CSEA News & Events - California Society of Enrolled Agents

CSEA News & Events
Vol. 4, Issue 1 • July 2011
Inside this issue:
• Board Installed and Awards Present at
Annual Meeting 1
• Federal Representation Workshop 2
• CSEA Collecting Questions for
State Tax Agencies 2
• Tax Practice Management Workshop 2
• State Tax Agencies Liaison Meeting 2
• Volunteer Job-Alike Workshop Series 2
• Legislative Workshop Set for July 18 3
• June 2011 Board Update 3
• CSEA Online Auction Donors Sought 3
• National Tax Practice Institute 3
• Chapter Education & Events 4
• What's New on Facebook 6
• Tax News You Can Use 6
• 2011 IRS Nationwide Tax Forums 6
• Your Opinion Counts - Use Tax Survey 6
Forms 1099 and Withholding
Rules Featured in August digiTAX
Recent law changes have dramatically
changed federal and California information
reporting and withholding on independent
contractors, nonresidents and
merchants, effective in 2011 and 2012.
Changes include corporate reporting, reporting
for goods as well as services and
merchant reporting (New 1099K). Every
business organization will need a TIN
solicitation procedure and a "B" Notice
procedure for implementation of federal
and California backup withholding when
required. Additionally, California requires
withholding on nonresident independent
contractors, partners, LLC members and
S corporation shareholders. Failure to
comply with regulations could result in
substantial penalties.
Get all the details from expert Vicki Mulak,
EA, CFP by participating in the August 3,
2011 digiTax webinar. Register online now!
This webinar provides 1 hour of CPE.
Board Installed and Awards Presented at Annual Meeting
Hosted by the San Gabriel Valley Chapter and led by Program Committee Chairman
Jamie Gibson, CSEA’s 35th Annual Meeting held June 20-24, 2011 at the Hilton Pasadena
was truly a “red carpet” event to remember. The week featured education events
covering compelling tax topics and social events that provided an opportunity for fellowship
such as the Jim Reed Memorial Golf Tournament and a bowling tournament at
the very upscale 300 Pasadena Bowling Alley.
More than 100 Members attended the General Session on June 23 where they voted
to adopt bylaw amendments that give the Society the ability to conduct electronic or
mail balloting for any election specified in the Bylaws or called for by the Board. After
adopting bylaw amendments, the delegates considered the 2011-2012 slate of officers
as presented by the Nominating Committee. Receiving no nominations from the floor,
the 2011-2012 CSEA officers were elected as follows: Jean Nelsen, EA as President;
Raven Deerwater, EA as First Vice President; Patricia Kappen, EA as Second Vice
President; Cap Porterfield, EA as Treasurer; and Andrew Stamatelatos, EA as Secretary.
The delegation briefly discussed bylaw changes that will come before the National Association
of Enrolled Agents (NAEA) during the Caucus meeting that followed General
Session. The business of the day concluded with a Town Hall meeting where Members
participated in an interactive discussion about the type of online educational programs
CSEA should consider offering. Feedback from the Town Hall will be used by the Education
Committee as CSEA implements online education over the next few years.
The day concluded with a magnificent Grand Banquet Celebration Dinner during which
incoming CSEA Officers and Board Members were formally installed by NAEA President
Sherrill Travato, EA. Outgoing President Kim Kastl, EA began the awards portion
of the program by announcing that the President’s Award would be bestowed upon
State Senator Mimi Walters for her work on legislation supporting the Enrolled Agent
profession. Several other state awards were the highlight of the evening, and CSEA
congratulates the following recipients:
• Professional Associate Service Award: Tim Elkins
• Public Information & Awareness Award: Peggy Hall, EA
• Chapter of the Year Award: South Bay Chapter
• Thomas P. Hess Award: Joanne Anderson, EA
• Enrolled Agent of the Year Award: Gary Anspach, EA
• Distinguished Service Award: Vicki Mulak, EA
CSEA Members gathered together
outside the beautiful Hilton Pasadena
after a day full of networking , learning,
and activities.
Look for more great photos
from the CSEA 35th Annual
Meeting in the July/August
California Enrolled Agent!
