Upcoming Education Events

2019 Summer Mini Seminars

Date Subject Speaker
7/13/2019 Form 706 Rico Delodovici,EA
7/27/2019 Dual Status Lonnie Gary, EA
8/24/2019 Audit Bootcamp Alan Pinck, EA
9/14/2019 CDTFA, Sales Tax, Use Tax & Wayfair Update and Out of state returns CDTFA employees and Rob Lee, CPA
9/28/2019 More on International Tax Issues Carlos Lopez, EA and Tony Martinez, EA
10/19/2019 Wills & Trusts, when your client dies Steven Walker, Esq.
10/26/2019 International Tyopic TBA Rob Lee, CPA
Members are encouraged to purchase the Season Pass at significant savings through June 29th!
CSEA/MSEA Members: $395 (by June 29th) or $430 (as of June 30th)
*Non-members: $490 (by June 29th) or $520 (as of June 30th)
Individual Seminar Registration:
CSEA/MSEA Members: $80

Season Pass Registration

2019 Monthly Luncheon Meetings

Date Subject Speaker
July 16th Stock Options Nancy Pyzel, EA
August 20th * Social Security Primer Rico Delodovici, EA
September 17th Practice Management, An Ethical Approach Norman Golden, EA
October 22nd Crypto Currency Steven Walker, Esq.
November 19th Filing Separately & 199A Trade & Business Issues for Domestic Partners on Sch C & SE Tax Cynthia Leachmoore, EA
December 17th Holiday Party
January 21st Ethics Susan Amaral, EA

* Topic does not meet the IRS or CTEC requirements for continuing education.

Special Enrollment Examination (SEE) Class

We are offering a class to assist those studying for the Special Enrollment Examination to become EAs. More details coming soon about these Saturday classes
Part I Individual
7/20/19 and 7/27/19
Instructor Jonathan Hill, EA
Part II Business
8/17/19, 8/24/19 and 9/7/19
Instructor Jonathan Hill, EA
Part III Representation, Practice & Procedures
Instructor Susan Amaral, EA


Bundle Registration (Part 1, 2, and 3)

If you are interested in taking all three parts see the bundle pack registration.

 Other education opportunities


Click on the following links to see what our surrounding chapter are doing:

East Bay Chapter

Golden Gate Chapter

North Bay Chapter

Solano-Napa Chapter

And for CSEA offerings:

CSEA Education