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Monthly Dinner - August 21, 2014


Foreign Earned Income, Foreign Tax Credit and FBAR

Speaker: Dave Du Val, EA

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

The IRS continues to focus on the income, both earned and unearned, of Americans who work outside the U.S. or earn income from other countries, and on the noncompliance in reporting this income. Audits and notices in this area of the tax code are increasing; both for individuals and businesses, and the penalties for noncompliance are hefty. This class will discuss what is or isn’t foreign income, the rules for claiming the foreign earned income exclusion or foreign tax credit, and the filing requirements for both the FBAR and FATCA forms.

Speaker Bio:

Dave Du Val is Vice President of Customer Advocacy for TaxAudit.com.  A nationally recognized speaker and educator, Dave frequently contributes tax tips and information to news publications, including US News and World Report, CNN Money, and MSN’s Business on Main.  He is also well known for his high energy and dynamic presentation style.  Dave, an Enrolled Agent, has prepared thousands of returns during his career and has trained and mentored hundreds of tax professionals.  He is a member of the California Society of Enrolled Agents, the National Association of Enrolled Agents, and the National Association of Tax Professionals. Dave also holds a Master of Arts in Education and has been educating people since 1972.

 

Register at https://www.123signup.com/event?id=yqghf

 

Board Meeting begins at 5:00pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by August 18th- $35/$40

Members/Non-Members who RSVP after August 18th- $40/$45

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


Monthly Dinner Meeting - September 18, 2014


Bitcoin Basics and the Current Treasury Position

Speaker: Cameron L. Hess, Esq., CPA, MBT

Dante Club of Sacramento
2330 Fair Oaks Boulevard
Sacramento, CA 95825

This program will help those participating understand the origin and growth of virtual currency; this will lead to understanding key terms. In addition there will be covered the Treasury Departments position as well as the ramifications of virtual currency, including for Section 1031 exchanges, financial corporation reporting and other issues. The difficulties that the IRS is having in understanding virtual currency, its purpose and how public policy can be corrected to reflect more accurately the use of virtual currency will be covered. If time permits, the future possible regulatory provisions and federal constitutional authorities as impacts Bitcoin policy making will be discussed. Because of the novelty of Bitcoins, an open discussion of basics to help understand how they function is anticipated.

Speaker Bio:

Cameron L. Hess, Esq., CPA, MBT is a senior principal with Wagner Kirkman Blaine Klomparens & Youmans LLP and practices in the transaction department in the areas of taxation and business law.  A Certified Public Accountant, formerly practicing with the international accounting firm of KPMG, Mr. Hess' practice includes entity formation (limited liability companies, family limited partnerships, nonprofit organizations and other) and state and local tax controversies (sales tax, franchise tax and property tax). Mr. Hess has over 25 years' experience in representing a diversity of industries and closely held businesses in real estate, construction, manufacturing and services.

Register at https://www.123signup.com/event?id=yxvfb

 

Board Meeting begins at 5:00pm

Dinner begins at 6:00pm

Education 7:00pm to 9:00pm

Cost:

Members/Non-Members who RSVP by September 15th - $35/$40

Members/Non-Members who RSVP after September 15th - $40/$45

PLEASE REMEMBER TO BRING YOUR PTIN NUMBER FOR THE CE CERTS!!


Special Enrollment Exam Prep Course


Special Enrollment Exam Prep Course

Learn the Easy way!  This is a fast paced, comprehensive course designed to help you tackle the vast amount of information you are required to know to successfully pass the SEE. 

Instructor led discussion utilizing Fast Forward Academy materials and question bank offers you the best of both worlds.  Our materials are relevant for both beginners and those with experience.  This is the only course taught in the Sacramento area—do not miss out! 

Classes: Saturdays from 9 AM—4 PM 


Part I – Individuals (June 21st, June 28th, July 12th, July 19th)

Prelim Work/Taxpayer Data

Income and Assets

Deductions and Credits

Taxation and Advice

Specialized Individual Returns

 

Part II – Businesses (Aug 2nd, Aug 9th, Aug 16th, Aug 23rd, Aug 30th)

 

Type of Businesses

Business Financial Information

Specialized Returns and Tax

 

Part III – Representation, Practices and Procedures (Sept 13th & Sept 20th)

 

Practices and Procedures

Representation Before the IRS

Specific Types or Representation

Completion of the Filing Process

 

 

Non-refundable deposit of $200.00 is required to secure your place in the class.  This covers the cost of the materials. All cancellations are subject to a $25 processing fee. No refunds if you cancel less than 1 week prior to the start of a session.

 

For more information or the register, please go to https://www.123signup.com/event?id=drbqz


20th Annual Tax Practitioner IRS Fall Seminar


Learn to maximize IRS resources to increase your value to your clients. IRS and CSEA Subject Matter Experts clarify issues and hot topics* of importance to you and your tax practice. Get latest information on:

* Examination / Appeals Overview
* FBAR
* IRS Hot Topics
* Estate and Gift Tax
* Taxpayer Advocate Service Update
* Criminal Investigation Update

Date: September 11, 2014

For more information go to https://www.123signup.com/event?id=yqgmn

Future Dinner Meetings


Future Dinner Meetings

October 16, 2014 – Criminal Tax Law with Betty Williams

November 20, 2014 - Subject TBD with Torie Charvez, EA

December - No meeting in December

January 15, 2015 - Ethics with Ruth Rowlette 

Registration Links will be posted
soon.


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