How many Members does it take to spell
EA? From top left, Jean Nelsen, EA, CSEA
President, Raven Deerwater, EA, CSEA
First Vice President, Margy Dunn, EA,
CSEA Education Chair, Sandy Danioth-
Jones, EA, Membership & Chapter Development
Chair, and Jennifer MacMillan, EA,
CSEA 2007-08 Past President.

CSEA and IRS Partner on
“Federal Representation Workshop”
(Previously known as “Tax Practice & Procedures Seminar”
or “New EA Workshop”)
Representing clients before the IRS is one of the most challenging
and important roles an Enrolled Agent performs. CSEA and
the IRS are once again partnering to bring you a workshop that
focuses specifically on how to best represent your clients through
a better understanding of IRS compliance processes and procedures
as they relate to examinations, collections, appeals, and
offers in compromise. In addition, the IRS will share new developments
at the Service, and CSEA will share the practitioner perspective.
CSEA is pleased to announce that this all-day workshop
has been expanded to 4 convenient locations as follows:
• Monday, August 22, 2011 – Laguna Niguel
• Tuesday, August 23, 2011 – Los Angeles (north)
• Monday, August 29, 2011 – Oakland
• Monday, August 29, 2011 - Sacramento
This workshop provides 7 hours of CPE (CTEC# 1001-CE-6838).
Space is limited at each location and these workshops sold out
last year, so register online now to reserve your seat!
CSEA Collecting Questions for State Tax Agencies
The Society invites practitioners to submit questions that they
would like posed to any of California’s three state tax agencies
– the Board of Equalization (BOE), Employment Development
Department (EDD), and the Franchise Tax Board (FTB) – during
the State Tax Agencies Liaison meeting in September. The questions
should address issues that the practitioner believes may be
systemic in nature and that would benefit the tax community and
taxpayers. Please submit questions to Vicki Mulak, EA at Vicki@
AmericanFinancialTax.com by July 31, 2011.
Tax Practice Management Workshop Announced
Tax practice management is changing. And whether you have
been in practice for years, or are just starting out, this workshop
will give you real world examples and practical tools that will help
your practice meet your firm’s changing and challenging demands.
To succeed in today’s marketplace your practice must have a
range of expertise including strategic decision making process
required to start your business and techniques to effectively leverage
growth opportunities to maximize potential. This intensive twoday
workshop will teach you how to write a business plan, hire and
train employees, handle ethical dilemmas, market your practice,
streamline office procedures, utilize technology most effectively,
and manage your time to your advantage. The workshop provides
excellent networking opportunities, a supportive learning environment,
and skills you can directly apply to your workplace. While
this workshop is critical for anyone starting a practice, expanding
their practice or selling their practice, it is a benefit to any practitioner
who manages a practice. The workshop will be held as follows:
Dates: Thursday, August 25 - Friday, August 26, 2011
Location: CSEA Office, Sacramento, CA
Speakers: Penny van der Meer, EA and Barbara Willingham, EA
CPE: CSEA/NAEA, CTEC # 1001-CE-6816: 21 hours.
Sharpen and expand your practice management knowledge to elevate
your practice to a new level. Space is limited, so register
online today!
Society and Member News
CSEA News & Events Page 2
Register Now for 2011
State Tax Agencies Liaison Meeting
Designed to increase communication between California’s three
state tax agencies – the Board of Equalization (BOE), Employment
Development Department (EDD), and the Franchise Tax
Board (FTB) and tax practitioners, CSEA’s State Tax Agencies
Liaison Meeting is a unique forum that allows participants to raise
issues or concerns that need to be addressed with state agencies.
The meeting provides an opportunity to get the latest state
tax agency news, elevate critical issues, provide feedback, meet
with agency representatives, and get the latest word on agency
plans, policies, practices, and procedures. Anyone who prepares
taxes should definitely attend this important meeting that also
provides participants an opportunity to:
• Develop relationships with key state agency personnel;
• Learn about agency initiatives and legislative agendas for
the upcoming session;
• Obtain hard-to-find state agency contact information for key
contacts who can give you the answers you need in a fraction
of the time it would ordinarily take;
• Network with other tax professionals by sharing difficult situations
and brainstorming ideas about how to resolve those
situations;
• Gain insight into how CSEA can utilize this dialogue to identify
issues to bring before the Taxpayer Bill of Rights hearing
later in the year; and
• Become educated on how CSEA works closely with the state
agencies to make the tax system better for both taxpayers
and tax professionals alike.
