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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: 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   


or call Sharon Elgersma 


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