Inland Empire Enrolled Agents Chapter of CSEA

11/20/2021

Don't forget to register for our Annual CSEA-IRS Practitioners Seminar! Last day for the advertised Early Bird Discount! Details in previous post / flyer.

11/08/2021

Don't miss our upcoming annual Practitioner Seminar!

11/08/2021

Don't miss our annual IRS and Southern California CSEA Chapters' Practitioner's Seminar! January 12th and 13th, 2022!

Register now at:

www.seminarhome.com

See and hear more at:

https://youtu.be/Dp5yJ9N0694

11/08/2021

Please join us for our November monthly meeting!

Wednesday, November 10th, 7:00 PM to 9:00 PM Pacific time
You can join us at the San Bernardino Doubletree for networking at 5:30 and dinner at 6:00 - or if you prefer, you can watch on Zoom!
Virtual and in-person attendees will have the opportunity to ask questions of the speaker. This month's presenter will be in-person.

Topic: Exclusions from Income - IRS Section 104
Speaker: Monika Krulic, EA, MA, President, Inland Empire Chapter
This course will offer an overview and brief history of Federal tax law regarding items of compensation for injury or sickness which can be excluded from taxable income under Internal Revenue Code Section 104. We will also review some significant Tax Court opinions involving these issues. Finally, we will consider how other recent law changes affect the tax impact of excludable or partly excludable income items and related expenses.

Register now at:
https://csea.org/CSEA/TopClass/SSO-TopClass-Redirect.aspx
Two hours of CE / CPE.
Log in with your CSEA member credentials, or a nonmember login. Browse the Catalog, or search under Chapter Events. Learning Hub will send additional information via email once you've registered.
On the date of the event, to attend the Virtual event, log in again to the Learning Hub, select the event and click the Attend button to join.
If you need help with using the Learning Hub, please contact the CSEA office at (916) 366-6646 or by email at [email protected] during regular business hours.
Pricing is the same for in-person or Zoom.
In-person attendance includes dinner. $45 members, $50 nonmembers.
About the Speaker
Monika Krulic became an Enrolled Agent in 2015 upon her retirement after more than 33 years with IRS. She served in numerous roles including Tax Auditor and Appeals Officer, and in management positions of increasing responsibility, serving her last two years as the Director of Examination Policy for the Office of Appeals, and was a frequent presenter on a variety of topics ranging from tax law to interest-based conflict management. Since leaving Federal service, Monika has served in a variety of positions with Intuit, and as a Site Coordinator and Instructor for AARP Foundation's Tax-Aide program. She is currently serving as President of the Inland Empire Chapter, CSEA, Board of Directors. In her spare time, she is a vocalist and a Zumba instructor.

10/08/2021

Got Ethics? Of course you do... but do you have your CE credits for Ethics this year? Please join us for our annual Ethics presentation - and meet this year's CSEA President, Bruce Miller, EA!

Wednesday, October 13th, 7:00 PM to 9:00 PM Pacific time
You can join us at the San Bernardino Doubletree for networking at 5:30 and dinner at 6:00 - or if you prefer, you can watch on Zoom!

Virtual and in-person attendees will have the opportunity to ask questions of the speaker. Bruce will be presenting via Zoom.

Register now at:
https://csea.org/CSEA/TopClass/SSO-TopClass-Redirect.aspx
Two hours of Ethics CE / CPE.
Log in with your CSEA member credentials, or a nonmember login. Browse the Catalog, or search under Chapter Events. Learning Hub will send additional information via email once you've registered.
On the date of the event, to attend the Virtual event, log in again to the Learning Hub, select the event and click the Attend button to join.
If you need help with using the Learning Hub, please contact the CSEA office at (916) 366-6646 or by email at [email protected] during regular business hours.
Pricing is the same for in-person or Zoom.
In-person attendance includes dinner. $45 members, $50 nonmembers.

About the Speaker

Bruce has been an Enrolled Agent for 26 years and preparing tax returns for 34 years. He is a member of the CSEA San Fernando Valley Chapter and is currently serving as President on the CSEA Board of Directors. Bruce’s firm is located in Sherman Oaks and has a total staff of seven. They serve over 1,300 individuals and 370 business entities, do payroll for over 150 businesses, and bookkeeping for 130 companies as well.

09/05/2021

Please join us - either in-person or on Zoom – for our September meeting! Two hours of CE/ CPE. to be presented live from the San Bernardino Doubletree!

Representation Update by Jeff Johnston, JD, EA
Wednesday, September 8, 2021

Register now at:

https://csea.org/CSEA/TopClass/SSO-TopClass-Redirect.aspx

Log in with your CSEA member credentials, or a nonmember login. Browse the Catalog, or search under Chapter Events.

Choose EITHER the Webinar (to watch on Zoom) or the In-Person Event (to attend at the Doubletree Hotel San Bernardino)

Learning Hub will send additional information via email once you've registered. On the date of the event, Zoom attendees will log in again to the Learning Hub, select the event and click the Attend button to join. If you need help with using the Learning Hub, please contact the CSEA office at (916) 366-6646 or by email at [email protected] during regular business hours.

