October 2024

A Message from Your President

Congratulations to all for finishing another tax season!  


It’s been a whirlwind several months.  


Thank you for electing me as your president for this fiscal year. It is my honor to serve you and keep the momentum previous presidents have taken.  


Our Immediate Past President Rico Delodovici is a hard act to follow. With his leadership I hope to keep the momentum going.  


With that in mind, at the Board’s first meeting, I had the honor and privilege to install two new directors – Lynn Telford, EA and Dennis Noss, EA. I look forward to working with them.  


And I look forward to working with the whole Board.  


It’s been my practice to hire someone smarter than I. And I am very happy this Board is smarter than I am!  


There is a matter of utmost importance. Please donate at least $25 to CSEA’s Legislation Action Fund (LAF). Even though CSEA’s membership is down, the amount of work is up! LAF pays the lobbyist to produce CSEA’s Stern / Mulak Leg Day in January. The Stern / Mulak Leg Day allows CSEA members to visit the state politicians and provide information about enrolled agents. The Stern / Mulak Leg Day is continuing the legacy that Jim Stern, EA and Vicki Mulak created. Jim Stern helped put CSEA on the map. Vicki Mulak was a speaker for CSEA. She spoke at Mission’s Cast in Concrete on changes in California taxation.  


We must continue the Stern / Mulak Leg Day. In past years, Leg Day was financed by LAF. If LAF needed more funding, the funding came from CSEA.  


And CSEA does not have available funds to help.  


But you and I do. CSEA figures if every member gave $25, that we will have our Leg Day in 2025.  


We must continue the Stern / Mulak Leg Day tradition. I have donated $100 already.  


Will you join me in donating at least $25 to LAF? I would deeply appreciate if you did. And so would Jim Stern and Vicki Mulak.  


And to make it easy for you, here’s the  link to donate: https://www.csea.org/CSEA/Contribute/Give_Now_Legislative_Fund.aspx


And one more subject. Mission Society isn’t me. It’s not the Board. It’s all of us. And all of us have ideas.  


So if you have ideas, suggestions, concerns – whatever --- please email Virginia at office@missioneas.org and Virginia will forward the email to the right person.  


I look forward to working with you and the Board this coming year.  


Oh, yes, December 17th is the holiday party at Three Flames!  It’ll be a fun time.


My next message will be shorter – I hope!  


Best wishes,


David


CONTRIBUTE TO LAF

Upcoming Events

Protective Claims for Refund, especially ERC

October Lunch Seminar

2 Hours CE



Larry Pon, CPA/PFS, CFP, EA, USTCP, AEP

Tuesday, October 22, 2024

Three Flames Restaurant

1547 Meridian Ave, San Jose, CA 95125


Agenda

10:00 a.m. – 11:30 am Board of Directors’ Meeting. All welcome, and ENCOURAGED, to attend.

11:30 am – 12:00 pm Check-in & Network

12:00 pm – 12:30 pm Lunch

12:30 pm – 2:10 pm Seminar


Understanding protective refund claims are an essential part of our tax practice. There is nothing more embarrassing (or worse, a malpractice claim) when a client loses out on a tax refund if we forget to file for a protective claim for refund. If a taxpayer returns an ERC refund, they may be entitled to a refund of income tax if they made the wage deduction adjustment on their 2020 or 2021 tax returns. There are other instances where protective refund claims should be filed due to pending litigation or possible legislative changes. We will go over the instances when a protective claim for refund is appropriate and how to prepare it.

REGISTER

30th Annual Tax Practitioner/IRS Fall Seminar


November 13th, 2024

Location: In-Person or Live Webinar

Alum Rock Christian Church

2962 Story Road, San Jose, CA 95127


Join us for an in person meeting with the IRS representatives. They will be here to answer any questions that you have in their area of expertise. Get the latest information from the IRS to help you with your clients.


REGISTRATION COMING SOON!

Annual Holiday Party

Tuesday, December 17, 2024

Three Flames Restaurant

1547 Meridian Ave, San Jose, CA 95125


REGISTRATION COMING SOON!

Cast in Concrete

8 Hours Federal Tax Update CE


MSEA’s Annual Tax Update Seminar

Wednesday, January 8, 2024

Location: In-Person or Live Webinar

Alum Rock Christian Church

2962 Story Road, San Jose, CA 95127

REGISTER

Special Interest Groups

Santa Cruz and Monterey County EAs

Zoom Meeting, Second Tuesday of Each Month at 12:00 pm, every Tuesday during Tax Season
Contact: David Kibrick, EA or Randy Warshawsky, EA

Monthly Meeting in Campbell


1st Wednesday of every month at 11:45 AM (except Feb-April)

Contact: Martin Lowe (408) 879-9469

Email: martin@martinlowecpa.com

RSVP: Requested

Large Tax Practice Tax Group


Minimum requirement -Either have $500,000 in gross income, or prepare 1,000 or more returns and the owner must have a year round full time employee (not administrative)

Contact: Bob Dietz, EA (408) 879-9181 for dates, time, and location.

Weekly/Monthly Meeting in San Jose


Tax season Thursdays weekly at 11:30 AM – 1PM/1:30PM

Off season: 2nd Thursday of the month at 11:30 AM – 1PM/1:30PM

Contact: Tom Shafer(408) 354-3320

RSVP: Requested

Monthly Meeting in Palo Alto


2nd Thursdays of each month at 11:30 AM

Courtyard by Marriott Palo Alto Los Altos

Contact: Ron Hogsett (408) 462-9589

Email: ron@stonebridgetaxsolutions.com

RSVP: Requested

"Find an EA" Listings

MSEA lists local tax professionals and their area of expertise on our website: https://missioneas.org/local-enrolled-agents-listings/

This directory is helpful not only for getting contacted by new clients, but is also a way for MSEA members to know who to reach out to for help or for a referral. Listings are renewed annually.

If you are an MSEA member who would like to list your name on our website for 2023, please use the form linked here: https://missioneas.org/find-an-ea/

Advertise with MSEA

Categories Include:

  • Seeking Tax Professional 
  • Tax Preparer Available
  • Seeking Tax Practice 
  • Tax Practice Available
  • Seeking Office Space 
  • Office Space Available
  • Seeking Certified Financial Planner
  • Seeking Marketing/Web Services

To place an ad with MSEA, fill out the linked form: MSEA Ad Request for Classified Ads