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In This Issue...
- From the CSTC President
- Register today for the 2022 Summer Symposium
- April Events
- Welcome New CSTC Members
- Legislative Advocacy
- News from the IRS
- Join CSTC!
CSTC Member Benefits
CSTC members have access to benefits such as free payroll processing services for your tax practice, and the opportunity to earn new revenue through their flexible partnership options.
CSTC is pleased to include the VeriFyle ProTM premium secure online document and message sharing service at no cost to CSTC members!
Wolters Kluwer: Discounts on Tax, Accounting & Audit Resources, Software, Information & Services.
CSTC members receive the TaxBook WebLibrary at a special price
Other Member Benefits Include:
$ Savings on all Society Educational Events
$ Savings on Contact, Correspondence & Self Study Education
$ Savings with member specialty CSTC Connects (previouslyYellow Pages) list
$ Savings with E & O Insurance, plus specialty coverage relevant to your profession
$ Online CSTC Find-a-Tax Consultant search to help promote your business!
$ CSTC Member Listserv
Office Depot has partnered with us to provide exclusive savings in-store and online, plus fantastic additional benefits. This program is all about providing preferred pricing to our clubs, and the savings extend to almost every item.
Savings include 20% to 55% off item office supply core list, 20% to 55% off retail on cleaning & break room items, 10% off branded; 20% off private brand ink & toner core list, Average 10% off retail on 200 technology core items, Free next-day shipping on orders of $50 or more, and SIGNIFICANT savings on copy & print. Become a CSTC member to sign up for our Office Depot Small Business Savings Program, administered by Excelerate America.
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 to meet the needs of the diverse community we have been working in for more than 30 years.
TaxMama's® EA Exam Course prepares tax professionals to do so much more than just pass the IRS' Special Enrollment Examination. This is an in-depth course that 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.
If you are interested in buying or selling a practice, contact us today! ATB is operated by Enrolled Agents ensuring a complete understanding of our profession. Please give us a call at (855) 428-2225 or visit us online at www.ATBCAL.com for more information and to view our current listings.
CA DRE 02002824
CSTC Mission Statement
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
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Forosophobia?
Forosophobia – the fear of taxes and the IRS. Really? Turns out it’s a real, if recent, term to describe the tax time dread experienced by many people. In February, 2021, Dr. Dale Hartley wrote an article about the “existential dread evoked by tax reporting and the Internal Revenue Service.” While many people dislike taxes, and procrastination and anxiety are widespread, some people are so traumatized by the ordeal of preparing tax returns that it’s actually a phobia.
It turns out there’s not much scholarly literature about tax phobia, and, not surprisingly, the most credible commentary comes from attorneys and accountants who deal with these fearful clients and their tax issues.
Dr. Hartley writes, ” Given that tax trepidation and IRS aversion are generally recognized phenomena, and further, that sufficient anecdotal evidence exists to establish that such fear produces phobic reactions in some people, I submit that there is sufficient cause to name the phobia. Accordingly, I offer forosophobiaas the name for the fear of taxes and the IRS. “Foros” is the Greek word for “tax,” and “phobia” of course comes from the Greek word for “fear.”
So now we have a name for it. Fortunately, few of our clients actually have a phobia about taxes. Phobia means excessive fear, one that can evoke panic attacks, paralysis of action, hyperventilation, and other physical symptoms. Still, we see some hints of it – clients who refuse to open letters from the IRS, clients feeling extreme stress, and even tears.
But mostly our clients come to us as an antidote, or, perhaps, an inoculation against forosophobia. Explaining the tax law in easy-to-understand language and helping them know what to expect goes a long way toward relieving anxiety. Setting up estimated payments to avoid a huge tax bill next April or a payment plan to pay off that huge tax bill can help our clients manage their stress. We can offer reassurance that audits are rare, and that should one happen, we can help or find someone to help them through it. Mistakes do happen, but we can assure them they won’t be going to jail. There may be penalties, but often we can get them waived as well.
In the midst of so much stress and anxiety, we really do make an onerous task – filing a tax return – much less onerous. And hopefully prevent some forosophobia as well.
Linda Dong
CSTC President
Register Today for the 2022 Summer 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!
