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In This Issue...
- From the CSTC President
- Register today for the 2022 Summer Symposium
- March 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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Here we go again...
Form 7203, CA Form 4199, the Pass-through entity credit, Schedules K-2 and K-3. The list goes on, and on, and on. So many new laws, new forms, new changes.
My overriding impression this tax season – besides utter frustration with slow e-file releases and slow tech support response times – is how much there is to learn! With so many changes and updates coming at us constantly, it’s easy to get overwhelmed. How can we be expected to learn all we need to know in the middle of tax season?
The short answer is, of course, we can’t. But we can learn it in the summer. And we really need to learn it! That’s why we have the Summer Symposium in June. After getting through tax season and taking a break to recuperate, then we can come together to learn. To learn about the new laws, to get the state and federal updates, to solidify our knowledge in familiar areas, and maybe to pursue topics in areas new to us.
This year the symposium will be held at the Silver Legacy Resort and Casino in Reno, Nevada on June 12-15, 2022. And yes, it’s being held in person! That means we once again have the opportunity to network with our fellow professionals! It’s always a great source of learning, and fun too.
There is something for everyone at the Symposium – from new preparers to old-timers.
There will be California and federal updates, which we all need, as well as a slew of topics covering everything from Schedule Cs to trusts, from retirement accounts to cancellation of debt to data security and much, much more. And of course, ethics and the ever-popular Stump the Experts where the speakers answer your questions.
One look at the theme – Tax to the Future – and you know the Summer Symposium is not all classes and seriousness. There will be social events and fun times as well. All in all, a great time to learn and to have fun!
Early bird registration is open through March 31st. Sign up now and save even more. I’m looking forward to seeing you all there!
Linda Dong
CSTC President
DON'T MISS OUT ON THE EARLY BIRD RATE!
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
March 2022
March 2, 2022
Topic: What to Know About FBAR!
San Francisco Bay Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
March 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
March 6, 2022
Topic: Roundtable Discussion 2021 Tax Return Issues/Resolutions and Form CA 540 Line by Line
Greater Long Beach Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
Topic: Native American Tax Returns, Ethics, and Open Discussion on Tax Updates
Central Valley Chapter In-Person Meeting
1 California hours (Topics covering California law issues)
2 Ethics hours (Topics meeting the ethics requirements under Cir 230)
Click here to learn more and register
March 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
March 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
March 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
March 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
March 20, 2022
Topic: Breakfast Discussion
Orange County South Chapter In-Person Meeting
No CE offered
Click here to learn more and register
Topic: Roundtable Discussion 2021 Tax Return Issues/Resolutions and Form CA 540 Line by Line
Greater Long Beach Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register
Topic: Tax Season Sunday Q&A
Orange County Chapter In-Person Meeting
1 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
March 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
March 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
March 29, 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
Click here to view the CSTC calendar.
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
Jing Chen
San Francisco Bay Chapter
Lawrence Gieseke
San Francisco Bay Chapter
Scott Imamura
San Jose Chapter
Duane Johnson
Los Angeles Chapter
Reagan Lee
San Francisco Bay Chapter
Jisel Villa Ramos
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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