The Temple of Taxes

The Tax Professionals

Go check out the recent photos of the 2009 OCEA Board Member Retreat.

Orange County Enrolled Agents

to serve, to represent the best interests of Enrolled Agents of Orange County and to emphasize and enlighten the general public that an enrolled agent is the premier tax professional

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Dinner Meeting

Next Meeting: July 21st, 2009

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Reservations

reservations must be received by noon the Friday before the meeting

Details

Meetings are held on the third Tuesday of each month at The Phoenix Club in Anaheim. (see map below)

Cost
  Members Non-Members*
Members Non-Members*
1hr CPE Credit $35 $40
2hr CPE Credit $45 $50
3hr CPE Credit $55 $60
  • this includes members without reservations
  • Prices subject to change at any time

Location: The Phoenix Club Driving Directions

Map

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Newsletter

Issue 12, June 2009

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Events

IRS Special Enrollment Exam Course

Date Various (see below)
Location
Elks Lodge
212 S Elk Ln.
Santa Ana, CA 92701
United States

CPE Credits 48

  • Part I Individual Taxation (12 Hours CPE) July 11th and 18th
  • Part II Partnerships, C Corporations, S Corporations, Fiduciaries and More (27 Hours CPE) July 25th, August 1st, 8th, 15th and 22nd
  • Part III Practice before the IRS, Power of Attorney, Ethics and More (6 Hours No CPE) August 22nd and 29th
  • Review (3 Hours CPE) August 29th
  • Total Course Hours 48, Total CPE 42 Hours for $925 (Textbook included)
  • Registration for taking parts separately available - Call (949) 496-1174 for price
  • Time: 8:30 AM - 3:30 PM
  • Instructors: Kathleen Rossow EA, Vicki Mulak EA, Norm Schmidt EA and Donna Miller EA
  • Call 949-796-1174 for Information

Download the Registration Form

Dinner Meeting - Ethics

Date July 21st, 2009
Location
Phoenix Club
1340 S Sanderson Ave.
Anaheim, CA 92806
United States
Speaker
Jamie Gibson
CPE Credits
2

The July dinner meeting topic will focus on Ethics.

Dinner Meeting - IRS International Enforcement Efforts

Date August 18th, 2009
Location
Phoenix Club
1340 S Sanderson Ave.
Anaheim, CA 92806
United States
Speaker
Brian Lynn
CPE Credits
1

The August dinner meeting will discuss the efforts of the IRS on international enforcement.

LLCs and Cancellation of Debt

Date August 28th, 2009
Location
Phoenix Club
1340 S Sanderson Ave.
Anaheim, CA 92806
United States
Speaker
Vicki Mulak
CPE Credits
8

Abandonments, Foreclosures and Short Sales: Dispositions and Debt Relief (4 hrs) OK…you put that return on extension knowing it included the disposition of your client's troubled or "upside down" property. But now it's time to face that 1099-A and 1099-C "head-on" and finish the tax return. This presentation will address correct tax return reporting for dispositions of principal residences as well as rental properties. Competencies should be achieved in recognition of taxable and non-taxable mortgage relief, proper use of the various exclusions from income, tax attribute reductions required, and completion of Form 982.

The LLC K-1: Beauty or the Beast? (4 hrs) The LLC is the only business entity that does not have its own federal tax form, but must "share" forms with partnerships and corporations. Although the LLC is a flow-through entity, member treatment of flow-through items can be decidedly different from the S corporation K-1 treatment, especially as concerns LLC basis. To complicate matters further, the LLC can even report on the S corporation K-1! Accepted as the most flexible of business formats, the reporting of LLC income in both single-member and multi-member context will be examined, with special emphasis on member basis in the entity, basis in entity debt, self-employment tax issues, and much more.

Basic Tax Preparation

Date September 14th, 2009
Location
Elks Lodge
212 S Elk Ln.
Santa Ana, CA 92701
United States

CPE Credits 60

A 60-hour course on basic tax preparation qualifying for CTEC.

IRS Practitioner's Seminar

Date January 14th, 2010
Location
Irvine Hilton
18800 Mac Arthur Blvd.
Irvine, CA 92612
United States

CPE Credits 7

Save the Date. Back by popular demand and presented by the IRS come hear what's up with the IRS. Registration and more details to come later.

Dinner Meeting - Basics of Trust Entities

Date July 15th, 2009
Location
Phoenix Club
1340 S Sanderson Ave.
Anaheim, CA 92806
United States
Speaker
Nathan McIntyre
CPE Credits
1

The September dinner meeting topic will focus on the basics of Trust Entities.