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CSTC's 2019 SUMMER TAX SYMPOSIUMJune 9-12, 2019 Celebrating the 33rd Annual Symposium The Tax Cuts and Jobs Act has transformed the landscape for tax professionals. Keeping up with the vast changes resulting from the new tax act can be daunting. The 2019 CSTC Summer Symposium will help to unravel the mysteries surrounding the adoption of the TCJA, help you to understand its impact on your practice, and better prepare you for addressing the needs of your valued clients. The CSTC Summer Symposium offers 72 CE hours of educational programming covering a broad range of topics that address the needs of most tax professionals, including CTEC preparers, Enrolled Agents, CPAs and attorneys. Subject matters to be covered include best practices, Section 199(a), California taxation, rental properties, representation, trusts and estates, ethics and more. We know you have choices when it comes to education. There’s the discount route, or you can choose the effective route. By attending the CSTC Summer Symposium, you not only expand your knowledge of tax, you also meet tax professionals from across the state who may someday be the answer to a difficult situation you encounter. We look forward to helping your career when we see you at the 2019 CSTC Summer Symposium.
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2019 Exhibitors/Sponsors
Schedule-at-a-Glance Registration Information & Fees Book Your Stay / Hotel Information Session Descriptions About the Presenters About our Exhibitors/Sponsors 2019 Exhibitors / Sponsors
WANT TO EXHIBIT/SPONSOR AT THE 2019 SUMMER SYMPOSIUM? CLICK HERE! Summer-Symposium Schedule-at-a-Glance
Registration Information and Fees
Cancellation policy: Registration cancellations will be accepted in writing until May 15, 2019. A $100 administrative fee will apply to the refund. No refunds will be given if cancellation notice is received after 5:00 p.m. on May 15, 2019, or for no-show registrants.
Book Your Room! Located adjacent to the Las Vegas Convention Center and just one block from the world-famous Las Vegas Strip, the Westgate Las Vegas Resort & Casino (formerly the LVH – Las Vegas Hotel & Casino) offers the finest amenities and spacious rooms. Enjoy the world's largest race & sports book, dine at the world-famous Benihana, and experience legendary performers like nowhere else. In addition, Westgate Las Vegas Resort & Casino features a Las Vegas Monorail stop onsite for easy access to the rest of the excitement on the Las Vegas Strip. A daily Resort Fee of $33.99 plus tax will be OPTIONAL upon check in.
Guarantee/Deposit: All reservations require a credit card deposit of one night room and tax at the time of booking.
Click to following link to make your reservation online: https://book.passkey.com/go/STAX9R You can also call 1-800-635-7711 to make your reservation. Promo Code: STAX9R Check-In Time: 3:00 PM Cutoff date to book your hotel is May 17, 2019 Monday, June 10, 2019 Session 1: IRS Keynote Presentation Session 2: 199A - Qualified Business Income Deduction Learning Objectives: #1: Identifying activities eligible for a 199A deduction. #2: How to calculate the deduction and limitations. #3: How and when to use aggregation rules, and how to compute the carryovers. Session 3: 1031 Exchanges and Their New Counterpart - Opportunity Zones Learning Objectives: #1: Easy 1031 worksheet #2: Confidence that they can do a 1031 correctly! #3: Explore the advantages of the new Opportunity Zones. Session 4: Reporting K-1's for Tax Learning Objectives: #1: Attendees will learn the latest tax updates from TCJA business tax changes and the 20% QBI deduction for reporting K1's on individual tax returns. We will also cover reporting K1's on other business tax returns for entity's that are partners in other businesses. #2: Raise the level of advice you offer your client related to the tax aspects of their K-1 income or loss and related tax deductions. #3: Increase your understanding of your client's investment and involvement in a pass-through business entity by learning tax compliance matters for the individual receiving the K1. Session 5: Toilets, Tenants & Trash: Capital Gains Tax Reduction Strategies Learning Objectives: #1: Enhanced understanding of capital gains tax upon sale or exchange of investment real estate. #2: Overview discussion of 8+ methods to defer, reduce, or eliminate capital gains taxes. #3: Developing a consultation practice for clients considering sales or exchanges. Session 6: California Old School Differences Learning Objectives: #1: Identify differences in the tax law for California versus Federal #2: Determine how to report those differences on the California return. #3: To plan accordingly around those differences to the benefit of your