President: Jamie Gibson, EA
Phone (909) 592-5326 Fax (877) 713-5224
E-mail: cseasgv@thinair.info

 
     
 

SAN GABRIEL VALLEY’S CONTINUING EDUCATION SERIES

We’ve set a place at our table for you!  Please join us on Wednesday December 9, 2009 as SGV’s dear friend Vicki Mulak, EA, CFP presents the following Mini-Seminar “California Update”.  This mini-seminar is expected to be highly attended, so reserve your seat early!

Look for our Breakfast Roundtable discussions on the third Sunday in January, February and March.  Breakfast will start at 9:30 am and will offer a number of items from the hotels brunch menu for an all inclusive price of $18.00 per person.  Breakfast is optional our discussion will start at 10:00 am and will be moderated by Jamie Gibson, EA.

ITEMS OF INTEREST

Have an idea for a topic and/or speaker?  Please see Mike Habib, EA during the chapter meetings to share your ideas.  We are delighted to hear your ideas!

WE WANT TO HEAR FROM YOU!
Do you have your own practice?  What is your area of expertise?  How do you spend your free time?  The San Gabriel Chapter is being a “spotlight” program where a member will have 5 minutes to discuss their career and interests.  If you are interested in participating please email Melinda Thompson at:  Melinda@ctssolutions.com

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MEMBERSHIP HAS ITS REWARDS!

Are you aware of the fabulous benefits your CSEA membership entitles you to? Below are just some of the benefits:

  • Subscriptions to the California Enrolled Agent and CSEA Technology Advisor magazines
  • Discounts on CCH Tax Manuals and Quickfinder Tax Handbooks
  • Availability of E&O Insurance through Placer Insurance Agency
  • Merchant Credit Card Program available through Bank of America merchant services
  • Availability of Personal Lines of Insurance through Warren G. Bender Co.: Automobile, Boats, Jet Skis, Snow Mobiles, Golf Carts; Homeowners, Renters, Vacation Homes, Rental Property; Earthquake, Flood, Personal Umbrella
  • Availability of Medical, Disability, Long Term Care, Life and other insurance through Park Family Insurance Services
  • Discounts on Education Events
  • Free Enrolled Agent posters and free advertising during tax season for help wanted ads in California Enrolled Agent magazine
  • Legislative and regulatory monitoring at State Agencies/Legislature
  • Access to tax problem resolutions for Tax Agencies

Check out these and other great member benefits at www.csea.org.


Have you been keeping up with the latest developments in tax?  Take advantage of the free information resources available on the internet at the IRS website:  www.irs.gov and the Franchise Tax Board website at:  www.ftb.ca.gov.  While you’re at the FTB website, it’s worth your while to check out the Practitioner E-Services.      

Are you trying to contact a fellow San Gabriel Chapter member or another Enrolled Agent in the Los Angeles Area?  Due to new privacy regulations we are no longer able to publish a member roster list.  However, you may be able to locate him or her through the CSEA or NAEA website under “Find an Enrolled Agent”.

 

 
 
 
 

Newsletter Editors
Senior Editor and Classified Ads
D.E. "Gyd" Gydesen
(818) 832-7672

San Fernando Valley Chapter
Bill Horton
(818) 991-5259

San Gabriel Valley Chapter
Jean Lee Scherkey, EA
(818) 951-7800

South Bay Chapter
George A. Van Buren, EA, MBA
(310) 519-8600

Membership Chairman
San Fernando Valley Chapter
Ric Ross, EA
(805) 379-1645

San Gabriel Valley Chapter
David Stover, EA
(626)795-5724

South Bay Chapter
Caralee Smith
310) 618-9556

                             
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