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NEWS & HOT TOPICS

Tax Help Day 2019

10/8/2018
January 26, 2019 is Tax Help Day, when local Enrolled Agents, “America’s Tax Experts,” meet with taxpayers at locations throughout California to answer questions on a wide variety of tax topics.

October 15 Deadline Scams

10/8/2018
The IRS is warning taxpayers to beware of scams ahead of the October 15 tax-filing extension deadline, including threatening phone calls and email phishing schemes.

Guidance on Changes to Expense Deductions for Meals, Entertainment

10/8/2018
The IRS has issued Notice 2018-76 providing transitional guidance on the business expense deduction for meals and entertainment following law changes in the Tax Cuts and Jobs Act (TCJA).

CSEA 2018 End of Year Bill Update

10/8/2018
The 2018 legislative calendar is over and the Governor has finished signing bills. CSEA had some notable advocacy victories this year.

100 Percent Depreciation Deduction for 2017

10/8/2018
Business taxpayers who placed qualifying property in service during 2017 but choose not to claim the new 100-percent depreciation deduction have a limited time to file the required election with the IRS.

Know the Signs of Tax Pro Data Theft

10/8/2018
Cybercriminals often leave very few signs of their intrusion, so tax preparers might not even realize that client data has been stolen until fraudulent returns are filed.

Cannabis Business Tax Information

10/8/2018
Visit the California Tax Service Center for cannabis business tax information.

2018-2019 Per Diem Rates

10/5/2018
Notice 2018-77 announces the special per diem rates effective October 1, 2018.

Refundable Credit Educational Compliance Letter 5025

10/5/2018
ax preparers who have submitted returns with questionable claims for the Earned Income Tax Credit (EITC), the Child Tax Credit Tax Credit/Additional Child Tax Credit (CTC/ACTC) and the American Opportunity Tax Credit will soon begin receiving Letter

Data Security Webinar Oct. 24, 2018

10/5/2018
Improve data security awareness for yourself and your employees with this free webinar, Protect Your Clients, Protect Yourself: Tax Security 101 on October 24, 2018, at 11 a.m. PT.

NvSEA Victory Upheld

10/5/2018
With the passing of the September 20 deadline for the State of Nevada to appeal the judgement in favor of EAs, Nevada is now permanently enjoined from taking any action to enforce Nevada Revised Statutes (NRS) 240A, cash bond or security bond require

Combat-Injured Disabled Veterans May Be Owed Refunds

10/5/2018
Certain veterans who received disability severance payments after January 17, 1991, and included that payment as income, should file Form 1040X to claim a credit or refund of the overpayment attributable to the disability severance payment.

CSEA Award Nominations Due by Nov. 30, 2018

10/5/2018
CSEA offers many important awards that recognize and honor those individuals who have gone above and beyond in the service of their Society and their Chapters. Without your nomination, these dedicated volunteers might go unrecognized.

2019 Form W-4 Similar to 2018 Version

10/5/2018
As a result of feedback from the payroll and tax communities, the 2019 version of the Form W-4 will be similar to the current 2018 version. A new draft version of the W-4 for 2019 will be available in the coming weeks.

CSEA September 2018 Meetings Roundup

10/5/2018
CSEA conducted another round of productive governance meetings on Saturday and Sunday, September 22-23 at the Sheraton Grand Sacramento. The Society also welcomed Derek Ganter, IRS Area Manager Stakeholder Liaison Field Operations, who was in attenda

FTB October 2018 Tax News

10/5/2018
FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

Employer Tax Credit for Paid Family and Medical Leave

10/5/2018
Eligible employers who provide paid family and medical leave to their employees may qualify for a new business credit for tax years 2018 and 2019.

EDD Third Quarter 2018 California Employer Newsletter

10/5/2018
The latest edition of EDD’s California Employer newsletter has information about fraud, compliance, audit guidelines, and more.

2018 Employer Reimbursements for Employees’ 2017 Moves

10/5/2018
Employer payments or reimbursements in 2018 for employees’ moving expenses incurred prior to 2018 are excluded from the employee’s wages for income and employment tax purposes.

