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CSEA Chapter Education & Events Page 1
Chapter Education and EventsFor detailed information on Chapter continuing education credits, please visit the Chapter's website.
BIG VALLEY meets the second Thursday of every month ex-cept February through April at the Stockton Hilton, 2323 Grand Canal Blvd., Stockton. Board meeting begins at 4:30 p.m. (ex-cept December), networking at 5:30 p.m. and dinner at 6 p.m. • May 11 Dinner Meeting: topic and speaker to be an-
nounced. Optional dress code theme night: TBD.For Dinner Meeting reservations, please email [email protected]. Visit the Chapter website at www.bigvalleycsea.org.
CENTRAL CALIFORNIA meets the second Tuesday in Janu-ary and May through September at the Ramada Inn, Shaw Ave. & Hwy. 41 in Fresno. The October meeting is held the Tuesday following the 15th deadline.
• May 9 Dinner Meeting: topic and speaker to be an-nounced.
RSVP to [email protected] or 559-221-1178 to register and confirm meeting details.
CSEA News & EventsVol.9,Issue9•March2017
CENTRAL COAST meets the third Wednesday of every month except January through April at Ventana Grill, 2575 Price Street, Pismo Beach.
• May17DinnerMeeting:topicandspeakertobean-nounced.
• South Chapter Lunch Meetings are usually held on the firstWednesdayofeachmonthatnoon,MaythroughJanuary (we don’t meet in February, March or April) at Me and Z’s Restaurant, 1351 East Grand Avenue in Arroyo Grande. Please contact John Ozanich, EA with any ques-tions at [email protected].
• North Chapter Lunch Meetings: Please contact Heather Grandgeorge, EA at [email protected] for more information.
For membership information, email [email protected]. Visit the Chapter website at www.centralcoastea.org.
CHANNEL ISLANDS meets at 6 p.m. the first Thursday of every month except March and April at the Marriott Courtyard Hotel, 600 E. Esplanade Drive, Oxnard.• May4DinnerMeeting:SaleofRentalProperty,with
speaker Chris Rubino, EA.• June1DinnerMeeting:EmployeeBusinessExpenses,
withspeakerCarolThompson,EA.• June19Seminar:LLC&Sub-SIssues,withspeaker
BeannaWhitlock,EA,CSA,8:30a.m.-5:30p.m.attheAirtellPlazaHotel,7277ValjeanAve.,VanNuys– 8 hours Federal CE.
• July 6 Dinner Meeting: topic and speaker to be an-nounced.
• August3DinnerMeeting:LisaIhm,EAwillspeakonatopic to be announced.
To register for Dinner Meetings, R.S.V.P. via 123 SignUp at www.cicsea.org, or contact Linda Wall at 805-340-8822, or email [email protected]. For Chapter information, contact Bart Ketterling, EA at 805-653-7362.
EAST BAY dinner meetings are usually held on the third Wednesday of every month except April (when the Chapter is dark) at the Dublin-Pleasanton Holiday Inn, 6680 Regional St., Dublin. The Chapter also hosts morning breakfast meetings in Brentwood, Castro Valley, Danville, Hayward, Livermore, and Oakland. For details, contact Patty Pringle, EA at 925-320-7802 or email [email protected]. • March15DinnerMeeting:FederalPanelwithKaren
Brosi, EA and Joe Calderaro, EA.• TherewillbenomeetinginApril.Visit the Chapter website at www.ebaea.org for more details or to register for an event.