This meeting will take place on Friday, September 23, 2011 from
8:00 a.m. to 4:00 p.m. in Sacramento, CA. CPE will be offered
as follows: CSEA/NAEA, CTEC# 1001-CE-6837, CA Board of
Accountancy: 6 hours.
Space for this special event is limited, so please register early to
insure your seat!
Volunteer Job-Alike Workshop Series
CSEA is hosting a series of “job-alike” workshops to help Chapter
volunteers become oriented with their new and/or continuing
role at the Chapter. These workshops will review the volunteer’s
responsibilities, give insight regarding timelines, and provide an
opportunity to interact with counterparts at other Chapters. The
workshops are scheduled as follows:
• Legislative Workshop - Monday, July 18, 2011 at 10:00 a.m.
• Membership Workshop - Tuesday, July 19, 2011 at 10:00 a.m.
• Scholarship Workshop - Wednesday, July 20, 2011 at 10:00 a.m.
• Public Info. & Awareness Workshop - Wednesday, July 20,
2011 at 1:00 p.m.
• Treasurer’s Workshop - Thursday, July 21, 2011 at 11:00 a.m.
• Examination Chair Workshop - Thursday, July 28, 2011 at
11:00 a.m.
• Newsletter Editor’s Workshop - Thursday, July 28, 2011 at
1:00 p.m.
Conference call and Microsoft Live Meetings log-in information will
be emailed to individuals identified by the Chapter as the primary
contacts for each workshop. If you are interested in participating,
but are not the primary contact, please contact the CSEA Office at
(916) 366-6646 for more information.

Legislative Workshop Set for July 18
The second annual online CSEA Legislative Workshop will be
held July 18th from 10:00 – 12:00. This workshop is designed to
provide “Better Tools and More Training” for any Member who is
interested in legislative visits either in the District offices or at the
State Capitol in Sacramento.
The workshop includes information on the legislative process,
effective advocacy, tips for scheduling and attending legislative
visits, alternative ways to participate and other related topics.
CSEA provides agendas and comprehensive packets for these
visits, which will be discussed at the workshop. There will be
ample opportunities for questions and discussion.
All CSEA Members are welcome. Anyone who would like to participate
and who is not a CSEA Legislative Committee member,
chapter President, chapter Legislative Committee chair or CSEA
Director should contact CSEA (asoy@csea.org), so the materials
may be sent to you via email.
CSEA legislative efforts have increased dramatically over the last
year and continuing our relationship-building with key legislators
is essential in serving CSEA Members and our profession.
Our advocacy has resulted in a significantly greater awareness
of the Enrolled Agent Profession, what EAs do and what issues
impact the tax profession, our clients and effective tax administration.
This workshop is a must for chapter legislative chairs, who will
be coordinating the district visits. Chapter Presidents and CSEA
directors are strongly encouraged to attend, since your leadership
and participation is invaluable in this effort.
June 2011 Board News Update
The June 2011 Board of Directors Meeting was led by recently
elected President Jean Nelsen, EA. Some highlights include:
• Board approval for CSEA to join the coalition led by CalTax in
support of AB 1423;
• Board approval of the 2011-2012 Nominating Committee, with
Kim Kastl, EA, Chair; and
• Board approval to complete the Executive Committee with the
addition of two new Members.
The next Board of Directors meeting will be held in Sacramento,
CA, September 24-25, 2011.
The June 2011 Board Meeting in Pasadena was extremely well
attended.
Society and Member News
CSEA News & Events Page 3
Help Make the Annual CSEA Online Auction
a Big Success with Your Donation!
One great way to support the CSEA Education Foundation is
by making a donation to the annual Online Auction, which takes
place between October 1 and November 30. Some examples
of previous items donated are a handmade quilt, hot air balloon
ride, gift baskets, seminars, books, vacation packages, wine
tasting party, ski packages, wine, gift certificates, hotel stays and
event tickets. Be creative and create your own package or gift
basket. It's easy to make a donation. Click here for the Online
Auction Donation Form.
Two fabulous examples of donations to the 2010 CSEA Online Auction
- a hot air balloon ride and a two-night stay for two at the Grand Sierra
Resort and Casino! What will your donation be this year?
