San Jose Lunch Meeting
Speaker: David A Shaw, EA President of CSEA
Topic: Retirement Plans & Taxes or is that Death and Taxes?
Where: Maggiano's Little Italy
Santana Row
3055 Olin Ave.
San Jose, CA 95128
When: August 18, 2009
10:00-11:30 Board Meeting (guests
welcome)
11:30 - 12:00 Mingle & Network
12:00 - 12:30 Lunch Announcements
12:40 - 1:30 Speaker
CPE: 1 Hour Federal
Sign up by 5:00 pm, Saturday, August 15, 2009 to be eligible for the early bird price of $30. You can also register at the door for $35. (Once registered, unless registration is cancelled prior to cutoff, payment will be expected whether luncheon is attended or not.)
Click Here to Register for Lunch Meeting
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PRESIDENT'S MESSAGE For those who attended the retreat that was held on Friday July 24, 2009 thank you. For those who did not I would like to let you know that it was a very productive meeting.
The goal was to set forth plans and gather ideas on how MSEA can be more successful and offer more benefits to its members. One of the ideas that came out of the meeting was plans to make our website more beneficial to our members.
We are starting a referral classified section on the website and ask that all members participate. For a negligible fee you can list yourself under the specialties that you practice. This is a two fold item it allows you to let others know what you do and also gives you a place to find a fellow member to recommend to your client when an issue comes along in an area that you do not work.
As I have said we all have a certain area of specialty one that we truly like to work in so this is your opportunity to let all of us know what that area is.
I would like to take this time to remind you that we have other events coming up. Do not forget about the educational offerings including our annual "minis" and an all day event on mortgage interest deduction and debt forgiveness. For more information go to the MSEA website and look at the "See What's HOT" link as well as the "Educational Events" link. Remember the educational events are being offered at different times and dates in Monterey as well as Santa Clara.
One last note for those of you who prepared form 7004 extensions for pass through entities such as partnerships and trusts, beginning with 2008 tax year they are now a 5 month extension and not 6 month so those returns are also do September 15th.
I Look forward to seeing you all at the August luncheon August 18, 2009 when we will welcome the CSEA president David Shaw he will be speaking on "Retirement Plans & Taxes or is that Death & Taxes?"
Alan L Pinck EA
President MSEA 2009-2010
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| Tax Preparer Referral
You will find under the advertising section of the MSEA website a new feature called Tax Preparer Referral. You can list your name here which will give other MSEA members and the public your contact information and what type of services you offer.
The fee structure depends on the number of categories you choose to be listed in.
The fee is as follows:
1 for $25
2 for $40
3 for $45
4 for $48
5 for $50
6 for $60
7 for $70
8 for $75 |
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Mortgage Interest/Do it Right & Foreclosure/Debt Relief
San Jose Location: 8/20/09
Click here for SJ registration info.
Monterey Location: 9/19/09
Click here for Monterey registration info.
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Special Enrollment Exam
(SEE) Preparation Classes:
Part 2 = Business $325
Part 3 = Representation, Practice & Procedures $150
Monterey Location:
Bay Tax Service
203 Calle Del Oaks
Del Rey Oaks, CA 93940
Parts 2 & 3: Classes start October 3. Space is still available in these classes.
Click here to register for Parts 2 and 3
San Jose Location: Telesky & Hernandez
2095 Park Ave.
San Jose, CA 93946
Parts 2 & 3: Classes start August 1. Space is still available in these classes.
Click here to register for Part 2
Click here to register for Part 3
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Basic 60-hr Income Tax Class
- Advance your skills.
- Perfect for new tax preparers or a great refresher
- The next step is your EA.
- Starting in September
- To be held in San Jose & Monterey
- CPE available
- More details to follow. Stay tuned!
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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 |
| Margy Dunn, 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 
