E-NEWSLETTER
Sign up for our dinner meeting,CPE events and other activity notices.

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


SEPTEMBER 12 - DINNER MEETING

SEPTEMBER 12 - DINNER MEETING
Keeping Your Clients Out Of Jail

What You Need To Know About IRS Criminal Tax Investigations And Voluntary Disclosure

    
Criminal Tax Investigations – how do they occur and how do you protect your clients?
Voluntary Disclosure – what is the benefit and how to make it?
Penalties For Tax Preparers And Other Tax Professionals – how do you avoid getting into trouble?


   
Speaker: Jeffrey B. Kahn, Esq. – Board Certified Tax Attorney and Principal of the Law Offices Of Jeffrey B. Kahn, P.C.


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 September 9th, $45 Non-members by 5PM Friday September 9th, $5 extra after 5PM Friday September 9th.

Meal Selections:

Roasted Salmon,
Filet Mignon Tips, or
Grilled Vegetable Plate
With Classic Cesar Salad & Carrot Cake

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

About The Speaker:
Jeffrey B. Kahn is the principal of the Law Offices Of Jeffrey B. Kahn, P.C. headquartered in Walnut Creek and with three offices in the Bay Area and four offices in Southern California.   He is a Member of the California and Florida Bars and is Board Certified in Tax Law by the California and Florida Bars who practices in tax planning and the resolution of tax controversies.  He earned his LL.M. degree in Taxation and J.D. degree from the University of Miami School of Law, and his B.B.A. degree from Florida International University.  He has taught classes in the areas of taxation and estate planning as an adjunct Professor for Nova Southeastern University School of Business and Entrepreneurship and he holds a Florida Certified Public Accountant license.

Tax Preparers Being Targeted In Latest Phishing Scheme

In case you do not subscribe to the IRS news feed, the following is important!

WASHINGTON — The Internal Revenue Service today alerted tax professionals to an emerging phishing email scam that pretends to be from tax software providers and tries to trick recipients into clicking on a bogus link.

The email scheme is the latest in a series of attempts by fraudsters to use the IRS or other tax issues as a cover to trick people into giving up sensitive information such as passwords, Social Security numbers or credit card numbers or to make unnecessary payments.

In the new scheme identified as part of the IRS Security Summit process, tax professionals are receiving emails pretending to be from tax software companies. The email scheme requests the recipient to download and install an important software update via a link included in the e-mail.

Once recipients click on the embedded link, they are directed to a website prompting them to download a file appearing to be an update of their software package.  The file has a naming convention that uses the actual name of their software followed by an “.exe extension.”

Upon completion, tax professionals believe they have downloaded a software update when in fact they have loaded a program designed to track the tax professional’s key strokes, which is a common tactic used by cyber thieves to steal login information, passwords and other sensitive data.

Although the IRS knows of only a handful of cases to date, tax professionals are encouraged to be on the lookout for these scams and never to click on unexpected links in emails. Similar email schemes using tax software names have targeted individual taxpayers.

The IRS recently launched a new campaign to raise awareness among tax professionals about security threats posed by identity theft issues targeting their industry. The Protect Your Clients; Protect Yourself campaign features an ongoing effort to urge tax professionals to step up their security protections and be aware they increasingly are targets of cybercriminals.

The IRS urges all tax preparers to take the following steps:

Be alert for phishing scams: do not click on links or open attachments contained in e-mails and always utilize a software provider’s main webpage for connecting to them.
Run a security “deep scan” to search for viruses and malware;
Strengthen passwords for both computer access and software access; make sure your password is a minimum of 8 digits long (more is better) with a mix of numbers, letters and special characters;
Educate all staff members about the dangers of phishing scams in the form of emails, texts and calls;
Review any software that your employees use to remotely access your network and/or your IT support vendor uses to remotely troubleshoot technical problems and support your systems. Remote access software is a potential target for bad actors to gain entry and take control of a machine.


SFVEA Monthly Newsletter

This is the inaugural issue of the Chapter's monthly newsletter.  Kim Dubin, EA and Chapter Board member has volunteered to be the editor of the Chapter's newsletter. 

The newsletter will keep you up to date on the chapter's events, meetings, and CE offerings.  In addition, it includes tax tips.  This month's issue includes an article about IRS position on the Aliso Canyon Gas Leak reimbursements by the Southern California Gas Co and an article about Renting to a Relative.  These newsletter will be archived on the Chapter's website under the heading "newsletters"



INTERESTING OPPORTUNITY
Nina Olson, the National Taxpayer Advocate will be holding a public forum discussing what taxpayers want and need from the IRS to comply with their tax obligations.  This is your chance to present your ideas and advocate for your clients.  If you wish to attend, the forum will be:

August 22, 2016
Boyle Heights City Hall
2130 East 1st Street
Los Angeles, CA
9:30 - 11:00 AM

XML ButtonWhat's This? Bookmark and Share PDF