National Tax Practice Institute (NTPI)
What's in it for you?
The 2011 National Tax Practice Institute, August 7 - 10 the
Mandalay Bay Resort and Hotel in Las Vegas, features a Tax
Preparation/Practice Management track including a day to "Build
Your Business" and an intensive Special Enrollment Exam (SEE)
Review track for experienced tax preparers who have decided
the time is right to become an EA.
This event includes 6 tracks, each offering 24 hours of education.
Participants may also create their own program by picking and
choosing individual classes from different tracks. Classes run
from 8:00 a.m. to 4:40 p.m. on Sunday, Monday and Tuesday.
Nationally recognized speakers include:
• Beth Tucker, Deputy Commissioner for IRS Operations Support,
speaking on behalf of IRS Commissioner Doug Shulman,
for a session in which she will outline the items of interest to
the representation community, including agency objectives,
enforcement trends, and technology development.
• David Williams, Director, IRS Return Preparer Office, who will
share his perspective as the executive responsible for return
preparer registration, testing, continuing education and strategy.
For more information and to register, visit the 2011 NAEA National
Conference web page, or call 202/822-6232.
The CSEA Education Foundation awards scholarships to candidates
who wish to enhance their tax knowledge. This might be a
scholarship to attend the National Tax Practice Institute (NTPI)
or the CSEA Tax Practice Management Workshop. Non-EAs
may wish to seek a scholarship to take a SEE prep course as
they conform to the new regulations. For details, visit the CSEA
Education Foundation.

BIG VALLEY meets the second Thursday of every month except
February through April in Ripon at the Barnwood Restaurant.
Board meeting at 4:30 p.m., networking at 5:30 p.m. and
dinner at 6:00 p.m. July 19: Win-Win Meeting, 1:00 p.m. at
Dana Mazzini's office, 2027 Grand Canal Blvd., Ste. 24, Stockton.
For information contact Connie Ferrell, EA at 209/532-
4053 or connie@flavinea.com. Tax Practitioner/IRS Town
Hall Meeting: September 22 at the Hilton Sacramento Arden
West, 2200 Harvard St., Sacramento – 7 hours CPE. Client-
Whys 1040 Review & Update Seminar: November 15 & 16
at the Hilton Stockton, 2323 Grand Canal Blvd, Stockton – 16
hours CPE. Federal & California Tax Update with Sharon
Kreider, EA and Karen Brosi, EA: November 28 & 29 at the
Doubletree Hotel, 1150 Ninth Street, Modesto – 16 hours CPE
Visit the Chapter website at www.bigvalleycsea.org.
CENTRAL CALIFORNIA meets the second Tuesday of every
month except February through April at the Ramada Inn, Shaw
Ave. & Hwy. 41 in Fresno. For more information, contact Jan
Arnold, EA at 559/221-1178.
CENTRAL COAST meets the third Wednesday of every month
except February through April at The Ventana Grill (formerly
Pelican Point), Pismo Beach. North County Lunch Meetings
are usually held the first Tuesday of each month at 11:30 a.m.
at the Piazzo Bistro, 335 Posada Lane in Templeton. South
County Lunch Meetings are usually held on the first Wednesday
of each month at noon, and alternate on a monthly basis
between Santa Maria and Arroyo Grande. The Santa Maria
meetings will be held at The Boys Restaurant, located at 117
N. College. The Arroyo Grande meetings will be held at CJ’s
Cafe, 611 East Grand Avenue. For membership information,
email info@centralcoastea.org. For dinner reservations, email
dinner@centralcoastea.org. Visit the Chapter website at www.
centralcoastea.org.
CHANNEL ISLANDS meets at 6:00 p.m. the first Thursday
of every month except April at the Marriott Courtyard Hotel in
Oxnard. August 4 Dinner Meeting: Vicki Mulak, EA, CFP®
on Foreclosure, Short Sales and COD Income – 2 hours
CPE. For Chapter information contact Susan DiMaggio, EA at
805/654-9949. Visit the Chapter website at www.cicsea.org.
