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NEWS & HOT TOPICS

Advocacy in Action

1/22/2019
Thanks to CSEA Members' hard work walking the hallways of the Capitol, Jim Stern Legislative Day provided tangible impact for Enrolled Agents.

IRS Waiver of Underwithholding, Underpayment Penalties Following TCJA

1/22/2019
The IRS will waive the estimated tax penalty for many taxpayers whose 2018 federal income tax withholding and estimated tax payments fell short of their total tax liability for the year.

Final Regulations and Guidance on New QBI Deduction

1/22/2019
The QBI deduction created by the TCJA allows many owners of sole proprietorships, partnerships, S corporations, trusts, or estates to deduct up to 20 percent of their qualified business income.

Limited IRS Operations During Shutdown

1/22/2019
The IRS has released its Lapsed Appropriations Contingency Plan for the 2018 filing season, recalling approximately 57 percent of furloughed IRS employees.

Tax Help Day 2019

1/8/2019
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.

Help Wanted - Enrolled Agent or CTEC Preparer

1/8/2019
Full time EA or CTEC for tax season & possibly beyond for individual & business returns. We are located in Milpitas; full benefits package for permanent employees. Expertise in ProSeries, Excel, QuickBooks helpful. Resumes only to Karen@KHahnCPA.com.

Tax Transcript Faxing Service to End

12/26/2018
The IRS will end its tax transcript faxing service as of February 4, 2019, and offer a more secure alternative to taxpayers and tax professionals.

EDD Noncompliance Penalties Reminder

12/26/2018
Beginning January 1, 2019, noncompliance penalties will be charged on certain forms and payments submitted by paper.

Annual Adequate Disclosure Revenue Procedure

12/26/2018
Rev. Proc. 2019-9 identifies circumstances under which the disclosure on a tax return with respect to an item or position is adequate for the purposes of the accuracy penalty of IRC §6662 and the return preparer penalty under IRC §6694.

New Legislation Prompts CTEC Changes in 2019

12/26/2018
Recent legislation extends the California Tax Education Council (CTEC) program until January 1, 2023, and impacts CTEC Registered Tax Preparers.

Beware of Fake Payroll Direct Deposit and Wire Transfer Emails

12/26/2018
The IRS has reported an uptick in business email compromise / business email spoofing (BEC/BES) phishing emails targeting tax professionals, which involve payroll direct deposit and wire transfer scams.

Tips to Reduce CAF Number Errors and Protect Data from Cyberthieves

12/26/2018
The IRS has outlined common errors that delay processing of Centralized Authorization File (CAF) numbers, and steps tax pros should take to help protect their CAF numbers.

Palm Springs Area Practice for Sale

12/26/2018
Selling Palm Springs area tax practice servicing approximately 375 individual and 15 business tax returns, grossing approximately $90,000/year. Asking $110,000 with terms. Contact lewdasilva@aol.com.

Gains on Involuntary Conversions

12/21/2018
Like me, you may have clients, friends or family who suffered total or partial destruction to their property from the 2017 and 2018 fires in Northern and Southern California. We reach out to them on many levels. Certainly, it all starts on a personal

Tax/Bookkeeping Practice Wanted

12/17/2018
Established Carlsbad Enrolled Agent seeks to purchase North County San Diego practice/client list to augment own practice. Seeking Business, Individual, Trust, Payroll clients – $25k-$100k. Email Maureen@mteataxaccounting.com or call 760-828-7931.

Practice Management Thoughts, Part Two - Growing Your Practice

12/7/2018
As you make progress with the management of your practice, you may find it advantageous to purchase another practice. Let James Southward, EA and Elizabeth Huff, EA help you with this important task.

TCJA Expands Preparer Due Diligence Requirements

12/3/2018
The IRS has issued final regulations expanding paid preparer due diligence requirements to head of household filers. The additional requirement will apply starting with 2018 returns prepared on or after November 7, 2018.

Help Wanted - EA or CTEC Preparer

11/26/2018
Tax Office in Temecula, CA is looking for a seasonal F/T experienced tax preparer. EA or CTEC registered. Candidate must live locally, be flexible and able to work long hours. Bilingual preferred. Please send resume to Jchtaxgroup1@yahoo.com.

Position Wanted

11/9/2018
Enrolled Agent seeking part-time work for 2019 tax season; ideally in the Clairemont or Mission Valley area of San Diego. Please contact Lisa Krenzer at 858-405-4668 or lkrenzer@yahoo.com.

Practice for Sale

11/8/2018
Tired of California? Buy this tax and accounting office on the beautiful Kenai Peninsula, Alaska. Established 20 year business. Please call 907-399-7180 or email nrmngreene@yahoo.com.

CDTFA Planning to Move Ahead with Wayfair Implementation

11/6/2018
In an informational meeting held last Wednesday, October 24, CDTFA made clear its plan to move forward with the implementation of the Wayfair v. South Dakota Supreme Court decision without input from the California Legislature.

FTB November 2018 Tax News

11/6/2018
FTB's monthly Tax News helps you stay up-to-date on important issues that affect your tax practice.

401(k), IRA Contribution Limits Increase for 2019

11/6/2018
The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $18,500 to $19,000.

Help Wanted - Licensed Tax Preparer

11/6/2018
Seeking a qualified person to fill a part-time or full-time position during tax season in a tax preparation office in Richmond, CA. Preference for CPAs, EAs or other licensed preparers. Send cover letter and email to corcap1@pacbell.net.

EA License Renewal Period Now Open

11/6/2018
Enrolled Agents with SSNs ending in 0, 1, 2 or 3 should renew their EA licenses by January 31, 2019 to ensure processing before the current enrollment cards expire on March 31, 2019.

Help Wanted - Enrolled Agent

11/1/2018
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. Send resume to joe@modicafinancial.com or call 805-461-5903.

Help Wanted - Enrolled Agent

10/29/2018
Busy Burlingame EA office seeking personality match. Ideal candidate will have years of tax/life experience, enjoy interacting with and giving advice to clients. This is NOT a back office job. Send resume to clayton@claytonpattersonea.com.

Practice Management Thoughts, Part One - Starting a Tax Practice

10/24/2018
Are you thinking of starting your own tax practice? Do you have the entrepreneurial spirit? Can you put in the time? Let James Southward, EA and Elizabeth Huff, EA help you with these and other crucial questions.

Your Bridge to Success

10/24/2018
Chris de Lorimier, EA, MBA shares insights on how membership in CSEA contributes to the progress, connections, and success of Enrolled Agents.

Help Wanted - Seasonal Tax Preparer

10/22/2018
Small Burlingame CPA firm seeks Seasonal Tax Preparer for upcoming season. Great opportunity for recurring seasonal work for individual who wants to continue working but have flexibility the rest of the year.

Cannabis Business Tax Information

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

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.

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.

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

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.

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.

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

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.

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

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.

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.

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.

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.

2018-2019 Per Diem Rates

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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).

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.

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.

Upgrade Your Passwords and Data Encryption

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

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.

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

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.

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

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..."

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 - 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,

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.

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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.

Find an EA OR CALL 1-800-TAXPRO5