KYLE C. MARTIN SUPERVISORY ATTORNEY (ESTATE TAX) INTERNAL REVENUE SERVICE

Transcription

1 Golden Gate Chapter Newsletter California Society of Enrolled Agents July Monthly Chapter Meeting Thursday July 9, 2009 The Golden Gate Chapter proudly presents: KYLE C. MARTIN SUPERVISORY ATTORNEY (ESTATE TAX) INTERNAL REVENUE SERVICE Kyle is a Supervisory Estate Tax Attorney with the Internal Revenue Service in Oakland, California. He has been with the Service since 1989 and in his current position since March of Kyle is a graduate of the University of Kansas with a Bachelor of Arts degree in Psychology. In 1993, Kyle received his Doctor of Jurisprudence degree from San Francisco Law School. He has been a member of the California State Bar since December of As the Supervisory Attorney, Kyle manages 14 Attorneys in Oakland, California. Before obtaining his current position, Kyle was an Estate Tax Attorney in San Francisco and Oakland from Grosvenor Airport Inn 380 South Airport Blvd., South San Francisco 4:00 pm Board Meeting - All Members Are Welcome 5:30 pm Social/Networking 6:00 pm Dinner 7:30 pm Continuing Education Dinner: Camarones al Carbon Vegetarian: Cannelloni Florentine Dessert: Strawberry Shortcake No Host Bar & No Host Wine Make your required dinner reservation by Midnight, Monday, July 6, Register at Dinner Reservation Policy: Attendees with a Reservation $35.00 Attendees without a Reservation $40.00 If you made a reservation you must cancel if you cannot attend. Otherwise, you will be billed for the amount of the dinner.

2 President s Message By Jim Southward, EA Each incoming President has a vision to try to achieve in his or her short term. Mine is quite simple. My goal is to leave the Chapter in as good or better state than it is now. The Golden Gate Chapter is one of the, if not the best EA Chapters, we have not far to rise, but the downside is vast. So I ask each of you to: support your Chapter by giving your time and talent and spend your treasure here. Many hands giving of their talent makes for a happy and harmonious group. --Oh yeah Most of all, let us have fun doing it. Thank you all in advance. Employment Exchange Bank Your Chapter needs your help. We need someone to take charge of the Employment Exchange Bank, a very valuable member benefit. It will not be able to carry on and help our members if there is no one to manage it. Please contact Amanda@Southwardtax.com or EA TEAMS: Redwood City Group: Will meet Friday, July 10th 2009 at 8:30 am At King & Associates: 820 American Street, San Carlos Parking available in front of office. Refreshments: Bruce Lacina, EA Call Amanda (Southward) Boston, EA for more info: All Members welcome. No agenda. Get your tax questions answered. Network with other EAs. San Francisco Group: Will meet Friday, July 17th, 2008 at 8:00 am Call Rico Delodovici, EA for more information: All Members welcome. No agenda. Get your tax questions answered. Network with other EAs. Calendar of Events Mark your Calendars July Monthly Chapter Meeting 6:00 pm (Note Date Change) Estate & Gift Taxes with Kyle Martin 10 Redwood City Team Meeting 8:30 am 17 San Francisco Team Meeting 8:00 am August Monthly Chapter Meeting 6:00 pm 14 Redwood City Team Meeting 8:30 am 21 San Francisco Team Meeting 8:00 am September Monthly Chapter Meeting 6:00 pm 11 Redwood City Team Meeting 8:30 am 18 San Francisco Team Meeting 8:00 am October Monthly Chapter Meeting 6:00 pm 9 Redwood City Team Meeting 8:30 am 16 San Francisco Team Meeting 8:00 am November Monthly Chapter Meeting 6:00 pm 12 Fall Update Seminar 13 Fall Update Seminar 14 Fall Update Seminar 20 Redwood City Team Meeting 8:30 am (Note Date Change) 20 San Francisco Team Meeting 8:00 am December Monthly Chapter Meeting 6:00 pm 11 Redwood City Team Meeting 8:30 am 18 San Francisco Team Meeting 8:00 am If you hear of any Members under the weather, please contact Jeanne Gerritsen, EA or jgerritsen@jps.net so that the appropriate memento can be sent. Newsletter Info? Due: The 10th of each month. To: Amanda (Southward) Boston, EA amanda@southwardtax.com Want the Chapter to know something? Print it here!

3 Know Someone interested in Becoming an EA? Classes are starting at CSM Please check out the CSM Website for registration information. Course description and times below (Fall Schedule page 29) ACTG 176 ENROLLED AGENT EXAM PREPARATION Preparation for the IRS Enrolled Agent exam, known as the SEE (Special Enrollment Exam). Topics include taxation of individuals, inheritance, gifts, estates; taxation of small businesses, partnerships, farmers, C corporations, S corporations, not-for-profit entities, foreign corporations, and retirement plans. Other topics include fiduciary tax returns, determination of tax exempt status, practice before the IRS and tax preparer rules. Students should be familiar with Federal income tax regulations and basic accounting concepts. Course content will be adjusted to reflect the latest changes in the SEE. This course qualifies for 48 Federal continuing education hours for CTEC. For more information visit Recommended Preparation: ACTG 121, 171, 172, and 173. May be taken three times for a maximum of 9 units. Pass/No Pass grading. (CSU) Evening Classes: ACTG 683 JA 3.0 units Tuesday 6:00 to 8:50 August 25 to December 15 Room Instructors: and Don Gundry, EA CSEA Annual Meeting Reimbursement Allowance: The Chapter is to allocate $2500 not to exceed $250/person, when available, to provide an allowance to Members attending all business sessions and CSEA Caucus (if any), provided the Member has attended 2/3 of the annual 11 Chapter meetings. Officers, directors and Committee Chairs of CSEA & NAEA who are unable to attend Chapter meetings due to Society business receive credit for Chapter Attendance. (BM 6/5/97) NAEA Annual Meeting Reimbursement Allowance: The Chapter is to allocate funds, when available to provide an allowance to Members attending all business meetings and the Caucus, if any, of the NAEA Annual Meeting provided the Member has attended at least 2/3 of the prior twelve-month Chapter meetings. Officers, Directors & Committee Chairs of CSEA & NAEA who are unable to attend Chapter meetings due to Society business receive credit for Chapter attendance. (BM 7/10/97) For the 2009 year the reimbursement amount has been set at $1500 not to exceed $150/person.

