Mission Society of Enrolled Agents

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Welcome to the Mission Society of Enrolled Agents (MSEA)

The Mission Society of Enrolled Agents is a nonprofit professional association of over 300 members, offering education and networking opportunities to tax preparers in the South San Francisco Bay Area.

See our current newsletter, below.  Also, be sure to see WHAT's HOT!

 
2021 The Alameda, Suite 280
San Jose, CA 95126
800.832.6732
www.missioneas.org
MSEA MONTHLY NEWSLETTER 
August 2014
     CSEA
     NAEA
   CONTACT
Quick Links
Classifieds
Death and Taxes/Pencil and Paper
Family Day at SJ Giants
Anniversaries
Diwali Festival of Lights
August Luncheon Meeting
Annual Mini Workshops
President's Message
Monthly Committee Mtgs

MSEA CLASSIFIEDS:

 

 ONE DAY SEMINAR:

  

2014: DEATH & TAXES/PENCIL & PAPER 

 

August 28, 2014

 MSEA Family Day 

SAN JOSE GIANTS! 

 

 1PM, August 24, 2014

 

 

 Happy Anniversary! 
 
Rueben Martinez 15 years, Aug. 27th
 
Jill Mendenhall 10 years, Aug. 11th
 

 VOLUNTEERS NEEDED:

  

12th Annual Diwali Festival of Lights 

September 27th, 2014   

Contact: Phil Levine for info  

 2014/2015 Officers & Board of Directors:

  • Nancy Pyzel, EA - President 
  • Varish Modi, EA - President Elect
  • James R. (Jim) Jenks, EA - Vice-President
  • Torie Charvez, EA - Treasurer
  • Larry Behage, EA - Secretary
  • Cynthia Leachmoore, EA - Immediate Past President, CSEA Director
  • Karen Fihn, EA - Director
  • Chris Grindy,  EA - Director
  • Phillip Levine, EA - Director
  • Miles Mikasa, EA - Director
  • Susan Amaral, EA - Director
  • Jonathan Shaffer, EA - Director
  • Elizabeth DiTullio, EA - Director
  • Myra Thompson, EA - Director



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Several MSEA Committees need additional members. Please scroll down to the Committees Meetings section to view schedules and topics to choose how  you can better serve your Mission


 

 


 
 

 

  

 

 

TIGTA ...link provided, as promised, from July's luncheon
  
 

When:     August 19th, 11:30 PM-2:10 PM

  

Where:   Holiday Inn, San Jose Airport 

                1350 North 1st Street

                San Jose, CA 95112

 

Agenda: Registration and Networking, 11:30-12:00

              

                Announcements, Lunch & Speaker, Noon- 2:10

  

SpeakerAlan Pinck, EA

 

 

 

Contact: MSEA Office at 1-800-832-6732 or email: office@missioneas.org

 

 

2014 MSEA Annual Mini Workshop Events

Register now for great hands on Education

 

  1. Aug 16th:  Entities (LLC, S-Corp., etc.) 
  2. Aug 23rd: Depreciation-Allowed or Allowable
  3. Sept 6th:  Foreign Earned Income and the Foreign Tax Credit 
  4. Sept 13th: How to Handle IRS Collection Cases
  5. Sept 20th:  Updates to 2014 California Income Taxes
  6. October 4th: 706 Estate Tax/709 Gift Tax Returns
  7. October 11th: The Affordable Care Act & Ethics *

*ACA 8:30am-10:15am, Ethics 10:30am-12:15pm 


 

President's Message 

 

Dear Members and Friends,

 

I hope that you have been able to enjoy time with family and friends and to remember that you are more than an amazing tax machine. Please join me in celebrating summer, a slower pace, sunshine and the American pastime at the San Jose Giants' game August 24th at 1:00 PM.  If you have not yet received the Evite and would like to attend, please call my office: 408-244- 2448.

 

July was a busy month for MSEA, with the successful and enjoyable CSEA Annual Meeting at Hayes Mansion. Games and events were stellar, raising the bar for future annual meetings. A big thank you to Torie Charvez for her imaginative planning and diligent execution of this awesome week. Thank you to Chris Grindy for planning the MSEA hosted BBQ at Edenvale Garden Park. It was well attended and very much enjoyed.

 

So many people helped with the annual meeting that I am almost afraid to name anyone, lest I accidentally leave a name out. I will attempt to list all I can remember. If I have forgotten your name, please know that your efforts are very much appreciated. Mission is deeply indebted to all of its volunteers and would not be able to pull off such a large event without you, especially: Cynthia Leachmoore, Mermaid Margy Dunn,  Myra Thompson, Fred Jager, James Jenks, Miles Hula Skirt Mikasa, Larry Luau Behage, Alan Pinck, Ilse Beck, Phil Levine, Jonathan Shaffer, Susan Amaral, Randy Warshawsky, Chris Grindy and family.

