Solano-Napa News - solanonapa-ea

11
Solano-Napa News
Enrolled Agents - The Tax Professionals
JANUARY 2015
CSEA Solano-Napa Chapter, PO Box 277, Fairfield, CA 95433
President’s Message
Christmas is here. Oh, no, it’s gone!
The New Year is here. Oh, no, it’s
gone!
www.solanonapa-ea.org
by Phil Correia E.A.
Americans make a New Year’s
according to many different traditions
resolution, less than half of those
and beliefs. One of the commonalities
keep them for longer than 6 months.
that bring people together is the desire
Why do we feel compelled to make
My New Year’s resolutions are here.
resolutions each year? The answer
Oh, no, they’re gone!
might be for a sense of control, even
though its brief. I have the power to
The celebration of the New Year is one
change, to take control of my life, my
of the oldest of all holidays. It was first
weight or even my finances. The hope
observed about 4000 years ago in
returns every year, even if successive
Babylon. The celebration lasted for
failures lead to the “ false hope
over a week with each day having its
syndrome.”Still I try again.
own special tradition. “LiveScience”
to live in harmony and happiness.
This longing is best achieved through
an intention toward cooperation and
respect. Our chapter community is a
small fraction of the human
community. We are connected
because we share in community.
Although, we have differences of
opinion and perception, we can
benefit from cooperation with, and
reports that the tradition of New Year’s
The end of the year is a time for
respect for, others. Although we
resolutions also began at this time, with
reflection. Times of change offer us a
express those intentions during the
returning “borrowed” farm equipment
chance to look back and to look
holiday season, let us try to “MAKE
heading the list. Today, resolutions,
forward. To make changes requires
IT OUR RESOLUTION FOR THE
such as “to exercise,” “ to lose weight”
us to “map out our intentions.” And
WHOLE YEAR.”
, or “to prepare for the next tax
our new year’s resolutions provide us
season,” are among some that may be
with that map. At the CSEA chapter
sparked by the beginning of another
level, we work constantly to map out
year. In his book, “Click”, Bill Tancer,
that path. We seek to renew our goals
analyzes our behavior on the Internet
each year, to see where we have been,
with regard to the new year and
what worked, what did not and to
resolutions . He states that what we
make changes for the future.
search for, and the volume of those
searches is indicative of our hopes for
the future. Although 40 to 45% of
One of the “map points” is being
reminded of the astounding diversity
that exists. People celebrate holidays
Phil
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Chapter News
Tips from Successful Recruiters
1.
Do you know an EA that would
like a CTEC, RTRP or seasoned
tax preparer succeed and test the
SEE to become an EA?
Recruiting is inviting an eligible candidate to become
part of our professional community
Do you have the knowledge and
success but don’t want to manage
an office and all the
responsibilities that pertain?
2. Don’t try to do this over the phone. Set a time to meet
face-to-face either in an office or public setting
3.
Be direct about the purpose of your meeting.
Do you feel like your tax season
is too stressful, busy and feel like
working part time or even less
during tax season?
4. Focus less on “selling” and more on “mentoring” -
dedicate time at the beginning of your meeting to
learn more about your prospective member’s practice
– their accomplishments, challenges, concerns, and
aspirations.
5. Be willing to tell your story, along with others that
Are you finding yourself being cynical
and negative because you’re tired of the
same old tax year?
Why not become a mentor and promote
the Solano Napa & CSEA?
you know.
Mentoring our Solano Napa
Chapter members can keep you
active at your pace! Your
experience is priceless.
up
Do you have something to share?
PLEASE SUBMIT TO EDITOR BY
20TH OF THE MONTH TO BE
INCLUDED IN THE FOLLOWING
MONTHS NEWLETTER.
You may want to Mentor to our
members. Breakfast and lunch meetings
encourage this and more. First breakfast
and lunch is on us after Jan 1, 2015!
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FYI~Saturday, January 17
th
Federal and CA Tax Update with Vicki Mulak E.A
Solano Napa- 2015 CE pending numbers
View Review!
See page 4 for details toNew
sign
up on 123
The California Society of Enrolled Agents Solano-Napa Chapter
33
Presents
The Affordable Care Act
What Taxpayers Need to Know
Thursday, January 22, 2015, 7:00pm
Marriott’s Courtyard
 1350 Holiday Lane  Fairfield, California 
Who should attend?


Anyone Subject to the Affordable Care Act
Anyone Required to File a 2014 Personal Income Tax Return
What will I learn?