CSEA Events Calendarwww.csea.org/education-events/calendar-of-events
May2,2017-CSEAChapterConnectionMeeting, 10a.m.viaWebExwebinar
May16-18,2017-LasVegasSuperSeminar,RioAll-Suite Hotel & Casino, Las Vegas, NV
June25-27,2017-CSEA41stAnnualMeeting,GrandSierra Resort & Casino, Reno, NV
June28-30,2017-CSEA41stAnnualMeeting,GrandSierra Resort & Casino, Reno, NV
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Chapter Education and Events
FAR NORTHERN CALIFORNIA Board meetings are usually held via conference call on the first Wednesday of the month from 9:30 a.m. - 11:30 a.m. except February through April. The exception is the May meeting, which is held from 9:30 a.m. - 11:30 a.m. at the Holiday Inn Express & Suites, 2810 Main St. in Red Bluff. • Redding Roundtable Meetings usually take place on
thefirstWednesdayofthemonthfrom12p.m.-1p.m.atLuLu'sRestaurant,2230PineStreet. For more infor-mation contact Gayle Batti, EA at 530-547-3729. -April5ReddingRoundtable:speakerandtopicTBA.
• ChicoRoundtableMeetingsareheldfrom8a.m.-9a.m.onthefirstThursdayofthemonthatCozyDinerRes-taurant on the corner of Mangrove and East 7th Ave. For more information contact Dan Vincent, EA at 530-894-4041. - April 6 Chico Roundtable: topic and speaker TBA.
Visit the Chapter website at www.fncc.org.
GOLDEN GATE meets at the Crowne Plaza Foster City, 1221 Chess Drive, Foster City, usually on the third Thursday of each month except when moved to avoid scheduling conflicts. For more information, please contact Jeff Johnston, EA at [email protected]. • March10PeninsulatEAmMeeting: 8 a.m. at the offices
of Southward & Associates, 132 El Camino Real, San Car-los. For more information, please contact Amanda Boston, EA at 650-591-9661.
• April7SanFranciscotEAmMeeting: 8 a.m. at Boule-vard Cafe, 2 Poncetta Drive, Daly City. For more informa-tion, please email Gordon Dito, EA at [email protected].
Pleasenote:tEAmmeetingsareforGoldenGateSociety(GGSEA)Membersonly,CaliforniaSocietyofEnrolledAgents(CSEA)MembersandpotentialMembersonly.• March16MembershipMeeting:Mid-SeasonFederal
TaxUpdate.Visit the Golden Gate Society website at www.ggsea.org.
INLAND EMPIRE meets the second Wednesday of every month except January through April at 6 p.m. at The Double Tree Hilton, 285 E. Hospitality Lane, San Bernardino.
• March21:DonStacy,EAwillbespeakingataSmallBusinessFairsponsoredbytheStateBoardofEqual-izationonbehalfoftheInternalRevenueServiceinVictorville, CA. All EAs should encourage their small business owners to register and be part of this program!
• May10DinnerMeeting:topicandspeakertobean-nounced.
Visit the Chapter website at www.ietaxpro.org.
LOS ANGELES meets the second Tuesday of every month except for April & October at 6 p.m. at the Taix French Restau-rant, 1911 Sunset Blvd., Los Angeles, 90026. • March14DinnerMeeting:Roundtablemeeting,with
taxpractitioners'opendiscussion – no CE is offered for this event.
• May 9 Dinner Meeting: topic and speaker to be an-nounced.
• June13DinnerMeeting:topicandspeakertobean-nounced.
For additional information and last minute meeting announce-ments, visit the Chapter website at www.lacsea.org.
MISSION Board of Directors meeting usually takes place at the Holiday Inn, 1350 N. 4th St., San Jose, CA 95112, with the following schedule: 4:00 p.m. - 5:30 p.m. – Board Meeting – Everyone is Invited5:30 a.m. - 6:00 p.m. – Registration6:00 p.m. - 8:00 p.m. – Member Meeting
• TherearenomeetingsinMarch.• April25MemberMeeting:topicandspeakertobean-
nounced.
Attendees should always confirm the date with the actual event listing, as we occasionally must re-schedule on a different date due to conflicts or facilities availability. For education and event information, contact the MSEA office at 800-832-6732 or [email protected]. Visit the Chapter website at www.missioneas.org.
