CSTC Newsletter


In This Issue...

  1. From the President
  2. Welcome New Members
  3. August Chapter Events
  4. Fall Tax and Accounting Forum
  5. 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 advances professionalism within the tax industry by:

  • Providing quality education
  • Creating networking opportunities
  • Advocating professional standards


From the President

By Rodney J. Couts, EA, President

I bid bon voyage today to a very dear friend. For the last sixteen years, we have walked our dogs, solved the worlds problems and enjoyed the gorgeous sunsets of our coastal community together.

Although an octogenarian, she has a sound mind, strong body and an incredible intellect, my friend made the decision to move back to the East Coast to be closer to her children and grandchildren while she can do so on her terms. She is moving into assisted living, although at present there is no need. She is planning ahead, recognizing that someday there may be limitations. I admire her courage. Facetime will hopefully bridge our divide!

The teaching moment here is that we all face limitations, including in our tax practices. Our Herculean souls wish to do everything we can for our clients, and sometimes that just isn’t the right thing to do. We must recognize that we all have a line in the sand that we must not cross, but more importantly have the courage to not cross it.

Earlier this week I spoke with Patrick Martin, president of the Taxation Section of the Bar of California. Our conversation revolved around the issue of knowing when we need to punt to the next level of expertise, but when doing so it being in a collaborative environment. We also talked about the need to understand each other’s perspective, and how we can turn that understanding into an advantage for both of us.

I get calls almost daily from clients and prospective clients seeking my counsel on a variety of issues, some being more complex than others. I’ve learned to recognize that when I’m getting in over my head, I need to pause, regroup, and think of the alternative. I used to believe it was a failure to think this way, but no longer.

If I’m asked a question by my client where my knowledge level isn’t complete, I ask myself “Am I really doing this client a favor?” Our job is to be always doing what’s best for our client. I urge you to plant this thought into everything you do with your clients.

CSTC offers hundreds of CE credit hours annually on both the state and chapter level. Our goal is to make every tax professional we can as complete a tax professional as possible. We accomplish this mission through a network of fifteen local chapters, Society live-course offerings and online education. When we take advantage of educational offerings, we can narrow the knowledge gap, more importantly gain a better ability to recognize when the situation requires us to punt.

By participating in the terrific membership interaction within CSTC, we also learn who can fill the void when we need to make that decision. I made two referrals yesterday and I trust I’ve made the right decision because I know these people from being a part of my local North San Diego County chapter.

As for my friend, I’m am going to miss her. But I will be forever thankful that our relationship has given me a lifetime lesson I will never forget.

Welcome New CSTC Members!

Please help us in joining our newest CSTC Members!

Debra Basinger
Central Valley

Roger Garay
San Diego-East County

Denise Hunter
Orange County- South

Joleen Maddalon
Central Valley

Maria Martinez
San Francisco Bay

Virginia Moores
Temecula Valley

Maria Prado
San Francisco Bay

Rosalina Rosay
Greater Long Beach

Kimberly Schreiber
Temecula Valley

Kary Sisneros
San Diego-North County

Charles Woodson

Audrey Yeboah
Greater Long Beach

August Chapter Events

August 1, 2018
Topic: Tax Cuts & Job Acts Tips, Strategies and Tricks, Section 199A

Temecula Valley Chapter 
1 California Hour 
1 Federal Update Hour

August 2, 2018
Topic: Cyber Security with Ruth Godfrey, EA
San Gabriel Valley Chapter 
2 Federal Law Hours

August 7, 2018
Topic: Microsoft Excel: A Valuable Tool for Tax Return Preparation & Complying with Sec. 10.22 of Circular 230 Diligence as to Accuracy
San Diego-East County Chapter
1 Federal Tax Hour

Topic: Ethics
San Diego-East County Chapter
2 Hours Ethics

August 8, 2018
Topic: Cost Segregation and the New Tax Laws Affecting Depreciable Real Estate
Orange County Chapter
2 Federal Update Hours

August 9, 2018
Topic: 1031 Tax-Deferred Exchange
San Diego-North County Chapter
2 Federal Update Hours

August 11, 2018
Topic: Ethics and California Seminar
San Gabriel Valley Chapter
4 California Hours & 2 Ethics Hours

August 15, 2018
Topic: Tax Advantaged Retirement Plans - For Individuals and Businesses
Inland Empire Chapter
2 Federal Law Hours

August 16, 2018
Topic: Effectively Handling A Surprise IRS Visit—What To Do When An Agent Shows Up Unexpectedly
San Diego Chapter
2 Federal Law Hours

August 25, 2018
Topic: TBA
San Francisco Bay Chapter
Hours: TBA

August 28, 2018
Topic: Cyber Security - How Safe are your Clients and your Office?
Orange County - South Chapter
2 Federal Tax Hours

August 29, 2018
Topic: Ethics
Greater Long Beach Chapter
Hours TBA

Register Now For The 2018 Fall Tax and Accounting Forum!

Topic: Partnerships and LLC's
Date: Friday & Saturday, Septemebr 21-22, 2018 
The Grand, 4101 E. Willow Street, Long Beach, CA 90815

                             Schedule Coming Soon!

Fees:                 Early Bird (Until Aug. 10)     After Aug. 10
Members                        $199                            $225
Staff                              $219                            $250
Non-Members                 $249                            $285


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

California Society of Tax Consultants | 65 Enterprise, ALiso Viejo CA 92656 | Phone (949) 715-4192