CSTC's 2022 SUMMER TAX SYMPOSIUM

June 12-15, 2022
Silver Legacy Resort and Casino
Reno, Nevada

The California Society of Tax Consultants, Inc (CSTC), has been a nonprofit organization for the benefit of tax professionals throughout California since 1966 (formerly known as ISTC), and delivers quality education and unique member benefits. As a bookkeeper, accountant, Enrolled Agent, or CPA, you can take advantage of everything CSTC has to offer. Programs cover a wide spectrum of tax topics that are approved for CTEC, EA & CPA credit.

The CSTC Summer Tax Symposium is an event not to miss!


Quick Links


Summer-Symposium Schedule-at-a-Glance

 

Sunday, June 12, 2022

3:00 PM - 6:00 PM Registration Open; Exhibitor Set-up
5:00 PM to 6:00 PM Welcome Registration for First-Time Attendees
6:00 PM to 9:00 PM

Welcome Dinner
This event is family-friendly.
(Included with full registration. Guest registration is $50)

 

Monday, June 13, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session
IRS Discussion
Speaker: TBA
9:15 AM to 10:05 AM Breakout Sessions:
  Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA
  Track Two: Current Developments in Federal Estate and Gift Tax and California Trusts and Estates

Speaker: Jennifer Scharre, Attorney at Law

  Track Three: Anatomy of a No Records Audit
Speaker: LG Brooks, EA, CTRS
10:05 AM to 10:20 AM  Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  (CONTINUED) Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA
  Track Two: Forms of Ownership in California
Speaker: David Eastis, CRTP
  (CONTINUED) Track Three: Anatomy of a No Records Audit
Speaker: LG Brooks, EA, CTRS
12:00 PM to 1:20 PM Lunch and Learn
Processes and Procedures
Speaker: Demi Woodson, CRTP
1:20 PM to 3:00 PM Breakout Sessions:
  Track One: CA Update
Speaker: Claudia Stanley, EA
  Track Two: Cutting Edge Strategies and Reporting for Limited Liability Companies
Speaker: Frank Acuña, Attorney
  Track Three: Data Security for Tax Professionals
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Federal Tax Update
Speaker: Jane Ryder, EA, CPA
5:00 PM to 6:30 PM Reception with Exhibitors
 

Tuesday, June 14, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session
FTB Discussion
Speaker: TBA
9:15 AM to 10:05 AM Breakout Sessions:
  Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA
 

Track Two: Retirement Accounts After the SECURE Act
Speaker: Frank Acuña, Attorney at Law

  Track Three: Practitioner Privilege / POA
Speaker: LG Brooks, EA, CTRS
10:05 AM to 10:20 AM  Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  (CONTINUED) Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA
  Track Two: Basics of COD
Speaker: Ryan Reichert, EA, CFP
  (CONTINUED) Track Three: Practitioner Privilege / POA
Speaker: LG Brooks, EA, CTRS
12:00 PM to 1:20 PM 2022 Annual Business Meeting
(Included with registration)
1:20 PM to 3:00 PM Breakout Sessions:
  Track One: Interest & Dividends - 1040 Schedule B
Speaker: Michael Tullio, EA
  Track Two: CA Update
Speaker: Claudia Stanley, EA, CPA
  Track Three: You CAN Fix the IRS
Speaker: Eva Rosenberg, EA
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Business Tax Update
Speaker: Jane Ryder, EA, CPA
 

