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.

October 13 - Dinner Meeting

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

Dinner Meeting - November 10


BUSINESS LAW FOR TAX ACCOUTANTS
With Frank Acuna, Esq.

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).


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