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Chapter Education and Events
NORTH BAY has regular Dinner Meetings on the third Thurs-day of each month at 6 p.m. at the Inn Marin, 250 Entrada Drive, Novato, and Lunch Meetings on the fourth Tuesday of each month at 11:45 a.m. at the Fountaingrove Inn, 101 Foun-taingrove Parkway, Santa Rosa, except during tax season. • March16DinnerMeeting:2017ExpertTaxPanel,6
p.m.,withpanelistsJoeCalderaro,EA,JaymeGal-lenson, EA and Michelle Tanner, EA – 8:30 p.m. at the Inn Marin, 250 Entrada Drive, Novato. Send tax questions in advance to Rob Janes, EA at [email protected] so that panelists may review and prepare for the questions. Questions sent by 4 p.m. on March 14 will be answered. If time permits, written questions will be taken from those in attendance.
• March22MarinTaxBreakfastMeeting:Bringaques-tionregardingsoftware,officemanagement,tax,audit,orcollectionissues.Guestsarewelcome;noregis-trationisrequired;plantoorderandbuyyourownbreakfast–7:30 a.m. - 8:30 a.m. at Hilda's Coffee Shop, 639 San Anselmo Ave., San Anselmo.
• March23SantaRosaTaxBreakfastMeeting:Bringaquestionabouttaxes,softwareormanagingyourof-ficeorworkload.Guestsarewelcome;noregistrationisrequired;plantoorderandbuyyourownbreak-fast–7 a.m. - 8 a.m. at Sam’s for Play Restaurant, 2630 Cleveland Ave., Santa Rosa.
For meeting and event details and reservations, visit the Chap-ter website at www.NorthBayEA.org; click on "Calendar" under "Events" in the top menu bar. For meeting inquiries in Marin contact Susan Harper, EA at [email protected]; in Sonoma County, contact Gary Parodi, EA at [email protected]. For information on Sonoma breakfast meetings, contact Joann DeVries, EA at 707-539-6070 or [email protected]. For information on Marin breakfast meetings during tax season, contact [email protected].
ORANGECOUNTY meets the third Tuesday of each month except April at 5:30 p.m. at the Phoenix Club, 1340 S. Sander-son Ave., Anaheim. • March21DinnerMeeting:TaxSeasonPanelDiscus-
sion.For Dinner Meeting details contact Christine Davidson, EA at [email protected]. Visit the Chapter website at www.eaoc.org.
PALOMAR Dinner Meetings are held the third Wednesday of each month from 5:30 p.m. - 8:45 p.m. at the Cocina Del Charro Restaurant, 890 West Valley Parkway (east side of I-15 frwy.), Escondido. The Board Meeting takes place at 4:30 p.m. followed by the General Meeting at 6 p.m. Palomar Chapter also hosts Breakfast Meetings at a time and location to be announced. PleasenotethatBreakfastandDinnerMeetinglocationsaretentativeandsubjecttochange–checkthePalomarChapterwebsiteforupdates.• March Meeting: The Chapter is dark.• April26DinnerMeeting:IT’SOVERParty!!Bringyour
“warstories” – 1 hour CE.For meeting information call 760-744-4553 or email Paula Tra-ber, CPA at [email protected]. Visit the Chapter website at www.cseapalomar.org.
SACRAMENTO VALLEY meets the third Thursday of each month except December, February, March and April, from 6 p.m. - 8:50 p.m. at the Dante Club, 2330 Fair Oaks Boulevard, Sacramento, for two hours of CE for the price of one and a dinner buffet.
• May18DinnerMeeting:topicandspeakertobean-nounced.
Visit the Chapter website at www.sacvalleyeas.com.
The CSEA Online StoreProudly proclaim your Enrolled Agent status and your
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Click here to check out great CSEA & Enrolled Agent merchandise.
Chapter Education and Events
CSEA Chapter Education & Events Page 4
SAN DIEGO meets on the second Tuesday of the month ex-cept February through April at 5:30 p.m. at the Sheraton Hotel in Mission Valley.• May 9 Dinner Meeting: topic and speaker to be an-
nounced.
