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Welcome to The Inland Empire Chapter of CSEA

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:

NEXT DINNER MEETING: Nov 12th Dinner Meeting

 

Anatomy of an Office of Professional Responsibility Disciplinary Hearing

Lonnie Gary, EA, USTCP

 



Location: The Hotel

                285 E Hospitality Ln

                San Bernardino, CA                                                                
Link to MAP

Board Meeting:  4:00PM

Social: 5:30PM

Dinner: 6:00 to 7:00PM
CE Presentation: 7:00PM to 9:00PM



Cost: $42 members
          If registered by 11/07/14

         $47 non-members
    If registered by 11/07/14

         $50 members          after 11/07/14 to 11/12/14

         $55 no-members      after 11/07/14 to 11/12/14   

         

 

Lonnie Gary, EA, USTCP will present a real case that was before the Office of Professional Responsibility. He will cover sections of the Circular 230 beginning with section 10.50 through section 10.82.  His presentation will cover such area as:

  • Authority to censure, suspend, or disbar

  • What is incompetence and disreputable conduct

  • Violations

  • Conferences

  • Service of complaint

  • Answer or default

  • Representation and Hearings

  • What is evidence

  • The Decision

  • Appeals

  • Is reinstatement possible




About The Speaker

    Lonnie Gary is an Enrolled Agent from Mountain View, California and specializes in federal and state tax agency representation. Lonnie has been preparing tax returns professionally for twenty-seven years and passed the Special Enrollment Exam in 1992.  He is also admitted to practice before the United States Tax Court as a non-attorney. 

 

   Lonnie served on the Internal Revenue Service Advisory Council (IRSAC) where he was Chair of the Office of Professional Responsibility (OPR) Sub-group. Lonnie has presented tax seminars to various business groups, IRS Forums and EA chapters.  He has also appeared on the Tax Talk Today program discussing professional ethics and tax law changes 

 

   Lonnie is the current President of NAEA and has served as Chair of several committees and task forces including the Government Relations Committee. He is also a past president (2003-2004) of the California Society of Enrolled Agents (CSEA) and past president (1999-2000) of the East Bay Association of Enrolled Agents (EBAEA).

 

 



      For online registration click here   
 

        sharon@ddktax.com
 

 
or call Sharon Elgersma 

909-467-5433
 





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 PaymentsCredit 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.


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