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In This Issue...
- From the CSTC President
- Register today for the 2022 Summer Symposium
- February 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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Tax Season Survival Revisited
I recently came across an article I wrote in 2004 entitled “49 Tips for Tax Season Survival.” That surprised me. Not that the article was about tips – you already know I like tips – but that there were 49! I stated that I was tired of the general tax season tips – eat well, exercise and relax – so I made my own list. I had two criteria for my list: 1) the tip had to be very specific, small steps towards the goal as it were, and 2) there had to be a lot of tips. The more tips there are, the more likely one is going to fit your situation.
Now, however, as I read it over, a list of 49 tips seems way too long. It takes too much time even to read through them. So I’ve reconsidered my list. Too many of the tips were still about eating well and exercising. So instead I decided to just pick my favorites – the ones that catch my attention and make me smile, or that make me resolve to try it.
So here is my revised list of Eight Tips for Tax Season Survival:
1. When your client leaves, close the door and do 10 jumping jacks. Then open the door and continue as usual.
2. Some clients are just plain unpleasant. Fire them! It’s not worth the energy drain.
3. Block out – and take! – a one-hour lunch break every day.
4. Put out a bowl of nuts in the shell and a nutcracker.
5. Ice cubes make a glass of water more appealing.
 6. Ask one of your employees to cut up some fruit and bring it to every desk in the late afternoon.
7. Resolve to take one night off during tax season and go to a concert, asporting event, or someplace fun.
8. Always keep in mind this one pertinent fact: This too shall pass!
Have a safe, healthy, and prosperous tax season!
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 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.
CLICK HERE TO LEARN MORE AND REGISTER!
Calendar of Events
February 2022
February 1, 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
February 2, 2022
Topic: Simplified Tax Basis for Partnerships & S-Corporations
San Francisco Bay Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
February 4, 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
February 6, 2022
Topic: Roundtable Discussion 2021 Tax Return Issues/Resolutions
Greater Long Beach Chapter In-Person Meeting
Hours TBA
Click here to learn more and register
Topic: Tax Season Sunday Q&A
Orange County Chapter In-Person Meeting
Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
Topic: Residents and Non-Residents and Open Discussions on Tax Updates
Central Valley Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
2 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
February 8, 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
February 11, 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
February 15, 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
February 16, 2022
Topic: Employee Stock Plans: RSU, ESPP, ISO, and NQSO
San Jose Chapter Online Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
February 18, 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
February 20, 2022
Topic: Roundtable Discussion 2021 Tax Return Issues/Resolutions
Greater Long Beach Chapter In-Person Meeting
Hours TBA
Click here to learn more and register
Topic: Tax Season Sunday Q&A
Orange County Chapter In-Person Meeting
Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
February 22, 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
February 25, 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
Click here to view the CSTC calendar.
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
Leticia Aburto
Inland Empire Chapter
Traci Dright
San Francisco Bay Chapter
Andrew Bleich
San Diego Chapter
Courtney Bossard
Central Valley Chapter
Irene Christensen
Orange County Chapter
Darlene Collier
Central Valley Chapter
Norma Evanoff
San Francisco Bay Chapter
Marie Gwin
Central Valley Chapter
Steven Gwin
Central Valley Chapter
Javier Hernandez Munoz
Los Angeles Chapter
Kim Keefer
Member-at-Large Chapter
Marlene Marcos De Parreno
Los Angeles Chapter
Lorisa McKelvey Daye
San Jose Chapter
Mildred Najera
Inland Empire Chapter
Nicol Smith
Sacramento Chapter
Toshiye Salazar
Central Valley 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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