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                                                         Phone (800) 832-6732      
 Suite 280                                                                      Fax (866) 671-2142        
San Jose, CA  95126                                                      www.missioneas.org        
 
Mission Society of Enrolled Agents Newsletter
MSEA MONTHLY NEWSLETTER 
January 2014
 
 MSEA
     CSEA
     NAEA
   CONTACT
In This Issue
January Luncheon Meeting
  
 
When: Tuesday, January 21st, 11:30am-2:10pm
 
Where: Mariani's
  2500 El Camino Real
  Santa Clara, CA 95051
 
Agenda: 11:30- 12:00 Registration and Networking
   12:00-12:30 Lunch and Announcements
   12:30-2:10 Tori Charvez, Ethics- For You and Your Clients
 
 
2 Hours of CPE. Click here for more information or to register. 
 
Contact: MSEA Office at 1-800-832-6732 or email: office@missioneas.org
 
A Little Fun

 

 
AnchorHere President's Message
 
 
Dear Members,
I don't know about you, but I am not one to buy into the New Year's adage: out with the old, in with the new - unless, of course, we are talking about tax forms.  I actually don't mind the "in with the new" portion, particularly when it comes to shopping, elected representatives, and member participation in our organization.
CSEA has launched a campaign to build membership by the philosophy of "Just Ask One" - meaning that it is more personal and effective to ask members to each get to know and then invite one person to join our organization.  I ask that you consider doing that, and can sweeten the deal for your first-time non-member guest by offering them a free lunch if they sign up and attend.  Contact office@missioneas.org for details.
Dovetailing on CSEA's strategy, our Board is practicing a new policy of "Just Task One", where we ask you to do one task of any size this year to help out at our events, meetings, or the committees. One of our members, Myra Thompson, EA, spent the November and December lunch meetings inviting members to volunteer for the Education and Membership committees, both vital, and seriously understaffed. We now have built the Education Committee from five to 13 members, and have added three new participants to the Membership team. Way to go Myra, and thank you to all who volunteered!
I hope to see you at our Jan 17th Shred Fest, and on January 21st meeting - the last before our two-month tax season break.  Happy 2014 to each of you, and I hope that it will be a happy, healthy, and prosperous one for you and your loved ones.  
 
Cynthia Leachmoore, EA 
President 2013-2014 
 
Andy Bonfield is recovering from hip surgery in a care facility.  He had a hip fracture from a fall on October 18. He cannot receive email, but would appreciate notes and cards. His home address is:
 
Andy Bonfield
181 Hacienda-Carmel
Carmel CA 93923
 
Advertise and Increase Your Tax Season Revenue!
 
Your skills and experience are unique. Promote them! Sign up for your own MSEA web site Classified Referral AD.
 
     For examples, please view current advertisements:
 
 
January 9, 2014 Cast-In-Concrete Seminar: 
Latest Tax Updates with Vicki Mulak, EA, CFP® and Claudia Hill, EA, MBA
 
Location: Mariani's Inn & Restaurant 2500 El Camino Real Santa Clara CA 95051
 
For more information CLICK HERE. 
 
Legislative Affairs Committee
 
Don't forget, Jim Stern Legislative Day is January 10th!   
Be part of the solution rather than part of the problem. Get off your butts and come to Sacramento to do some good for your clients! If interested in going or possibly carpooling contact: Larry Behage, EA, CFP®
 
 
AB 367 Update:  Joint Filing of entity tax return and SOS Statement of Information
 
The CSEA Legislative Affairs Committee and the parties we are working with on this matter have decided it is almost an impossibility to get the FTB and SOS  to work together and have come up with an alternative solution. Rather than have nonprofits, corporations and LLCs file their Secretary of State Statement of Information on the anniversary of their original filing , give them the ability to file anytime between January and May. This would give them a 5 month window and give preparers an opportunity to remind them about the time we would be preparing their business tax return. This could possibly keep the Secretary of State neutral on the bill, rather than opposing it as they do currently.  It also may help to get the businesses and nonprofits to come on board in support (right now just the EA's support this bill).   The entities affected would file with the SOS using the electronic system in the 5 month window and they would still file annually or biannually as they are currently designated.  The Assembly Banking Committee has asked us to introduce a new bill, which would have a new bill number after January 1st, 2014.  
 
 
 
Committee Meetings
 
Membership Committee Meeting 
 
When: Tuesday, January 14th, 11:45am to 1:00pm
 
Location: GoToMeeting.com
  
Attendees: All members are welcome!
  
For more info: James R. (Jim) Jenks, EA at 1-408-275-8299 
                        
Or the Membership Committee at:  membership@missioneas.org
 
   
Education Committee Meeting
  
When: Thursday, January 16th, 1:00- 3:00 pm 
  
Where:   Telesky Financial Services
2095 Park Ave
 
San Jose, CA, 95126
  
Attendees: All members are welcome!
  
