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Greater Long Beach Chapter

 

Meeting Details

Registration:
To register for a monthly chapter meeting, call or email Shobha Bajaj at (562) 441-6721, [email protected].

Fees:
Cash or Check (Payable to "CSTC")
$45/Member
$75/Non-member

Shobha Bajaj is inviting all Non Members to come and talk to us about becoming Members.

Agenda:

Morning Meetings (During Tax Season)
8:00 AM sign-in
8:30 AM - 9:00 AM Buffet Breakfast
9:00 AM - 12:00 PM (Noon) Continuing Education Program

Evening Meetings (After Tax Season)
6:00 PM Sign-In
6:30 PM - 7:00 PM Buffet Dinner
7:00 PM - 9:00 PM Continuing Education Program

Meeting Venue:
The Grand Events Center
4101 E. Willow Street
Long Beach, CA 90815

GLB Chapter 2023 Education Meeting Schedule

Date

Time

Topic

CE Hour

Sunday, January 29, 2023

8AM-12PM

Roundtable Discussion 2022 Tax Return Issues/Resolutions

2 Federal Tax Law hours
1 Federal Tax Update hour

Sunday, February 12, 2023

8AM-12PM

Roundtable Discussion 2022 Tax Return Issues/Resolutions

3 California Tax Law hours

Sunday, February 26, 2023

8AM-12PM

Roundtable Discussion 2022 Tax Return Issues/Resolutions

2 Federal Tax Law hours
1 Federal Tax Update hour

Sunday, March 12, 2023

8AM-12PM

Roundtable Discussion 2022 Tax Return Issues/Resolutions

3 California Tax Law hours

Sunday, March 26, 2023

8AM-12PM

Roundtable Discussion 2022 Tax Return Issues/Resolutions

2 Federal Tax Law hours
1 Federal Tax Update hour 

Wednesday, April 26, 2023

6PM-9PM

2022 Filing Season Review "The Good, The Bad, and The Ugly"

No CE

Wednesday, May 31, 2023

6PM-9PM

Ethics

2 Ethics hours

Wednesday, June 28, 2023

6PM-9PM

California Real Estate Tax Issues

2 California Tax Law hours

Cancellation Policy:  If you have reserved for a Chapter meeting and do not call to cancel at least 7 days prior to the meeting, you will be billed for the price of that meeting as GLB will have already reserved your food and will be required to pay for it. This also includes GLB members on the permanent lists.

No show policy: No Refund 

Please bring your tough tax questions to our tax season Roundtable Event and discuss possible solutions with other members; our research team will do their best to get you both the federal and California answers utilizing The TaxBook and a leading California tax research book. 

Board of Directors

President - Shobha Bajaj, 562/441-6724
First Vice President - Frank Farfan, 562/865-8868
Second Vice President - Jose Alvarez
Secretary - Karla Morales
Treasurer - Charles Copeland
Past President - Dennis Kaho
Director - Erick Sanchez, 310/900-7787
Director - Gilbert Sao, 310/738-8335

CSTC website GLB Chapter page-Review and Updates: Teaunia McRae
Name Badge Participation Drawing (evening meetings): Miriam Nunez Calderon
Governmental Affairs ("what's new"- IRS and FTB news): Jerry Sheby

Election Committee

Kenneth Lowy (Lead Chair)
Helen Baddon (Assisting Chair)
David Bouie (Assisting Chair)

Miscellaneous Information

We hope to see many new faces at our events this year! Don’t be shy… pick your event, call in your reservation, and come network with other tax pros in your area!