EAST BAY will feature Special Enrollment Exam (SEE) Preparation
classes on Saturdays from 9:00 a.m. to 4:00 p.m. at the
Holiday Inn, Dublin: Part 1 - July 9, 16 & 23; Part 2 - Aug. 13, 20,
27, and Sept. 10 & 17; Part 3 - Oct. 29. A SEE Review class is
also offered on Oct. 22. CPE is available. For details contact Tom
Johnston, EA, 925/828-4500 or taxtomea@comcast.net. East
Bay dinner meetings are usually held on the third Wednesday of
every month except April at the Holiday Inn, 6680 Regional St.,
Dublin. July 20 Dinner Meeting: Social Security & Medi-Cal
Update – Mysteries Explained! with speaker Robert Pepper.
The Chapter also hosts morning breakfast meetings in Brentwood,
Castro Valley, Danville, Hayward, Livermore, and Oakland. For
details, contact Andy Rogers, EA at 510/522-2300 or email Andy@
TaxBuddha.com. Visit the Chapter website at www.ebaea.org.
Chapter Education and Events
CSEA News & Events Page 4
FAR NORTHERN Board meetings are held on the first
Wednesday of the month from 9:30 a.m. - 11:30 a.m. except
February through April at Rose Hablitzel’s office, located at
208 Elm St. in Red Bluff. Redding Round Table Meetings are
held from 8:00 a.m. - 9:00 a.m. on the first Wednesday of
the month at LuLu's Restaurant, 2230 Pine Street in Redding.
For more information contact Mary Ann Beguin, EA at
530/242-6278. Chico Round Table Meetings are held from
7:30 a.m. - 8:30 a.m. on the first Wednesday of the month
at Cozy Diner Restaurant on the corner of Mangrove and
East 7th Ave. For more information contact Dan Vincent, EA at
530/894-4041. September 7: CSEA Presidential Visit, Jean
Nelson EA, Riverside Bar & Grill, 500 Riverside Way, Red
Bluff – 2 hours Ethics. For information call 530/528-0370. September
20: Gear Up 1041 Estates and Trusts, Holiday Inn,
1900 Hilltop Dr., Redding, CA. For information call 530/221-
7500. Visit the Chapter website at www.fncc.org.
GOLDEN GATE meets at the Grosvenor Airport, 380 S. Airport
Blvd., South San Francisco, usually on the first Thursday of each
month except April, or when moved to the second Thursday of
the month to avoid scheduling conflicts. July 15: Redwood City
tEAm Meeting, 8:30 a.m. at 132 El Camino Real, San Carlos
(new time and location). Call Amanda (Southward) Boston, EA
for more information at 650/591-9661. July 22: San Francisco
tEAm Meeting, 8:00 a.m. at Boulevard Cafe, 2 Poncetta Drive,
Daly City. Call Rico Delodovici, EA for more information at
650/755-3727. Visit the Chapter website at www.ggcea.org.
INLAND EMPIRE meets the second Wednesday of every
month except January through April at 6:00 p.m. at the Hilton
Hotel in San Bernardino. Special Enrollment Exam (SEE)
Course starts in August. Part 1: August 2, 9, 16 & 23 –
Individual Taxation. Part 2: August 30, September 6, 13, 20,
27; and October 4, 11 & 18 – Partnerships, C Corporations, S
Corporations, Fiduciaries. Part 3: October 25, November 1 &
8 – Practice before the IRS, Power of Attorney, Ethics. Location:
La Sierra University Alumni Center, 11500 Pierce Street,
Riverside. September 21: Brass Tax “Stocking Your Tax
Tool Box” at the Ontario Convention Center – 8 hours CPE.
November 3 & 4: ClientWhys 1040 Review and Update, at
the Doubletree Hotel in Ontario – 16 hours CPE. For Chapter
information, contact Jackie Kincaid, EA at 951/204-4882. Visit
the Chapter website at www.ietaxpro.com.
LOS ANGELES meets the second Tuesday of every month
except for April & October at 6:00 p.m. at the Taix French Restaurant,
1911 Sunset Blvd., LA 90026. Contact Linda Gershfeld,
EA at 323/851-1707.
