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2010 SPECIAL ENROLLMENT EXAM
PREPARATION CLASSES

Presented By
EAST BAY ASSOCIATION OF ENROLLED AGENTS


**Note Dates Changed**
Part 1 - Individuals Dates: July 10, 17, 24 - CPE 18 hrs*

Part 2 - Businesses Dates: Aug 14, 21, 28, Sep 11, 18 - CPE 30 hrs*

Part 3 - Representation Dates: Oct 23, 30 - CPE 12 hrs*

You must attend all 6 hours per day for credit *See pg 2 for CPE

Time: Saturdays 9:00 AM to 4:00 PM (Lunch is on your own)

Location: Radisson / Holiday Inn Hotel, 6680 Regional St, Dublin CA 94568

Instructors: Pat Golden, EA; Peter Lingane, EA; Andy Rogers, EA; and Bart Rugo, EA

Prerequisite: Basic knowledge in tax preparation of Form 1040

Class Fees:

All three parts - $650

Early discount by June 30 - $600

Separately - Part 1 $225, Part 2 $400, Part 3 $150

Text Books are not included and must be ordered directly from publisher

Register online at: www.123signup.com/calendar?Org=ebaea

Information: Tom Johnston at 925-828-4500 or

Scholarships: See CSEA and NAEA Websites for information.

To apply for Enrollment: www.irs.gov/taxpros/agents

To schedule exam: www.prometric.com/irs


SPECIAL ENROLLMENT EXAM
PREPARATION CLASSES

CPE INFORMATION

Partial credit is not given. You must attend all hours per day to receive credit. 6 hours of credit will be given for each day of class.

CTEC
All class sessions qualify for CTEC Federal Tax credit. Hence, Parts 1, 2, & 3 classes qualify for the current fiscal year which ends October 31st because all classes will be completed before October 31st.

IRS Circular 230
If you were not an EA, CPA or Attorney when you take the classes, if you also take the Special Enrollment Exam and become an EA, you can count the classes as part of the IRS CPE requirement. However, the classes may not be used as part of the 16 hours minimum requirement in the final year of the three year enrollment cycle. The IRS currently calculates continuing education received in a calendar year (Jan 1 to Dec 31).

If you are already an EA, CPA or Attorney when you take the classes, the classes do not qualify for IRS CPE because the classes are considered basic courses on subjects with which you should already be familiar. However, the classes will qualify for the additional CPE requirement for members of CSEA and NAEA.

IRS Circular 230 Rules for renewed enrollment effective after April 1, 2007:
Your renewal cycle is assigned according to the last digit of your social security number. See IRS website for specific information on renewal cycle.

You must complete 72 CPE credit hours over the three year period specified. Each year you must have a minimum of 16 CPE credit hours of which 2 hours must be in Ethics.

An individual who receives initial enrollment during an enrollment cycle must complete two (2) hours of qualifying continuing education credit for each month enrolled during the enrollment cycle. Enrollment for any part of a month is considered enrollment for the entire month.

References:
Circular 230 Sec 10.6(e)
www.irs.gov/taxpros Enrolled Agents CPE

Members of CSEA & NAEA:
Including the IRS requirements above you must complete a total of 90 (IRS 72 + 18) CPE credit hours over a three year cycle or 30 (IRS 24 + 6) CPE credit hours per year.
New members are pro-rated CPE through the first year 2 hours CPE per month.

SEE CLASS INSTRUCTOR BIORGAPHIES

Pat Golden, EA, MBA Tax Trained as a Psychiatric Technician in the Navy. For a number of years he was a community mental health worker in San Francisco (Haight, Fillmore, Western Addition). Because of his Crisis Clinic work he was hired by IRS for office audits. Mr. Golden has a BA from the University of California Berkeley and MBA Tax from Golden Gate University. Pat worked in CPA firms for several years. He has been a sole practitioner since 1983 preparing 400 returns a year, specializing in business returns.

Thomas W Johnston, EA began preparing tax returns in 1983 at the urging of a friend. He was accepted into practice as an Enrolled Agent in 1986. Mr. Johnston is Chairman of the SEE Class Committee and a Past President of EBAEA. He also serves as a member of the Ethics and Professional Conduct Committee for CSEA. Mr. Johnston is a graduate of San Francisco State University with BA and MA degrees in Drama. He taught for a number of years at the college level. He has also had a career as a building manager. Mr. Johnston has taken courses in the Master of Tax program at Golden Gate University and is a Fellow of the National Tax Practice Institute. Mr. Johnston's tax practice is in San Ramon where he specializes in tax returns for individuals, estates and trusts and does representation for his clients.

Peter James Lingane, EA, CFP has a practice in Lafayette specializing in planning and compliance for individuals, trusts and estates. He was a SEE class instructor for East Bay previously. Peter is a graduate of Harvard University, has a PhD in chemistry from the California Institute of Technology, and is a Fellow of NTPI. He is a published author and has been a technical reviewer for the Journal of Financial Planning. Peter has served as a Director of EBAEA and is a past editor of the chapter newsletter.

Andy Rogers, EA has been preparing returns as an Enrolled Agent since 1999 and currently works out of Alameda with the business name Tax Buddha. Andy has been conducting seminars for the public as well as professional education in San Francisco, San Jose and Los Angeles, presenting his own material on Schedule C, S Corporations and IRS/EDD material on Payroll. Andy has publications available on Amazon and has been published in CSEA's monthly magazine. Andy is a graduate of UC Berkeley in English and is currently mini-seminar chair and member of the Board of Directors of EBAEA.

Bart Rugo, EA retired from the IRS in 2007 after 30 years of service. He began as a Taxpayer Service Representative answering questions on the IRS toll free number and at several local offices. After gaining experience, Bart became an instructor of individual, military and small business taxes. Later he served as a Revenue Officer for 2 years after which he became the manager of the IRS Walk In office at the San Francisco federal building. During his last six years Bart worked with the IRS partnering with community organizations to train people to prepare basic tax returns in their local communities. Bart currently lives on Treasure Island where he enjoys the view and tries to enjoy the wind.


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