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Practitioner Liaison Meeting:
The next PLM meeting will be on November 18th at 10:30.
You must RSVP for this event by Nov. 14, 2009.
Any Question that you have prior to the meeting you can direct to the office and we will supply it to the IRS so they can have an answer for you. For more information click hereTo register e-mail office@missioneas.org or call 1-800-832-MSEA (6732) |
December Mission Society Holiday Lunch Meeting & Annual Fundraiser Auction:
Come join in the fun and amusement with your fellow comrades during this very festive time of year.
"Laugh, drink and be merry" as old saint Nick has been known to say and at the same time help increase MSEA's Membership Fund.
Wednesday, December 16, 2009,
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Education Events in Monterey
As we approach the end of the year, we want to remind you of the final three tax education opportunities in the Monterey Bay area for 2009. The topics include Ethics, Schedule E and Retirement Plans.
If you have not attended one of the sessions in the Monterey Bay
area, please give it a try. Most attendees find the smaller class size
more beneficial than attending the larger all day
events. The smaller class size and half-day approach allows for more
group interaction.
We look forward to seeing you soon.
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 Ethics
Taught by Elizabeth Williams, EA
This two hour course will satisfy the Circular 230
requirements.
By the way - this Ethics requirement will begin
for CTEC preparers SOON!
THURSDAY November 19, 2009 9:30 - 11:30
2 hours CPE $45
A SPECIAL BONUS OF 2 HOURS OF SCHEDULE E WILL FOLLOW THE ETHICS SESSION! SEE BELOW FOR DETAILS.
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| Schedule E - Bonus Addition to Ethics!
Intermediate Level
Taught by Torie Charvez, EA
This
is your chance to spend 2 hours on Schedule E, pages one and
two. Torie will help you master the complexities of rentals and K-1s,
as well as help you understand the meanings of real estate professional
under the new regulations.
THURSDAY November 19, 2009 11:30 - 1:30 2 hours CPE $25
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| Retirement Plans
Intermediate Level
Taught by Margaret Dunn, EA
This course will covers the myriad of retirement plans from the tax practitioner's perspective.
Margy
will help identify the qualifications for various retirement plans, and
will discuss the pros and cons each plan may have for your client.
Also included will be demonstrations of software tools that can be very useful in the tax planning and preparation process.
FRIDAY December 4, 2009 9:30 - 1:30 4 hours CPE $45
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Mission Society of Enrolled Agents
1080 Minnesota Ave., #1
San Jose, CA 95125
Phone (800) 832-6732
Fax (866) 671-2142
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Board of Directors
| Alan Pinck, EA |
President |
Jessie Singh, EA
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President Elect |
| Torie Charvez, EA |
Vice President |
| Russell Barnett, EA |
Secretary |
| Sam Trinh, EA |
Treasurer |
| Randy Warshawsky, EA |
Immediate Past President |
| James Houston, EA |
CSEA Director |
| Robert Davi, EA |
Director |
| Cynthia Leachmoore, EA |
Director |
| Marie Sairy, EA |
Director |
| Vanessa Anderson, EA |
Director |
| Jill Mendenhall, EA |
Director |
| Edward Sutton, EA |
Director |
| Myra Thompson, EA |
Director |
| Connie Wei, EA |
Director |
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Mission Society of Enrolled agents is a chapter of the California Association of Enrolled Agents 
