Education



OCEA DINNER
Tuesday July 17, 2018

IRS and Virtual Currency

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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: Steven L. Walker, JD, LMM
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806
$50 Mem/$55 NonMem through 7/17/18
$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

The use of Bitcoin and other cryptocurrencies is growing steadily: most tax professionals likely have a client who owns them and transacts in them. This class will discuss the tax issues encountered by cryptocurrency owners, how to compute the tax consequences of various crypto-currency transactions, and tax planning opportunities for cryptocurrency owners.

Steven L. Walker, JD, LMM

Steven L. Walker, JD, LMM

 

Steven L. Walker advises clients on tax controversies and litigation with the Internal Revenue Service (IRS), Franchise Tax Board (FTB), and state and local taxing agencies. Steven represents clients in civil and criminal tax matters, including tax audits and appeals, litigation in U.S. Tax Court and federal district court, tax fraud, offshore/foreign tax compliance, and tax collection. He also advises clients on business matters. Steven is an adjunct professor at the University of San Francisco School of Law in the LLM (Taxation) program.

Mr. Walker was the Chair of the Taxation Section of the State Bar of California for 2014 – 2015. He is a former IRS Trial Attorney at the Office of Chief Counsel, and he also worked at the California Franchise Tax Board.

Mr. Walker holds a B.S. in Electrical Engineering from the University of California, Davis, and a J.D. and LL.M. in Taxation from McGeorge School of Law, University of the Pacific.

 


OCEA SEMINAR

Tuesday July 17th, 2018

Basis, Basis, Basis

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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: Vicki Mulak, EA, CFP
Location: Phoenix Club
1340 S. Sanderson Ave., Anaheim, CA 92806

Cost: $99 Mem/$109 NonMem on or before June 16th
$119 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

Most practitioners would agree, that a thorough understanding of “basis” is essential to competency in the field of taxation. This presentation will look at a variety of areas where basis is calculated, including basis in residence, basis in property acquired in a Section 1031 exchange, basis in stock resulting from a transfer of assets and liabilities under Section 351, basis in property received from a partnership, basis in property inherited from a decedent, basis in gifts, partnership basis adjustment when a Section 754 election is in place, basis in property received for services, and much more.

 

Vicki Mulak, EA, CFP

Vicki Mulak, EA, CFP

Vicki Mulak, EA, CFP is also insurance and securities licensed. She’s well known for her CA tax law and business entity focus. She testifies before theFTB in Sacramento and is involved in state tax legislation, attending Assembly and Senate committee hearings as necessary.

She currently serves on the FTB Advisory Board and the EDD’s Small Business Employer’s Advisory Committee. Vicki was editor of the PPC Accounting Quick-finder book from 2005-2012. In August 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals.

She received her BS in Business Administration from Thomas Edison State University in New Jersey.

2018 SEE Class