Wednesday, June 15, 2022

7:00 AM to 5:00 PM  Registration and Exhibits
7:30 AM to 9:00 AM Breakfast Keynote Session
Tax Stuff you Thought you Knew
Speaker: Ryan Reichert, EA, CFP
9:00 AM to 9:15 AM Break with Exhibitors
9:15 AM to 10:05 AM (CONTINUED) Keynote Session
Tax Stuff you Thought you Knew
Speaker: Ryan Reichert, EA, CFP
10:05 AM to 10:20 AM Coffee Break / Break with Exhibitors
10:20 AM to 12:00 PM Breakout Sessions:
  Track One: Basics of Depreciation
Speaker: Chuck Woodson, EA
  Track Two: Lifecycle of a Non-Profit
Speaker: David Eastis, CRTP
  Track Three: Tax Aspects of Gifting a Home 
Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
12:00 PM to 1:20 PM Lunch and Learn
Becoming an EA
Speaker: Eva Rosenberg, EA
1:20 PM to 3:00 PM General Session
Stump the Tax Experts
Speaker: All speakers are invited to join this panel
3:00 PM to 3:20 PM Break with Exhibitors
3:20 PM to 5:00 PM General Session
Ethics
Speaker: Shannon Hall, EA
5:15 PM Grand Prize Drawing

 


Registration Information and Fees

Category Fee by March 31, 2022   Fee by April 29, 2022 Fee After April 29, 2022
Members $500  $550 $600
Staff of Members $525  $575 $625
Non-Members $600  $650 $675
Sunday Social Event Guest Tickets  $50 $50 $50


Registration fees include: Educational sessions and materials, Daily Breakfasts, Daily Lunches, Sunday Evening Social & Buffet, and Refreshment Breaks.

Cancellation policy: Written/emailed requests for a registration fee refund will be accepted until May 20, 2022. A $100 administrative fee will be deducted from all refunds. No refund of any kind will be given if a written cancellation notice is received after May 20, 2022. There are no refunds for no-show registrants.


Book Your Room!

Silver Legacy Resort and Casino
407 North Virginia Street
Reno, Nevada 89501
1-800-687-8733
http://www.silverlegacyreno.com/

Room rate for attendees:
$60 plus tax/fees and a resort fee of $20 per guestroom per night, single or double occupancy starting June 12 through June 16, 2022 or until block sells out.
Room Block Code: CSTC22

Click the following link to book your room: https://book.passkey.com/event/50278880/owner/49883457/home


About the hotel: Located in the heart of Downtown Reno, The Silver Legacy Resort Casino is a 1,720 room premier destination, boasting every amenity for a perfect getaway: elegant guest rooms and suites, top-name entertainment, six fabulous restaurants, Catch A Rising Star Comedy Club, 85,000 square feet of thrilling gaming space with all of the newest games and 90,000 square feet of state-of-the-art convention space. Guests can also enjoy elegant boutique shopping, an award-winning health spa, the world's largest composite dome and mining rig, Rum Bullions Island Bar - Reno's only rum bar and the ultra hip Drinx Lounge and the upscale Aura Ultra Lounge. Silver Legacy is connected by skywalks to the Eldorado Hotel Casino and Circus Circus Reno providing guests with the largest center for gaming and entertainment in northern Nevada, all just 3 blocks from Reno's Riverwalk and arts district and within minutes of world-class skiing, golfing and more.

The Resort Fee Includes:

  • In-room Keurig coffee maker with Starbucks K-Cup Pods
  • Unlimited local and toll-free calls
  • Two bottles of water, refrigerator and in-room safe
  • Airport shuttle service, covered valet and self-parking
  • Access to the all-new Fitness Center inside The Spa at Silver Legavy
  • Printing of boarding passes, notary services and safety deposit box


About the Presenters

Frank Acuña, Attorney at Law
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, EA, CTRS
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.

David Eastis, CRTP

David A Eastis, CRTP, received his Bachelor- of Arts Degree from the University of La Verne in 1980, and Master of Arts in Theology Degree from Bethany Seminary in 1984. He completed his accounting degree in 2003 from Indiana University, South Bend, Indiana.

David joined the California Society of Tax Consultants in 2004. David has served as Secretary for the Greater- Long Beach Chapter, a 4-year- term as Secretary, a one-year term as 1st Vice President. and a two-year term as President of CSTC Society Board for 2015-2016. Currently, David serves as a Society Board Director- for Region Three.

