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.


DON'T FORGET YOUR PTIN

No PTIN - No Credit...It causes a lot of difficulty when members don't include their PTIN on the CE Certificates. Starting with the January meeting the chapter will no longer chase after missing PTINs.  If you can't remeber it, put it as a contact on your phone.

September 8 - Dinner Meeting

September 8 - Dinner Meeting LIMITED LIABILITY COMPANIES
Learn how LLC are formed, dissolved and converted to S-Corps with
Vicki L. Mulak, EA, CFP ®

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
                         Pasta Pomodoro
                         Dinner also includes Green Salad and Tiramisu

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



About The Speaker

Vicki is an Enrolled Agent and Certified Financial Planner (CFP®).   Vicki is the owner of American Financial and Tax, a tax preparation, planning and representation firm, which was founded in Tustin, California in 1985, when Vicki became both a resident and a business owner. 

Vicki is a well-known presenter on federal and California tax law and business entity topics.  She frequently testifies before the Franchise Tax Board meetings in Sacramento, CA and stays involved in state tax legislation sponsored by the California Society of Enrolled Agents (CSEA), attending Assembly and Senate committee hearings as necessary.  Vicki also started serving on the California Franchise Tax Board (FTB) Advisory Board.

Vicki regularly speaks on tax topics at CSEA continuing education events, as well as others hosted by California Society of Tax Consultants (CSTC) and various state affiliates of the National Association of Enrolled Agents (NAEA).  She continues as faculty for CSEA’s annual Super Seminar, and the Nevada Society of Enrolled Agents’ “Best in the West” seminar. 

Vicki was honored in August 2012 with NAEA’s Bill Payne Advocacy Award in recognition of her commitment to advocacy on behalf of Enrolled Agents.   In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation.  In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of her contributions to CSEA’s educational goals. She appeared in December 2004 on the IRS’ web cast Tax Talk Today. 

She received her Bachelor of Science in Business Administration degree from Thomas Edison State College in Camden, New Jersey.


October 13 - Dinner Meeting

 
BANKRUPTCY
Learn how a bankruptcy works, which assets the debtor will get to keep and which he’ll have to give up and the effect of a bankruptcy on future 1040 returns with Lisa Ihm, 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 Federal Tax Subjects

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

                         Rosemary Chicken
                         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: Lisa Ihm has been teaching seminars nationwide since 1986. She began teaching seminars about debt forgiveness back in the 1990s when we had the last wave of foreclosures – a small wave compared to our current one.  We face a whole new set of problems this time around because of the creative financing of the last decade. She will help you understand the practical application of these complex rules to real-life situations, and her worksheets and flowcharts will walk you through the complicated process step-by-step.



Coming Events

  • November 5 & 6 - Chapter's 2-day Fall Seminar in conjunction with ClientWhys
  • November 10 - Frank Accuna, JD on Business Law for Tax Accountants
  • December 8 - Jennifer McMillan, EA on Ethics
  • January 12 - Valerie Stevens, EA, on Advanced Pension Issues

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