For Dinner Meeting information and reservation requests, send email to [email protected] or call 619-345-4535. Visit the Chapter website at www.cseasandiego.org.
SAN FERNANDO VALLEY dinner meetings are held the second Monday of each month. We are dark February through April, resuming again in May, at 6:00 p.m. at the Airtel Plaza Hotel, 7277 Valjean Ave., Van Nuys.• May8DinnerMeeting:topicandspeakertobean-
nounced.• June19SummerSeminar:LLC&Sub-SIssues,with
speakerBeannaWhitlock,EA.Beanna is a nation-ally recognized expert in LLCs and Sub-S Corporations. The Chapter has been fortunate enough to obtain her as speaker for our summer seminar. Both prior times she spoke for us, we sold out. Best make your reservations early and take advantage of early registration discount. For more details on the seminar content and to register, visit the Chapter website at www.sfvea.org/SFV-Meetings--Events/LLC--Sub-S-Issues-Seminar.
SAN GABRIEL VALLEY Dinner Meetings are held at the Courtyard by Marriott, 700 W. Huntington Drive, Monrovia – pleasenotenewlocation! The Chapter meets the third Wednesday May through January and the third Sunday in March. The Board Meeting takes place from 4:30 p.m. - 5:30 p.m., the meet and greet is from 5:30 - 6 p.m., and dinner starts at 6 p.m.
• March19Roundtable:Breakfastanddiscussion.Breakfast begins at 9:30 a.m., discussion begins at 10 a.m. Bring your questions about this tax season, and hear what others are doing.
• April22BowlingParty:4:30 p.m.• May17DinnerMeeting:IRSHotTopics,followedby
Board elections – 2 hours CE.• June21DinnerMeeting:Ethics,followedbyOfficer
Installation.For membership information, email [email protected]. Visit the Chapter website at www.sgvea.org.
SOLANO-NAPA Breakfast Meetings take place at 7:30 a.m. each Tuesday during tax season at Mimi’s Cafe, 1650 Gateway Blvd., Fairfield. Breakfast meetings are a great place to deal with our concerns on a timely basis.
Board and dinner meetings are usually held on the fourth Tues-day of the month at the Courtyard by Marriott Fairfield, 1350 Holiday Lane, Fairfield. Board meetings begin at 4 p.m. and dinner at 6 p.m. The Napa Satellite Group meets on the third Thursday of each month from 12:30 p.m. - 2 p.m. at the Napa Elks Lodge, 2840 Soscol Ave., Napa. • April25TGIOParty:6 p.m., location to be determined.• May23DinnerMeeting:topicandspeakertobean-
nounced.• June20DinnerMeeting:topicandspeakertobean-
nounced.Visit the Chapter website at http://solanonapa-ea.org.
SOUTHBAY meets on the third Tuesday of every month at the Holiday Inn Torrance, 19800 Vermont Ave., beginning with the board meeting at 5 p.m. and dinner at 6:30 p.m. The Chapter is dark December through March. For more information about Dinner Meetings and Seminars, call 310-512-7783 or visit the Chapter website. • April25DinnerMeeting:Roundtablemeetingtodis-
cusstaxseasonissues.• May23DinnerMeeting:Bankruptcy,withspeaker
DavidR.Hagen,Esq.• TheSouthBayChapterwillofferaSpecialEnrollment
Examination(SEE)coursewithinstructorsNancyThompson,EAandDianaDavis,EA.-Location&Time:Andrade & Assoc. Inc., 2186 W.
190th St., Torrance, 9 a.m. - 5 p.m.- Part2,BusinessTaxes-Saturdays, May - June 2017, 9
a.m. - 1 p.m. For more information, please contact Tim Elkins and/or Woody Ford at 310-618-1040 or [email protected].
For additional information or to register for events, visit the South Bay Chapter website at www.sobaycsea.org. For Chap-ter information contact Greg Cash, EA at 562-597-4300, or email [email protected]. Visit the Chapter website at www.sobaycsea.org.
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