David has been encouraged by CSTC to share his gifts of speaking and teaching as a presenter- for various chapter- meetings. the CSTC Summer Symposium, and the Fall Symposium. His topics have included: Non-Profits Form 990; S  Corporations; Preachers, Teachers, and other Tax Creatures (specialized vocational Fields}; Charitable Contributions; Reading Schedule K-1s; and Ethics. And in the Fall of 2019, David has completed his eighth year teaching the Fundamentals Tax Course (Contact) for CSTC. David lives with his wife, Ann, and their dog Archie, in La Habra California.

Shannon Hall, EA
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.

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP
Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA.

Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.

Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco. 

Ryan Reichert, EA, CFP
Ryan's background in tax preparation, business, financial planning, and tax research make him especially equipped to tackle the interpretation of new tax legislation. He will cover the California conformity (or nonconformity) to this year’s new tax laws and let you know when a CA adjustment is needed and how to make it. His “CA Adjustments” desktop reference card will be a valuable resource for you next tax season.




Eva Rosenberg, EA, MBA - TaxMama®

Eva Rosenberg, EA
From the age of 10, Eva always wanted to grow up to be an author. But, when it came time for college, she did the practical thing – studied accounting to ensure a steady living. This turned out to be a lot more interesting than expected. Though, when it came to tax classes, Eva felt those were a total waste of time.

Why? The instructors devoted all the precious time to teaching things that always changed – like the exemption amounts, standard deductions, and other things that were printed directly on each year’s forms. They never taught anything useful, like how to use the tax code to pay the least amount of taxes. Since tax law changes every year, this just seemed like too much trouble to learn. Tax was definitely not the field for Eva!

Somehow, during the course of studying for her MBA in International Business, Eva got sidetracked. She accepted a job in the tax department at a national CPA firm. It got merged into Ernst & Ernst. The job was just for a little while, then Eva would move on to her passion, International Marketing. That was over 30 years ago – and she’s still doing taxes

Jane Ryder, EA, CPA
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.

Jennifer Scharre, Attorney
Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, wealth transfer planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.

Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Ms. Scharre earned her J.D. degree from Santa Clara University School of Law.

Claudia Stanley, CPA, EA
Claudia Stanley, CPA is a graduate of California State University, Fresno, and serves as treasurer of the California Society of Tax Consultants, as education chair of the Central California Chapter of Enrolled Agents, and as treasurer of Fresno’s local chapter of American Business Women’s Association. Claudia is a long-time member of CSTC. In 2016 she was named member of the year of the Central Valley Chapter of CSTC and in 2001 she was named one of the Top Ten Women of the Year in the nation by the American Business Women’s Association. She frequently speaks on various tax topics.

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

 

Chuck Woodson, EA
Chuck Woodson, EA has been preparing tax returns professionally since 1976. He also teaches tax preparation techniques to other preparers. As an Enrolled Agent (EA), he is appointed to represent taxpayers before the IRS and provides audit representation and compliance resolution with both the IRS and Franchise Tax Board.

 



Demara Woodson, CRTP
Demi Woodson is a Coach and Practice Management expert with Horizon Planning Tax & Bookkeeping Services. She has spent over 30 years working with her parents; operating and growing their family’s 45-year-old successful tax business.

Demi created the Tax Preparer Support Group - a private community of like-minded tax professionals seeking and offering support to others in the industry. Her passion is providing quality support and education to tax professionals. Her hands-on approach to moderating the group keeps the nurturing culture she has worked to create.

Working with thousands of tax professionals in her group, Demi recognized there was a serious deficit in the education of tax preparers. While technical training was readily available, there was scarcely any education on operating and growing a successful tax practice.

In 2019, Demi launched Beyond 415 Tax Coaching. In this advanced program, she teaches tax professionals how to build, grow and scale their business through operations and strategies to create a successful tax practice.

More recently, Demi created the Beyond 415 National Tax Summit. This multi-day educational event designed for tax professionals combines the most requested topics in tax law, business development and tools to explode their business. This one-of-a-kind tax conference is held annually in multiple states throughout the country.


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.