and timing of creating a tax-deferred event. The basis of the property will be examined as well as the qualified intermediary who holds the funds and facilitates the event. Other variations such as the reverse exchange will be covered.

 

David Mellem, EA

David Mellem, EA

David prepares tax returns for individuals, corporations, partnerships, estates, and trusts. 2019 is David’s 41st year of income tax preparation. He is a partner of Ashwaubenon Tax Professionals.

He has presented tax seminars for over 30 years, including in Washington DC; San Juan, Puerto Rico; and London, England. Formerly David was the Research Manager of NATP.

Several times David has served as a panel member on NAEA’s TaxTalkToday. He also has appeared on NBC’s Today Show as part of a panel of tax professionals. David is a past editor of the NAEA EAJournal and has served on the NAEA Education Committee and NAEA Education Foundation.