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.
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.
Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA
6:00PM Dinner: 6:30PM
CPE: 2 hours Federal Tax Subjects
$40 Members by 5PM Friday September 9th, $45 Non-members by 5PM Friday September 9th, $5 extra after 5PM Friday September 9th.
Filet Mignon Tips, or
Grilled Vegetable Plate
With Classic Cesar Salad & Carrot CakeReservations: firstname.lastname@example.org
(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"
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