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

Chapter President

Jeremy Streeter, EA
Tel: (818) 654-9980  
Email

1st VP Education
 Jim Botdorf, EA

2nd VP PIA Chair
Past Presisdent
Bob Woodford, EA

Treasurer
Larry Gurewitz, EA

Secretary
Jennifer Coats, EA
Past President

Immediate Past President
Jennifer Coats, EA

CSEA Representative
Bruce Miller, EA

By Laws
Past President
Julian Fox, EA

Newsletter Editor
 

Elections Chair
Bill Horton, EA

Dinner Chair
Katherine Charles, EA

Disaster Chair
Frank Navi, EA

Communication Chair
Past President
Lee Reams, EA
Email

Ethics Chair
Steve Altabeth, EA




Welcome to the San Fernando Valley

Chapter of

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.

Dinner Meeting - Monday September 14

Dinner Meeting - Monday September 14
Whats New & Overlooked In Gift & Estate Taxation
With Barbara Taaff, Esq.

Learn what is new and sometimes overlooked when dealing with estate and gift tax issues. Including foreign gifts and form 3520 and FBAR reporting, portablility of unused estate tax deductions, the new inherited basis consistency rules, and the new inherited basis reporting requirements for 2016.
 
Where: Airtel Plaza Hotel & Conference Center
7277 Valjean, Van Nuys, CA

Board Meeting:
5:00 to 6:00pm
Social: 6:00pm to 6:30pm
Dinner: 6:30pm
CE Presentation: 7:00pm

Dinner Selections:
   Herb Crusted Tilapia,
   Filet Mignon Tips, or
   Grilled Vegetable Plate
Inlcudes:
   Classic Ceasar Salad and
   Carrot Cake

CPE: 2 Hours Federal Taxation

Cost with advance reservations:
   CSEA Members: $40
   Others: $45
   Add-on for late reservation: $5
   Note: Reservations after 5pm on the prior Friday are considered late.

Reservations: kcharlestax@yahoo.com
Be sure to specify meal selection

About Our Speaker: Barbara L. Taaff is an associate attorney with Kenneth E. Devore & Associates in Westlake Village. The firm specializes in estate planning, probate, trust administration, conservatorships, and elder law. Ms. Taaff is certified as a specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. She has worked as a research attorney for the Superior Court of California in Santa Monica and has extensive experience in the areas of conservatorships, probate and trust administration, elder law, and estate planning. Ms. Taaff has also practiced in the area of community association law and other real estate related matters. She worked fifteen years as a probate paralegal prior to becoming an attorney.

Ms. Taaff is a member of the Ventura County and San Fernando Valley Bar Associations; the National Academy of Elder law Attorneys; the Southern California Council of Elder Law Attorneys, where she currently serves as President; the Warner Center Estate and Tax Planning Council, where she currently serves on the Board of Directors; and the San Fernando Valley Estate Planning Council, where she currently serves on the Board of Directors.

Ms. Taaff earned her Bachelor of Science degree with honors from California State University, Northridge. She was first in her class at the University of La Verne College of Law where she graduated summa cum laude. There she served on Law Review for two years as senior staff writer for the Journal of Juvenile Law and editor of the Journal Legal Advocacy & Practice. She also competed nationally with the University’s Moot Court Team.


Chapter Fall Update Seminar

Chapter Fall Update Seminar
1040 Review & Update Seminar
November 5 & 6, 2015
(Thurs. and Friday)
In co-sponsorship with ClientWhys

We know that last tax season was a bear. We have taken many of the toughest issues you faced and integrated solutions into our live seminar. We promise to help make things less taxing for you and beneficial to the chapter.

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

Check-In:
 7:30 a.m.

Seminar Times: 
8:00 a.m. to 4:30 p.m. (both days)

Lunch Break:
 Noon to 1:00 p.m. (lunch included both days)

Registration Fee:
                    
                     $350 prior to August 31, 2015
                     $370 after August 31, 2015

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 for 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

Register On-line (Mention SFVEA in the notes field at check out) or download the flyer.

