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

Chapter President

Geoff Plourde, EA, CPA

1st Vice President
Robert Woodford, EA
PIA Chair
Past President

2nd Vice President

Jim Botdorf, EA

Larry Gurewitz, EA

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
Kim Dubin, EA

Membership Chair
Katherine Charles, EA

Education Chair
Frank Navi, EA

Communication Chair
Lee Reams, EA
Past President

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.

COMING JUNE 19, 2017
(Note: There will be no regular scheduled dinner meeting for June 2017)

LLC & Sub S Issues

With Beanna Whitlock, EA

Beanna Whitlock is a nationally recognized expert in LLCs, Sub-S Corporations, Representation and elder taxpayer issues.  The Channel Islands and San Fernando Valley Chapters of Enrolled Agents have joined forces and were luckily enough to bring Beanna to our area for this one-day seminar. The seminar will be in four parts: 

  • Limited Liability Companies (3 hours)
  • Preparer Liability When Preparing Returns for Seniors (1 hour)
  • Sub-Chapter S Reasonable Compensation (2 hours)
  • How U.S. Tax Court Influences Tax law (2 hours)
Register Early to Guarantee Yourself a Seat!

This is a seminar you won’t want to miss.  Because of Beanna's reputation as anninstructer 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. The last two times we had her for our summer seminar will filled all the available space at the Airtel. 

Where: Airtel Plaza Hotel & Conference Center, 7277 Valjean, Van Nuys, CA 
 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)
         Green Salad
         Chicken Marsala
         Chocolate Cake
Parking: Included with registration fee
CSEA Member Registration Fee:
                     $199 prior to February 3, 2017
                     $220 after 2/3 and through May 9, 2017
                     $239 after 5/9 through June 19, 2017
                     $250 at the door
Nonmember Registration Fee:                    
                     $219 prior to February 3, 2017
                     $240 after 2/3 and through May 9, 2017
                     $259 after 5/9 through June 19, 2017
                     $270 at the door
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:

Beanna is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Reno, NV.

A tax law instructor for more than 35 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations, Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University. She is a faculty member of the National Center for Professional Education as well as the Executive Director of the ncpefellowship.

She has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Committee (CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service.

She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years.

Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community.

Honored by the National Coalition of CPA Practitioners in 2015 for her contribution to Excellence in Education, “Beanna serves the tax professional community as an inspired calling”.

She is joined in the practice of Whitlock Tax Service, LLC, offering taxpayer representation and tax return preparation, by her husband of 49 years, Tom Whitlock.


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