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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
John Manolos, EA
Email

2nd VP PIA Chair
Mady Yehia, EA

Treasurer
Clive Edwards, EA

Secretary
Steve Altabef, EA

Immediate Past President
Jennifer Coats, EA

CSEA Representative/
Past President

Robert Woodford, EA

By Laws
Ric Ross, EA

Newsletter Editor
Bill Horton, EA

Elections Chair
Bruce Miller, EA

Audit
Sonia Stodden, CPA

Dinner Chair
Ellen Tomaszewski, EA

Disaster Chair
Frank Navi, EA

Communication Chair
Past President
Lee Reams, EA
Email

Ethics Chair
Past President

Julian Fox, EA

JOAT Chair
Bijan Kohanzad, 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 To Bring Your PTIN
It is now required for all CE reporting.  No PTIN, no CE credit.

*** New Dinner Meeting Venue ***
Airtel Plaza Hotel
7277 Valjean, Van Nuys

JUNE 6 & 7 2013

JUNE 6 & 7 2013

At last, a high quality local representation seminar (no need to travel back East)

TAXPAYER REPRESENTATION SEMINAR

June 6 & 7

8am to 4:30pm (Both Days)

Airtel Plaza Hotel, 7277 Valjean Avenue, Van Nuys, CA 91406

The kinder-gentler IRS of old has transformed itself into a bulldog of a lean-mean-fighting machine when it comes to audits. All preparers are feeling the unprecedented level of audits being conducted by the IRS. You can hone your representation skills by attending this very special 2-day seminar.

Take Your Practice to the Next Level - Learn how help your clients successfully resolve issues with increasingly aggressive IRS audits. This practical 2-day seminar will focus on the following areas:

  • Internal Revenue Manual 5.1.23,
  • Circular 230
  • Federal Code of Regulations
  • Statutes of limitation, Including Non-filer Issues
  • Powers of Attorney
  • Correspondence To and From the IRS
  • Correspondence Audits
  • Office and Field Audits
  • No Records Audits
  • IRS Payroll Audits, including reasonable compensation, family employees, fringe benefits and employee reclassification.
  • Hobby Loss Challenges
  • Penalties, Both Taxpayer & Practitioner
  • Management of a Taxpayer Representation Practice, including Audit Technique Guides, and FOIA requests.

 Attendees will learn the policies and procedures IRS imposes when conducting an IRS examination of a taxpayer, the documents required to successfully advocate for your taxpayer and how to know what the IRS knows. Attendees will develop tools and techniques to protect their clients and to be successful in IRS encounters. Learn how to represent your client in examination and do it successfully.

Who should attend: Enrolled Agents, Certified Public Accountants, Attorneys, California Registered Tax Preparers, Registered Tax Return Preparers and members of your staff who work with your taxpayers.

Your Instructor: Beanna Whitlock, EA. 

What’s included: A 575 page manual on audit procedures and techniques that you can use as a desk top reference, lunch both days, coffee and tea in the AM and a soft drink break in the afternoon, and free parking.

CPE Credits:

  • Enrolled Agents: 14 Federal Taxation and 2 Ethics
  • CPAs: 16 Hours of Taxation
  • CRTPs & RTRP: 14 Federal Taxation and 2 Ethics
Register and Pay By:
  • SFVEA Members By April 30 - $275
  • April 30 - $300
  • May 15 - $325
  • June 6 - $350
  • At the door - $375
Click for Registration Form


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