client Session 7: Advanced Schedule C Audits Learning Objectives: #1: How to adequately prepare for a Schedule C Audit/Examination #2: How to provide and apply the appropriate legal & administrative cites that pertain specifically to a Schedule C Audit situation #3: How to interact with a Schedule C Audit client as well as how to interact with an IRS or State Auditor/Examiner Session 8: The Sharing Economy Learning Objectives: #1: Properly report these “new” economies on a tax return #2: Determine whether these new businesses qualify for the 20% QBI deduction #3: Advise clients regarding classification of workers, including the new California Dynamex decision and properly report Cryptocurrency transactions Session 9: How to Serve Immigrant Mixed-Status Families Learning Objectives: #1: Attendees will understand the purpose of the ITIN and who qualifies. #2: Attendees will learn what credits mixed-status immigrant families qualify for. #3: Attendees will learn how the TCJA has impacted immigrant families. Session 10: Cryptocurrency, the IRS, and You Learning Objectives: #1: You will learn what cryptocurrency is and the terms used by those who invest in it so that you can understand the different types of activities and events associated with it. #2: Develop an understanding of the tax treatment under IRS guidelines for different cryptocurrency transactions and events, and the potential for taxpayer audits if not reported properly. #3: Become familiar with the resources available to help a preparer determine the amount of tax that is due for taxpayers involved with cryptocurrency. Session 11: Marijuana Taxation in California Learning Objectives: #1: An understanding of IRC 280E #2: The challenges of dealing with cash intensive businesses #3: Learn about the new sales, excise, and cultivation taxes applicable in California Session 12: Dependency in Depth Learning Objectives: #1: An in-depth review of the basic rules for claiming dependents #2: An exploration of Head of Household filing status, including new due diligence requirements #3: Discussion of unique dependency situations and their potential tax impact Session 13: Tax Issues for US Citizens Abroad Learning Objectives: #1: Attendees will understand that US citizens living outside of the US have filing requirements comparable to citizens and residents living in the US but that certain taxpayers may claim the foreign earned income and housing exclusions to minimize their federal tax liability. #2: They will learn to correctly calculate the housing exclusion for employer-provided housing and the housing deduction for self-employed taxpayers, as well as use the foreign tax credit to mitigate the effects of double taxation. #3: At the conclusion of the course, students will be able to advise US taxpayers of tax and reporting regulations that apply specifically to those living abroad, including foreign account and foreign assets reporting. Tuesday, June 11, 2019 Session 14: California Taxpayer Advocate Learning Objectives: #1 Learn when and how to utilize Taxpayer Advocate Services. Session 15: Appealing Decisions - Audit, OIC, Tax Court, Bankruptcy Court, Federal District Court Learning Objectives: #1: This class will help you understand the appeal process for everything from audits, to offers in compromise, and collection cases. Some of the appeal processes that we will discover will be related to collection due process appeals, equivalent hearings, tax court, bankruptcy court, and Federal District Court. #2: Want to learn how to appeal an audit decision that didn't go your way? This is the class for you. Ever wanted to prepare a case for a Tax Court trial? No matter your professional designation, you can either assist in the preparation or be a witness at trial. This class will help you understand how important the tax professional's role is in Tax Court cases. #3: Want to learn how bankruptcy court might be the perfect forum to deal with the IRS over a complicated audit or assessment? This class will help you understand the process and when or when not to turn to bankruptcy court for assistance. Session 16: Everything S-Corp! Learning Objectives: #1: Attendees will learn the latest S-Corp tax updates from TCJA business tax changes and the QBI deduction. Also, increase your skills in tax planning for S-Corps and maximizing the tax savings of S-Corps. #2: Learn or refresh your knowledge of key S-Corp entity and shareholder compliance matters. #3: Review valuable worksheets, examples, court cases, and trouble-shooting remedies for your S-Corp clients. Session 17: Baby, Oh Baby Learning Objectives: #1: Fully understand the tax rules to be certain maximum tax benefits are received by parents #2: Maximize education credits by knowing when to tax scholarships #3: Understand