California Society of Enrolled Agents (CSEA)

10/25/2026

Check out NAEA's latest episode of The Enrolled Agent Advocate!

Clergy taxes can trip up even experienced tax professionals.
You’re going to learn the four tax rules that make serving ministers and churches different—and the common mistakes that can cost your clients.
Whether you’re preparing your first clergy return or looking to build a specialty, this is a must-listen.
On this episode of The Enrolled Agent Advocate, Brandy Spears is joined by Bill Davidson, EA, an ordained minister, clergy tax expert, and author of The Clergy Tax Trap.
Together, they break down dual tax status, housing allowances, incorrect W-2s, and the IRS audit red flags tax professionals should recognize.
Bill also shares how his ministry experience shaped his approach to taxes—and how understanding this often-misunderstood area can help you serve clergy clients with greater confidence.
🎧

Podcast Episode · The Enrolled Agent Advocate · October 19 · 28m

10/24/2026

BIG NEWS! Stern Mulak Advocacy Day is returning to an in-person event!
Tuesday, January 19, 2027
⚠️REGISTRATION OPENS SOON - LIMITED TO THE FIRST 20 MEMBERS⚠️
CSEA's premiere advocacy event offers CSEA Members the opportunity to gain the information, guidance and confidence needed to effectively speak with legislators and their staff about key issues that affect you, your clients, and your business.

10/23/2026

✅MEMBER BENEFIT ALERT✅
CSEA + WESTERN CPE
We are thrilled to announce that we have teamed up with Western CPE to bring all Members incredible discounts to their 2026 California and Federal Tax Update seminars!
Their most comprehensive, practitioner-driven tax update in the country. Created by real tax professionals. thousands rely on this update each year to do their best work.

💻 Digital: 2026 California Federal Tax Update: Pro Edition
Individual & Business Edition - All Formats - 20 Credits
Available Mid-November 2026. Retail cost is $679, but it's $489 for CSEA Members - that's a savings of $190!

👥 In person: 2026 California Federal Tax Update with nine locations to chose from between mid-November, and the end of January 2027. Retail cost is $699, but for CSEA Members it's $489 - that's a savings of $210!

Check your 10/21/26 email from CSEA with the custom webpage link to learn more and register!

10/22/2026

EAs, it’s renewal season 🔁

📅 PTIN: renew every year between mid-October and Dec. 31 at IRS.gov/ptin 🗓️ Enrollment: if your SSN ends in 7, 8 or 9 (or you have no SSN), your EA renewal cycle runs Oct. 1, 2026 to Jan. 31, 2027 🎓 CE: 72 hours every 3 years (66 qualifying + 6 ethics), with at least 16 hours each year, 2 of them in ethics

💡 Pro tip: renew your PTIN online. It takes about 15 minutes, while paper renewals take about 6 weeks.

Tag an EA who needs this reminder 👇

📌 Source: IRS.gov, Maintain your enrolled agent status & PTIN FAQ

10/21/2026

IRS launches new mobile app (replaces IRS2Go), expanding digital services for taxpayers

IR-2026-114, Sept. 25, 2026 — The IRS today announced the launch of the new IRS mobile app, replacing IRS2Go and expanding the agency’s digital services to give taxpayers more ways to securely access IRS tools and account services from their mobile devices.

10/21/2026

STARTS NEXT TUESDAY!
State Tax Agencies Liaison Meeting (STALM)
Join a free members-only conversation where agency leaders address the issues practitioners are seeing in real time.
Get answers to your questions, hear what’s trending, and see how member feedback can move from discussion to action—including potential elevation to TAC and the legislature.
• October 27: BOE, SOS, and FTB, 11:30 am - 3:30 pm
• November 10: OTA, EDD, and CDTFA, 9:00 - 11:00 am
https://csea.org/CSEA/Advocacy/STALM/STALM.aspx

10/19/2026

Thanks National Association of Enrolled Agents for the reminder!
It’s ! Get ready for filing season with IRS education, tools, and resources covering due diligence, tax benefits, and more.
For enrolled agents and other tax professionals, staying informed is part of helping clients navigate tax changes and file accurate returns.
Explore the resources from the IRS: https://loom.ly/XpfdQ30

It’s ! Get ready for filing season with IRS education, tools, and resources covering due diligence, tax benefits, and more.

For enrolled agents and other tax professionals, staying informed is part of helping clients navigate tax changes and file accurate returns.

Explore the resources from the IRS: https://ow.ly/aRP850ZZ5ot

10/17/2026

👀 FREE FOR MEMBERS - BUT YOU MUST REGISTER!👀
THIS MONDAY!
Ethics in the Gray: Navigating Tough Calls as an EA
Speaker: Joyce Cheng, EA
• October 19th | 1PM - 3PM
• IRS: 2 hours Ethics | CTEC: 2 hours Ethics |CA Bar: 1.75 hours Taxation Law |CPA CA: 2 hours Taxes (Self-Reporting)
Members = FREE | Non Members = $59.95
Learn more & register now! www.CSEA.org/LiveEd

10/16/2026

THIS TUESDAY!
LAST CHANCE! MARK YOUR CALENDARS:
🔥 2026 California Tax Update🔥
By Jane Ryder, EA, CPA
Tuesday, October 20th | 8:30AM-1PM
• CE: CTEC 5 hours CA STATE TAX | CA Bar 4.25 hours Taxation Law | CPA CA 5 hours Taxes
Members = $89 | Non Members = $149
www.csea.org/liveed

10/16/2026

Got questions? Pop into ✅CSEA's Exchange Forum✅
The Exchange Forum is a great way to get input from your peers on thorny questions without leaving your home or office. Use this powerful tool to network and share knowledge and best practices with colleagues.
Login to get started!
https://exchange.csea.org/home