2020 Summer Mini Seminars
|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)
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)
To register for individual minis please see calendar.
2019 Monthly Luncheon Meetings
|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.