The Temple of Taxes

The Tax Professionals

Committees

  • Public Information and Awareness Committee Chair
    Bill Stewart
    Committee Chair

    Public Information and Awareness (PIA)

    Increase public awareness of Enrolled Agents by disseminating relevant information, through various appropriate media within the constraints of available budget, toward this end. Former chairs include Ken Noland, EA, Richard Quarterman, EA and Dale Quelle, EA.

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  • Bylaws Committee Chair
    David Shashoua
    Committee Chair

    Bylaws

    Responsible for keeping the Bylaws of The Chapter current and compliant with CSEA, state and federal guidelines as well as any corresponding Standing Operating Procedures (SOP). Former chairs include Tony Diniz EA, Ken Noland EA.

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  • Scholarship Committee Chair
    Patricia Kappen
    Committee Chair

    Scholarship

    Answers any questions for members regarding scholarship availability from CSEA and NAEA. Former chairs include Sharon Kay Gordon EA, Cathy Patel EA and Lisa Newton EA, and Devang Mehta.

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  • Nominating Committee Chair
    Joe Guccione
    Committee Chair

    Nominating

    Establishes criteria for the selection of one or more nominees for each position on the Board of Directors. Develop and recommend to the Board of Directors a slate of Officers and Directors to serve on during the following fiscal year. Former chairs include Marilyn Ratliff and Al Shifberg-Mencher.

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  • Education Committee Chair
    Devang Mehta
    Committee Chair

    Education

    Responsible for the education events The Chapter hosts such as obtaining the speakers; choosing the venue and all administrative functions necessary to present quality education to our members at a reasonable price. Former chairs include Patricia Kappen EA.

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  • Membership Committee Chair
    Lisa Newton
    Committee Chair

    Membership

    Keeps a list of current members, obtains the name tags for new members and welcomes them into The Chapter, prints our membership directory yearly from CSEA's current records. Former Chairs include Debbie Harris EA, Patricia Yeckel EA, Robin Miller EA, and John Kristianson.

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  • Disaster Committee Chair
    Sharon Kay Gordon
    Committee Chair

    Disaster

    Obtains from CSEA a packet of information regarding disaster preparedness and in the event of a disaster will contact members to volunteer and man IRS sites assisting disaster victims in replacing lost records and filing of returns as required. Former chair was Dona Evans EA.

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  • Legislative Affairs Committee Chair
    Patricia Kappen
    Committee Chair

    Legislative Affairs

    Informs The Chapter on breaking legislature that affects us or our clients. Former chairs include Bill Geideman EA and Vicki Mulak.

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  • Examination Committee Chair
    Edwin Young
    Committee Chair

    Examination

    Examines the work of the treasurer prior to sending the records to CSEA for tax return. Former chairs are Jack Lifshin EA, Lisa Newton EA and David Tomas EA.

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  • Awards Committee Chair
    Marilyn Ratliff
    Committee Chair

    Awards

    Purchases the awards for the dinner speakers and any year end awards The Chapter wants to give out.

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  • Retreat Committee Chair
    Lisa Newton
    Committee Chair

    Finances and Budget

    Meets to put together the operating budget for The Chapter that was voted on at the retreat.

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  • Long Range Plans Committee Chair
    Lori Page
    Committee Chair

    Long Range Plans

    Responsibile for filling out a form with the prior year historical information and the new year goals.

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  • Retreat Committee Chair
    Dan Calberg
    Committee Chair

    Retreat

    Finds and makes the arrangements for The Chapter retreat for the next fiscal year and presents it to the Board for approval.

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  • Past Presidents Committee Chair
    Lisa Newton
    Committee Chair

    Past Presidents

    All past presidents advise the current president.

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