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.

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JUNE 6 & 7 2013

At last, a high quality local representation seminar (no need to travel back East)

TAXPAYER REPRESENTATION SEMINAR

June 6 & 7

8am to 4:30pm (Both Days)

Airtel Plaza Hotel, 7277 Valjean Avenue, Van Nuys, CA 91406

The kinder-gentler IRS of old has transformed itself into a bulldog of a lean-mean-fighting machine when it comes to audits. All preparers are feeling the unprecedented level of audits being conducted by the IRS. You can hone your representation skills by attending this very special 2-day seminar.

Take Your Practice to the Next Level - Learn how help your clients successfully resolve issues with increasingly aggressive IRS audits. This practical 2-day seminar will focus on the following areas:

• Internal Revenue Manual 5.1.23,
• Circular 230
• Federal Code of Regulations
• Statutes of limitation, Including Non-filer Issues
• Powers of Attorney
• Correspondence To and From the IRS
• Correspondence Audits
• Office and Field Audits
• No Records Audits
• IRS Payroll Audits, including reasonable compensation, family employees, fringe benefits and employee reclassification.
• Hobby Loss Challenges
• Penalties, Both Taxpayer & Practitioner
• Management of a Taxpayer Representation Practice, including Audit Technique Guides, and FOIA requests.
  

 Attendees will learn the policies and procedures IRS imposes when conducting an IRS examination of a taxpayer, the documents required to successfully advocate for your taxpayer and how to know what the IRS knows. Attendees will develop tools and techniques to protect their clients and to be successful in IRS encounters. Learn how to represent your client in examination and do it successfully.

Who should attend: Enrolled Agents, Certified Public Accountants, Attorneys, California Registered Tax Preparers, Registered Tax Return Preparers and members of your staff who work with your taxpayers.

Your Instructor: Beanna Whitlock, EA. 

What’s included: A 575 page manual on audit procedures and techniques that you can use as a desk top reference, lunch both days, coffee and tea in the AM and a soft drink break in the afternoon, and free parking.

CPE Credits:

• Enrolled Agents: 14 Federal Taxation and 2 Ethics
• CPAs: 16 Hours of Taxation
• CRTPs & RTRP: 14 Federal Taxation and 2 Ethics

Register and Pay By:

• SFVEA Members By April 30 - $275
• April 30 - $300
• May 15 - $325
• June 6 - $350
• At the door - $375

Click for Registration Form

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JUNE 10 DINNER MEETING

Where:  Airtel Plaza Hotel
              7277 Valjean Ave
              Van Nuys, CA
Time:
   Board Meeting: 5:00pm
   Social: 5:45pm
   Dinner: 6:15pm
   CE Presentation: 7:00pm

CE Credit: 2 (Federal Taxation)

Cost: $37 for memebers
         $40 for non-members

Reservations - E-mail: emtom@sbcglobal.net
Include your meal selection with your e-mail reservation.

Meal Selections:

• Airtel Chicken
• Shrimp Primavera
• Penne Pasta Pomodoro

All selections include Ceasar Salad & Cheese Cake

About the CE Presentation: The learning objectives for the presentaion include tracking shareholder basis and partnership basis in flow through enties, including stock basis, debt basis. loss limitations and tax free distribution from S-Corporations and partnerships.

Presented By: Vicki Mulak, EA, CFP®
Vicki is a tax law and business entity presenter for NAEA, CSEA, CSTC and Best of the West.  She is an editor of PPC’s Accounting QuickFinder. She received her BS in Business Administration from Thomas Edison State College in NJ.
             

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JULY 8 DINNER MEETING

Where:  Airtel Plaza Hotel
              7277 Valjean Ave
              Van Nuys, CA
Time:
   Board Meeting: 5:00pm
   Social: 5:45pm
   Dinner: 6:15pm
   CE Presentation: 7:00pm

CE Credit: 2 (Federal Taxation)

Cost: $37 for memebers
         $40 for non-members

Reservations - E-mail: emtom@sbcglobal.net
Include your meal selection with your e-mail reservation.

Meal Selections:

• Brisket of Beef
• Seared Salmon
• Penne Pasta Pomodoro

All sections include: Cal Field Greens Salad & Carrot Cake

About the CE Presentation: This presentation will explore the various aspects of Obamacare with emphasis on provisions taking effect in 2013 including the new 3.8% surtax on investment income, what the new Sec 1411 regulations defines as investment income.  Learn how Shedule A investment expenses are limited by the 2% of AGI haircut for miscellaneos itemized dedcutions an how the reinstated dedcution phase-out limitation for high-income taxpayers impacts computation of net investment income.

Presented By: Lee T. Reams, EA
Lee is the co-owner of ClientWhys, Inc. a NASBA, IRS, CTEC and CFP approved provider of CE. ClientWhys is also a leading provider of websites, lockboxes, and website content.   Lee has been in tax practice since 1971.   Educated as an engineer, with a Bachelor’s Degree in Mechanical Engineering, Lee left his engineering career in 1975 to make taxes a full time career. Lee is the author of the Big Book of Taxes used for the ClientWhys’ Fall Review & Update Seminar. He is a Past President of the San Fernando Valley Chapter of Enrolled Agents, Past Director to the California Tax Education Council (CTEC).

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