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Chapter Mailing Address
% Steve Altabef, EA
2800 28th St., Suite 133
Santa Monica, CA

Chapter President

Geoff Plourde, EA, CPA
213-807-6612
geoffplourdeea@gmail.com

1st Vice President
Robert Woodford, EA
PIA Chair
Past President

2nd Vice President
Education

Jim Botdorf, EA

Treasurer
Larry Gurewitz, EA

Secretary
Jennifer Coats, EA
Past President

Immediate Past President
Audit Chair
Jeremy Streeter, EA

CSEA Representative
Bruce Miller, EA

By Laws
Julian Fox, EA
Past President

Newsletter Editor
Scholarships
Kim Dubin, EA

Membership Chair
Katherine Charles, EA

Education Chair
Frank Navi, EA

Communication Chair
Lee Reams, EA
Past President
Email



Welcome to the San Fernando Valley

Chapter of Enrolled Agents

The mission of the California Society of Enrolled Agents is to foster the professionalism, business development and personal growth of its Members, to protect the interests of the individual Members of the Society, and to enhance the awareness and role of the Enrolled Agent among members of the public, other professions and with governmental agencies.

CHAPTER'S
FALL UPDATE SEMINAR


With November on the horizon we are getting questions about the EA Chapters 1040 Fall Update Seminars.  We would like to share some of the seminar highlights (which are only the tip of the iceberg) with everyone. 

Click here to view seminar highlights.   


November 2, 2016 - Airtel Plaza Hotel
For more information click here

Early Registration Discount Ends August 31

Several EA chapters in conjunction with ClientWhys, Inc. present this seminar at several locations throughout California each November. The seminar text is the renown (over 900 page) “Big Big Book of Taxes”.

 

Participating Enrolled Agent Chapters: Big Valley - Stockton; Channel Islands - Ventura; Central Valley - Fresno; Inland Empire - Ontario; Los Angeles – Los Angeles; San Fernando Valley –Van Nuys; San Gabriel Valley - Arcadia; South Bay - Torrance and Mission – San Jose


OCTOBER 10 - DINNER MEETING

OCTOBER 10 - DINNER MEETING

CALIFORNIA UPDATE - 2016

Subject Matter:
New laws for 2016, proposals for 2017, new FTB POA procedure, and changes to the FTB website.

Speaker: Lila Fedler,
Technical Assistant to the FTB Taxpayer Advocate.

Where:
Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA

Board Meeting:
5:00PM

Social:
6:00PM Dinner: 6:30PM

Presentation:
7:00PM
2 hours CE Credit - California Tax Subjects for CRTPs & CPAs.  No credit allowed for EAs

Registration Fee:
$40 Members by 5PM Friday October 7th, $45 Non-members by 5PM Friday October 7th, $5 extra after 5PM Friday October 7th.

Meal Selections:

Herb Crusted Tilapia,
Chicken Marsala, or
Grilled Vegetable Plate
With CA Field Greens & Tiramisu Cake

Reservations: kcharlestax@yahoo.com  (specify meal selection)

About The Speaker: 

Lila Fedler, EA. Lila Fedler is currently Technical Assistant to the Advocate and serves as a Franchise Tax Board spokesperson responsible for education and outreach efforts designed for taxpayer, business and the tax practitioner community. She is also an Enrolled Agent with the Internal Revenue Service. 

Lila began her career with the Franchise Tax Board in 1980, and has a broad range of experience covering both personal income and corporation tax laws. She has experience as a Protest Hearing Officer, Auditor, and as an Audit Technical Specialist and Reviewer.

In addition to more than 30 years of experience with FTB, Lila worked in the private sector as a Senior Manager of state and local tax practice. Lila works directly with the Taxpayer Rights' Advocate to assure that taxpayers have been afforded the protection of the Taxpayer Bill of Rights.



