San Jose Lunch Meeting
Speaker: Raymond Sheffield, Attorney
Topic: Estate and Trust Update
Where: Maggiano's Little Italy
Santana Row
3055 Olin Ave.
San Jose, CA 95128
When: November 17th
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, the Saturday before the event 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 sign up for lunch. | |
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PRESIDENT'S MESSAGE
Now that the October 15 deadline has come and gone we can all relax for a day or two. I hope that everyone had a successful tax season and are looking forward to the next one. In the next month or two of down time look to see what you can do to help your practices grow in the coming year. One recommendation may be networking with your fellow members to see what they are working on as well as what you may be able to offer each other. A great place to do this is at MSEA's monthly luncheon the 3rd Tuesday of the month at Maggiano's restaurant this months speaker is going to be Raymond Sheffield, Attorney "Estate Tax Update". If you have not had a chance to sit in on one of his "boot camps" then this is a little taste if you have then an update is always needed. If you are not available then please check the MSEA website for the days and times of one of our "SIG" meetings.
I know that everyone reads the CSEA magazine cover to cover but incase you missed it our very own Margy Dunn was published in the latest issue a great article on a promotion that she does each year. Be sure to take the time to read it and let her know, I am sure that she would appreciate it.
Remember that December will be our annual auction instead of a speaker so come with your wallets and if you have anything to donate please feel free to contact me and I will be sure to get it to the appropriate chair person.
alan@apinckandassociates.com .
Alan L Pinck EA
President MSEA 2009-2010
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Mini Workshops:
We have three mini workshops left in the series including 2 hours of Ethics.
Sign up for Monterey Classes
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MSEA members tour IRS Fresno Service Center.
On July 31, 2009 Richard Smith, James Houston, Myra Thompson, and Randy Warshawsky had the opportunity to tour the IRS service center.
We spent July 30th meeting with managers and key members from the service center at an off site location and then on Friday we went to the service center.
We were searched by metal detectors and someone escorted us during our whole stay in the building.
Attached you will find a nice power point presentation that Myra prepared about the day. If you have any questions feel free to ask any of us about our experience.
This was the first time that any non government employees were in the building since 911!
Click here for Power Point Presentation
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MSEA Presents:
Client Whys "1040 Review & Update Seminar"
November 16 & November 17
Click here for more information
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| Member Bio:
AUDREY J. ORLANDO joined Mission Society of Enrolled Agents in 1983 after successfully passing the EA exam.
Prior to becoming an enrolled agent, she had worked for attorneys as a Certified Legal Assistant and Professional Legal Secretary for over 10 years. She had taught a Training Class for Legal Secretaries through the Santa Clara County Legal Secretaries Association, creating a manual for civil procedure.
After joining Mission, she was an instructor for the VITA program and Special Enrollment Examination. She also was a member of the Education Committee and taught workshops for estates, trusts, 706, and U.S. Tax Court. She was one of the 10 percent who passed the U.S. Tax Court Practitioner examination and spoke to the National Convention in Williamsburg, Virginia, on the procedures for U.S. Tax Court.
She incorporated her business of National Tax Academy and worked with several young accountants preparing over 400 tax returns per year. She also lectured for business organizations from San Diego to Antioch and various enrolled agent chapters. She has represented several hundred taxpayers in audit and has successfully tried seven cases in Tax Court. She specializes in estates, trusts, and taxpayer problems including non-filers. With her legal background, she is familiar with real estate, business, bankruptcy, marital dissolution and civil procedure.
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MSEA Membership Anniversaries
John Wright EA
James Forrester EA
Viola Nisonger EA
Dale Hartzell EA
Adolfo Salazar EA
Wayne Mitsunaga EA
Marian Wulftange EA
Henrietta Sih EA
Michael Cunningham EA
Irene Lawrence EA
Joel Knight EA
Richard Smith EA
Roland Boutin EA
Karol Field EA
J. Graham EA
Dorothy McGinley EA
Sheila Daley EA
Sukhvir Pannu EA
James Jenks
Polly Knight EA
Peggy Raffel EA
Addy Zadkovsky
Harold ("Hal") C. Bain EA
Earl Collison EA
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Practitioner Liaison Meeting:
The next PLM meeting will be on November 18th at 10:30.
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.
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DECEMBER MISSION SOCIETY HOLIDAY LUNCH MEETING & ANNUAL FUNDRAISER AUCTION
Come join in the fun and amusement with your fellows 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
To increase MSEA's Membership Fund.
WEDNESDAY, DECEMBER 16, 2009,
TIME 11:30- 2:00PM
Click here for more info:
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Classifieds:
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510-741-0548
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Enrolled Agent Wanted:
Need EA immediately to assist with Collection Representation and preparation of individual tax returns.
Permanent, full time position with compensation based on experience.
This a a great opportunity to learn the client representation business.
Contact Jerry Slade or Lind Brady 1-408-236-2444.
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Professional Office Space for Rent:
Location: Near Stevens Creek Blvd. and Wolfe Road.
Cupertino, CA
Facilities: Private Office with shared waiting room and reception, near Stevens Creek and Wolfe Road, with Plenty of parking. Would prefer Accountant, Attorney, or Financial Planner.
Terms: Month-to-Month lease at $450 for 180sqft of furnished professional office space.
To Apply: Please Call 1-408-446-5551, or Email to rsmithtax@aol.com.
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Tax Preparer Referral:
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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 
