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Welcome to the Channel Islands Chapter of the California Society of Enrolled Agents

 

Our Mission: To foster professionalism, business development and personal growth for our members, to protect the interests of the individual members of the society, and to enhance the awareness and role of the Enrolled Agent among members of the public, other professions and with governmental agencies.

Our Team: Powered by Enrolled Agents, we come together to combine the best talent in the tax profession in our efforts to achieve, learn, network and grow our businesses in all areas tax compliance, planning, representation services and practice management.

Geographic Area Represented: Our members provide professional tax services throughout Ventura and South Santa Barbara Counties. We enjoy the company of members practicing in cities of the serviced counties (Ventura, Oxnard, Ojai, Santa Paula, Fillmore, Camarillo, Newbury Park, Thousand Oaks, Moorpark, Simi Valley, Goleta, and Santa Barbara, Montecito, Carpinteria and others).

Whether you are a new or seasoned Enrolled Agent, join our team to grow your tax knowledge and tax practice business acumen. It will open doors to the combined breath of knowledge over 43000 enrolled agents locally, statewide and nationally……guaranteed!        JOIN TODAY!



Tax Practice Management Breakfast Meeting

"Stay Tuned for Our Next Breakfast Meeting"

09:00-10:30 AM 

Join Us! 

Dinner Meeting: Thursday, Oct. 6, 2016


Place
:
Courtyard Marriott
600 East Esplanade Drive
Oxnard, California


Meeting Time:
4:30 PM-Board Meeting
6:00 PM-Dinner
7:00 PM-9:00PM-Program

Program: "Clergy and Church Tax Issues"

Program Description: A survey of tax issues facing clergy and churches enabling the tax practitioner to respond to typical situations encountered in tax planning and preparation: identifying clergy persons and the specific benefits which attach to that classification; the dual tax status of clergy; implementing the housing allowance and accountable reimbursement policy; a history of the clergy housing allowance provisions in tax law; and limitations of unreimbursed employee business expenses. Participants will also identify the character of a “church" and learn to address potential issues with income taxes, payroll taxes, and unrelated business income taxes; and become aware of the possibility of church exemption from social security and Medicare taxes; and a review of the provisions of the Church Audit Procedures Act.


Learning Objectives: After completing this course the students will be able to: 

 

1. To identify who is a clergy person and understand the specific tax issues and benefits which attach to that classification.

2. To be able to use the housing allowance and accountable reimbursement plan to their maximum benefit.
3. To identify a "church" and understand the specific tax issues and requirements which attach to that classification.

4. To create an awareness of potential tax issues that churches may encounter in normal operations.
 

Presenter:  J. Robert Stimmel, EA. Ordained in The United Methodist Church, after thirty-five years serving as a local church pastor and regional church executive, Bob took early retirement in 2004 and opened Cayucos Tax Service. Bob holds degrees in government (BA, California State University, Los Angeles), in human resources management (MA, Pepperdine University), and in arts of ministry (RelD, School of Theology at Claremont). Bob became an Enrolled Agent in February 2009 and a Fellow of the National Tax Practice Institute in August 2012. He is a member of the Central Coast Chapter of CSEA; CSEA; and NAEA. He has been a member of the Board of Directors of the Cayucos Chamber of Commerce since July 2006 and has served as the Board's Treasurer during that time.


CPE Hours: 2 Hours-Federal Tax Topics


Meeting Cost: $35 Members/$40 Non-Members.

On-Line Registration:  Click-Here

RSVP: Linda Wall EA at 805-340-8822; Fax-805-667-8288 or email at linda@evanstax.net


Dinner Meeting: Thursday, Nov. 3, 2016


Place
:
Courtyard Marriott
600 East Esplanade Drive
Oxnard, California


Meeting Times:
4:30 PM-Board Meeting
6:00 PM-Dinner
7:00 PM-9:00PM-Program

Program: "3 C's of NOL's: Calculation, Carryback & Carryover"


Level: Intermediate


Description: A Code and Regulations to Forms approach to calculating the NOL, the carryback and carryover absorption in intervening years. Attendees will learn how to properly classify business and nonbusiness income and expenses, the modifications required to determine a current year NOL, and how to calculate modified taxable income for carryback absorption. Special situations for joint and separate NOLs will be demystified. Extensive examples will be used to demonstrate how the calculations are shown on tax forms. Attendees will receive a guide to preparing refund requests from an NOL carryback so that it is accepted by the IRS – the first time.


Learning Objectives: After completing this course the students will be able to:
 

1. Properly compute a current year net operating loss

2. Properly determine the carryback period and carryover periods

3. Properly compute the absorption of a net operating loss in carryback years and in intervening years

4. Determine issues created by separate and joint net operating losses

5. Identify and avoid carryback claim issues

Presenter:  Mark F. Seid, EA, CPA, USTCP. Mr. Seid is an Enrolled Agent and a Certified Public Accountant and is admitted to practice before the U.S. Tax Court. Mr. Seid began his career working for the IRS as an internal revenue agent from 1987 to 1996. He is a state director for the California Society of Enrolled Agents and has chaired the Finance & Budget Committee. Mr. Seid manages an active tax preparation and representation practice in Paso Robles, California. He frequently presents continuing education to EAs and CPAs throughout the state of California on current tax topics and representation before the Internal Revenue Service.


CPE Hours: 2 Hours-Federal Tax Topics


Meeting Cost: Pre-registered $35 Members/$40 Non-Members – $5 more at the door.

On-Line Registration:  Click-Here

RSVP: Linda Wall EA at 805-340-8822; Fax-805-667-8288, or email at linda@evanstax.net


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