Practice Management Discussion

Led by Rico Delodovici, EA
May 21, 2024

For Mission’s upcoming May 21, 2024 lunch meeting, MSEA’s esteemed President, Rico Delodovici, will be taking the lead in an engaging discussion centered around the theme of “The Good, the Bad, and the Ugly” of the filing season.

• What good things came from the challenging season with seemingly never-ending tax law changes?
• How can you avoid bad situations by implementing strategies for dealing with an overwhelming workload?
• How can you organize your practice to effectively deal with ugly messes that might pile up from IRS backlog?

Who?

Please join us in welcoming Rico Delodovici, EA

Rico has been practicing as an Enrolled Agent for more than 25 years. He is the President of Mission Society of Enrolled Agents. He is a Past President of the Golden Gate Society of Enrolled Agents, and was elected to the Golden Gate Society’s Hall of Fame in 2016. Rico has sat on the Board of Directors of the California Society of Enrolled Agents, and has chaired several committees, including Public Information and Awareness, and Political Action. Rico was a member of the Franchise Tax Board Advisory Council, a group that advises FTB on tax issues and how they affect the tax-paying public. He currently practices in Burlingame.

Where?

Three Flames Restaurant
1547 Meridian Ave.
San Jose, CA 95125

When?

May 21st, 2024

10:30 am – 11:45 am Board meeting
11:45 am – 12:00 pm Check-in and Mingle
12:00 pm – 12:30 pm Lunch
12:30 pm – 02:10 pm Seminar

Fees

Registration at the door is permitted but meals will be limited to availability if not pre-registered.
Registration at the door
Member: $55.00| Non-Member: $65.00

Meal Choices

All meals come with a side of roasted potatoes, water, and coffee. Dessert will also be provided.

Beef: Three Flames Special Steak- tri-tip steak topped with sautéed mushrooms
Chicken: Stuffed Chicken Breast– with wild & white rice and mushroom filling, topped with demi-glaze
Vegetarian: Penne Marinara – penne pasta with fresh sauteed vegetables in our house made marinara
Special Dietary Restrictions: Please email office@missioneas.org so that we can accomodate you.

Cancellation Policy

All Reservations as of 5:00PM on the Thursday before the event will be charged even if you are unable to make the event. A credit towards another event can be issued if notified prior to the deadline.