For more info: Contact Varish Modi: varish@modisbc.com 
 
 
 
PIA Committee Meeting
  
When: Friday, January 17th, 11:30am to 1:00pm   
  
  
Location:   Mama Mia's Restuarant
   200 E. Hamilton Ave. 
   Campbell, CA 95008
  
Attendees: All members are welcome!
  
For more info:  Contact Phil Levine, (408) 402-3725 or the MSEA Office at: 1-800-832-6732
 
Board of Directors Meeting 
 
When: Tuesday, January 21st, 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
    
When:  Thursday, January 23rd, 12:30-1:30pm 
  
Where: GoToMeeting.com
 
Contact: MSEA Office at: 1-800-832-6732 or 
 
TECH Committee Chairperson: 
Chris Grindy, EA, Chris@GrindyTax.com, (408) 371-2262
Monthly SIG Groups 
Join us!
 
1st Tuesday of the month from 11:30AM to 1:00 PM
    Holder's Country Inn
    998 S. De Anza Blvd. San Jose, CA 95129
    Contact: Ron Hogsett EA  1-408-462-9589
    Email: ron@rjtaxservices.com
    RSVP: Requested
 
1st Wednesday of the month from 11:45 AM to 1:00 PM
(Except Tax Season Months of: February, March & April) 
    Effie's
    331 W. Hacienda Ave, Campbell, CA 95008 
    Contact: Martin Lowe   1-408-879-9469 
    Email: martin@martinlowecpa.com
    RSVP: Requested 
 
1st Thursday of the month from 8:30 to 9:30 AM
Le Boulanger
1351 Lincoln Ave in Willow Glen
Contact: James R. (Jim) Jenks, EA (408) 275-8299
RSVP: Requested but not required
 
2nd Thursday of the month from 11:30AM to 1:00 PM
    Cup & Saucer
    1375 Blossom Hill Road
    San Jose, CA 95118
    Contact: Bill Herrington (408) 227-6486
    RSVP: Requested
 
3rd Thursday of the month from 11:30AM to 1:00 PM
    Olive Garden
    2515 El Camino Real, Palo Alto, CA 94306
    Contact: Jill Mendenhall EA 1-650-641-0881
    RSVP: Requested   
 
 
 
           Return to Top
  
 
 
New Members  
A hearty MSEA welcome to the following members who joined in December. 

Dorothy J. Dupre
 
Anniversaries 
We are very thankful for the following members, who are celebrating their 5th, 10th, 15th, 25th, or 35th anniversary of membership in MSEA. Thank you for you service and dedication. Original join dates are listed after the name. 
 
Shirley Steele
01/10/94
Spiro D. Lougaris
01/29/09
Frank J. Finelli
01/31/94
 
 
 
Calling all volunteers ---- Mission Society of Enrolled Agents!!!
 
CSEA's 2014 Annual meeting will be in our own back yard in July 2014!  It has been a long time....so let's show the rest of the chapters how to throw a real party!  Save the dates now, July 7 to July 13th  since the Annual meeting runs into the CSEA May 2014 Board Meeting
Not only do we want to attend in force as a chapter, we are going to need your help.  There are lots of things we as the host chapter are responsible for.  This is a list of some of the areas we need assistance in:
  • Onsite registration
  • Jim Reed Memorial Golf Tournament
  • Grand Banquet
    • Decorations
    • Entertainment
  • Publicity
  • Member Dinner
    • Decorations
    • Games
  • Social activities
  • Prize gathering for games, social activities, and gift/swag bags
  • Donation gathering for various auction events
 
We also are in need to members who know how to sew.
 
You are not expected to volunteer every day, even a few hours here and there will be greatly appreciated and needed.
 
We will be holding a web meeting on November XX.  If you are interested in joining in and want to be part of the most historic CSEA Annual meeting ever---please contact  by mail or phone so that we can send you the meeting information.
 
Torie Charvez EA , Chair :   tc@tax-goddess.com  or 408-246-6136
 
Margy Dunn EA, Chair :  m.dunn@monterytaxpro.com  or 831-392-0584
 
 
 
WANTED: YOUR HELP NEEDED!
 
Lifetime Achievement Award
This award is given to recognize an Enrolled Agent whose efforts over the years have contributed toward the enhancement and/or improvement of Enrolled Agents and/or Mission Society of Enrolled Agents. You must have been a member of MSEA for 10 or more years to receive the Lifetime Achievement Award.
 
Eligibility  Any Member of MSEA in good standing is eligible to receive the Lifetime Achievement Award. The award will be given to an Enrolled Agent who since becoming an Enrolled Agent has contributed significantly to the enhancement and/or improvement of the status of Enrolled Agents in general and/or the Mission Society of Enrolled Agents. The award is based solely on volunteer efforts.
 
