Sacramento Valley Chapter of California Society of Enrolled Agents

10/19/2026

Fewer than 10 spots remain for this event. Get registered today if you would like to attend!

CSEA Sac Valley is excited to partner with the CalCPA RED (Real Estate Discussion) Group for a day of higher-level real estate topics.

This annual conference brings together tax, accounting, legal, and real estate professionals for 5 hours of education, practical insights, lunch, and an opportunity to connect with colleagues from throughout the region.


🏢 THIS YEAR'S LINEUP

Estate Planning: Unequal Real Estate Distribution Planning
Robin Klomparens, Esq., Director, Fennemore
Lalat Pattanaik, Apheta

Key Tools: Real Estate Construction Tax Planning
Cameron Williams, CPA, Partner, Baker Tilly

Qualified Opportunity Zones 2.0
Minna Yang, Esq., Director, Fennemore

AI Tools for Real Estate Clients
Jon Robirds, Crowe

Real Estate Exchanges in a High-Interest Rate Environment
Jeffrey Yonamine, Vice President, Exchange Resources, Inc.
Donalee Ham, Chief Operating Officer, Asset Preservation, Inc.


📍 EVENT DETAILS

Wednesday, October 21, 2026
Sutter Club
1220 9th Street, Sacramento, CA 95814

Only $169 until October 20th. register at https://go.levitate.ai/CSEA/Thrive/RegisCCO/In_Person/RegisCCO.aspx?t=1175a073d9fa4f60833d5f9a8de32e57

10/12/2026

CSEA Sac Valley is excited to partner with the CalCPA RED (Real Estate Discussion) Group for a day of higher-level real estate topics.

This annual conference brings together tax, accounting, legal, and real estate professionals for 5 hours of education, practical insights, lunch, and an opportunity to connect with colleagues from throughout the region.


🏢 THIS YEAR'S LINEUP

Estate Planning: Unequal Real Estate Distribution Planning
Robin Klomparens, Esq., Director, Fennemore
Lalat Pattanaik, Apheta

Key Tools: Real Estate Construction Tax Planning
Cameron Williams, CPA, Partner, Baker Tilly

Qualified Opportunity Zones 2.0
Minna Yang, Esq., Director, Fennemore

AI Tools for Real Estate Clients
Jon Robirds, Crowe

Real Estate Exchanges in a High-Interest Rate Environment
Jeffrey Yonamine, Vice President, Exchange Resources, Inc.
Donalee Ham, Chief Operating Officer, Asset Preservation, Inc.


📍 EVENT DETAILS

Wednesday, October 21, 2026
Sutter Club
1220 9th Street, Sacramento, CA 95814

Only $169 until October 20th. register at https://go.levitate.ai/CSEA/Thrive/RegisCCO/In_Person/RegisCCO.aspx?t=1175a073d9fa4f60833d5f9a8de32e57

08/27/2026

🚨 WE NEED YOUR ISSUES BY SEPTEMBER 1! 🚨

Have you encountered systemic challenges with California tax agencies? Now is your opportunity to help drive meaningful change.

📧 Submit your issues to [email protected] and help shape discussions with leaders from California's tax agencies at STALM 2026.

Your feedback can influence conversations with representatives from:
✅ BOE
✅ SOS
✅ FTB
✅ OTA
✅ EDD
✅ CDTFA

State Tax Agencies Liaison Meeting (STALM)
📅 October 27 | BOE, SOS & FTB | 11:30 AM - 3:30 PM
📅 November 10 | OTA, EDD & CDTFA | 9:00 AM - 11:00 AM

This FREE, members-only online event offers exclusive access to high-level agency representatives and demonstrates the power of CSEA's longstanding relationships with California tax agencies.

⏰Don't wait. Submit your issues by September 1 and make your voice heard!

Registration opens soon.

⚠️WE NEED YOUR ISSUES BY SEPTEMBER 1ST!
Please submit systemic issues you have encountered with California tax agencies to [email protected]. Help shape the conversation with tax agency leaders. Your input can help make STALM 2026 the most impactful yet!⚠️

State Tax Agencies Liaison Meeting (STALM)
• October 27: BOE, SOS, and FTB, 11:30 am - 3:30 pm
• November 10: OTA, EDD, and CDTFA, 9:00 - 11:00 am
STALM is an exclusive Members-only FREE online event that provides a unique forum where attendees will hear from high-level representatives from six state agencies -- BOE, SOS, FTB, OTA, EDD, and CDTFA.
This event is a unique example of what makes CSEA the premiere organization for supporting Enrolled Agents and is just one aspect of our enduring relationship with the state tax agencies.
Registration will open soon!

