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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 is offered mid-January each year.
- In the past, the North Bay Chapter presented
Mini Seminars. These were half-day seminars with varying topics.
For example, 2 hours of Ethics and 2 hours of Practice Management
education. For 2009, no Mini Seminars are planned.
- The North Bay Chapter sponsors an annual Wine
Country Seminar. It is presented each fall. For 2009,
it will be held on November 9th & 10th at the Petaluma Community
Center. Topics will include S corporations with an emphasis on
basis issues, IRS procedures critical to representation, Top 10
individual tax planning issues, A look at some practitioner's
legal issues in dealings with trust and estate clients and representatives.
and for those interested, an added evening bonus class of 2 hours
of professional ethics for EA's.
- 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 22, 23 or 24th 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 using IRS Taxpayer Advocate Service
to benefit your clients and provides updates on current hot topics
relating to the IRS (including foreclosures, short sales, personal
vs rental use of property, and 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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