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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
 Mady Yehia, 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.

August 11 - Dinner Meeting

August 11 - Dinner Meeting

SOCIAL SECURITY & TAXES

SS issues from A-Z, including SS taxation issues for U.S. Citizens living abroad, lawful permanent residents, non-resident aliens, Canadian and German SS benefits paid to U.S. Residents. Also covered will be voluntary withholding, lump-sum payments and the tax options when repayments are required. Social Security taxation involves a lot more than just entering the number from the SSA-1099 into your software. Join us and learn how to treat all the special situations associated with SS taxation

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 Presentation: 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):

                         Filet Mignon Tips
                         Salmon
                         Grilled Veg Plate
                         Dinner also includes Cesar salad and NY cheese cake

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



About The Speaker

George Van Buren is an Enrolled Agent with a tax practice in San Pedro, California. His practice serves a diverse client base including individuals, partnerships and corporations. George received a B.S. in Business Administration from the University of Redlands and an MBA from Pepperdine University.
In addition to working for a number of years as a director of finance for a major aerospace corporation,
he taught both undergraduate and graduate accounting and finance courses at the University of Redlands, University of Phoenix, and the University of California at Irvine. He was twice named Faculty of the Year at the University of Redlands.

George is also seasoned seminar presenter. He has worked for Thomson Reuters/Gear Up for the past nine years speaking to thousands of tax professionals across the country. Additionally, he has presented at the CSEA Super Seminars in Las Vegas and Reno.

He is an active member of the California Society of Tax Consultants; the National Association of Enrolled Agents; the California Society of Enrolled Agents where he has served as a chapter president and state director; the National Society of Accountants; the University of Redlands Alumni Association and the Pepperdine University Alumni Association.


September 8 - Dinner Meeting

September 8 - Dinner Meeting LIMITED LIABILITY COMPANIES
Learn how LLC are formed, disolved 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

Resevations:  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.


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