Welcome to the San Fernando Valley
The California Society 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.
November 5 & 6 Fall Seminar
1040 REVIEW & UPDATE SEMINAR
(In co-sponsorship with ClientWhys, Inc.)
This Seminar Will Be Heavy Into the Obamacare (ACA) Reporting Requirements for 2014 - By far, the most pressing issue for preparing 2014 tax returns.
8:00 a.m. to 4:30 p.m. (both days)Lunch Break:
Noon to 1:00 p.m. (lunch included both days). Includes coffee in the AM and soft drink break in the afternoon.Registration Fee:
$365 Refund Policy:
Refunds will be granted only if requested at least ten days before the seminar begins; 10% of fee will be withheld from all refunds.Total CPE Hours -
16 hours live Federal Taxation for EAs and CPAs plus up to 13 hours of bonus self-study described below. (Live seminar CPE counts as 3 hours Federal Update and 13 hours of Federal Tax subjects CTEC Registered Preparers)Bonus CPE
: The price of enrollment also includes the following on-line supplemental self-study courses (for a grand total of up to 29 CPE hours):
- 2-hours in Ethics and Professional Conduct
- 5-hours of California Differences
- 6-hours of Federal Tax Studies
(Mention SFVEA in the notes field at check out) or download the order form
December 8 - Dinner Meeting
Gain an understanding of new regulations and long-standing industry requirements and responsibilities such as: due diligence, conflicting interests, standards with respect to tax returns and documents, written advice, safeguarding client data, use & disclosure regulations, and the numerous preparer penalties and sanctions for failure to follow the rules with Jennifer MacMillan, EA.
Airtel Plaza Hotel
Van Nuys, CA
5:00 to 6:00 PM
6:00 to 6:30PMDinner:
6:30 to 7:00PM
7:00PM to 8:40PM
: $40 members
: Additional $5 for members and non-members without reservations
2-hrs Circular 23 Ethics (for EAs and CTEC)
2-hrs of Taxation for CPAs
Meal Selection (Include one with your e-mail registration):
Filet Mignon Tips
Grilled Vegie Plate
Dinner also includes Ceasar Salad and NY Cheese CakeReservations:
E-mail Katherine at firstname.lastname@example.org
to confirm your reservation and meal choice.
About The Speaker
Jennifer MacMillan, EA owns a practice in Santa Barbara, California, specializing in representation and individual income tax services. MacMillan is a Fellow of NTPI and speaks on a variety of tax topics for NTPI, the California Society of Enrolled Agents (CSEA), and Spidell Publishing, Inc. A past president of CSEA, Jennifer is active in CSEA and NAEA leadership and currently serves on the Internal Revenue Service Advisory Council (IRSAC).
January 16 - IRS Practitioner Seminar
2015 PRACTITIONERS SEMINAR
Hear from IRS and CA FTB representatives about policies and procedures that impact you and your clients. Learn how to maximize resources to increase your value to your clients, and earn up to 7 hours of CPE. Cost includes continental breakfast, lunch and refreshments. 7 hours of CPE
Friday, January 16 – Burbank
Pickwick Gardens, 1001 Riverside Drive, Burbank
7:00 AM - Registration open
8:00 AM - Presentation begins
4:30 PM - Seminar concludes
Cost: $150 - Registration and payment postmarked by 11/30/14.
$170 - Registration and payment postmarked by 12/31/14.
$200 - Registration after 12/31/2014 or at the door (cash or check only at the door).CE Credits:
6-hours Federal Tax Subjects
For additional information, cost and registrations visit the joint EA chapters website at www.socal-taxpro-seminars.com/
to register on line or download a PDF mail-in registration form.