how the TCJA affects families Session 18: Engagement Letters Learning Objectives: #1: How to draft and develop an effective engagement letter pertaining to various tax matters. #2: How to utilize efficient and effective engagement letters to promote ethical and competent representation of taxpayers and clients. #3: How to effectively and adequately interview taxpayers and clients; and how to utilize the results of an effective interview of a taxpayer to develop and/or modify a legally effective engagement letter. Session 19: Passive Activity Loss Limitations Learning Objectives: #1: How you determine whether an activity is passive or non-passive #2: How to calculate how much of the loss is currently deductible. #3: How to determine how much of the loss is carried forward Session 20: What's my Character? Learning Objectives: #1: Recognize when a partnership distribution is taxable. #2: Recognize and calculate ordinary income triggered by the sale of a partnership interest. #3: Correctly calculate the gain on the sale of a partnership interest. Session 21: Domestic Tax Issues for Non-Resident Aliens Learning Objectives: #1: Students will be able to determine a non-resident alien’s US filing requirements and learn to make appropriate entries on Form 1040-NR. #2: They will learn how to establish residency under the green card and substantial presence tests, as well as recognize and correctly report effectively connected income. #3: And they will be able to address issues specific to the non-resident alien, including community property reporting, estate and gift tax rules, and state non-conformity. Session 22: The Art and Science of Divorce Taxation In 2019 Learning Objectives: #1: Learn how to recognize and correct errors in marital settlement agreements. Help legal counsel to avoid problems in crafting agreements. #2: Gain insight into options for planning out divorce from a financial perspective. This includes ways to create tax advantages for couples that they may not have considered. #3: Learn about liability exposure for professionals of clients that divorce and how to reduce the risks. Session 23: California: Do You See What I CA? Learning Objectives: #1: Examine changes to Schedule CA #2: Explore differences in itemized deductions #3: Hands-on application of changes using case-study Session 24: Correcting Depreciation - Form 3115 Line-by-Line Learning Objectives: #1: Know when a client should file Form 3115 #2: Learn to properly prepare a Form 3115 for depreciation corrections #3: Become familiar with shortcuts that will reduce the time need to prepare Form 3115 Session 25: Resident vs Nonresident Taxation Differences Learning Objectives: #1: Attendees will learn how to distinguish between a resident and nonresident alien. #2: Attendees will understand the substantial presence test. #3: Attendees will be able to identify exempt nonimmigrant nonresident visa holder
Session 26: Choice of Entity. LLC, INC, LP, GP, SP - How to Choose? Learning Objectives: #1: This class will provide a comprehensive overview of the various types of businesses, how they are formed, how they are governed, and how they are taxed. Your role as a tax professional will become obvious as we work together with a PowerPoint presentation and handout materials. #2: You will benefit from understanding the ins and outs of small business types. #3: You will become a more valuable resource for your clients. BONUS IRS SESSION ADDED! Data Security, Data Breach and the Aftermath – How tax professionals experience data theft and how to respond Learning Objectives: #1: Identify IRS resources for tax professionals Wednesday, June 12, 2019 Session 27: Best Practices: Compliance and Documentation Learning Objectives: #1: Attendees will discover the importance of using engagement agreements. #2: They will be provided with sample clauses used by successful practitioners so that they may create and adapt documents for use in their own practices. #3: Students will also receive guidance how to disengage clients in a professional manner, as well as mitigate potential problems through the use of conflict waivers, disclosure authorizations, and IRC § 7216 consents. Session 28: Compensatory Stock & LLC Benefits (Options, RSU's, ESPP, Etc) Learning Objectives: #1: Learn or review step by step rules for reporting employee stock options, employee LLC equity benefits, RSU's, RSA's, and ESPP on Form 1040. Understand the life cycle of these valuable employee benefits from award to sale. #2: Review comprehensive examples for each type of award and review the applicable tax forms: Form 1099-B, W-2, paystub, Form 3921, Form 3922, employer-provided spreadsheets and AMT Forms 6251 and 8801 that relate to each example. #3: Understand tax planning strategies: long term capital