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Chapter President
Robert Cantu EA
Phone: (805) 525-8895
email: rcea@cantutax.com

 

Chapter President



"FIND A LOCAL ENROLLED AGENT"
Click This Link 






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! 

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


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


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