Upcoming Education Events

2020 Summer Mini Seminars

Date Subject Speaker
07/18/20 The SECURE Act, CARES Act, New RMD Tables, and Adavaned IRA Planning Larry Pon, CPA, EA
7/25/2020 Filling Separately & 199A Issues for Registered Domestic Partners Cynthia Leachmoore, EA
8/08/2020 A Practical Understanding About Form 706 Rico Delodovici, EA
8/22/2020 Stock Options Rob Lee, CPA
9/19/2020 Gig Economy and Related Tax Reform Proposals / Practice Management Anette Nellen / Jim Southward, EA
09/26/2020 International Tax Treaties Rob Lee, CPA
10/24/2020 IRS & FTB Update & Trusts Steven Walker, Esq.
Members are encouraged to purchase the Season Pass at significant savings through June 29th!
CSEA/MSEA Members: $295 (by June 29th) or $330 (as of June 30th)
Non-members: $390 (by June 29th) or $420 (as of June 30th)
Individual Seminar Registration:
CSEA/MSEA Members: $60 (by June 29th) or $65 (as of June 30th)
Non-members: $70 (by June 29th) or $75 (as of June 30th)

Season Pass Registration

To register for individual minis please see calendar.


2019 Monthly Luncheon Meetings

Date Subject Speaker
May 19th Discharge of taxes in Bankruptcy Joyce Cheng, EA, CP
June 16th MSEA Annual Meeting Online
July 21st Fighting the IRS and FTB in an audit Cindy Ho, Esq.
August 18th 199A Rental Rules and Qualified Business Income Tony Martinez, EA
September 22nd Qualified Opportunity Zones Erik Hayden
October 20th Santa Clara County Tax Lawrence Stone, Assessor

To register please see calendar.


Special Enrollment Examination (SEE) Class

We hope to offer a class to assist those studying for the Special Enrollment Examination to become EAs when Covid subsides. More details coming soon.

 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