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All meetings of the North Bay Chapter are open to the public, and
the Chapter welcomes all tax practitioners and other professionals
to attend. Membership is available, which allows discounted admission
to the meetings and seminars. See Reservation
and Pricing Policy for more information on pricing and cancellation
policies.
Chapter Meetings offering CPE
- The Chapter has meetings with dinner in Marin
on the third Thursday of each month except February through April,
and has meetings with lunch in Santa Rosa on the fourth Tuesday
of each month except February through April. The February and
March meetings rotate between locations on the third Thursday
of each month, each with dinner. Each dinner or lunch meeting
offers one to two hours of Continuing Professional Education.
- Click CALENDAR
to see the current month's selections of meetings and seminars.
Other Chapter Meetings
- The Board of Directors meets bi-monthly, generally
the third Thursday of each month. All members are welcome.
- Also, informal breakfast and lunch networking
meetings are held in local areas. No registration is required
for these meetings.
Chapter Seminars
- Our annual Last
Chance Update offers Federal and California tax law updates
needed to prepare tax returns for the coming tax season. This
one-day seminar will be presented by Bonnie DeSimone, EA & Vicki Mulak, EA, CFP on January 17, 2011.
- The North Bay Chapter is pleased to present a
2010 Mini
Seminar on winery and vineyard taxation. This will be a half-day seminar on September 28, 2010 with Greg Scott, CPA a tax partner in Price Waterhouse Coopers.
- The North Bay Chapter sponsors an annual Wine
Country Seminar. It is presented each fall. For 2010,
it will be held on November 15th & 16th in Rohnert Park.
Topics will include Federal and California updates with Tom Daley, JD,
CPA and Gary Mc Bride, JD, CPA, Business Law for Tax Professionals with Frank Acuna, Esq., Estates & Trusts with Duncan Sandiland, EA, CFP, CLU, MSFS and more to be announced. For those interested, an added evening bonus class of 2 hours of professional ethics for EA's, CPA's & CTEC Registered Tax Practitioners. Early bird registration deals are available.
- Each year North Bay Chapter CSEA, along with
several other Bay Area Chapters, co-host an annual one-day Tax
Practitioner/IRS – Town Hall Meeting. This event will be presented September 20, 22 or 23 at 3 different locations. The day is packed full of information and a chance to interact with IRS, FTB & Other Government Agency representatives. The meeting includes information on HIRE
and updates on current hot topics.
Interested
in Becoming an EA?
- The 2008
SEE Review Class, classes to assist you in studying for the
Enrolled Agent’s exam, will be held September-November, 2008
in Marin County. You can register by clicking here,
and go to September 6 (the first class). For more details, contact
Jayme Gallenson (415) 883-7252, or write to EnrolledAgentClass@NorthBayEA.org.
Password Help
- The public side of this website is for Members,
clients or visitors. A Member of North Bay Chapter of CSEA can
also access the Member side by entering the user name and password
that was mailed by the Chapter. This password is not changeable.
If you cannot locate your letter, please send an email to MemberService@NorthBayEA.org
and list your current address. We will mail the letter again.
- If you changed your personal password on the
Update Profile link to 123Signup, this impacts only your registration
for events and communication with the Chapter, not entry into
the Member side of website.
Event Registration & 123SignUp
- Click
PROFILE to change your Personal Profile at 123Signup.
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