4 MEMBERSHIP CORNER Don't you want to be where "Everybody knows your name"? Wearing a Golden Gate Chapter personalized name badge ensures everybody does know your name! Order one today by contacting: Diane Harding mharding@alumni.stanford.org or just tell Members at the check in desk of our monthly dinner meeting. EMPLOYMENT EXCHANGE BANK JOB SEEKERS Experienced EA, CPA desires part/full time employment in the San Francisco Bay Area. Has interviewed tax clients, prepared returns and done data entry for 7 years using proprietary federal and state tax systems, Tax Pro and Lacerte. Has prior experience in senior financial management positions. References and resume available upon request. Contact bobscully19@att.net or CONSIDERATION REQUESTED OF ADVERTISERS: It is the responsibility of advertisers to renew ads monthly. Ads not renewed will not be reprinted. Currently there is no manager of the Employment Exchange Bank please see blurb on page 2. President: James Southward, EA jim@southwardtax.com Vice President: Denis Maurer dsmaurer@sbcglobal.net Secretary: lydiamazer@yahoo.com Treasurer: Michael G. Huff, EA huff94@sbcglobal.net Immediate Past President: jeffsavitz@usa.net CSEA Director: lzstea@comcast.net Directors to 6/30/2010 Frank Tom, EA fmtom88@msn.com Cindy DuChateau, EA cindy@bnctax.com Glenn Carlson, EA carlson1040@sbcglobal.net Directors to 6/30/ x203 djf@sfaea.com amanda@southwardtax.com Ellis Hsu-Mastromonaco (415) ellis@taxcpaea.com Golden Gate Committees Practice Management Phil Stelling, EA, PE Tax Agency Liaison & Legislative Team Meetings Redwood City Team San Francisco Team Rico Delodovici, EA Finance & Budget Pam Blair, EA Examination Midge Schmidt, EA Membership Midge Schmidt, EA, CPA Public Information &Awareness Denis Maurer, EA Education Fall Update. Seminar Bob Kern, EA Mini Seminar Gordon Dito, EA 1-Day Seminar Monthly Program Don Gundry, EA Enrollment Exam Don Gundry, EA CPE Reporting Education Marketing Jeff Savitz, EA Education R&D Dinner Raffle Bert Ramirez, EA Fundraising Auctions Scholarship Jean Southward, EA Quickfinders Audit Midge Schmidt, EA, CPA Historical Jane Caughman, EA Hospitality/ House & Site Newsletter Editor Technology Public Disaster Verna Wallace, EA Member Benevolence Jeanne Gerritsen, EA Employment Bank Bylaws Jeff Savitz, EA Admin Review Student Outreach James Southward, EA Awards Strategic Planning Denis Maurer, EA Nominating

5 Celebrating 25 Years of Innovative Tax Seminars! 2009 Fall Seminar MARK YOUR CALENDARS FOR THIS EXCITING CELEBRATORY EVENT NOVEMBER 12, 13 & 14, 2009 New Location - Crowne Plaza Airport, Burlingame CA Stay Overnight and Relax - Special Room Rate of $119 Free Shuttle from San Francisco Airport via BART Free Parking (normal fees waived) Attend Free Exhibitor Faire & Workshops Thursday, November 12 from 9AM - NOON The Exhibitors You Asked For to Enhance Your Practice Seminar Schedule: Thursday 1:00 PM to 5:00 PM Friday and Saturday 8:20 AM - 5:00 PM Lunch Included Friday & Saturday 25th Anniversary Surprises For All Attendees! Hosted Cocktail Party to Celebrate Our 25th Anniversary! Your Favorite Presenters With Great New Subjects Danny Santucci Bob McKenzie Claudia Hill Reneé Rhoda Free CD Containing All Speaker Material TAX TALK AFTER HOURS Last Time to Hear Joe Calderaro as the IRS Spokesperson! Bob Jennings CPA,CFP, CITP Nationally Known Federal Update Speaker Saturday, November 14 8:20 AM - 5:00 PM Preview Mr Jennings at Mr. Jennings is a nationally renowned speaker, presenting continuing education classes to over 100,000 tax professionals over the last 10 years all over the world. Bob is also a prolific author and has published over 60 professional articles in such magazines as The Journal of Accountancy and The Practical Accountant, as well as annually authoring several tax, accounting and technology seminar manuals. Bob is a very actively practicing partner in the firm he founded in Indiana over 20 years ago, and has appeared on over 20 radio and TV shows. Signup will be released around July 1, 2009 watch your for more details Golden Gate Chapter California Society of Enrolled Agents P.O. Box 6272 San Mateo, CA Contact: Robert Kern, EA, Education Chair GoldenGateEA@aol.com (650)