MISSION Board of Directors meeting is the third Tuesday of
each month at 10:00 a.m. July monthly meetings will take place
at the Wyndham San Jose, 1350 North 1st Street. July 19
Lunch Meeting: What is an RDP, 11:30 a.m. - 1:30 p.m. at the
Wyndham San Jose. August 20 Special Enrollment Examination
(SEE) Preparation Class: Part III - Representation,
Practice, and Procedures, 8:00 a.m. - 5:00 p.m. at Telesky &
Hernandez, 2095 Park Ave, San Jose. 2011 Mini Seminars,
August 13 - Oct. 1, held from 8:00 a.m. - 12:00 p.m. (except
Ethics, which is from 8:00 a.m. - 10:00 a.m.) Saturdays at the
Campbell Community Center, 1 W. Campbell Ave., Campbell.
For information contact the Mission office at 800/832-6732, or
visit the Chapter website at www.missioneas.org.

NORTH BAY has regular dinner meetings in Marin on the
third Thursday of each month and lunch in Santa Rosa on the
fourth Tuesday of each month except during tax season. July
21 Marin Dinner Meeting: Nonprofit Bookkeeping - the Essentials
for Form 990 with Eva Konigsberg, EA, MBA at Inn
Marin, 250 Entrada Drive, Novato, from 6:00 p.m. - 9:00 p.m. –
1 hour CPE. July 26 Santa Rosa Lunch Meeting: the ABCs
of RDPs with speaker Jean Nelsen, EA, CSEA President
at the Equus Restaurant at Fountain Grove Inn, 101 Fountain
Grove Parkway, Santa Rosa, from 11:45 a.m. - 1:45 p.m. – 1
hour CPE. For meeting and event details and reservations,
visit the Chapter website at www.NorthBayEA.org; click on
"Events" and "CALENDAR" in the text. For meeting inquiries in
Marin contact Susan Harper, EA at MarinRegistrar@NorthBayEA.org;
in Sonoma County, contact Mari Featherstone, EA at
SonomaRegistrar@NorthBayEA.org. The Sonoma Breakfast
meetings will be suspended June through August. For more
information on Sonoma breakfast meetings, contact Barbara
Bardella, EA at 707/829-4800 or email her at SonomaBreakfasts@NorthBayEA.org.
ORANGE COUNTY meets the third Tuesday of each month
except April at the Phoenix Club, Anaheim. July 19 Dinner
Meeting: S-Corp vs. LLC, A Basis Comparison with speaker
Vicki Mulak, EA, CFP® – 1 hour CPE. July 22 & 23: COD In
The Real World, presented by Lisa Ihm, EA at the Phoenix
Club. IRS Special Enrollment Exam (SEE) Course Part II:
Partnerships, C Corporations, S Corporations, Fiduciaries
with speakers Lisa Ihm, EA, Vicki Mulak, EA, CFP®, and
Norm Schmidt, EA, July 23 & 30; August 6, 13 & 20 from 8:30
a.m. - 3:30 p.m. at South Coast College, 2011 W. Chapman
Ave., Orange. Visit the Chapter website at www.eaoc.org.
PALOMAR meetings are held the third Wednesday of each
month at the Escondido Country Club, 1800 Country Club
Lane, Escondido. July 20 Dinner Meeting: Taxation of Virtual
Workers with speaker William E. Rogers, MBA, CFPTM,
CLU, EA. July 27 Breakfast Meeting: 7:30 a.m. at Denny’s
Restaurant, I-5 and Carlsbad Village Drive, Carlsbad. Visit the
Chapter website at www.cseapalomar.org.
SACRAMENTO VALLEY meets the third Thursday of each
month from 6:00 p.m. - 8:40 p.m. at the Hilton Hotel Arden
West, 2200 Harvard St., Sacramento, for two hours of CPE for
the price of one and a dinner buffet. July 21 Board Meeting at
5:00 p.m., Dinner Meeting at 6:00 p.m.: The Inside Scoop
About the IRS's Appeals Division, with speaker David Fogel,
EA, CPA. August 18 Dinner Meeting: Ethics with Jean
Nelsen, EA, CSEA President – 2 hours Ethics CPE. For more
information, contact Benita Myers, EA at 916/691-6715. Visit
the Chapter website at www.sacvalleyeas.com.
