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
*Non-members:$105
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
9/21/19
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
