Last Chance Update Presented by Lisa Ihm, EA & Vicki Mulak, EA, CFP January 13, 2012 Click Here to Sign Up Click Here for Seminar Flyer

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 usually 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 Seminar 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 Lisa Ihm, EA & Vicki Mulak, EA, CFP on Friday January 13, 2012 at the Four Points Sheraton in San Rafael. Lisa will present the Federal Tax update and Vicki will present the California Tax update. See the information at the top of this page.
  
  
• The North Bay Chapter occassionally presents half day and full day seminars on various topics. In August 2011 we offered a seminar covering Winery & Vineyard tax accounting with Gregg Scott, CPA and David Pardes.
  
  
• In October 2011, the North Bay Chapter hosted a 2 day COD Seminar presented by Lisa Ihm, EA. In past years, the North Bay Chapter had sponsored an annual Wine Country Seminar each fall.
  
  
• 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 was presented September 19th 2011 in Emeryville. The day was packed full of information and a chance to interact with IRS, FTB & Other Government Agency representatives. The meeting included information and updates on hot topics such as Tax Audits involving Electronic Accounting Software, Registered Domestic Partners, Criminal Investigations and more.

Interested in Becoming an EA?

• The IRS offers the Special Enrollment Exam (SEE) to tax practitioners who want to become an Enrolled Agent. There are many excellent providers of SEE review classes to assist you in studying for the Enrolled Agent’s exam. The National Association of Enrolled Agents and the California Society of Enrolled Agents offer a number of excellent course providers to fit a variety of learning styles. If you have questions, please send an email 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.