Welcome to the Mission Society of Enrolled Agents (MSEA)
The Mission Society of Enrolled Agents is a nonprofit professional association of over 300 members, offering education and networking opportunities to tax preparers in the South San Francisco Bay Area.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
July Mini Seminar
Come join MSEA and Rico Delodovici, EA in our first Mini Seminar of 2019.
Participants of this seminar will develop a practical understanding of Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return. We will go over the form and supporting schedules by examining a case study employing a common estate-planning strategy.
Where: Campbell Community Center (1 W. Campbell Ave. Campbell, CA 95008) Q-84 Mary Campbell Room
When: July 13th, 2019 ( Check in starts at 8:30)
MSEA’S July Luncheon Meeting
Come join MSEA as Nancy Pyzel, EA, MBA walks us through stock compensation. This seminar will cover various forms of employee stock compensation and how they are taxed: Stock Options (Incentive Stock Options and Non-Statutory Stock Options), Employee Stock Purchase Plans, and RSUs. After taking this seminar, participants will know how to correctly report transactions related to stock compensation. The course will also discuss strategies to minimize their clients’ tax burden. Understanding of topics covered in this class is essential to all tax professionals working in the Silicon Valley and surrounding areas.
When: July 16, 2019
Where: The Flames EAtery (84 S. 4th Street San Jose, CA 95112)
25th Annual IRS Seminar
If you are looking for a great way to earn continuing education and to network here is your opportunity. The IRS will be meeting with MSEA at Central Christian Church on August 22nd 2019, so save the date! More information will become available as we get closer.
When: August 22nd 2019
Where: Central Christian Church (2555 Meridian Ave, San Jose, CA 95124)
For Speaker and Topic information click: 25th Annual IRS Seminar