What is Minimum Essential Coverage?
Will I Qualify for an Exemption?
How Do I Report My Coverage or Exemption?
Am I Eligible for the Premium Tax Credit?
What if I Choose the Advance Premium Tax Credit and Owe It Back?
What is the Individual Shared Responsibility Payment?
How will it be Collected?
What Info Will I Need to Have at Tax Time?
Registration is limited to the first 50 people only.
Register early!
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For More Information and to Register, Contact:
In Fairfield
In Vacaville
Gerald Pusateri, EA,
Teri Johnson, EA
Ph: (707) 426-4396
Ph: (707) 452-0618
Affordable Care Act Workshop Participants
Phil Correia, EA
Alma Guenther, EA
Fairfield, CA
Fairfield, CA
Ph: 707-426-0920
Ph: 707-425-1865
Teri Johnson, EA
Gerald Pusateri, EA
Vacaville, CA
Fairfield, CA
Ph: 707-452-0618
Ph: 707-426-4396
Donna Henderson, CTEC
Nic Hamati, EA
American Canyon, CA
American Canyon, CA
Ph: 707-552-7461
Ph: 707-551-1707
Gloria Kulik, EA
Marmie Beck, CPA
Vallejo, CA
Napa, CA
Ph: 707-557-3766
Ph: 707-252-8844
55
Anne Arms, EA
Sylvia Barata, EA
Benicia, CA
Benicia, CA
Ph: 707-745-1040
Ph: 707-745-1040
Don Wulf, EA
Napa, CA
Ph: 707-252-0442
ACA Workshops
For More Information, call the contact person for each area.
American Canyon
Contact: Donna Henderson CTEC
Ph: 707-552-7461
Wednesday January 14, 2015 at 6:30 PM
Fairfield
Contact: Jerry Pusateri, EA
Ph: 707-426-4396
Tuesday January 27, 2015 at 6:30 PM
Vacaville
Contact: Teri Johnson, EA
Ph: 707-452-0618
Thursday January 29, 2015 at 6:30 PM
Napa
Contact: Don Wulf, EA
Ph: 707-252-0442
Wednesday January 21, 2015 at 3:00 pm and 6:30 PM
Vallejo
Gloria Kulik, EA
Ph: 707-557-3766
Monday January 12, 2015 at 6PM
Benicia
Anne Arms, EA
707-644-9016
TBA
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Tax Law Update for
CA Tax Professional
8 IRS CE Hours (6 Federal, 2 California, ce number pending) January 17th
This session will contrast and compare various aspects of Federal and California tax law, as it highlights the most important
changes for 2014. The comprehensive coverage of Federal and California legislation, including conformity and nonconformity
issues is information you will find essential for the upcoming filing season.
Learning Objectives:



To refresh the California tax professional on new and existing federal and state tax law in readiness for the 2014 filing
season.
To update the tax professional on procedures and other items of interest affecting interaction with tax agencies.
To contrast and compare important tax law affecting the preparation of accurate Federal and California tax returns.
Vicki Mulak, EA, CFP is also insurance and securities licensed. She's well-known for her CA tax law and
business entity focus. She testifies before the FTB in Sacramento and is involved in state legislation,
attending Assembly and Senate committee hearings as necessary. She currently serves on the FTB Advisory
Board and the EDD’s Small Business Employer’s Advisory Committee. She speaks on tax topics for CSEA,
CSTC, “Best of the West” and NAEA. Vicki continues as an editor of each annual edition of the Accounting Quickfinder
book. In 2011, Vicki was awarded the “Distinguished Service Award” for enhancement of CSEA’s reputation. In 2006, she
received CSEA’s prestigious “Thomas P Hess Award” in recognition of contributions to their educational goals. She received
her BS in Business Administration from Thomas Edison State College in NJ.
Location: Courtyard by Marriott, 1350 Holiday Lane, Fairfield CA 94534
Registration/Check-In: 7:30 a.m.
Seminar starts: 8:00 a.m.
8 hours CPE
Continental Breakfast and Lunch is provided
CLASS SIZE IS LIMITED. REGISTER EARLY!
Sign up at: https://s01.123signup.com/servlet/SignUp?PG=1531023182300&P=153102300
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Chapter Meetings & Programs
Solano-Napa EAs generally meet on the second and fourth Tuesdays of each month to share information with other EAs and tax
professionals. Check the Calendar of Events and the front page of the newsletter each month for changes in dates, locations and
details, and for special program announcements. Everyone is welcome! Please make time to share with other members.
Breakfast
JUNE Meetings (7:30 am – 8:30 am)
- Solano-Napa
Meeting
– 7:30
– Mimi’s
Café,
Fairfield
On the 12
second
Tuesday ofBreakfast
each month
we meet
foram
breakfast.
The
purpose
of this meeting is to share information
 21 - Napa Satellite Group Lunch Meeting – 12:30 pm - Napa Elks Club
on a tough tax situation you may have and to share knowledge and experience with each other. All members are
 22 – Board Orientation – 9:00 am – 2:00 pm – Rockville Inn, Fairfield
welcomed
all attendees
encouraged
to participate.
You pay for your breakfast and no registration is
 26 –and
Board
Meeting are
– 4:00
pm – Rockville
Inn, Fairfield
required.
These
meetings
are
currently
held
at
Huckleberry’s
3101
Travis
If Court
you would
 26 - Dinner Meeting: Michael Cash, EA, “Fraud (What Café
the IRS
Looks
For),Blvd.,Fairfield.
How to Read Tax
Cases, like to
Inn, Fairfield
be added to Rockville
an email reminder
please notify the breakfast facilitator.
JULY
Dinner Meetings (6:00pm attitude adjustment; 6:30pm dinner followed by an education presentation)On the fourth
 10 -Solano-Napa Breakfast Meeting – 7:30 am – Mimi’s Café, Fairfield
Tuesday
each month
weGroup
have dinner
a speaker
on a topic
for continuing education, including
 19of -Napa
Satellite
Lunchmeetings
Meetingwith
– 12:30
pm – Napa
Elks Club
practice
management,
legislative
other
issues pertinent
to our profession. Cost is $35 for members and their staff,
 24
– Board Meeting
– 4:00orpm
– Rockville
Inn, Fairfield
24 -Dinner Meeting:
J. Pusateri,
“PassiveofActivities”,
Rockville
Fairfield
$40 for non-members,
who attend
any portion
the meeting.
There Inn,
is a $5
discount if your reservations are made
timely by midnight the preceding Tuesday. Reservations are to be made through the 123signup online service.
AUGUST
The
deadline to sign up through 123 is midnight Sunday before the meeting. There is a $5 surcharge for anyone not

