E-NEWSLETTER
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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.

November 5 & 6 Fall Seminar


1040 REVIEW & UPDATE SEMINAR

(In co-sponsorship with ClientWhys, Inc.)

This Seminar Will Be Heavy Into the Obamacare (ACA) Reporting Requirements for 2014 - By far, the most pressing issue for preparing 2014 tax returns.


Location: Airtel Plaza Hotel

                7277 Valjean

                 Van Nuys, CA


Register On-line

(Mention SFVEA in the notes field at check out)
Download the Order Form
Date not convienent?
Attend at any one of the seminar's other ten locations

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).  Includes coffee in the AM and soft drink break in the afternoon.
Registration Fee: $365                  
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 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 order form




Dinner Meeting - November 10


BUSINESS LAW FOR TAX ACCOUTANTS
With Frank Acuna, Esq.

NOVEMBER IS OPERATION GRATITUDE MONTH

See how you can say thanks to our troops serving overseas.
Click here for more information

Location: Airtel Plaza Hotel

                7277 Valjean

                 Van Nuys, CA



Board Meeting:  5:00 to 6:00 PM

Social: 6:00 to 6:30PM
Dinner: 6:30 to 7:00PM
CE Presenation: 7:00PM to 8:40PM



Cost: $40 members
        
         $45 non-members
         
         CAUTION: Additional $5 for members and non-members without reservations



CE: 2-hrs Federal Tax Subjects

Meal Selection (Include one with your e-mail registration):

                         Lemon Thyme Chicken Breast
                         Salmon
                         Grilled Vegie Plate
                         Dinner also includes Salad and Tiramisu

Reservations:  E-mail Katherine at kcharlestax@yahoo.com to confirm your reservation and meal choice. 



About The Speaker: More information to follow.

December 8 - Dinner Meeting

December 8 - Dinner Meeting
ETHICS
Gain an understanding of new regulations and long-standing industry requirements and responsibilities such as: due diligence, conflicting interests, standards with respect to tax returns and documents, written advice, safeguarding client data, use & disclosure regulations, and the numerous preparer penalties and sanctions for failure to follow the rules with Jennifer MacMillan, EA.

Location: Airtel Plaza Hotel

                7277 Valjean

                 Van Nuys, CA



Board Meeting:  5:00 to 6:00 PM

Social: 6:00 to 6:30PM
Dinner: 6:30 to 7:00PM
CE Presenation: 7:00PM to 8:40PM



Cost: $40 members
        
         $45 non-members
         
         CAUTION: Additional $5 for members and non-members without reservations



CE: 2-hrs Circular 23 Ethics (for EAs and CTEC)
2-hrs of Taxation for CPAs

Meal Selection (Include one with your e-mail registration):

                         Filet Mignon Tips
                         Salmon
                         Grilled Vegie Plate
                         Dinner also includes Ceasar Salad and NY Cheese Cake

Reservations:  E-mail Katherine at kcharlestax@yahoo.com to confirm your reservation and meal choice. 



About The Speaker:

Jennifer MacMillan, EA owns a practice in Santa Barbara, California, specializing in representation and individual income tax services. MacMillan is a Fellow of NTPI and speaks on a variety of tax topics for NTPI, the California Society of Enrolled Agents (CSEA), and Spidell Publishing, Inc. A past president of CSEA, Jennifer is active in CSEA and NAEA leadership and currently serves on the Internal Revenue Service Advisory Council (IRSAC).


January 16 - IRS Practitioner Seminar

January 16 - IRS Practitioner Seminar

2015 PRACTITIONERS SEMINAR

Hear from IRS and CA FTB representatives about policies and procedures that impact you and your clients.  Learn how to maximize resources to increase your value to your clients, and earn up to 7 hours of CPE.  Cost includes continental breakfast, lunch and refreshments. 7 hours of CPE.

Friday, January 16 – Burbank 
Pickwick Gardens, 1001 Riverside Drive, Burbank

7:00 AM - Registration open
8:00 AM - Presentation begins
4:30 PM - Seminar concludes

Cost: $150 - Registration and payment postmarked by 11/30/14.
         $170 - Registration and payment postmarked by 12/31/14.
         $200 - Registration after 12/31/2014 or at the door (cash or check only at the door).

CE Credits:   6-hours Federal Tax Subjects
                   1-hour CA

For additional information, cost and registrations visit the joint EA chapters website at www.socal-taxpro-seminars.com/  to register on line or download a PDF mail-in registration form.
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