gains, minimizing AMT, 83b Elections, and more related to stock and LLC benefits and other tax compliance matters such as employee separation from service and transfers of benefits due to death or divorce. Session 29: Fresh Starts - Installment Agreement, OIC, Tax Lien Relief, Bankruptcy, Innocent Spouse, Injured Spouse Learning Objectives: #1: You will learn that it's not just the Fresh Start Initiative that provides tax relief for individuals and businesses. #2: You will learn all the options available for tax relief available to businesses and individuals. #3: Your tax resolution toolbox will be more complete. Session 30: How to Read a Trust Learning Objectives: #1: Understand trust structures and the essential elements to create a trust, including settlors/grantors, trustees, and beneficiaries and the persons legally entitled to trust and tax information. #2: Identify principal and income under the trust, state law, federal law, and generally accepted accounting principles and when each of these sources apply. #3: Determine whether a trust is “simple” or “complex” and learn how to determine and correctly report “distributable net income” and expenses of administration, among other items. Session 31: Tax Penalties & Abatement Learning Objectives: #1: Understanding the penalty assessment system and additionally understanding the penalty abatement process. #2: Developing an understanding of the use of the Internal Revenue Manual (IRM) with respect to requesting abatement of penalties. #3: Demonstrate the proper method to prepare, document and ultimately defend a penalty abatement matter. Session 32: Tax Experts Panel Session 33: Ethics - What Would You Do? Learning Objectives: #1: Learn to identify an ethical situation when it arises #2: How to apply Circular 230 to real situations #3: Best practices to follow when dealing with questionable circumstances. About the Presenters
Frank R. Acuña is a founding partner of ACUÑA ❖ REGLI. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Mr. Acuña has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Consultants, a number of state and local chapters of the National Association of Enrolled Agents, and the American Institute of Certified Public Accounts. Mr. Acuña also is a featured speaker for the Professional Fiduciary Association of California, the National Guardianship Association, and the California Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout the State of California.
LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent.
Armand is an Enrolled Agent (EA), a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA). He graduated from Brigham Young University with a BS in Finance and Family Counseling. He received his CFP designation in 1986 from the College for Financial Planning in Denver, CO. He has been in professional practice since 1983 and has focused on divorce issues for over 20 years. He works in a private tax and consulting practice with his wife, Robbin. They have been married for 40 years, and they are the parents of four children with five grandchildren. Armand is the author of, “The Jump of Your Life: Successfully Navigating the Free-Fall of Divorce and Other Life Traumas.” He has taught classes through CCH, CPELink online, at BYU, BYU Education Week, UC Irvine, professional conferences and private groups on the topics of financial planning, taxation, specific divorce tax issues as well as family and financial dynamics in divorce. He has presented course material to the IACP (International Association of Collaborative Professionals) and CPCal (Collaborative Professionals of California). He is trained in mediation through the National Center for Conflict Resolution (NCRC), with Forrest Mosten and through Pepperdine Law School’s program for mediating litigated cases and with the Family Resolution Institute in San Diego. He is a trained educator with the Gottman Institute. He writes for the oaktreemediation.com blog as well as tax articles for his company newsletter.
Ruth H. Godfrey, Hardy Tax & Business Services, Inc. has been an Enrolled Agent since 1984. She owned her own tax practice from 1981-2002, formed a partnership in 2001 and then incorporated in 2005. She has been a member of the Inland Empire Chapter of CSTC since 1981, and has served CSTC as President of her Chapter and the Society. She is currently Parliamentarian for the Society, Chairman of the Curriculum Provider Standards Committee for CTEC, and Secretary-Treasurer for the National Society of Accountants (NSA). Her college major in Psychology has helped her with the counseling needed to guide her clients. She finds real estate one of her favorite areas of tax preparation. She prepares approximately 300 individual, business, trust and 990 returns annually. Some actually correctly!