Dinner Meeting - Monday October 12

Dinner Meeting - Monday October 12
CALIFORNIA UPDATE
With Lila Fedler, EA - The FTB Taxpayer Advocate


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

Board Meeting:
 5:00 to 6:00pm
Social: 6:00pm to 6:30pm
Dinner: 6:30pm
CE Presentation: 7:00pm

Dinner Selections:
   Herb Crusted Tilapia,
   Chicken Marsala, or 
   Grilled Vegetable Plate
Inlcudes:
   CA Field Greens Salad and
   Tiramisu Cake

CPE: 2 Hours California Taxation

Cost with advance reservations:
   CSEA Members: $40
   Others: $45
   Add-on for late reservation: $5
   Note: Reservations after 5pm on the prior Friday are considered late.

Reservations: kcharlestax@yahoo.com
Be sure to specify meal selection

About Our Speaker: Lila, who is currently the FTB Taxpayer Advocate,  has over 30 years experience with California's Franchise Tax Board covering both personal income and corporation tax law.  Experienced in all levels of California taxation, including banks and large multi-state and multinational companies, Water's-Edge filers, S-corporations, limited liability companies and individual taxation matters, partnership and residency issues.


COMING JUNE 13, 2016
(Note: There will be no regular scheduled dinner meeting for June 2016)

Representation Seminar

With Robert McKenzie, JD


Bob McKenzie is a nationally recognized expert in dealing with the IRS in audits and disputes. The Channel Islands and San Fernando Valley Chapters of Enrolled Agents have joined forces and were luckily enough to bring Bob to our area for this one-day representation seminar. The primary thrust of this seminar will be (click here for details): 

  • Audit Reconsideration
  • Non-Filer Representation
  • Representing Clients in a Cash-intensive Business 
  • IRS Liens, Levies & Seizures
Register Early to Guarantee Yourself a Seat!

This is a seminar you won’t want to miss.  Because of Bob’s reputation in the field of representation and the limited space at the Airtel, this seminar will sell out early and we want to give our chapter members and associates the first opportunity to register.   

Where: Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA 
Check-In:
 8:00 a.m.
Seminar Times: 8:30 a.m. to 5:00 p.m. 
Refreshments: Coffee only during registration and at first break.  Soft drinks during afternoon break.
Lunch Break:
 Noon to 1:00 p.m. (lunch included)
Parking: Included with registration fee
Registration Fee:
                    
                     $185 prior to April 30, 2016
                     $200 after April 30 and through June 9, 2016
                     $225 after June 9, 2016
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 - 8 hours live Federal Taxation for EAs, CPAs CRTPs.

Registration Form Download
(Note: form not yet available - check back later) 

About The Speaker:
 
Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state tax agencies.  He has lectured extensively on the subject of tax representation. He has presented courses before thousands of CPA's, attorneys and Enrolled Agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. Prior to entering private practice, Mr. McKenzie was previously employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Robert served as a member of the IRS Advisory Council (IRSAC) which is a group appointed by the IRS Commissioner to provide advice to him and his management team (2009 – 2011). Mr. McKenzie was Vice Chair Professional Services of the ABA Tax Section (2003 – 2005).  He is past Chairman of the Employment Tax Committee and past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past Chairman of the Chicago Bar Association Federal Tax Committee. He was Dean of the National Tax Practice Institute (1998-2002). Mr. McKenzie is the author of REPRESENTATION BEFORE THE COLLECTION DIVISION OF THE IRS and coauthor REPRESENTING THE AUDITED TAXPAYER BEFORE THE IRS and REPRESENTATION BEFORE THE UNITED STATES TAX COURT. Mr. McKenzie has received has been selected for listing by Law and Leading Attorneys where he served on its Advisory Board.  He has been elected to the American College of Tax Counsel and serves as Vice President of its Board of Regents.

 


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