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.

What’s HOT!

Estate Planning – What do I need to know?

Does your client have a trust established, but you don’t know how to read it? Has your client recently passed away, and you are wondering what happens next? Does your client have all her documents in order? This course will help you understand the essentials of estate planning, and the class covers the following topics:

  • Overview of the estate planning process, key terms, and concepts such as executor, settlor, trustee, and personal representative
  • Revocable and irrevocable trusts – what are they, and why are they used?
  • How to read a trust
  • Powers of attorney (financial and health care)
  • How does the probate process work and what if my client owes money to somebody (creditor claims)?
  • Tax planning tips

We look forward to seeing you at this informative and practical class.

Speaker: Steven L. Walker, Esq.

When: October 19, 2019

Where: Campbell Community Center *Q-84 Mary Campbell Room* (1 W. Campbell Ave Campbell, CA 95008)

Register: Here

Virtual Currency

This hot topic course is designed to provide you an update with respect to cryptocurrency and enforcement efforts by the Internal Revenue Service. Topics that the course covers include:

  • What is virtual currency?
  • What do I need to know about IRS guidance on the tax treatment of transactions using virtual currencies, such as Bitcoins and other similar currencies?
  • How do I prepare a tax return with virtual currency? Is there a software program that I can use?
  • IRS has begun sending letters to virtual currency owners advising them to pay back taxes, file amended returns; part of agency’s larger efforts. How should I respond to this letter?
  • IRS has announced a Virtual Currency Compliance campaign to address tax noncompliance related to the use of virtual currency through outreach and examinations of taxpayers. What should I know about this?
  •  What should I do if my client is trading in virtual currency but does not want to report and pay tax?

Speaker: Steven L. Walker, Esq

When: October 22, 2019

Where: Three Flames Restaurant (1547 Meridian Ave San Jose, CA 95125)

Register: Here

Foreign Investments by U.S. Citizens and Residents

This seminar will consider the taxation and filing obligations of clients who have foreign investments.
Topics covered will include:
  • FBAR (FinCEN Form 114)
  • Form 8938, Statement of Specified Foreign Financial Assets
  • PFICs
  • Foreign Pensions

Speaker: Rob Lee, CPA

When: October 26, 2019

Where: Campbell Community Center *Q-84 Mary Campbell Room* (1 W. Campbell Ave Campbell, CA 95008)

Register: Here

December 2019 MSEA Annual Holiday Party

Join us for Mission Society’s December 2019 Annual Holiday Party!
Let’s all have mingle, network, and celebrate a successful 2019.

Prior to the Holiday Cheer MSEA Directors will hold our monthly meeting at 5:00pm (until 6:15pm). This is a great opportunity to sit in with your officers and directors to watch Leadership in action. Your attendance is requested!

Holiday Party begins at 6:30pm! FOOD, DRINK & LIVE MUSIC

Music provided by Jerry Sauceda – Dance, R&B, Motown, Jazz Standards, Latin and Country.

In addition to being an incredibly talented vocalist, Jerry Sauceda is an accomplished guitar player and wonderful entertainer.

You may register yourself and up to three guests under your email sign in!

When: December 17, 2019 6:30pm to 10:30pm

Where: Villages Golf & Country Club (5000 Cribari Ln, San Jose, CA 95135)

Register: Here

2020 Cast – In – Concrete Seminar

Come join MSEA as Vicki Mulak, EA, CFP and Claudia Hill, EA, MBT walk us through 2019 Tax Law updates and Tax Legislation. They will be discussing topics such as 2019 changes, Federal and California conformity and non conformity, court cases and regulations, and more.

When: January 16, 2020 8:00am to 4:30pm

Where: Central Christian Church ( 2555 Meridian Ave, San Jose, CA 95124)

Register: Here

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