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Sunday, June 12, 2022
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| 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)
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Monday, June 13, 2022
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| 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: |
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Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA |
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Track Two: Current Developments in Federal Estate and Gift Tax and California Trusts and Estates
Speaker: Jennifer Scharre, Attorney at Law
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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: |
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(CONTINUED) Track One: Getting Back to Basics. A Start to Finish Individual 1040 Review. Without Your Tax Software!
Speaker: Michael Tullio, EA |
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Track Two: Forms of Ownership in California
Speaker: David Eastis, CRTP |
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(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: |
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Track One: CA Update
Speaker: Claudia Stanley, EA |
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Track Two: Cutting Edge Strategies and Reporting for Limited Liability Companies
Speaker: Frank Acuña, Attorney |
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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 |
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Tuesday, June 14, 2022
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| 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: |
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Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA |
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Track Two: Retirement Accounts After the SECURE Act
Speaker: Frank Acuña, Attorney at Law
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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: |
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(CONTINUED) Track One: Schedule C - Line by Line
Speaker: Chuck Woodson, EA |
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Track Two: Basics of COD
Speaker: Ryan Reichert, EA |
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(CONTINUED) Track Three: Practitioner Privilege / POA
Speaker: LG Brooks, EA, CTRS |
| 12:00 PM to 1:20 PM |
2022 Annual Business Meeting Luncheon |
| 1:20 PM to 3:00 PM |
Breakout Sessions: |
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Track One: Interest & Dividends - 1040 Schedule B
Speaker: Michael Tullio, EA |
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Track Two: CA Update
Speaker: Claudia Stanley, EA, CPA |
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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 |
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Wednesday, June 15, 2022
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| 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 |
| 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 |
| 10:05 AM to 10:20 AM |
Coffee Break / Break with Exhibitors |
| 10:20 AM to 12:00 PM |
Breakout Sessions: |
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Track One: Basics of Depreciation
Speaker: Chuck Woodson, EA |
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Track Two: Lifecycle of a Non-Profit
Speaker: David Eastis, CRTP |
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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 April 29, 2022 |
Fee After April 29, 2022 |
| Members |
$550 |
$600 |
| Staff of Members |
$575 |
$625 |
| Non-Members |
$650 |
$675 |
| Sunday Social Event Guest Tickets |
$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.
CLICK HERE TO LEARN MORE AND REGISTER!
Calendar of Events
April 2022
April 1, 2022
Topic: IRS Topics Round Table Discussion
Temecula Valley Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
April 3, 2022
Topic: Roundtable Discussion 2021 Tax Return Issues/Resolutions
Greater Long Beach Chapter In-Person Meeting
3 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
April 5, 2022
Topic: Breakfast Meeting
North County San Diego Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
April 12, 2022
Topic: Breakfast Meeting
North County San Diego Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
April 22, 2022
Topic: Annual Planning Meeting
Orange County Chapter In-Person Meeting
CE hours TBA
More information coming soon!
April 27, 2022
Topic: Tax Season Debriefing
Wine Country Chapter In-Person Meeting
No CE offered
Click here to learn more and register
Click here to view the CSTC calendar.
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
Willi DeGuzman
Central Valley Chapter
Jose Hernandez-Toscano
Orange County Chapter
Patrick Mehdi McKinnie
San Francisco Bay Chapter
Karla Morales
Los Angeles Chapter
Amanda Morris
Los Angeles Chapter
Rebecka Pavan
Member-at-Large Chapter
Vincent Real y Vasquez
Inland Empire Chapter
Urban Yetasook
Greater Long Beach Chapter
Congratulations to our new CSTC members!
Legislative Advocacy
CSTC has been the leading Association in supporting legislation to provide protection for our profession, to support our profession, and to enhance our profession. CSTC continuously leads our industry through legislative advocacy, educational opportunities, and professional inclusion.
CSTC works closely with a Legislative Consultant to keep an eye on important bills that would affect taxpayers and small business owners.
Please click here to view the bills that CSTC is currently monitoring.
Join the California Society of Tax Consultants!
Click here to fill out an online application.
CSTC advances professionalism within the tax industry by:
- Providing quality education
- Creating networking opportunities
- Advocating professional standards
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