Inland Empire Chapter CSEAPresident - Gloria J Williams, EA, MBA
Welcome to The Inland Empire Chapter of CSEA
The Inland Empire Chapter CSEA endeavors to provide our members with the very best professional environment to further the advancement of your profession. We strive to provide the best in educational opportunities through rousing and interesting monthly dinner meetings and periodical advanced education seminars.
NEXT DINNER MEETING:July 8th Dinner Meeting
Like Kind Exchanges
Margaret Kehoe, EA
Location: The Hotel
Dinner: 6:00 to 7:00PM
$47 non-members If registered by 07/03/2015
$50 members after 07/03/15 to 07/08/15
$55 no-members after 07/03/15 to 07/08/15
$294.00 Prepay all 8 meetings in advance 07/08/2015
Course Description: After a quick review of the basic requirement of an IRC §1231 Exchange, the course examines the HUD-1 statement analyzing entries as to whether or not they are integral to the exchange. A methodology for collecting the data from the HUD-1 is given together with a Worksheet to calculate the data needed for Form 8824. Depreciation is examined and methods of calculating depreciation after exchange are explored. A case study is followed to clarify issues and present the attendee with a road map for future reference.
Learning Objectives: Many of the classes presented to Enrolled Agents deal with the theory of tax law but don’t actually give tools to translate the theory into a tax return. The attendee of this seminar will make the final step from “theoretical” to “practical” and will be able to confidentially use the taxpayer’s data to complete an IRC §1031 exchange.
About The Speaker
Margaret Kehoe began practice in 1990 and became an Enrolled Agent is 1999. She worked for H&R Block from 1990 to 1998 and received national recognition for her work on the Net Operating Loss textbook. She began writing and teaching intermediate and advanced tax classes under the auspices of the California Department of Consumer Affairs for Private Post-Secondary Education and continued until the program ended in 2007. From 1999 to 2006 she taught all four parts of the SEE and considers her greatest achievement and satisfaction the many students she taught and mentored to become Enrolled Agents. In 2002 she won the National Tax Challenge (NAEA, NTPI). In 2004 she was awarded the Channel Islands Chapter Enrolled Agent of the Year award. She served as the Chapter President in 2009-2010. She currently has a private practice in Oxnard, California
Web Site News:
Our web site development continues with the following items on the 'To Do' list. If you have a suggestion or desire additional content or features please email us through the 'Contact Us' tab / page.
Lockbox - The secure (lockbox) area has been implemented. This area will be accessible only to chapter members. Here we will be able to exchange member only news and information. Within this lockbox area, for example, will be member specialties, software used, type of networks, referrals information and more.
Please contact a board member or officer if you need the log on information.
Credit Card Payments - Credit Card Payment are now available on the web site to pay for events and education.
Chapter Pictures Displayed - Now Working
Member Web Site Listings - We have the ability to put a link to your web site and/or your location and phone number on the web site (SEE Member Websites). You can email the information via the 'Contact Us' tab/page.