JANUARY 2011 Issue PALOMAR CHAPTER ENROLLED AGENT FORUM California Society of Enrolled Agents First Income Tax Day January

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1 PALOMAR CHAPTER ENROLLED AGENT FORUM California Society of Enrolled Agents JANUARY 2011 Issue UPCOMING DINNER MEETING Date: January Place: Escondido Country Club 1800 Country Club Lane Escondido, California Inside this Issue: 1 January Chapter Dinner 1 January Chapter Breakfast Meeting 2 Message from the President Practitioner Seminar 2 Palomar Chapter Upcoming Events 2 CSEA Mission Statement 3 January Speaker Information 4 Board Meeting Summary 5 Palomar Chapter Officers 5 Chapter Directors Time: 4:30-5:30 Board Meeting All members welcome! 5:30-6:00 Registration And Social Time 6:00 pm until 9:00 pm Cost: Come learn about Updates for the 1040 and 540 Tax Year 2010 See page 3 for details! $30.00 Members with reservations $32.00 Non-members with reservations $20.00 Guests who are not active EA s, CPA s, CTEC s or Attorney s For Reservations Please call or Paula Traber at or traber@cox.net By Noon Monday January Chapter Breakfast Meeting First Income Tax Day January Place: Denny s Restaurant 1-5 and Carlsbad Village Drive Carlsbad, California See a listing of our upcoming meetings on the Back Page. We ve got a great schedule coming up See you soon! Date: Wednesday, January Time: 7:30 am Reservations are not required for Breakfast Meetings

2 PRESIDENTS MESSAGE January 2011 I have been doing taxes for 30 years. There are times when I think I can t find places in my brain for one more piece of information. But then I manage to find room! Well, each of you are faced with looking for room for a lot more facts and figures! We will not be able to file all of our Schedule A clients until mid or late February. It is time to put Palomar Chapter update in January on your schedule. You will need all the information you can absorb this tax season. Congress has thrown a lot of changes at us. Welcome to 2011 tax season. Lois L. Leonard, EA Proud President of the Palomar Chapter. Alaska Admission Day January PRACTITIONER SEMINAR CSEA Mission Statement The California Society of Enrolled Agents is a progressive, professional association dedicated to serving EAs in California and abroad, enabling them to grow, prosper and lead as The Tax Professionals while serving taxpayers in a dynamic, rapidly changing environment with integrity and trust. January San Diego Sheraton San Diego 1433 Camino Del Rio South Earn up to seven (7) hours of CPE Contact Roger Garay, EA at Fax Get the latest including: Return Preparer Initiative What you need to do to prepare for the 2011 filing season Taxpayer Advocate Service How the IRS can work with us to help clients Collection and Examination Updates Modernized e-file and e-services Cost includes handouts, continental breakfast, lunch and refreshments PALOMAR CHAPTER CALENDAR OF COMING EVENTS January Palomar Chapter Meeting Escondido Country Club Escondido CA 26 Palomar Chapter Breakfast Meeting Denny s at I-5 and Carlsbad Village Drive February Palomar Chapter Meeting Escondido Country Club Escondido CA 23 Palomar Chapter Breakfast Meeting Denny s at I-5 and Carlsbad Village Drive Be sure to visit our website for details on upcoming events and news of our Chapter

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4 California Enrolled Agent Magazine Each issue is now posted in the Resources section at Palomar Chapter Board Minutes Summary Ellisor will address updating the information on the CSEA website. The chair of the scholarship committee will provide a summary to the Board of the process for applicants to apply for scholarships both through the Chapter and CSEA. This was an action item from the November meeting that has not yet been addressed Dixon or Leonard will call or Laurie Cole for a list of new members. Currently, Dixon receives just the names of new members, along with a check. There is a membership drive through January 31 for new EA s. Watts will check on why Sanchez was inadvertently left off the member list. Watts provided details on the upcoming IRS Seminar January 12 th. QuickFinders will be available at our January chapter meeting. Johnson will contact Lawrence about handouts for the January update meeting. Round tables do not count toward OPR credits, but will count toward CSEA credit. Leonard will forward the Evite information to Steele for distribution. Ellisor reintroduced the amended motion that $500 be donated in the name of Joe Doering to the CSEA Educational Foundation. Watts seconded and a unanimous vote followed. CSEA will provide a commendation letter. Dixon will provide a check to Watts for the donation. Haggerty will provide to Leonard, who will forward on to Kastl, the details of Joe s career with CSEA Sanchez will invite Vivian Doering to the next meeting. He will also contact her regarding the keys to the storage unit. Doering was the chairperson of the following committees. The new chair people are: Budget and Finance Kerber EA Card Class Discontinue Historical Sanchez Scholarship Watts John Haggerty is retiring and the chapter will recognize his contributions at the January meeting. Members are to notify Leonard of potential winners of the Tom Hunt award. Haggerty will provide a list of award holders to Leonard. Samuel Morse Telegraph First Demonstrated January Benjamin Franklin s Birthday January If you know of anyone that may enjoy receiving a paper copy of our monthly FORUM, please contact Cheryl Kerber (see page 4). She will be happy to add their name to the list. Or let her know if you know of individuals who would like to receive an with a pdf version of our FORUM IRS Notice IR on December Please visit our website It s the best way to keep up on what s happening with the chapter and more is being added all the time. Federal income tax returns with the following expenses will not be able to be filed until mid-to-late February, per the IRS: Schedule A Higher Education Tuition and Fees Deductions Educator Expense Deductions Stay tuned to for updated notifications

5 PALOMAR CHAPTER OFFICERS President: Lois Leonard, EA st Vice President Dee Hazen, EA nd Vice President Albert Sanchez, EA Secretary: Cheryl Kerber, EA Treasurer: Nancy Dixon, EA Past President: Ron Watts, EA Chapter Directors Perry Collins, EA Calvin Ellisor, EA Melanie Johnson, EA Miles Lawrence, EA Frank Uram, EA Selina Steele, EA Agi Szabo, EA CSEA Director Ron Watts, EA Martin Luther King Jr. Day January 17 Upcoming Chapter Events January 19, 2011 Miles Lawrence 1040/540 Update February 16, 2011 Round Table March 16, 2011 Chapter will be DARK April 20, 2011 After Tax Party Tax Problem Resolution Gary Quackenbush FORUM EDITOR Cheryl Kerber, EA 7512 Jerez Court Carlsbad, CA FORUM is a monthly publication of the Palomar Chapter of the California Society of Enrolled Agents. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is published with the understanding that the publisher is not engaged in rendering legal, accounting or other professional service. If legal or accounting advice or other expert assistance is required, the services of a competent professional should be sought. Items for publication must reach the Editor by the 25th day of the month prior to the publication month. Each Chapter member is expected to furnish material. Rights are reserved to abridge, summarize or excerpt items. The more data submitted, the more valuable the FORUM becomes. Items excess to one issue are retained for following issues. Views expressed in columns, guest editorials, cartoons and articles do not necessarily represent the opinions of the Editor. ENROLLED AGENTS FEDERALLY RECOGNIZED TAX PROFESSIONAL THE TAXPAYERS REPRESENTATIVE.