SOS’s Eureka Chatbot Receives Prestigious Award

10/5/2018
The California Secretary of State (SOS) received the Best Application Serving the Public award from the Center for Digital Government on September 18. The award was presented for the SOS’s Eureka Chatbot, which answers frequently asked business entit

W-2 and 1099-MISC Filing Extensions Not Automatically Approved

10/5/2018
The IRS is advising preparers that Treasury Decision 9838, Extension of Time to File Certain Information Returns in Internal Revenue Bulletin 2018-34, is the final ruling and clarifies that extension requests for Forms W-2 and 1099-MISC will not be a

Help Wanted - Enrolled Agent

10/3/2018
Enrolled Agent needed for tax season and possibly beyond for a F/T position. We are a busy and growing firm. Our firm offers competitive pay, health insurance and training on tax software. Please send resume to joe@modicafinancial.com or call 805-461

Practices for Sale

10/2/2018
Grow your practice through an acquisition. Two tax practices for sale in San Francisco (grossing $82k and $111k) and a bookkeeping practice for sale in Daly City area (grossing $434k). Contact Ken at 408-598-3009 or email kberry@prohorizons.com.

EA Seeking Client List

9/18/2018
Looking for a succession plan? Home-based EA in Clairemont/San Diego looking for boutique practice or client list. Call Heather at 619-567-9829 or heather@papyrus.tax.

Tax and Accounting Practice For Sale

9/11/2018
Annual gross revenue - 180k & growing. Located in Grays Harbor Co. WA. Well established - 70 years+. Bookkeeper in place. EA or CPA preferred. Contact Mike at (714) 585-9323.

Practitioner Liaison Meeting Report Provides Important Information

8/27/2018
On July 17, 2018 the IRS hosted the Sacramento area Practitioner Liaison Meeting (PLM), facilitated by Senior Stakeholder Liaison Marc Zine.

Nevada Society of EAs Lawsuit Status Update

8/27/2018
Nevada Society of Enrolled Agents (NVSEA) President Janet Vick, EA has provided a status update on the battle to preserve the rights of EAs in Nevada.

Mary Geong, CPA, EA Appointed to CBA

8/27/2018
East Bay Chapter Member Mary Geong, CPA, EA has been appointed to the California Board of Accountancy (CBA) by Governor Jerry Brown.

Disaster Gains Articles Requested

8/27/2018
North Bay Chapter's CalFireTaxInfo.org website needs your help! Many of the Enrolled Agents dealing with fire victims are seeing that their clients have GAINS on the loss of their properties.

Proposed Regulations Block SALT Workarounds

8/27/2018
The Treasury and the IRS have issued proposed regulations regarding charitable contribution deductions when the taxpayer receives or expects to receive a corresponding state or local tax credit.

Step Up Your Security Education

8/27/2018
The IRS and its Security Summit partners are reminding tax pros that their staff plays a crucial role in protecting client data.

IRS to Introduce New Tax Transcript

8/23/2018
Starting September 23, the IRS will replace the current format of the individual tax transcript products and introduce a new tax transcript with redacted formatting.

Tax Security: Learn from the Mistakes of Others

8/21/2018
In the fifth installment of the “Tax Security 101” campaign, the IRS has shared insights and suggestions from tax professionals who have been targeted by identity thieves.

Have Your Clients Checked Their Withholding?

8/21/2018
With the IRS Withholding Calculator, your clients can check and adjust their withholding now to prevent unexpected tax bills and penalties next year at tax time.

CDTFA August 2018 Updates

8/21/2018
Some CDTFA processes have changed due to their new online services system, including the way sales and use tax prepayments are made.

CDTFA Emergency Tax or Fee Relief

8/21/2018
Emergency tax or fee relief is available from the CDTFA for business owners and fee payers directly affected by disasters declared as state of emergencies.

Protect Your Professional ID Numbers

8/21/2018
Cybercriminals sometimes post stolen EFINs, PTINs and CAF numbers on the Dark Web as a crime kit for identity thieves who can then file fraudulent tax returns.

EDD Disaster Related Payroll Tax Relief

8/21/2018
Employers in multiple counties directly affected disasters may request up to a 60-day extension of time from the EDD to file their state payroll reports and/or deposit payroll taxes without penalty or interest.

CTEC Renewal Deadline October 31, 2018

8/20/2018
CTEC Renewal Deadline October 31, 2018 California Tax Education Council (CTEC) 2018/2019 renewal registration cycle began on August 1, 2018.

Disaster Unemployment Assistance Available to Shasta County Wildfire-Affected Workers

8/20/2018
Workers, business owners, and self-employed individuals who lost their jobs temporarily or permanently as a direct result of the Carr Fire in Shasta County may be eligible for federally subsidized disaster unemployment assistance (DUA).

FTB August 2018 Tax News

8/20/2018
Stay ahead of the curve on important issues that affect your tax practice with FTB's monthly Tax News.