NOVEMBER 14 - DINNER MEETING


OPERATION GRATITUDE MEETING

Here is your chance to give back to those brave young men and women who protect our freedom. The chapter is having a silent auction at this meeting with all proceeds going to Operation Gratitude.  Bring your check book and an item to be auctioned off. Click here for auction item suggestions and more information. Questions on how you might particiapte contact Bob Woodford, EA

Subject Matter: TBA
Speaker: TBA

Where:
Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA

Board Meeting:
5:00PM

Social:
6:00PM Dinner: 6:30PM

CPE Presentation:
7:00PM
CPE: 2 hours Federal Tax Subjects

Registration Fee:
$40 Members by 5PM Friday November 11th, $45 Non-members by 5PM Friday November 11th, $5 extra after 5PM Friday November 11th.

Meal Selections:

Herb Crusted Tilapia,
Lemon Thyme Chicken, or
Grilled Vegetable Plate
With CA Field Greens & Chocolate Cake

Reservations: kcharlestax@yahoo.com  (specify meal selection)

About The Speaker: TBA

DECEMBER 12 - DINNER MEETING

DECEMBER 12 - DINNER MEETING
VALLEY FOOD BANK MEETING

Pull some items out of your cupboard or grab some coupons and pick up some food items at your local market and help those less fortunate during the Holiday Season. The chapter is conducting its annual food drive for the benefit of the Valley Food Bank at this meeting. Click here for a list a wish list of items. Also bring your check book and make a cash donation. If you have questions or would to help contact Jennifer Coats, EA

Issues You Will Face In The
Upcoming Filing Season

A fast paced look at the new, modified, and complicated issues you will face while preparing individual returns next filing season. This is a seminar you will not want to miss.  

Presented By: Lee T. Reams, BSME, EA

Where:
Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA

Board Meeting:
5:00PM

Social:
6:00PM Dinner: 6:30PM

CPE Presentation:
7:00PM
CPE: 2 hours Federal Tax Subjects

Registration Fee:
$40 Members by 5PM Friday December 9th, $45 Non-members by 5PM Friday December 9th, $5 extra after 5PM Friday December 9th.

Meal Selections:

Roast Salmon,
Filet Mignon Tips, or
Grilled Vegetable Plate
Classic Cesar Salad & Tiramisu Cake

Reservations: kcharlestax@yahoo.com  (specify meal selection)

About The Speaker:

Lee T. Reams, E.A. is an owner and Chief Technology Officer of ClientWhys. Educated as an engineer, with a Bachelor's Degree in Mechanical Engineering and helped put the man on the moon. Lee left his engineering career in 1975 to expand his part-time tax practice into a full-time career with a tax practice of 700 clients. In 1978, he founded ImageOne, a leading national provider of office and practice management products, serving the tax, accounting, and financial planning industries as well as live and self-study CE. After the sale of the ImageOne printing division, ClientWhys was spun off including the highly popular Internet Products for CPAs, EAs, and other tax professionals as well as the CE Division.

Besides writing web content, tax blogs, CE courses and annually editing the Big Book of Taxes, Lee is a speaker for the ClientWhys Seminar series. He also oversees the very popular online tax forum, CWconnect that sharpens his technical skills. Lee is a former founding Board Member of the California Tax Education Council, is a Past President of the San Fernando Valley Chapter of Enrolled Agents, Past Director for the California Society of Enrolled Agents and Past Board Member for Blackline Systems.



JANUARY 9 - DINNER MEETING

Subject Matter: TBA
Speaker: TBA

Where:
Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA

Board Meeting:
5:00PM

Social:
6:00PM Dinner: 6:30PM

CPE Presentation:
7:00PM
CPE: 2 hours Federal Tax Subjects

Registration Fee:
$40 Members by 5PM Friday January 6th, $45 Non-members by 5PM Friday January 6th, $5 extra after 5PM Friday January 6th.

Meal Selections:

Herb Crusted Tilapia,
Chicken Marsala, or
Grilled Vegetable Plate
CA Field Greens Salad & NY Cheese Cake

Reservations: kcharlestax@yahoo.com  (specify meal selection)

About The Speaker: TBA

WATCH OUT FOR FRAUDULENT CP-2000

The following link was forwarded to us by our IRS Coordinator.  Apparenty things are going from bad to worse, as now we have scammers sending out fake CP-2000s to taxpayers.  See this link

Lee Reams, BSME, EA
Chapter Webmaster

SEPTEMBER SFVEA NEWSLETTER


Click here to download the September issue of the San Fernando Valley EA newsletter.

 
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