California Society of Enrolled Agents - San Diego Chapter

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Dear Valued Member or Guest,

This is the newsletter for the California Society of Enrolled Agents - San Diego Chapter. 

This month's dinner meeting is scheduled for Tuesday, May 8, 2012.  The start time of the dinner meeting is 5:30 pm. 

DINNER MEETING TOPIC (5/8/2012) - Overview of CFS Products and how to use them in your practice - Marcia Davis, EA and Todd Davis, CFS Software

EFFECTIVE IMMEDIATELY - All attendees MUST provide their PTIN numbers starting 1/1/2012.  This is a new requirement for all CE hours.  If you do not provide us with your PTIN, you will not be eligible for hours.  Please bring this number with you to the May 2012 meeting. 

All members are also invited to attend the Board of Directors Meeting which is on the same day as the dinner meeting.  The start time of the Board of Directors meeting is 4:00 pm.
The location of all meetings is Sheraton Mission Valley located at 1433 Camino Del Rio South, San Diego, 92108.

If you register with us by the Wednesday prior to the meeting, the dinner price is $25 for CSEA members and $33 for non-members.  All persons not registering for the dinner meeting will pay $40 regardless if you are a member of CSEA.

Reservation requests can be e-mailed to our CSEA Admin at admin@cseasandiego.org or called in to 800-642-1040. 

If you would like to pay by credit card, CLICK HERE and download the authorization form.

This months dinner will be:

 

Herb crusted chicken breast in light Dijon mustard sauce, mashed potatoes and seasonal veggies with mixed green salad

 



San Diego Chapter of the California Society of Enrolled Agents

Membership Networking Happy Hour - 5 - 5:30 pm

Come to our FIRST MEMBERSHIP NETWORKING HAPPY HOUR on Tuesday, May 8th 30 minutes before the dinner meeting.  Happy Hour begins at 5 pm and CSEA San Diego will buy your first drink! 

Meet other EA's, share stories, ask questions, and just share in each other's company.  Hosted by Desiree Wilson, EA and the membership committee.  For more information, please contact Desiree at legacyplanner@gmail.com.

CSEA Has a Youtube channel with three new video's posted

Check out http://www.youtube.com/user/CAEnrolledAgents and see the video's done by CSEA to promote the EA designation to three different target markets.  A lot of work was put into this PIA activity to get the word out about EA's as well as attract new members.

CSEA Education Group Discount from Western CPE

As you probably already know, CSEA has negotiated with Western CPE to offer CSEA Members a 10% discount on continuing education such as Federal and California Tax Update Seminars, Conferences, Webcasts and Self-Study courses.

Please note that ONLY CSEA Members are eligible to receive these discounts.                                                                                                                      

I have attached your Chapter’s CSEA Group Member Promotional Code Guide that will walk your Chapter members through exactly how to participate in the program.  Use of the codes will allow CSEA to track participation by Chapter and share rebates from this program with your Chapter.

 

Western CPE is a leader in accounting, auditing, fraud, finance, taxation, ethics, management and human resources, computer, estate planning, government and nonprofit, and personal development continuing professional education (CPE and CE). Their instructors and authors are considered some of the best in the United States.

We hope you are as excited about these new programs as we are!  Happy New Year!

 

 

Cary M. Steward

Director of Marketing & Member Development

California Society of Enrolled Agents


Interested in Becoming an EA? Check out our SEE course offerings this summer!

Want to become an EA?  Check out our SEE course offerings at http://www.cseasandiego.org/Dinner-Meetings--Seminars/Special-Enrollment-Exam-Class-SEE-Course---Become-an-EA/.  The dates are set.  A flyer will be online within the next week for you to use and register.  Why stop at an RTRP, become an EA and be able to help your clients through all of their tax preparation and REPRESENTATION needs!


The San Diego Chapter of the California Society of Enrolled Agents newsletter is available via e-mail on a free subscription basis. You can subscribe or unsubscribe at any time. For more information about - San Diego Chapter of the California Society of Enrolled Agents, go to http://www.cseasandiego.org. This message was sent using ClientWhys Persyst. View our permission marketing policy.

Circular 230 Disclosure, United States Treasury regulations effective June 21, 2005 require us to notify you that to the extent of this communication, or any of its attachments, contains or constitutes advice regarding any U.S. Federal tax issue, such advice is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any penalties that can be imposed by the Internal Revenue Service.
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San Diego Chapter of the California Society of Enrolled Agents
Steven Leibold, EA - PIA Chair
Phone: (800) 642-1040
Email
www.cseasandiego.org