BOE Disaster Relief Resources

8/20/2018
The “Resources” tab of the BOE’s Disaster Relief web page has a quick reference chart for types of relief available.

CSEA Promotes EAs at the 2018 Latino Tax Fest

8/20/2018
CSEA is proud to be an exhibitor at the 2018 Latino Tax Fest in Las Vegas.

David Fogel, EA Honored at 2018 NAEA National Conference

8/20/2018
Sacramento Valley Chapter Member David Fogel, EA has received NAEA’s 2018 Enrolled Agent Mentor of the Year Award.

IRS PTIN Server Domain Change

8/20/2018
The IRS will soon be changing the name of the email server domain that they use to issue messages to PTIN holders from the online PTIN system.

Don’t Fall Victim to Spear Phishing

8/20/2018
Did you know that spear phishing email is the most common way data thieves enter a tax pro’s digital network to steal client information? Week four of the IRS’ “Tax Security 101” campaign takes a deep dive into this cyber crime.

2019-2020 Call for Officer Nominations

8/15/2018
The Call for Officer Nominations is now open and the Nominating Committee is seeking candidates for the positions of President, First Vice President, Second Vice President, Treasurer and Secretary for the 2019-2020 governance year.

Section 199A Proposed Regulations Released

8/8/2018
Today the IRS issued proposed regulations for Section 199A, Qualified Business Income deduction. This comes as good news to the many CSEA members who have been asking the IRS for some guidance on this issue. In addition...

Nevada Society Wins the First Case in Right to Practice Fight

7/30/2018
Nevada Society of Enrolled Agents President Janet Vick, EA has reported that on July 6, District Court Judge James Wilson ruled in favor of the Enrolled Agents’ right to practice.

IRS Taxpayer Burden Surveys

7/30/2018
The 20,000 recipients for this survey will receive an IRS letter explaining the purpose of the survey and inviting them to participate.

Veterans Owed Refunds for Disability Severance Payments as Income

7/30/2018
The IRS is advising certain veterans who received disability severance payments after January 17, 1991, and included that payment as income, that they should file Form 1040X.

Monitoring Employment Tax Deposits with EFTPS

7/30/2018
Employers who outsource payroll duties to third parties are still generally responsible if any employment taxes are not timely paid.

IRS Disaster Relief Resources for Tax Pros

7/30/2018
Disaster relief applies to tax preparers who are unable to file returns or make payments on behalf of clients because of a disaster.

Upgrade Your Passwords and Data Encryption

7/30/2018
Strong password and encryption protocols should be standard features of your data security plan.

NAEA Testifies on IRS Reform

7/30/2018
On July 26, Phyllis Jo Kubey, EA testified on behalf of NAEA at the “Improving Tax Administration Today” hearing of the Senate Finance Committee Subcommittee on Taxation and IRS Oversight. NAEA was the only tax professional organization invited to te

Payroll Tax Relief for Employers Due to Fires, Rain

7/30/2018
Employers in the several counties directly affected by rains or fires may request up to a 60-day extension of time from EDD to file state payroll reports and/or deposit payroll taxes.

IRS Tax Reform Updates

7/30/2018
The IRS has updated its Tax Reform web page with specific information for individuals, businesses and tax exempt entities.

Super Seminar 2018 Volunteers Commended

7/24/2018
CSEA gratefully acknowledges and commends all of the volunteers who helped make Super Seminar 2018 a hugely enjoyable success.

IRS Tax Tip 2018-100 Corrected

7/23/2018
Sacramento Valley Chapter Member David Fogel, EA, CPA discovers penalty-relief error in Tax Tip 2018-100.

NTA Comments on IRS Private Debt Collection Program

7/23/2018
National Taxpayer Advocate (NTA) Nine E. Olson has responded to a press release from the Partnership for Tax Compliance, an organization of private debt collection agencies working IRS accounts.

Six Steps to Data Security

7/23/2018
During week two of its “Tax Security 101” campaign, the IRS has identified six safeguards to help tax professionals protect taxpayer data.

CSEA Collecting Member Questions for STALM

7/23/2018
The annual State Tax Agencies Liaison Meeting (STALM) will take place on Monday, September 24, and CSEA is collecting Members' stories about problems with state tax issues.

Donor Information Reporting Requirement Dropped for Many Tax-Exempt Organizations

7/23/2018
Revenue Procedure 2018-38 modifies information that must be reported to the IRS by organizations exempt from tax under IRC §501(a), other than organizations described in §501(c)(3), that are required to file an annual Form 990 or Form 990-EZ informat

Office Space Available

7/16/2018
Three Class A office spaces available – newly renovated. Signature property with excellent location just minutes from Highway 101 in Northern Santa Rosa. Please click on the link above for details.