Shannon Hall spent three years studying classical theatre at an acting conservatory, so it was only a matter of time before she got into the tax business. She has been a member of CSTC since she began preparing taxes all the way back in 2012, though her tax career truly began many years before when, as a child, she would play with the tax forms in the library. Shannon has prepared taxes at respected places like her kitchen table and H&R Block, where she served as an instructor and office manager before moving in with some laid back CPAs in Signal Hill, CA. More than anything, Shannon hopes to make tax education engaging and fun and strives to make taxes less taxing. Shannon is a proud member of the Greater Long Beach Chapter of CSTC and is happy to serve on the Board of Directors.
Monica Haven, E.A., J.D. has a Masters in Taxation (LL.M.); she is an alum and former faculty member of the National Tax Practice Institute, a recognized speaker on the professional circuit, a sought-after guest lecturer on college campuses and at community organizations. She welcomes every opportunity to share her experience and expertise in the classroom even as she maintains her Southern California tax practice and serves her loyal clientele nationwide. Monica’s students have said, she’s a “fantastic speaker” who can take “hard subjects and put them into concepts or analogies that are easy to understand.” For additional information, published articles and extensive, useful tax information, please head for Monica’s website at www.mhaven.net.
Scott Irick is the Deputy Director, Examination in the SB/SE Division where he is responsible for providing executive leadership, shared responsibility and direction in the design, development, and delivery of Examination programs and policies that support comprehensive tax administration programs designed to enhance taxpayer compliance. Prior to this position, Scott served as the Director, Examination Headquarters.
Karen Joyner, EA started preparing taxes in 1988, opening her own practice in 1993, and earning her Enrolled Agents license in May 1995. She has served in many local chapters of many professional organizations, including serving as President of the San Diego East County Chapter of CSTC, chairperson for CSTC fall workshops and Running Start, and CSTC society chair for Summer Symposium for several years. She also served as director and on the education committee for the CSEA San Diego chapter. She enjoys teaching others and finding the best approach to get clients the best possible tax outcome. She enjoys the challenge of representing clients before the IRS, Franchise Tax Board, and CTFA (California Department of Tax and Fee Administration) with their collection or audit needs. Karen practices in Coronado, California and can be reached by e-mail at [email protected]. In addition, Karen works with Brass Tax Presentations and Lisa Ihm, EA in offering Stocking Your Tax Toolbox and Tax Update in the fall throughout California. Brass Tax has an Enrolled Agent exam training course in the summer for tax professionals who want to obtain this valuable credential, so that they can fully serve the needs of their clients. Please check out the website at www.BrassTax.com.
Susan Maples, CPA, California Tax Payer Rights Advocate
Antonio Martinez is the VP of Business Development for the Latino Tax Professionals Association (LTPA). In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon graduation, Tony joined the LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014 Antonio became an Enrolled Agent with the goal of representing immigrant taxpayers before the IRS.
John G Miller EA is President and CEO of the firm, Accounting for TAX, located in San Mateo, CA and has been in the tax business for over 22 years. He holds a BS in accounting from Colorado State University and previously served 12 years as a faculty instructor for the San Mateo Community College District. During those years he was an instructor for courses in accounting, taxation, real estate, retirement, and investing. He is a member of the National Society of Accountants and currently serves on the Board of Directors of the California Society of Tax Consultants, San Francisco Chapter. Mr. Miller is known by those who attend his presentations to have the unique ability to explain complex topics in simple, understandable terms.
Eugene started doing taxes 23 years ago at H and R Block. After 8 years at Block, he formed Tax Matters Inc. in San Francisco with 2 partners, a business that they sold in 2014. He then moved to Sonora CA and opened ERO Tax in 2015. He passed the EA exam in 2001 and has been a speaker for over 15 years.