Chapter Education and Events
CSEA News & Events Page 5
SAN DIEGO meets on the second Tuesday of the month
except February through April at the Sheraton Hotel in Mission
Valley. July 21 Dinner Meeting (Jointly with CSTC): Ethics
Jeopardy with Lisa Ihm, EA – 2 hours Ethics CPE. August
9 Dinner Meeting: Alternative Investments/Credits, Fringe
Benefits, and Client Relationship Building, with speakers
Jason Barney and Ryan Ponsford. For information contact
Elaine Smith, EA at eztaxes@sbcglobal.net, or call 800/642-
1040. Special Enrollment Examination (SEE) Course: Part
I - July 11 & 12, 8:30 a.m. - 4:00 p.m.; Part I CRAM - July 20;
Part II - August 1 & 2, 8:30 a.m. - 4 p.m.; Part II CRAM - August
10. Visit the Chapter website at www.cseasandiego.org.
SAN FERNANDO VALLEY meets the second Monday of
every month, except February through April, at 6:30 p.m. at
the 94th Aero Squadron, 16320 Raymer St., Van Nuys. July
26: Limited Liability Company Workshop with presenter
Beanna Whitlock, EA at the Airtel Plaza Hotel, 7277 Valjean
Avenue, Van Nuys – 4 hours CPE. August 8 Dinner Meeting:
Ethics with Jean Nelsen, EA, CSEA President – 2 hours
Ethics CPE. Note: IRS OPR CPE is only valid for federal tax
related subjects for EAs. The dinner meetings will sometimes
be on CA taxation which only count for NAEA, CSEA, and
CTEC credit. Visit the Chapter website at www.sfvea.org.
SAN GABRIEL VALLEY meetings are held at the Embassy
Suites Hotel, 211 East Huntington Drive in Arcadia. The Chapter
meets the third Wednesday of every month April through
December and the third Sunday January through March. July
20 Dinner Meeting: Representation Before the IRS with
speaker Abe Carnow, CPA – 2 hours CPE. ClientWhys 1040
Review & Update: November 2 & 3, Embassy Suites Hotel,
211 E. Huntington Drive, Arcadia. For membership information
email membership@sgvea.org. Visit the Chapter website at
www.sgvea.org.
SOLANO-NAPA Breakfast Meetings are usually held at 7:30
a.m. on the second Tuesday of the month at Jack & Linda's
Country Cafe, Fairfield. Dinner Meetings are usually held on
the fourth Tuesday of the month. The Napa Satellite Group
meets on the third Thursday of each month at the Napa Elks
Club. July 26 Dinner Meeting: Practice Management with
speakers Janine Weber, EA, Ellen Wulf, EA, Jerry Pusateri,
EA, and Doug Ellis, EA at the Napa Elk's Lodge, 2840 Soscol
Ave, Napa – 2 hours CPE. August 19 Summer Seminar:
Surviving the Mortgage Interest Audit & Available Interest
Tracing Tools, with speaker Jerry Pusateri, EA, 9:00 a.m.
- 1:00 p.m. at the Fairfield Inn & Suites, 315 Pittman Road,
Fairfield. Contact Alma Guenther, EA at almaea@pacbell.net.
Visit the Chapter website at http://solanonapa-ea.org.
SOUTH BAY meets in Torrance on the third Tuesday of every
month except during tax season. July 19 Board meeting at
5:00 p.m., Dinner Meeting at 6:30 p.m. with speaker Francis
(Nick) A. Jones, Attorney, on Estates & Trusts, at the Holiday
Inn Torrance, 19800 Vermont Ave., Torrance – 2 hours CPE.
RSVP to 310/512-7783. ClientWhys 1040 Review & Update
Seminar: November 1 & 2, Holiday Inn, 19800 S. Vermont,
Torrance – 16 hours CPE. For Chapter information contact
Greg Cash, EA at 562/597-4300, or email gregcashtaxplus1@
verizon.net. Visit the Chapter website at www.sobaycsea.org.

What's New on Facebook?
See what you missed at the Annual Meeting!
CSEA's 35th Annual Meeting, held June 20-24 at the Hilton
Pasadena, was extremely well-attended. If you were present, visit
CSEA's Facebook page and check out photos of the fantastic
events: the Grand Banquet, installation of Officers, dinner and
dancing, as well as the amazing bowling tournament! If you didn't
attend this gala event, be sure to visit CSEA's Facebook page
and see what you missed! Don't have a Facebook account yet?