Help Wanted - Seasoned CTEC or EA

7/13/2018
Busy Santa Clarita tax office seeks seasoned CTEC or EA for 2019 tax season. Full time seasonal; possible part time during off season. Very fast paced office. Email resume and references to Karol@allvalleytax.com.

NTA - Sharing Economy Participants Lack Adequate IRS Guidance

7/10/2018
In her 2017 Annual Report to Congress, National Taxpayer Advocate (NTA) Nina Olson characterizes the IRS’ efforts to reach out to participants in the sharing or gig economy as a “Most Serious Problem.” She examines some of the challenges facing the s

Draft 1040 Sparks Discussion

7/10/2018
The IRS has released a draft of a revised Form 1040 for the 2019 tax season. The revised form is about half the size of the current version and would replace the current Form 1040, 1040A and 1040EZ. The IRS describes the new form as using a “building

Payroll Tax Relief for Employers in Lake County

7/10/2018
Employers in Lake County directly affected by the Pawnee Fire which began on June 23, 2018 may request up to a 60-day extension of time from the EDD to file their payroll reports.

CSEA Welcomes 2018-2019 Officers and Directors

7/10/2018
One of the highlights of the Annual Meeting Grand Banquet, held on June 24, 2018 in Reno, NV, was the installation of new Officers and Directors.

CSEA - SOS Partnership Delivers Results

7/10/2018
CSEA’s advocacy to improve the Secretary of State’s (SOS) Statement of Information (SOI) filing is a success! At the one-year anniversary of SOS’ BizFile online filing tool, SOI filing for LLCs has an 80% adoption rate and SOS has processed over 400,

BOE - Property Tax Relief Available for Those Impacted by Fires

7/10/2018
Taxpayers whose property has been damaged by the recent fires may be eligible for property tax relief.

EDD Second Quarter 2018 California Employer Newsletter

7/10/2018
This edition of EDD's California Employer newsletter has information about new electronic payment options.

FTB July 2018 Tax News

7/10/2018
Stay ahead of the curve on important issues that affect your tax practice, including a reminder not to share your MyFTB account.

More Than Two Million ITINs to Expire in 2018

7/10/2018
Individual Tax Identification Numbers (ITINs) that have not been used on a federal tax return at least once in the last three consecutive years will expire on Dec. 31, 2018.

TCJA Allows for Increased Contributions to ABLE Accounts

7/10/2018
The Tax Cuts and Jobs Act (TCJA) enables eligible individuals with disabilities to put more money into their Achieving a Better Life Experience (ABLE) accounts. Normally, contributions totaling up to the annual gift tax exclusion amount, currently $1

NTA Comments on Implementing Tax Reform

7/10/2018
National Taxpayer Advocate (NTA) Nina E. Olson's Fiscal Year 2019 Objectives Report to Congress notes that “the IRS is facing the herculean task of implementing tax reform..."

Keep Records of IRS Electronic and Phone Contact

6/19/2018
It’s a good idea to keep records of electronic and telephone contacts with the IRS to speed up the resolution of issues. When contacting the IRS by telephone, be sure to note key information from the conversation.

EAs' Ability to Prepare Threatened in Nevada

6/19/2018
Nevada Society of Enrolled Agents released the following letter on May 15, 2018, detailing what has become a truly dire situation for Enrolled Agents...

Help Wanted - Enrolled Agent for Tax Resolution and Tax Preparation

6/18/2018
Sacramento tax office is seeking an Enrolled Agent for tax resolution and tax preparation. Tax preparation: TaxWise. Position is part time. Please send resume to rf@oictaxservice.com.

CSEA Grand Banquet June 24

6/8/2018
You are cordially invited to join the festivities as we conduct both important and fun Society business at the Annual Meeting and Grand Banquet on Sunday, June 24...

Wine Tasting Fundraiser June 23

6/7/2018
Wine Tasting Fundraiser benefits the CSEA Education Foundation. If you're in Reno on Saturday night, June 23, stop by Crystal 3 at the Grand Sierra Resort & Casino and join us in tasting some very nice wines.

CSEA Members Lobby at Nation’s Capital

5/21/2018
On May 15, 2018, a contingent of CSEA Members joined nearly 100 other Enrolled Agents from across the country at the annual NAEA Fly-In Day in Washington, D.C.

