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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!




JOIN US IN THE FUN & CELEBRATION OF THE 4TH OF JULY WHILE SHOWING & POLISHING OUR "EA BRAND"!

Tax Practice Management Breakfast Meeting

"TBA"
TBA
09:00-10:30 AM 

Join Us! 

      Representation Seminar

Bob McKenzie, JD

June 13, 2016

Bob McKenzie is a nationally recognized expert in dealing with the IRS in audits and disputes. The Channel Islands and San Fernando Valley Chapters of Enrolled Agents have joined forces and were luckily enough to bring Bob to our area for this one-day representation seminar. The primary focus of this seminar will be only the folllowing: 

 

  • Audit Reconsideration
  • Non-Filer Representation
  • Representing Clients in a Cash-intensive Business 
  • IRS Liens, Levies & Seizures



Additional Information and Registration Form

Note (Channel Islands Chapter Members-Only) CSEA Channel Islands will be offering a special discount rate to its members only.  In order obtain the special discounted rate, members must use complete a special registration form which only be available at our January, February and May dinner meetings or from of Russ Merrick’ e-mail blasts.


Dinner Meeting: Thursday, June 2, 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
: "Introduction to TIGTA"


Program Description: Participants will learn what the Treasury Inspector General for Tax Administration ("TIGTA") is, its history, functions and organizational structure. and  what it does not do.  Several of the instructor's case examples involving investigations into embezzlement, tax fraud, and falsely impersonating EAs, CPAs and attorneys while representing taxpayers before the IRS will be mentioned.  The importance of competent representation when dealing with the IRS and the dangers of unqualified representatives will be stressed.  Attendees will be updated about the latest IRS impersonation telemarketing scam, how to recognize it, what and how to advise clients about it , and where and how to report it.  Finally students will learn how to make a referral to the Office of Investigations and will receive contact information for the various TIGTA field offices in the Southern California area.


Learning Objectives:
Students will learn to identify: 

1. Situations in which a referral to the Office of Investigations would be appropriate, 
2. Identify and advise clients regarding the IRS telemarketing scam.
3. Advise clients what to recognize, how to respond to a scam call and how to report it if they were to become a victim of the scam.
4. Identify IRS employee misconduct that would warrant a referral to the Office of Investigations
 

Presenter:  Jeffrey P Cagnacci, started his career with the IRS in 1994 as a Revenue Officer at the Oxnard, CA post of duty.  In 1998, he took a lateral assignment as an Inspector with the IRS Internal Security Division in Oakland, CA.  In 1999, the IRS Inspection Service was converted to the Treasury Inspector General for Tax Administration TIGA.  In 2000, he transferred to the Los Angeles office and is currently assigned as a senior criminal investigator, firearms instructor, armorer and Division Firearms Coordinator.  He has received 3 U.S. Attorney’s Office awards for investigative casework.


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, JULY 14 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
: "The Three F's: Foreign Income, Foreign Tax Credits & FBAR"


Program Description

For U.S. citizens and resident aliens, worldwide income generally is subject to U.S. income tax, regardless of where a taxpayer lives. Taxpayers living abroad are subject to the same income tax filing requirements that apply to U.S. citizens or resident aliens living in the United States. This course covers when income tax, Social Security and Medicare taxes or self-employment taxes must be paid on earned income. This course also covers the tax benefits that are available to a taxpayer if certain requirements are met while living abroad. This class will also discuss what is and is not classified as foreign income, the rules for claiming the foreign earned income exclusion and foreign tax credit, and the filing requirements for reporting foreign financial assets and accounts.


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

1.Describe the taxation rules and tax breaks for US citizens and resident aliens living abroad.

2. Determine a person's status as a U.S. citizen, resident alien, or non-resident alien.
3.Describe the eligibility rules for the foreign tax credit and the foreign earned income exclusion.
4.Calculate the Forms 1116 and 2555, and understand how the forms work together


 

Presenter:  David Du Val EAis Chief Customer Advocacy Officer for TaxAudit.com, the largest and fastest growing audit defense service in the country and the exclusive provider of TurboTax® Audit Defense. In his role at TaxAudit.com Dave often finds himself explaining complex tax matters to average taxpayers. A nationally recognized speaker and educator, Dave also frequently contributes tax tips and information to news publications including US News and World Report, CNN Money, The Motley Fool and Fox Business.Dave has prepared thousands of returns during his career and has trained and mentored hundreds of tax professionals. He is a member of the NAEA, CSEA, and NATP. Dave also holds a Master of Arts in Education and has been teaching since 197


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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