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Archive for the 'Practice Management' Category

Help Clients Find You – Review and Update Your CSEA and NAEA Member Profiles

Posted on November 14th, 2017 · Posted in Breaking News, CSEA Society News, Practice Management

11/14/17 — CSEA changed its database recently to make it easier for potential new clients to find you! One of your benefits as an Enrolled Agent Member is the option.. read more

EA License Renewal Period Now Open

Posted on November 6th, 2017 · Posted in Breaking News, CSEA Society News, Industry News, Latest Updates, Practice Management

11/6/17 — Enrolled Agents with Social Security numbers ending in 7, 8, or 9, and EAs without SSNs should renew their EA licenses by January 31, 2018, per Circular 230… read more

How to Network at Your Local Chapter Meetings

Posted on October 23rd, 2017 · Posted in Breaking News, CSEA Society News, Latest Updates, Practice Management

By Chris de Lorimier, EA 10/23/17 — You just filed your last return and can finally take a breath. You begin to reflect on the 2016 filing season before you.. read more

New IRS E-Services Platform Launches

Posted on September 8th, 2017 · Posted in Breaking News, CSEA Society News, Industry News, Latest Updates, Practice Management

9/8/17 — Our friends at the IRS Stakeholder Liaison asked us to share this very important message with our Members. Starting Thursday, September 7, 2017, e-Services began moving to a.. read more

Physical Office Security

Posted on July 18th, 2017 · Posted in Breaking News, Industry News, Practice Management

By Connie Ferrell, EA The cybercrime wave is out of control, and we are made painfully aware of the importance of procedures to make our computers as safe as possible:.. read more

Hot Topics Lunch n’ Learn – Super Seminar 2017

Don’t miss the Fraud and Identity Theft Hot Topics Lunch ‘n Learn, where you’ll enjoy a meal with your peers, hear the latest from IRS Stakeholder Liaison, and earn one hour.. read more

How to Handle a Data Breach

Posted on February 8th, 2017 · Posted in Breaking News, Industry News, Latest Updates, Practice Management

2/8/17 – Tax season has begun, and tax professionals are increasingly being targeted by identity thieves. Return preparers must be vigilant for suspicious activity, since a thief who breaches the.. read more

IRS Alert: Monitor Your PTIN and EFIN

Posted on August 12th, 2016 · Posted in Breaking News, Industry News, Latest Updates, Practice Management

Given the proliferation of phishing schemes targeting tax professionals, return preparers should monitor the usage of their Preparer Tax Identification Number (PTIN) and Electronic Filing Identification Number (EFIN). PTINs –.. read more

Mission Chapter Members Team Up with SJSU

Posted on April 29th, 2016 · Posted in CSEA Society News, Practice Management

4/29/16 – Mission Chapter Members Torie Charvez, EA and Randy Warshawsky, EA will be speaking on the theme, “Navigating Taxes with New Economy Clients,” at the fourth annual IRS/SJSU Small.. read more

Use of Generic Questionnaires – Barbara D. Willingham, EA

Posted on July 24th, 2015 · Posted in Practice Management

When I first read the United States Tax Court case of Scott M. Eriksen, Et Al (Petitioners) v. Commissioner of Internal Revenue (Respondent), I wasn’t much interested in it. It appeared.. read more