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
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.