Pricing is the same for in-person or Zoom. In-person attendance includes dinner. $45 members, $50 nonmembers

Virtual and in-person attendees will have the opportunity to ask questions of the speaker.

In-person meeting room opens at 5:30; dinner at 6:00, presentation begins at 7:00. Zoom room will open at 6:30.

Program runs from 7:00 PM to 9:00 PM.

Jeff will be present in-person to address the latest Representation topics, to include:

· Be in the know and lower your stress obtaining IRS transcripts

· Understand new IRS portals introduced in January and July

· Become a hero with First-Time Abatements

· Understand when (and especially when NOT) to stop Collections

· Know when a year is too old (closed)... and when it's NOT!

· Untangle Covid-19 relief rules, and how to treat them differently

· Understand the CP2000 process, migration to NOD, and Appeals

· Utilize MyFTB to obtain missing data on for IRS tax returns

· Learn to electronically e-file 1040X & 540X Amended returns

About the Speaker:

Jeff Johnston, JD, EA

Mr. Johnston earned his law degree (JD) from John F. Kennedy School of Law in the Bay Area as a second career adult student at the age of 50. Mr. Johnston passed the bar exam in California (the hardest in the nation) and continued with an advanced law degree (LL.M.) in Taxation from Golden Gate University in San Francisco. From that point in his career, Taxation was his “core area of competency”, legalese for specializing or taking only new clients with tax issues. Hence, his practice is limited exclusively to tax-related matters.

Mr. Johnston teaches other tax professionals across the nation on tax resolution. He is an NTPI Fellow and Instructor, and very much enjoys working with students wanting to specialize in tax resolution by working thru case studies and real-life situations for handling various types of IRS levies, liens, garnishments, settlement offers, payment plans, and other types of tax controversy cases.

Mr. Johnston has served as a Director on the Board of Directors of CSEA and is a Past President of the Golden Gate Society of Enrolled Agents.

08/11/2021

Registration still possible at the door, $55 for two hours of California continuing education (dinner may not be available) - our annual visit from Lynn Freer, EA, President, Spidell Publishing! California Tax Update!

San Bernardino Doubletree Hotel, 285 E Hospitality Lane
Wednesday August 11th. Meeting room opens at 5:30, dinner at 6:00, program at 7:00.

This is our first hybrid event - Lynn will be on Zoom as will some of the attendees.

Follow this page for more updates soon. Chapter meetings are the second Wednesday of each month, usually May through December.

07/14/2021

Please join us for our July meeting and this timely topic! Registration is open until 5:00 PM. The Zoom Room opens at 5:30 PM.

July 14, 2021 6:00 PM (via Zoom)
Two Hours of CE/CPE
Price: Members $20 Nonmembers $25

Cybersecurity for Tax Professionals – Updated for 2021

Register at CSEA’s Learning Hub:

https://csea.org/TopClass/SSO-TopClass-Redirect.aspx?hkey=9d31b22f-164c-43f8-8fd8-7099e79568e9&WebsiteKey=64198a07-d0cb-4356-9de9-7fec757d74f6

Log in with your CSEA member credentials, or a nonmember login.
Browse the Catalog, or search under Chapter Events or Cybersecurity.
Learning Hub will send additional information via email once you've registered.
On the date of the event, log in again to the Learning Hub, select the event and click the Attend button to join.
If you need help with using the Learning Hub, please contact the CSEA office at (916) 366-6646 or by email at [email protected] during regular business hours.

From the landing page, click the gold Go to your Learning Center button. In the Learning Center, under Current, click the red Attend or Agenda button to join a session.

07/05/2021

Save the Date - July 14, 2021 6:00 PM (via Zoom) - Two Hours of CE/CPE

Please join us for our July meeting and this timely topic.
More information and registration details to follow soon!

Data Privacy and Cybersecurity for Tax Professionals – Updated for 2021

Tax professionals are prime targets for identity thieves. Why? Your clients’ information — bank and investment accounts, Social Security numbers, health insurance records, and more — can be a virtual goldmine in the wrong hands. That’s why securing it against a data breach is critical to protect your clients and your business.

Presented by Linn Freedman, J.D.

About the Speaker:

Linn Freedman practices in data privacy and security law, cybersecurity, and complex litigation. She provides guidance on data privacy and cybersecurity compliance to a full range of public and private clients across all industries, such as construction, education, health care, insurance, manufacturing, real estate, utilities and critical infrastructure, marine, and charitable organizations. Linn is a member of the firm's Business Litigation Group and chairs its Data Privacy + Cybersecurity Team. She is also a member of the Financial Services Cyber-Compliance Team (CyFi Team).

06/05/2021

We're back! We hope everyone is well and thriving after this most challenging tax season.

Watch this page for details on our next virtual meeting, scheduled for June 9, 2021, to follow shortly!

06/15/2020

Save the date! CSEA President, Joyce Cheng, EA, will be the speaker at our next meeting, on Wednesday, July 8th. Details to follow soon!

05/06/2020

ICYMI... CSEA recently hosted this timely and informative presentation by Dave Shaw, EA, on the Paycheck Protection Program. Please check in regularly... more news to come soon!