Tax on Services Bill is Stalled

5/18/2018
On Wednesday, May 16, the Senate Governance & Finance Committee held a hearing on the latest iteration of a tax on services bill, SB 993. Due in part to the fantastic response to our call to action last week and the many calls that our Members, both

Call to Action: Tax on Services

5/11/2018
On Wednesday night, Senator Hertzberg substantially amended his tax on services bill, SB 993. What makes this latest version of tax on services so dangerous?

Officer Statements of Candidacy

5/11/2018
The Nominating Committee of the California Society of Enrolled Agents invited all 2018-2019 candidates for CSEA office to submit statements reflecting their experience and point of view. The election...

Call to the 2018 Annual Meeting

5/11/2018
Whereas, Article 7, Section 7.01 of the Bylaws of the California Society of Enrolled Agents directs that the Annual Meeting of the Society shall be held at a time and place selected by the Board of Directors; And whereas, the Board of Directors...

Society News

5/10/2018
A proposed Bylaw amendment for the June 2018 Annual Meeting is now available for review.

New Approved Enrolled Agent Logo Now Available

5/4/2018
The IRS is providing a new Enrolled Agent logo that EAs may use in marketing materials. The new logo replaces a logo that the IRS created in 2012.

IRS Seeks Recommendations for 2018-2019 Priority Guidance Plan

5/4/2018
The IRS has issued Notice 2018-43 inviting recommendations for items that should be included in the 2018-2019 Priority Guidance Plan. Recommendations should be submitted by June 15, 2018.

Changes to CDTFA Online Services Begin May 7, 2018

5/4/2018
Your clients may have received an email about changes to their California Department of Tax and Fee Administration (CDTFA) online services account. All CDTFA online services account functions are unavailable from May 1 - May 6. Beginning May 7, sales

IRS Tests TDC Secure Messaging Program

5/2/2018
The IRS is testing the Taxpayer Digital Communications (TDC) Secure Messaging program to streamline correspondence audits. The TDC program focuses on audits involving Schedule A Itemized Deductions, the Child Care Credit and the Education Credit.

Apply for CSEA Scholarships by June 30, 2018

5/2/2018
CSEA Education Foundation scholarships are awarded three times each year, and the next application deadline is June 30, 2018.

CSEA Supported Bills Move Forward

4/30/2018
Two important bills, resulting from the coordinated efforts of the CSEA Legislative Affairs Committee and the CSEA Legislative Advocate, are progressing through the CA Legislature.

New Phone Scam Mimics IRS TAC Phone Numbers

4/24/2018
In the latest version of the phone scam, criminals use telephone numbers that mimic IRS Taxpayer Assistance Centers (TACs) to trick taxpayers into paying non-existent tax bills. Scammers claim to be calling from a local IRS TAC office, and program th

Section 965 FAQ Updates

4/18/2018
The IRS has added more information to the Section 965 FAQs webpage. Publication 5292, How to Calculate Section 965 Amounts and Elections Available to Taxpayers, now reflects Tax Cuts and Jobs Act changes.

Automatic Filing Extension for Dec. 2017 CA Disasters

4/17/2018
CSEA reminds our Members that taxpayers affected by the California wildfires, flooding, mudflows and debris flows in parts of southern California have until April 30, 2018 to file and pay.

IRS Extends Filing Deadline

4/17/2018
The IRS has extended the filing deadline to April 18, allowing taxpayers an extra day to file and pay their taxes following technical difficulties with the agency's electronic filing and online payment systems, and both services are currently availab

Congress Takes First Step Towards IRS Reform

4/13/2018
On Tuesday, Republican and Democratic leaders of the HouseWays and Means Oversight Subcommittee released a set of bills to “redesign” the IRS. Included in the package is language requiring the IRS to provide guidance on using private sector electroni

NAEA Calls for IRS Reform

3/30/2018
Our national affiliate has been hard at work looking out for the best interests of both taxpayers and tax professionals, demonstrating their value in advocating at the federal level. Last week, NAEA released reform recommendations in response to the

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WHY CHOOSE AN ENROLLED AGENT

Enrolled Agents are America’s Tax Experts. We are federally-licensed tax practitioners who specialize in tax preparation and have unlimited rights to represent taxpayers before the Internal Revenue Service. If you get a letter from the IRS, or worse, are audited or are the target of a collection action, your EA can speak directly to the IRS on your behalf.

Enrolled Agents are trained in a wide variety of tax situations, both common and unusual. With tax laws changing yearly, it’s more critical than ever to consult with a qualified tax specialist on your tax and financial strategy. The Enrolled Agent license is the highest credential the IRS issues. Be confident about your tax return – use an Enrolled Agent.

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