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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

"TBA"
TBA
09:00-10:30 AM 

Join Us! 

Dinner Meeting: Thursday, August 4,2016


Place:
Marriot Courtyard

600 E. Esplanade Drive
Oxnard, Ca.  93036


Meeting Time:
5:00 PM-Board Meeting

6:00 PM-Dinner
7:00 PM-9:00PM

Program
"Rental Income Tax Issues"


Program Description

When a taxpayer rents their home or owns rental units, it can present a number of challenges to the tax preparer or audit representative. How a rental is taxed can vary depending on the amount of rental use, the circumstances surrounding the rental, how much is charged for rents, and the degree of participation of the owner, amongst other issues. And when a rental is disposed of, there are a host of other factors to consider, such as the form of disposition, prior personal use of the property as a personal residence, etc. This course will endeavor to provide a brief, but in-depth, look at these and other tax issues surrounding rental


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

1.To understand the taxation of residential rental income on the Form 1040, including:
   a.Passive Activity Rules and when they apply,
   b.Mixed-use Properties,
c.Other unique but common situations.
2.To have a working understanding of cost basis, and adjustments to cost basis.
3.Be familiar with depreciation issues surrounding residential real estate, such as depreciation conventions and depreciation

 

Presenter:  Chris Rubino EA-Chris Rubino’s job title at TaxAudit.com is Tax Analyst. As an Enrolled Agent is presently assigned to the Education and Research Department, where he writes course texts, researches tax questions that arise during audits, and presents educational CE seminars ─ including live presentations, webinars and pre-recorded in-house classes. During his time at TaxAudit.com Chris has served in a number of roles, including Return Reviewer, where he reviewed thousands of returns each year, and Audit Representative, representing hundreds of taxpayers in audits. He brought a varied financial background to TaxAudit.com, including income tax preparation and financial planning advisement.
 

Hours: 2 Hours-Federal


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 Sept 1 2016


Place:
Marriot Courtyard

600 E. Esplanade Drive
Oxnard, Ca.  93036


Meeting Time:
4:30 PM-Board Meeting

6:00 PM-Dinner
7:00 PM-9:00PM

Program
: "Retirement Plans for the Self-Employed"


Program Description: This session will review the main aspects of common retirement plans for the self-employed taxpayer as well as update the tax practitioner on frequently-encountered problems with these plans and IRS' various compliance programs and procedures for plan errors.  .


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

1 .Identity common retirement plans for self-employed..

2. Understand plan maintenance requirements.
3. Learn how to cure common plan errors.
 

Presenter:  Vicki L Mulak, EA, CFPis also insurance and securities licensed.  She's well-known for her CA tax law and business entity focus.  She testifies before the FTB in Sacramento and is involved in state tax legislation, attending Assembly and Senate committee hearings as necessary.  She currently serves on the FTB Advisory Board and the EDD’s Small Business Employer’s Advisory Committee.    Vicki was editor of the PPC Accounting Quickfinder book from 2005-2012.  In August 2012 she received NAEA’s Bill Payne Advocacy Award. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation.  In 2006, she received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals.  She received her BS in Business Administration  from Thomas Edison  State University in New Jersey.


Hours
: 2 Hours-Federal


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


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