Gary Quackenbush operates his Financial Solutions law practice, GQ LAW, out of the Rancho Bernardo area in San Diego, California. Since 1988 his emphasis has been tax and financial problem solving and implementing solutions for tax problem resolution such as; Offers in Compromise, audit reconsideration, appeals, installment agreements, bankruptcy, federal district court actions, federal tax court actions, etc. His estate planning practice focuses on wills, trusts, and estate administration including probate court work. His office handles civil litigation cases such as personal injury, contract disputes, property disputes, and business matters. His business consulting involves choice of and formation of business entities such as sole proprietorships, partnerships, corporations, and Limited Liability Companies. Gary is a regular guest lecturer to tax professionals, attorneys, and volunteer organizations. He is the host of his own podcast radio show “GQ on the Law” available on iTunes, Podbean, and Stitcher Radio. Since 2010 he has been a weekly guest on the “Word on Wealth” radio program with Marty Schneider on KCBQ 1170 AM and KPRZ 1210 AM every Tuesday. He has been a guest on UTTV “The American Dream” and the “Taylor Baldwin Show” and has appeared on NBC, ABC, CBS, and KNSD TV. He is Past-President of the California Society of Tax Consultants, San Diego Chapter and currently is President of CSTC at the state level. You can contact Gary at [email protected] William Rogers, MBA, CFP, EA William E. Rogers is the founder of ASCEND Business Advisory, a small tax and financial advisory firm in Rancho Santa Fe, CA. He is passionate in helping businesses eliminate the hassles of running their business. He earned a Bachelor’s degree in Business Management from the University of Redlands, an MBA from the University of Southern California, and an MS in Finance from Golden Gate University. He is also a Certified Financial Planner and an Enrolled Agent before the Internal Revenue Service. He has served as the Past President of the North County Chapter of the California Society of Tax Consultants, Past President of the Palomar Chapter of the California Society of Enrolled Agents, and served as a Director for the California Society of Enrolled Agents. Over the past eighteen years Mr. Rogers has developed extensive experience in advising e-commerce businesses. He counsels entrepreneurial ventures in a broad array of areas such as accounting, tax, finance, and strategic planning. Finally, he has been a featured speaker for the Learning Annex, Further Ed, the California Society of Tax Consultants, the California Society of Enrolled Agents, and has authored courses on behalf of the National Association of Enrolled Agents.
Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent. Marc Zine, Senior Stakeholder Liaison and Katie Williams, Senior Stakeholder Liaison Marc Zine is currently a Senior Stakeholder Liaison in IRS Communications & Liaison. Marc manages the Service’s relationships with the leading tax professional membership organizations in California and Nevada. He works with them as well as industry and trade associations in conjunction with other Federal, State and local government agencies to deliver IRS key messages, and other outreach and education programs. He has worked for the IRS since 1979 as a Revenue Officer, Revenue Agent and an Appeals Officer. About our Exhibitors/SponsorsBRONZE SPONSORS
VeriFyle delivers ultra-secure messaging and document sharing, all from a simple, single-screen interface. VeriFyle was built from the ground up to be the most secure cloud-sharing solution, and to deliver improved productivity and control of information to its users. VeriFyle’s industry-leading, patented encryption technology gives users the highest level of security, protecting them from bulk-access vulnerability through the unique encryption of each individual document and message thread.
Unlike many other cloud-storage and cloud-sharing services, which use a single master key for encrypting and decrypting their users’ data, VeriFyle’s Cellucrypt technology uses password-derived keys on top of a public-key system to individually encrypt data objects, adding several additional layers of protection for their users. With the additional option to disable password reset, VeriFyle becomes the most secure cloud-sharing platform available, while remaining extremely simple to use.