It's easy to set up! Just click here and then click on the green
Sign Up box!
Click here to Like Us on Facebook!
www.facebook.com
CSEA news, photos, contests, and tax tips
www.twitter.com/CASocietyEA
Tax links and breaking news
www.linkedin.com
Member networking
Tax News You Can Use!
CSEA helps you stay current with the latest tax news through our
Facebook page. Here's a sampling of some recent postings:
• California statewide sales and use tax rate decreased by 1%
to 7.25% on July 1, 2011: http://boe.ca.gov/news/pdf/l277.pdf
• The IRS announced an increase in the standard mileage rate
to 55.5 cents per mile for the final six months of 2011. For more
information, go to http://www.irs.gov/pub/irs-drop/a-11-40.pdf
• The cost of day camp may count as an expense towards the
child and dependent care credit. For details, watch the You-
Tube: http://www.youtube.com/watch?v=iehimv_UEY4
• FTB assists with Partial Release of Lien for short sales: http://
www.ftb.ca.gov/professionals/taxnews/2011/July/Article_1.
shtml
• New IRS.gov page offers some helpful tips for bankruptcy
trustees who receive IRS collection notices: http://www.irs.gov/
businesses/small/article/0,,id=240599,00.html
• IRS YouTube video – Tax Tips: Getting Married?: http://www.
youtube.com/watch?v=POEMoLMlcts
Get more tax news at the CSEA Facebook page!
Society and Member News
2011 IRS Nationwide Tax Forums
CSEA Events Calendar
• August 22, 23, 29 - Federal Representation
Workshop - Laguna Niguel, Los Angeles,
Oakland, and Sacramento, CA
• August 25, 26 - Tax Practice Management
Workshop (TPMW) - Sacramento, CA
• September 23 - State Tax Agencies Liaison
Meeting - Sacramento, CA
• September 23-25 - CSEA Board and Committee
Meetings - Sacramento, CA
CSEA News & Events Page 6
The 2011 IRS Nationwide Tax Forums are three-day events
presented by IRS experts and partner organizations that offer
up-to-date information on federal and state tax issues. Tax professionals
that take advantage of early registration will receive a
significant discount on the registration fee. Keep in mind that the
early registration period closes two weeks prior to each forum.
Sign up early for discounted enrollment costs. Pre-registration
ends two weeks prior to the start of each forum.
Location Forum Pre-Registration Deadline
Dallas July 26–28 July 12
San Jose August 9–11 July 26
Las Vegas August 16-18 August 2
National Harbor, MD August 30-Sept. 1 August 16
(Washington, DC area)
Forums offer an opportunity to receive up to 18 continuing education
credits through a variety of training seminars and workshops.
There are 40 separate seminars and workshops on valuable and
relevant tax topics. Forums also feature a two-day expo with representatives
from the IRS as well as other tax, financial, and business
communities offering their products, services, and expertise.
Attendees can also sign up to become an Authorized IRS e-file
Provider. Finally, attendees are invited to bring their most challenging
unresolved case to the Case Resolution Room to meet
with IRS personnel who may be able to help. Last year, a total
of 1235 cases had a 97 percent on-site resolution rate. For more
information or to register visit www.irstaxforum.com.
Your Opinion Counts - Weigh in on Use Tax!
Board of Equalization (BOE) Member and former legislator
George Runner is seeking feedback regarding a controversial
new use tax collection program administered by the State Board
of Equalization (BOE). The BOE has identified more than 500,000
businesses as “qualified purchasers” and has automatically registered
many of them with a “use tax” account. A qualified purchaser
is defined as a service enterprise with more than $100,000 in
gross receipts per calendar year that is not already registered with
the Board of Equalization.
Business owners and entrepreneurs who have received a qualified
purchaser letter from the BOE as well as other interested parties
are encouraged to visit Mr. Runner’s website and take a brief
survey to provide feedback on this program: www.boe.ca.gov/
Runner.
3200 Ramos Circle, Sacramento, CA 95827-2513
Phone: 800/777-2732 or 916/366-6646
Fax: 916/366-6674 • Email: info@csea.org
“To Assist Members as they
Protect and Serve Taxpayers.”