San Diego Chapter
California Society of Enrolled Agents
thoroughout the year. Meetings 
are held on the second Tuesday of each month, May through January from 5:00 to 8:30, in Mission Valley at The Handlery Hotel, 950 Hotel Circle North, San Diego, CA 92108 (619) 298-0511. The Board meeting begins at 4:00, registration is at 5:00, the speaker begins at 5:30, dinner is at 6:30 and at 7:30 the speaker continues for another hour. Approved CPE certificates are provided. For reservations: call our voice mail at 800-642-1040 or email us by 5:00 pm the Thursday preceeding the meeting. Cost: $27 for members and spouse; $35 for late reservation and nonmembers. Pay by credit card.
Meeting - November 11, 2008 - Pat Feldman, RA in charge of IRS mortgage interest audits will enlighten us on IRS auditing of mortgage interest deductions on Schedule A. Jackie Weitzberg will speak on small business retirement plans. 2 hours of CPE. Menu to be Garden Salad, Roasted Turkey served with Apple Chutney and Whipped Chive Potatoes
, Chef’s Choice of Dessert.
Jackie Weitzberg had provided us with some interesting brochures about year end strategies and small business pension plans, Click for pdf copies.
Meeting - December 9, 2008 - Speaker to be Leo Klijn on selling your practice and exit planning strategies. Click here for a copy of his handout. 1 hour of CPE. Our Holiday Party menu will be Cheese /FruitTray, Charbroiled Filet Mignon served with Jumbo Prawns in Drunken Shrimp Sauce and Garlic Mashed Potatoes. Chef’s Choice of Dessert. Please may we have chocolate?Seminar - January 7, 2009 - The 2009 Practioners Seminar will afford you the opportunity to hear directly from IRS representatives about policies and procedures that affect you and your clients. For the first time in a number of years, the Practioners Seminar is being held in San Diego at the Handlery Hotel, 950 Hotel Circle North
San Diego, CA ..Registration begins at 7am, semiar from 8am to 4pm. Earn up to 7 hours of CPE. Register by Nov. 21 and save $40 -- registration is only $125, and includes lunch!
For more information, download Registration form by clicking HERE.Meeting - January 13, 2009 - Annual Ethics meeting presented by Connie Ferrell, of CSEA. 2 hours of Ethics CPE. Menu to be Caprice Salad
Herb-Crusted Halibut – Filet of Halibut Crusted with Herbs on Vegetable Couscous Topped with Red Pepper Coulis. Chef’s Choice of Dessert.
No Chapter meetings February, March or April Meeting - May 12, 2009 - Explore modules of TAX Tools and other great CFS software with Maria Davis! See the 1031 calculator, the deductible mortgage interest calculator; Community property split statements; mutual fund basis calculator, and more!!!2 hours of CPE. Menu to be Spring Salad, Chicken Mushroom Dijon – Breast of Chicken on Garlic Mashed Potatoes, topped with mushrooms and whole-grain Dijon Mustard Sauce. Chef’s Choice of Dessert.Meeting - June 9, 2009 - Speakers to be our own Cris Park, EA on Schedule C In Depth and
Paula Armstrong, EA on
EDD Audits on Independent
Contractors. 2 hours of CPE. Dinner will be Caesar Salad
, Sliced London Broil – Tender Marinated Flank Steak served with Cabernet Mushroom Sauce and Garlic Mashed Potatoes, Chef’s Choice of Dessert.About Us | What's an EA? | Officers & Directors | Newsletters | Events | Find an EA
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