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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.

MAY 9 - DINNER MEETING

MAY 9 - DINNER MEETING

Tax Season In Review & Mid-Year Tax Planning

with: Wayne Otchis, CPA


Tax Season In Review:

  • Biggest problems of the season.
  • Season better or worse than last year.
  • Obamacare problems.
  • Repayment of excess PTC.
  • 1094-B and 1094-C reporting.
  • Any IRA to charity transfers?
  • How the PATH Act affected clients?
  • Broker's 1099's better?
  • Increased real estate sales?  
  • 1098-T problems
  • Using the new MyFTB account
  • The new CA EITC
  • W-2 and 1099-B form changes
  • Fed-CA COD exclusion disparities

  What to look forward to:

  • Getting extensions done
  • Consulting opportunities during the summer
  • Earlier information return reporting
  • Preparing of 2016 returns
  • Bonus depreciation phase-out
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 May. 6 $45 Non-members by 5PM Friday May. 6 $5 extra after 5PM Friday May. 6

Meal Selections:

Roasted Salmon,
Filet Mignon Tips, or
Grilled Vegetable Plate
With CA Field Greens Salad & Tiramsu

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

About The Author:
B.A. Stanford University 1965, CPA California 1971, Price Waterhouse Audit Senior, Started Tax Practice 1975, Member Cal Society CPAs, Moved with wife Linda to Del Mar 2002, Speaker for Spidell Seminars since 1998, Specializes in Individual Tax Returns and Retirement Planning, Prepares approximately 300 tax returns annually, Some actually right.

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.


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.

 


JULY 11 - DINNER MEETING

JULY 11 - DINNER MEETING
               Ethics
          with: Steve Jager, CPA


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 Ethics

Registration Fee:
$40 Members by 5PM Friday July, 8 $45 Non-members by 5PM Friday July, 8 $5 extra after 5PM Friday July, 8

Meal Selections:

Herb Crusted Tilapia,
Rosemary & Sage Chicken, or
Grilled Vegetable Plate
With CA Field Greens Salad & Chocolate Cake

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

About The Author:

Mr. Jager is the Founder and Principal of Steven L. Jager, CPA, An Accountancy Corporation. The Firm is a “boutique” accountancy Firm with a special emphasis in tax controversies and accountancy services to individuals and closely-held businesses.

Mr. Jager is a member of the American Institute of Certified Public Accountants; the California Society of Certified Public Accountants; the California Society of Enrolled Agents, and an Associate Member of the American Bar Association, Taxation Section. Last but not least, Mr. Jager is also an associate member of the California State Bar, Taxation Section and is among a small handful of Non-lawyers in California to presently serve as an active member of the State Bar Committee on Tax Procedure and Litigation.

Mr. Jager holds a Masters Degree in Taxation from California State University, Northridge. He received his B.A. degree from UCLA in 1979.  Subsequently he studied Accounting, Finance and Marketing at California State University, Los Angeles and obtained his California CPA Certificate in 1986. Mr. Jager has been in public accountancy practice since 1980. His former employers include a national CPA Firm and prestigious local firms. In 1988, he established his own Firm, and subsequently co-founded the Institute for Executive Research, a non-profit organization. 

Since 1992, Mr. Jager has been a regular and popular instructor at the UCLA Extension Department of Business and Management. In the Spring of 2005, UCLA Extension proudly launched their newest course, “Ethics in Accountancy”, which was developed and written by Mr. Jager in response to President Bush’s request of our nation’s business schools to teach ethics courses as part of the business school curriculum. Mr. Jager has authored several articles and lectures frequently to business and professional groups.


PORTER RANCH GAS LEAK

The Porter Ranch gas leak has had a significant impact on individuals within the boundaries the San Fernando Valley Chapter of Enrolled Agents. One of the issues needing to be addressed is whether a casualty loss can be taken due to diminished value of the residents’ homes.   This is a sticky issue, and to date the IRS has been silent on the issue. Lee T. Reams, BSME, EA, one of our chapter members and speaker for the ClientWhys Fall Seminar cosponsored by our chapter and Philip P. Storrer, CPA, Professor Emeritus, Department of Accounting at California State University, Hayward (now East Bay) have co-authored an article on the issue.  You can click here to access the article. 

They are also looking for a chapter member who has personally been affected by this issue who is willing to request (they will assist in preparing the request) a letter ruling from the IRS on the issue. You can contact them at lee.reams@clientwhys.com


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