08/21/2026

It's been a busy day of education. This morning, David Hilliard lead a great free ethics class for all CSEA members. One of our many amazing new benefits this year.

Tonight, Mr. Ed Cotney lead a fun and educational meeting for our Chapter about Running a Tax Efficient Business. All of our attendees also received not one, but two of his latest tax strategy books. Another lovely evening of networking, learning, and a little fun too.

07/18/2026

Join CSEA for an Exclusive Look at NovaTax Tax Advisor AI
This live online event will cover how Gen AI is transforming tax research and how the NovaTax Tax Advisor AI Features can support your practice.
📅 This Monday, July 20
⏰ 10:00 - 11:00 am
📍 Live online via Zoom (Zoom link in latest This Week's News eblast)

What You Will Learn
✅ The value of the NovaTax platform included with the Practitioner level membership level
✅ How to use the Tax Advisor AI Features included with the Advocate and Champion membership levels
✅ Practical tips for writing effective AI prompts
✅ How NovaTax applies to real scenarios through case studies based on questions submitted by CSEA members
✅ Automated drafting for communications and documentation, to save time and improve accuracy

07/01/2026

Please take a few minutes to complete this survey and help shape the future of CSEA. We want to hear from all members, former members, and non-member tax professionals. Your voice matters!

CSEA_E

06/26/2026

🔥🔥 We are super-excited to welcome Anita Monrroy, CPA, EA, MST to our chapter to teach a vital course for anyone who prepares S-Corp returns.

Join us on July 16th at 6 PM to learn how to Build Tax Basis Balance Sheets using Excel.

Attendees will learn how to work through one of the most vexing area of S-Corp return as well as get a better grasp of how to prepare Schedules L, M-1 & M-2 Bring your laptop 💻because we will be ding this bootcamp style to help everyone learn more effectively.

When: July 16th, 2026 6-9PM
Where: CSEA Offices, 10680 White Rock Road, Rancho Cordova, CA

Registration@ CSEA Education Hub

03/27/2026

We are excited to share that one of our members, Jay Lang EA, was nominated for Enrolled Agent of the Year. Jay has served on our chapter board for many years and was our Chapter President during the challenging year of the pandemic. The winners of all award categories will be revealed live at Super Seminar in Reno. Join us there for the best education and the fun social and networking opportunities!

🌟 Spotlight: Jay Michael Lang, EA - Enrolled Agent of the Year Nominee 🌟

Steady leadership. Financial excellence. Unwavering integrity. Jay Lang, EA, was nominated for Enrolled Agent of the Year in recognition of his exceptional service to CSEA and the EA profession.

As CSEA's Statewide Treasurer and Chair of the Finance & Budget Committee, Jay has been a trusted guardian of our financial health. His impact is transformative: he spearheaded CSEA's investment policy in collaboration with NAEA experts and provided essential guidance during the complex sale of the Society's building, positioning CSEA for greater flexibility and stability.

What sets Jay apart is how he leads. He leads with knowledge and grace. His detailed research brings clarity to difficult decisions, while his patience ensures every voice is heard. Jay also serves on the Executive Committee and Member Engagement & Promotion Committee, reflecting his belief that strong organizations require both fiscal discipline and genuine connection. A true model of professional excellence.

The CSEA Awards will be presented at Super Seminar in Reno, Nevada, June 16-18. Join us for one of the longest-running and most respected tax conferences in the profession. Registration is open now at superseminar.org. Don't miss this opportunity to learn, network, and celebrate excellence!

02/28/2026

Don't miss out on this amazing Member Benefit! Roundtables are open 3 days a week during tax season.

01/22/2026

✨ Let’s Make Tax Season Less Taxing! ✨

Join us for an In-Person Practice Management Roundtable designed for tax professionals at every stage. Whether you’re just starting out, scaling an established practice, or planning your exit, this interactive evening is for you.

 

💡 Topics include:
• Building a tax practice: tech stack, staffing, and common pitfalls
• Maintaining an established practice: pricing, boundaries, and specialization
• Handling the unexpected: succession planning and emergency strategies

 

🤝 What to expect:
✔ Real-world scenarios from seasoned professionals
✔ Meaningful networking and mentorship
✔ Actionable ideas you can use immediately

 

📅 January 22, 2026
🕕 Registration, Social Hour & Dinner: 6:00 pm
🕖 Education: 7:00–9:00 pm
📍 CSEA Office | Rancho Cordova, CA

 

Bring your questions, insights, and favorite tools. Let’s learn from each other and build stronger practices together.