We are a professional full-service tax advisory firm in San Diego. Our goal is to provide a level of service for our clients that will exceed expectations in every possible way. We strive to offer a diverse level of services in order to meet the needs of the diverse community we have been working in for more than 30 years. When we opened our doors, San Diego was significantly different than it is today. Qualcomm was known as the “Murph” and Petco was a place to buy dog food rather than watch baseball. Houses could be purchased for 1/8 of the average home price today. San Diego has indeed grown and changed before our very eyes. We have been helping San Diegans navigate their financial lives for over 3 decades. We have seen the changes, we recognize the pitfalls and we’ve been around the block a few times. We are here to partner with our clients in charting a course which will successfully bring them through many of the difficult financial decisions they will need to make throughout their lives.
IRSExams.School - TaxMama's® EA Exam Course
TaxMama's® EA Exam Course prepares tax professionals to do so much more than just pass the IRS' Special Enrollment Examination. This is in-depth course teaches tax law from the ground up. It explains how tax returns work, with examples of basic 1040s, Schedule Cs, 1065s, 1120s, and 1120Ss; you learn tax law, tax research, client representation for audits, appeals and collections. You learn about individuals, businesses, farms, estates and gifts. How to work with clients, how to avoid the wrong clients and how make a solid living as an enrolled agent. Exam-taking software is provided from Gleim, Fast Forward Academy and Appitur. Students can stay in the course even after passing the exam and use the materials.
ATB, Inc. EXHIBITORS 
ADP
At ADP, what we do is about people. Although we have a strong history of providing solutions for human resource challenges, we strive to do more than that. We challenge ourselves to anticipate, think forward and take action in a way that empowers us to shape the changing world of work.
CFS Tax Software, Inc. CFS has been a developer of affordable tax planning and utility software since 1989. Our business has been built on referrals, and we pride ourselves on our high renewal rate. If you have never used CFS Software, ask another tax professional about us--chances are they are a satisfied CFS customer.
CFS programs are designed by tax professionals for tax professionals. They are easy to load and use; in minutes you can be working through real tax calculations or tasks. Our best-known product is TaxTools, a powerful collection of tax-planning and calculation utilities that no tax professional's office should be without. We also offer form libraries, sales and property tax utilities for several states, a suite of programs for payroll preparation, and specialized programs for small business owners and financial planners.
Dimirak - Insurance for Tax Professionals and Small Businesses Life has many Impacts on you, your family and your business. Our mission is to help you plan for them by insuring the risk introduced into your life by these events. Life’s Impacts on your business can be complex. We help you insure the risk of Cyber Attacks, Professional Liability & Malpractice, State & City Bonding, Loss from Fire or Theft, Loss of Key Executives, and Wrongful Termination Lawsuits. Personal Life Impacts can be, adding a new member to your family, paying for college, selling a business, retiring, downsizing your home, or investing for your future. All events have an Impact on your Life, Dimirak helps you 
GetNetSet GetNetSet builds professional websites exclusively for tax and accounting professionals. GetNetSet focuses on taking all the work off of your already full plate.With thousands of tax and accounting websites under management, GetNetSet offers very competitive pricing and staff have the experience and expertise needed to save your limited time, money and sanity.Websites work on all desktop and mobile devices and include:Up-to-date tax resourcesAutomated tax newsletterOnline appointment requestsOnline client paymentsSearch engine optimizationand more You can also share files with your clients directly from you tax software (or any other file) using the included secure client portal. GetNetSet handles everything for you, including unlimited updates and support at no additional charge.Our Newest product puts a weekly tax tip in front of your clients through a social media post on Facebook. Learn how GetNetSet can take your website and social media posts off your plate. Contact Kevin van Uitert at (207)331-3217 for more information.
Provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. This mission statement describes our role and the public’s expectation about how we should perform that role.
PITBULLTAX SOFTWARE PITBULLTAX is a revolutionary web-based software designed for CPAs, Attorneys, Enrolled Agents and other tax professionals involved in IRS Tax Resolutions. PitBullTax Software has been developed by a dedicated team of professionals with over 100 years of combined successful IRS collection resolution and information technology applications experience. The knowledge obtained over the years has been embedded in the software?s DNA to provide the best possible resolution for each IRS collection case.