 

August starts autumn education season. Let your brain vacation for a few more weeks, then get ready to rev it up again for next tax season. Please check out these exciting offerings - mini seminars, all day hands-on workshop (Death and Taxes/Pencil and Paper) and don't forget the August 19th lunch meeting.

 

We need volunteers to help with the membership and other committees. Please call or email if you can help (nancy@alifewellspent.net). Even a small commitment for an hour or two is very much appreciated.

 

Respectfully,

 

Nancy A. Pyzel, EA

Committee Meetings
See Event Calendar

  

 
Membership Committee Meeting:
 
The mantel of MSEA's Membership Committee is to increase Chapter membership through the retention of existing Members and the recruitment of new Members and Associates, and to develop and implement new and creative programs to recruit new Members. It is also our goal to ensure all new members are made to feel welcome and a valued member of the Society. 
 
When: Tuesday, August 12th, 11:45 am to 1:00pm
 
Location: GoToMeeting.com*

  

Attendees: All members are welcome!

  

For more info: James R. (Jim) Jenks, EA at 1-408-275-8299
                        

* RSVP:   Required at least 24 hours before meeting, in order to participate.

         ________________________________________________  

  

Education Committee Meeting: 

   

MSEA's Education Committee develops resources for providing the highest level of tax education for Members and others interested in meeting their CPE requirements and enhancing their knowledge of current tax law.  

  

When: Tuesday, August 12th 1:30- 3:30 pm  

  

Location:  Telesky & Hernandez
                   2095 Park Ave
                   San Jose, CA 95126
nt Calendar 

 

      ___________________________________________________

 

Public Info And Awareness Committee Meeting (PIA):

  

MSEA's PIA Committee develops resources for providing public awareness for Enrolled Agents. 

  

When:    Friday, August 15, 2014 from 11:30 am to 1:00 pm

 

Where:  Teleconference:  GoToMeeting

           &nb sp;              &nb sp;              &nb sp;    View on Google Calendar  


Contact:  Philip Levine, EA, PIA Chair at
 (408) 402- 3725
 or email  p_levine@smallbizpros.com
 

____________________________________________________ 

Board of Directors Meeting:
 
When: Tuesday, August 19th, 10:00- 11:30am 
(Immediately preceding the MSEA Luncheon)  
 
Where:  

           Holiday Inn, San Jose Airport
           1350 North 1st Street
           San Jose, CA 95112

 
Attendees: All members are welcome!

_______________________________________________ 
 

 

Tech Committee Meeting:  

A Monthly Tech Meeting to learn, explore, and effectively use Technology & Online Meeting solutions.  

    

When:  Thursday, August 21st, 12:30-1:30 pm 

  

Where:  GoToMeeting-Tech Committee

 

Contact: MSEA Office at: 1-800-832-6732 or 

office@missioneas.org

 

TECH Committee Chairperson: 

Chris Grindy, EA, Chris@GrindyTax.com, (408) 371-2262

     Monthly Special Interest Groups (SIG)

Join us!

 

 

1st Tuesday of the month from 11:30 AM to 1:00 PM
 
    Holder's Country Inn
   998 S. De Anza Blvd. San Jose, CA 95129
    Contact: Ron Hogsett EA 
    408-462- 9589
    Email: ron@rjtaxservices.com

    RSVP: Requested

 _____________________________

 

 

1st Wednesday of the month  11:45 AM to 1:00 PM
(Except Tax Season Months of: February, March & April) 
 
    Sonoma Chicken Coup
    200 E Campbell Ave, Campbell, CA 95008 
    Contact: Martin Lowe 
    408-879- 9469 

    RSVP: Requested 

 

______________________________ 

 

2nd Thursday of the month 11:30 AM to 1:00 PM
 

    Cup & Saucer

    1375 Blossom Hill Road

    San Jose, CA 95118

    Contact: Bill Herrington  

    (408) 227- 6486

    Email: wadketax@sbcglobal.net

    RSVP: Requested

 

______________________________

 

3rd Thursday of the month from 11:30 AM to 1:00 PM

 

    Olive Garden

    2515 El Camino Real, Palo Alto, CA 94306

    Contact: Jill Mendenhall EA  

    650-641-0881

    Email: mendenhalltaxes@gmail.com 

    RSVP: Requested   

 

 

   
 
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CSEA-Mission_Logo   Mission Society of Enrolled agents is a chapter

   of the California Association of Enrolled Agents.

   www.csea.org
 
   The California Society of Enrolled agents is a
   Chapter of the Natio nal Society of Enrolled
   Agents.
   www.naea.org