03but
– Quickbooks
byatNAEA
Director,
Laurie
EA, owner
of SASS
signed up
showing upeducation
and paying
the door.
Meetings
heldZiegler,
at Courtyard
Marriott,
1350Accounting,
Holiday Lane,
Wisconsin
Fairfield.
 14 - Solano-Napa Breakfast Meeting – 7:30 am – Mimi’s Café, Fairfield
 Satellite
16 – Napa
Satellite
Group(12:30
Lunchpm
Meeting
12:30 pm – Napa Elks Club
Napa
Group
Luncheons
to 2:00– pm)
 28 – Board Meeting – 4:00 pm – Rockville Inn, Fairfield
28 Satellite
– DinnerGroup
Meeting:
Frank
Atty
– “How of
to Read
Estate
& Divorce
Docs”
TheNapa
meets
on Acuna,
the third
Thursday
each Trust,
month.
These
informal
luncheons are at the Napa
Elks Club, 2840 Soscol Ave., Napa. The cost is $19. For reservations contact Gay McGreal at Chuck Gravett’s
office ([email protected] or 707-258-1030). Make checks payable to Linda Luchsinger.
2014 Calendar of Events
JANUARY








13-Breakfast- 7:30-8:30 Huckleberry’s 3101 Travis Blvd, FF
17- Federal and Ca Tax Update-Vicki Mulak EA- Courtyard Marriott
22-Lunch-12:30pm Elk’s Lodge, Napa
27-Dinner meeting- Lila Fedler, FTB Advocate,-Courtyard at Marriott, Fairfield
FEBRUARY
9-Breakfast- 7:30 Huckleberry’s , Fairfield
19-Lunch-12:30 pm Elk’s Lodge, Napa
24-Dinner- No CE, Tax Panel - Napa Elk’s Lodge, Napa
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Solano-Napa Officers and Directors
President
Phil Correia, EA
707-426-0920
[email protected]
Directors
Vice President
Cherry Comstock, EA
925-778-0281
[email protected]
Secretary
Teri Johnson, EA
707-452-0618
[email protected]
Treasurer
Ellen Wulf, EA
707-252-0442
[email protected]
Immediate Past
President Director
Lillian Meyers, EA
707-935-1124
[email protected]
Judy Lewis, EA
707-257-7960
[email protected]
Alma Guenther, EA-State Director
707707-425-1865
[email protected]
Judith Hester, EA
925-679-8256
[email protected]
Gloria Kulik, EA
707-557-3766
[email protected]
Anne Arms, EA
707-745-1040
[email protected]
Chapter Committee Chairs
Chapter Examination
Teri Johnson, EA
707-452-0618
[email protected]
Finance & Budget
TBD
Membership
Lillian M. Meyers, EA
707-935-1124
[email protected]
Education
Alma Guenther, EA
707-425-1865
[email protected]
Nominating
Don Wulf, EA
707-252-0442
[email protected]
Website
Phil Correia, EA
707-426-0920
[email protected]
Other Contacts
Breakfast
Facilitator
TBD
Newsletter Editor
Dinner/Seminar
Reservations
TBD
Newsletter Distribution Duana A. Rios, CTEC
(707) 673-4623
[email protected]
Dinner/Seminar Sherri Scarrott, EA
Site
707-426-9472
[email protected]
Scholarship
Duana A. Rios, CTEC
707-673-4623 Phone
707-759-4382 Fax
[email protected]
Chris Raycraft, EA
707-428-4741
[email protected]
Solano-Napa News
CSEA Solano-Napa
Chapter
PO Box 277
Fairfield, CA 95433
Email:
REGISTER ONLINE FOR
[email protected]
MEETINGS, SEMINARS, AND
E-Mail:
MORE, AT:
[email protected]
Visit us on the Web:
www.solanonapa-ea.org
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Thought for the day…
If you have something you would like to see in the newsletter or
if you would like to write an article, please email to
[email protected] by the 20th of the month.
[email protected]