Ask the Experts  |  March 19

Karen Brosi, EA, CFP & Sharon Krieder, EA, CPA

 

This event has been canceled due to public health and safety restrictions; refunds will be issued to all registered attendees.  

 

A mid Tax Season update when tax practitioners need it the most!

Karen and Sharon are well known tax professionals who lecture for Western CPE and CSEA's Super Seminar.  They will present up-to-date news and clarification of the changes in tax law, as well as answer questions on their presentation and topics from attendees.

In the interest of time and to manage the presentation, attendee questions may be limited to those submitted prior to the meeting.  If you would like to submit a question, download the question form and email it to the moderator, Norman M. Golden, EA at Norman@GoldenTax.com.

Continuing Education: 1 hour federal tax law update

Karen Brosi, EA, CFP 

 

Karen Brosi, EA, CFP® has been practicing in Palo Alto, California for over 15 years.  She is a Certified Financial Planner professional and is Enrolled to Practice before the Internal Revenue Service. Prior to establishing her own firm, Karen was a senior tax specialist and director of the financial planning department at a respected Palo Alto CPA firm.  A native Californian, she completed her undergraduate education at Cal Poly, San Luis Obispo, with a major in Mathematics. In the community, Karen is active in her local church and the Palo Alto Rotary Club. She is the founding president of FANS of Cal Poly Theatre, an Alumni Association Support Group, and is a past-president of Golden Gate Chapter and past officer of the California Society of Enrolled Agents. Karen advises clients in individual tax and family wealth planning. A frequent lecturer, Karen has written articles on various tax and financial planning topics and has been widely quoted in the print media, particulary the San Jose Mercury News.

Sharon Krieder, EA, CPA 

 

Sharon Kreider, CPA, has helped more than 15,000 California tax preparers annually get ready for tax season. She also presents regularly for the AICPA, the California Society of Enrolled Agents, CCH Audio, and Western CPE. You’ll benefit from the detailed, hands-on tax knowledge Sharon will share with you—knowledge she gained through her extremely busy, high-income tax practice in Silicon Valley. With her dynamic presentation style, Sharon will demystify complex individual and business tax legislation. She’s a national lecturer for business and professional groups and consistently receives outstanding evaluations. In 2014, she was awarded the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education.







Price (includes dinner)


Regular
  Through  
March 16
Late
  On or after  
March 17

Members
 
$55.00

$65.00
Non-members  $70.00 $80.00

Questions?  Contact Nicholas Sutton, EA.

 

Location


Crowne Plaza Foster City
1221 Chess Drive
Foster City, CA

Schedule


6:00 pm        Networking
6:45 pm    Dinner
7:30 pm    Education           
     

Entree Selections


  • Traditional Corned Beef & Cabbage with Candied Carrots & Steamed Parsley, Red Potatoes with Julienne of Vegetables, Parmesan Cheese & Roasted Pepper Coulis, or

  • Vegetarian Corned Beef with Cabbage, Carrots, Tofu & Seasonal Vegetables and Parsley Red Potatoes Entrée

Entree includes Spinach Salad with Belgium Endive, Roasted Red Peppers, Candied Pecans & Shiitake Mushrooms, Champagne Vinaigrette and New York Cheesecake with Cream de Menthe Drizzle.

Note:  Late registrants may not receive the published entrees.

Canceled: Ask the Experts

In order to register for this event you will need to have a CSEA online account, even if you are not a CSEA Member.  You will automatically receive the Member rate if you are currently a Member of any CSEA Chapter.  Not sure if you have an online account?  Contact the staff office at (800) 777-2732 or send a note to info@csea.org for help during regular business hours.

After you register, remember to Proceed to Checkout 
below to pay for your registration.

When
3/19/2020 6:00 PM - 8:30 PM
Where
Crowne Plaza Foster City 1221 Chess Drive Foster City, CA
This event has been canceled due to health and safety concerns.
My registration status: Not registered