Percepto Inc Percepto Inc has been developing wireless projectors since 2014 and has thus acquired an extensive expertise in medical projection. Having based ourselves on the features demanded by large company, we have created innovative, user-friendly application that are now available to small and medium-size companies.
We provide information and continuing education to tax professionals through our newsletters, publications, self-studies, and live seminars.
Spidell Publishing, Inc., has been a critical source of California tax information for tax professionals since 1975.
We promote ideas, references, solutions, and guidance, plus news and commentary covering all aspects of tax and its administration.
We advocate fairness in taxation.
NanoID NanoID is a medical profile which can be accessed anywhere, anytime using bracelets, sticker kits, wallet cards and an app on your phone. It can be used to manage your medical information, save your life in an emergency, or clearly communicate important information to a health care provider. We use advanced technology to design and produce our bracelets. Wear one and feel the difference in your daily life. Generated by effects in nature, negative ions are beneficial for our health. Our bracelets help you bring that balance back. Advances in Negative Ion Technology used in our bracelets accelerate recovery time from sports injuries and improve muscles, tendons and bones. Increased amounts of negative ions help neutralize harmful effects your body suffers from environmental hazards such as air and water pollution. Whether you are a CrossFit fan, laid-back runner, yoga lover or a 9-to-5 worker, Nanoions Bracelets can help.
Tax Help Software
Founded in 2005, Tax Materials, Inc. is a small, 100% American-owned company, located in Minnetonka, Minnesota. As a small company, we realize that each dollar you spend was hard earned and must bring true value. It is our passion to provide the best products at the best prices. Quality is important to us and our customers. That's why we have our own 15,000 square foot production facility. From raw materials to book production, customer service to shipping, we control the whole process which ensures timeliness and a top quality product!
Taxpayer Advocate Service The Taxpayer Advocate Service is an independent organization within the IRS that helps protect your taxpayer rights. They can offer help if your tax problem is causing hardship, or you've tried but haven't been able to resolve your problem with the IRS. If you qualify for assistance, which is always free, they will do everything possible to help you. Call 1-877-777-4778. OIC Advance caters to the needs of our clients. Our unit helps our clients feel competent and efficient; thus enhancing work productivity and results. And that’s what its all about, helping clients thrive in the workplace. We are forward on clearer solutions for today with an eye to the future for better results. The only tax & bookkeeping training in English y en Español. Our Courses are designed for those tax professionals who serve Spanish speaking clients and need Spanish speaking tax preparers. We use a unique interactive e-book and online training system.
We are a digital marketing and technology company based in the Salt Lake City, Utah area that specializes in online marketing, reputation management, SEO and document management. It’s what we do and it’s what we love. And while we are in Salt Lake City, because of the great interwebs, we can serve clients anywhere. The process is the same here or there. We get to know you, hear about your business pains, work on solutions, and provide results.Since your Time is Money, we are here to help you make the best of your Time by helping you to Streamline your Online Presence so that it’s working – whether you are at home or at the office.
Questions? Contact the California Society of Tax Consultants at (949)715-4192 or [email protected]
The Symposium presentations have been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812-2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org. |
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LG Brooks, EA, CTRS
Armand D'Alo, EA, CFP, CDFA
Ruth Godfrey, EA
Shannon Hall, EA
Monica Haven, EA, JD, LLM
John Miller, EA
Gary Quackenbush, Esq
Jane Ryder, EA, CPA
Claudia Stanley, CPA, EA
VeriFyle
Find a Tax Consultant
Find a Tax Preparer Search
The California Society of Tax Consultants consists of tax professionals that are located throughout California. Click here for the online search.
If you pay to have your tax return prepared in California, your preparer must be properly registered or licensed. There are several sources of information to help you verify your tax preparer is properly registered or licensed:
California Tax Education Council (For California Registered Tax Preparers)
Internal Revenue Service (For PTIN holders and Enrolled Agents)
National Society of Accountants (NSA) Choose a Tax Pro
National Society of Accountants (NSA) Find a Tax Pro