California Practitioner Liaison Meetings and Seminars

If you live near a state line, please look for meetings in nearby cities of the bordering state.

Las Vegas, Nevada

Title: 33nd Annual California Society of Tax Consultants (CSTC) Summer Tax Symposium

Date: June 9 - 12, 2019
Time: All day event
Location: The Westgate, 3000 Paradise Rd., Las Vegas, NV 89109
Event Information: The California Society of Tax Consultants annual Summer Symposium will be held in Las Vegas, NV from June 10 through June 12, with registration and vendor exhibition beginning June 9. The Symposium offers federal and state (California) continuing education credit for Enrolled Agents, CPAs and California Registered Tax Preparers. This event also offers tax professionals the opportunity to meet with major vendors of tax return preparation software and other related products and services.

Scott Irick, IRS SBSE Examination Deputy Director is scheduled for the keynote address, and IRS Stakeholder Liaison will include a presentation on Tax Professional Resources and Data Breaches.

Note: Fees charged are by the event sponsor; not the IRS.
Registration: Please visit the California Society of Tax Consultants website. Questions: Contact: Jenn Baker, Phone: 949-715-4192, Email: info@CSTCsociety.org

Reno, Nevada

Title: 37th Annual California Society of Enrolled Agents CSEA Super Seminar

Date: June 26 - 28, 2019
Time: 7 p.m. – 6 p.m.
Location: Grand Sierra Resort & Casino, 2500 E 2nd Street, Reno, NV 89595
Event Information: Topics this year include TCJA, Ethics, Individual and Business Updates, Representation, Trusts and Estates, California and so much more!

By attending, EAs, CFPs, CPAs, Attorneys and CRTPS can earn up to 23 hours of continuing education credits.

The Expo Hall is your one-stop destination to finding the right products and services to help your business achieve new heights and will have vendors ranging from tax preparation software to website design and everything in between.

Tammy Ripperda, IRS SBSE Deputy Commissioner is scheduled for the Keynote Address, and IRS Stakeholder Liaison will be presenting on Tax Professional Resources and Data Breaches.
Registration: Please visit the California Society of Enrolled Agents  website. Questions: Phone: 800-777-2732 , Email: info@csea.org.
Sponsored By: California Society of Enrolled Agents

San Diego

Title: University of San Diego-RJS Law Tax Controversy 3rd Annual Symposium

Date: July 19, 2019
Time: 8 a.m. - 5 p.m.
Location: University of San Diego, Kroc Center for Peace, 5998 Alcala Park, San Diego, CA 92110
Event Information: Hear the latest tax information from IRS, Field Collection, and other tax law specialists to speak on the New Tax Reform Act.
Registration: Contact: Chandara Diep, Phone: 619-595-1655, Email: cdiep@RJSLawFirm.com
Sponsored By: University of San Diego and RJS Tax Law Firm, Chandara Diep, Partner, RJS Law

Santa Clara

Title: 7th Annual IRS-SJSU Small Business Tax Institute

Date: May 30, 2019
Time: 8 a.m. - 4:30 p.m.
Location: Biltmore Hotel, 2151 Laurelwood Road, Santa Clara, CA 95054
Event Information: The IRS in partnership with San Jose State University, Mission Society of Enrolled Agents and California Society of CPAs Silicon Valley San Jose Chapter are offering a full day of pertinent topics addressing "Successfully Navigating the Modern Tax Practice."

  • Hear from well-regarded practitioners and IRS personnel on the following timely topics:
  • Tax Treatment of Transit, Parking, Meals and Entertainment Benefits for Employers and Employees
  • Section 199A "Beyond the Basics" Tips and Traps
  • Helping Employers Serve Their Multicultural Workforce
  • Worker Classification
  • Rental of Residences in the Modern World
  • Basis Reporting for Owners of Partnerships and S Corporations
  • TCJA Cautions and Reminders

Registration includes all presentations, continental breakfast, refreshments, lunch, materials, parking and CE credit. Note that fees paid for participating do not benefit the IRS.

The Whova Conference App will be used to enhance the experience and social interaction during the seminar.
Registration: Please visit the San Jose State University Tax Institute to register. Questions: Contact: Annette Nellen, Phone: 408-924-3508, Email: annette.nellen@sjsu.edu
Sponsored By: Internal Revenue Service in partnership with San Jose State University, Mission Society of Enrolled Agents and California Society of CPAs Silicon Valley San Jose Chapter

Title: Silicon Valley Bar Association Luncheon Seminar - IRS Estate and Gift Tax Updates

Date: November 7, 2019
Time: 11:30 a.m. - 1 p.m.
Location: Santa Clara Marriott Hotel, 2700 Mission College Blvd., Santa Clara, CA 95054
Event Information: The IRS will provide a one-hour Estate and Gift Tax Update discussion that will include:

  • Change in filing locations for Estate and Gift Tax Returns
  • Portability of Deceased Spouse’s Unused Exemption (DSUE)
  • Promissory Notes
  • Adequate Disclosure

A Q&A session will be included to answer pertinent and topic-specific questions.

Cost includes: presentation that qualifies for 1 credit of MCLE, lunch buffet and parking voucher. Note that the sponsoring organization, and NOT the IRS, benefits from these fees.
Registration: Please email: Administrator@svba.org
Sponsored By: Silicon Valley Bar Association

 


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