It is time to think about who we are going to nominate for this award. The board of directors and officers need to have your nominations by the November board meeting so that they may vote and present the award during the December monthly meeting. Please send all your nominations to Alan Pinck EA via email alan@apincktax.com or fax (408)298-7192.
 
 
TAX PREPARER NEEDED
 
We are looking for an experienced tax preparation person to work evenings and weekends during tax season.  Flexible hours. Pay commensurate with experience.  Proficiency with Ultratax CS is preferred.  Minimum CTEC certification required.  Willingness and ability to multitask in a high stress environment is a plus. If you are qualified and interested, please send your resume to:  Info@goldenstatetaxservice.com .
 
 
Senior Tax Preparer (EA or CPA) and Tax Preparer (EA or CRTP) for Secure Taxes, Incorporated, located in Hayward, CA. Candidate must be capable of completing accurate, timely client tax returns using Lacerte Tax Software. Must be reliable, responsible and detail oriented. Must be computer literate and have experience with Lacerte Tax Software, WORD, and Excel, including formula knowledge. Five to ten years of verifiable experience as an EA, CPA or CRTP required. Salary is dependent upon experience. Interested parties please forward a detailed cover letter outlining experience and a resume with at least three professional references to personnel@yoursecuretaxes.com. For complete job descriptions go to www.yoursecuretaxes.com.
 
 
Vote for your choice of topics when we host
Steve Sims, EA
CA FTB Taxpayers' Rights Advocate
Tuesday, May 20, 2014
 
Dynamic and entertaining speaker, Steve Sims, is the Taxpayers' Rights Advocate for the Franchise Tax Board and is responsible for ensuring that taxpayers' rights are protected. He has been with Franchise Tax Board for over 28 years where he has worked as an auditor in Sacramento, San Jose and Oakland, a collection supervisor and project manager. Steve serves on the California Society of Enrolled Agents Education Foundation Board of Trustees.
 
You choose the topic:
 
1. Collections
2. Audits
3. California Tax Updates
 
To vote for your favorite, please email Randy Warshawsky: randy@4taxman.com
 
 
 
SAVE THE DATE
 
SHRED FEST 2014
*
FRIDAY, JANUARY 17, 2014
*
CAMPBELL COMMUNITY CENTER
*
NOTIFY ALL OF YOUR CLIENTS TO TAKE ADVANTAGE OF THE EVENT
Up to 5 boxes FREE 
 
 
What I have learned lately
 
I know that I have been dormant for the past few months, it is not that I have not learned anything new or relevant but I have been a little busy. I was attending Best In the West early in December and had the opportunity to hear a speaker that I have not seen in many years, Brian Gates. He was speaking on penalties and he brought up IRC 6751(b)(1) and I found it fascinating. What this states is:
(1)  In general no penalty under this tittle shall be assessed unless the initial determination of such assessment is personally approved (in writing) by the immediate supervisor of the individual making the determination or such higher-level official as the Secretary may designate.
(2)  Exceptions to the above shall not apply to
(A)  Any addition to tax under section 6651 (failure to file or failure to pay), 6654 (failure to pay Est.) or 6655 (failure to pay corp. est.)
(B)  Any other penalty automatically calculated through electronic means.
 
The last statement is a little ambiguous but I am reading it as any statutory penalty. What does this mean? Well first of all we should be requesting the written approval especially in regards to CP2000 penalties and if the approval letter comes with a date after the assessment then based on this the penalty should be abated. I will also start challenging penalties in audits, especially when I know the auditor is applying them based on manager's verbal instructions. This is going to be a little tricky and may backfire but it is worth a try. I will keep you informed as I go forward with this.
 
Alan Pinck, EA
 
Mission's  Bus  Ad  Campaign-   We Need Your Help!   
 
Starting in early January 2014, Mission  is  running  a six-week ad campaign that will run  large
Blue and Gold advertisements on the back of 10 VTA buses in Santa Clara County.  They will  look as follows:
 
 
The ads will be located on three  Bus 22s that run between Menlo Park and Eastridge,  three community buses in Silver Creek, Los Gatos and Saratoga, and on four busses that run from Santa Clara  to Gilroy.
 
All calls and inquiries will go directly  to CSEA, who in turn will refer callers to member Enrolled Agents that are located close
to the caller.

So how can you help?

> If you see a bus with the ad please send an e-mail to Phil Levine at p_levine@smallbizpros.com

> MORE importantly - if you receive a call from a potential client as a result of this campaign, please also  e-mail Phil with the contact and keep track of whether the inquiry becomes a new client or not.

Note that CSEA will also be tracking the number of incoming calls so we can measure the success rate of our advertising investment.

Cheers,
 
Philip Levine EA
 
Mission PIA Chair
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 National Society of Enrolled
   Agents.
   www.naea.org