CSTC Newsletter


In This Issue...

  1. 2018 Annual Business Meeting
  2. Call for Presenters
  3. Welcome New CSTC Members
  4. Online 60 Hour QE Course
  5. December Chapter Events
  6. Vote for the 2019 Board of Directors
  7. CSTC Member of the Year
  8. 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.

CSTC Mission

CSTC advances professionalism within the tax industry by:

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


2018 Annual Business Meeting

The North County San Diego Chapter is proud to host the 2018 CSTC Annual Meeting along with the Chapter’s Holiday Party.

The Holiday Party is where members celebrate their accomplishments as tax professionals, thank our Society and Chapter leadership for their exemplary efforts in making our Society great, swear in the 2019 leadership and finally, enjoy some festive entertainment.

December 13, 2018

5:30 pm - 6:00 pm Registration and Hosted Cocktail Reception
6:00 pm – 7:00 pm Dinner
7:00 pm – 7:30 pm CSTC Annual Meeting
7:30 pm – 8:00 pm North San Diego County Chapter Awards Ceremony
8:00 pm – 8:40 pm Rhapsody Vocal Ensemble performance
8:40 pm – 9:00 pm Door prize drawings and conclusion

Twin Oaks Golf Course
1425 N. Twin Oaks Valley Rd.

San Marcos, CA 92069

$40 for members and non-members
Meal: Select one of the following: Herb Crusted Prime Rib, Grilled Salmon or Vegetarian

Fee includes dinner + entertainment
Payment collected at the door. Checks to CSTC, cash and credit cards accepted.
Permanent list members, please cancel if not attending.

To register, click the button below or email [email protected]

Reservation must be canceled by 5:00 pm Wednesday, December 13, 2017.

If you do not cancel by the deadline, you will be billed. 

Call for Presenters for the 2019 Summer Symposium in Las Vegas!
(Deadline: December 14, 2018)

The California Society of Tax Consultants (CSTC) provides quality tax education for tax professionals, including CTEC-registered preparers, Enrolled Agents, CPAs and attorneys.  CSTC’s premier education event is the Summer Tax Symposium. The 2019 Symposium is being held June 9-12, 2019 at the Westgate Las Vegas Resort & Casino in Las Vegas, NV.

We are looking for speakers to share their tax knowledge and expertise with their peers and colleagues. The sessions are one-, two- or four-hour classes that provide attendees with information about the topic as well as practical applications they can apply in their practice.

We are accepting submissions in all areas of taxation including:

  • Individual tax
  • Businesses
  • Nonprofits
  • Trusts and estates
  • California tax
  • Representation
  • Other topics related to taxation

Please fill out the Call for Presenters Form in its entirety and submit it by email no later than December 14, 2018 at 5:00 PM. Only complete submissions will be considered.

Click here to access the Call for Presenters form

Presenters are selected by the Education Committee based on recommendations and fit with the overall goal of the Symposium. All submitters will be notified by January 8, 2018.

If you have any questions, please contact Linda Dong by phone at 626-288-8558 or by email at [email protected]. You can also contact the Society Office at 949-715-4192 or [email protected]

 Welcome New CSTC Members!

Please help us in joining our newest CSTC Members!

Dennis Conway
San Jose Chapter

Patricia Egan
Sacramento Chapter

Rebecca Everett
San Diego-East County Chapter

Cynthia Gardner
Inland Empire Chapter

Barbara Jicha
Sacramento Chapter

Karen Joyner
San Diego Chapter

Mehvesh Mapara
Inland Empire Chapter

Lesley Marples
San Diego Chapter

Gregory Martin
Inland Empire Chapter

Richard McClellan
San Diego-North County Chapter

Melissa Northrup
Inland Empire Chapter

Yu Ting Tsai
San Francisco Bay Chapter

Dora VillaSenor
San Diego Chapter

Upcoming VeriFyle Demos

CSTC and VeriFyle have partnered to offer all CSTC members access to VeriFyle ProTM, VeriFyle’s premium secure online document sharing and messaging service at no cost to CSTC members.

VeriFyle is an extremely simple-to-use cloud storage and sharing tool that offers the most powerful encryption technology available on the web (Cellucrypt®), using six unique encryption keys for each individual item stored or shared in VeriFyle.

Not only does VeriFyle help to keep your communications private and secure, it also provides a polished and professional way to present yourself to existing and prospective clients.

December VeriFyle Demos:

December 18, 2018
December 19, 2018

Members will be notified of further details. 

60 Hour Online QE Course

45 Federal Law Hours & 15 CA Hours

Powered by The Income Tax School


If you wish to become a tax preparer in the state of California, you need to visit the California Tax Education Council (CTEC) website as you will need to register to become a California Registered Tax Preparer (CRTP)

How to Become a CRTP and Who Must Register?

All CTEC Registered Tax Preparers (CRTPs) must…

  • First complete 60-hours (45 hours federal and 15 hours state) of qualifying tax education from a CTEC Approved Provider
  • Obtain a PTIN (Preparer Tax Identification Number) from the IRS
  • Purchase a $5,000 tax preparer bond
  • Register with CTEC within 18 months from the completion date on the certificate of completion 

Comprehensive Tax Course Package Includes:

  • Online, self-study beginner tax course
  • Study anywhere/anytime with an internet connection
  • No prerequisites required.
  • Divided into 4 modules, 5 chapters per module, a total of 20 chapters, a total of 60 CE credit hours
  • FREE academic support from tax school instructors provided by email

Price: $299 online only or $351 online with books

With Books:

Order this course with books and you will receive all of the reading materials that are viewable online to be printed and bound for your easy reference while completing the course. (Prices of books are included in shipping costs.)

December Chapter Events

December 5, 2018
Topic: How the California Office of Tax Appeals can Help You
2 Hours California
Temecula Valley Chapter Meeting

Topic: Cryptocurrency, the IRS and You
2 Hours Federal Law
San Francisco Bay Chapter Meeting

December 12, 2018
Topic: TBD
Hours: TBD
Orange County Chapter Meeting

December 13, 2018
CSTC 2018 Annual Business Meeting & 2018 North County San Diego Annual Holiday Party
No CE Hours
North County San Diego Chapter Meeting

December 18, 2018
Topic: State AND Federal Update Review

2 California Hours
6 Federal Update Hours
Central Valley Chapter Meeting

Topic: Paradise Lost - Tax Relief for CA Wildfire Victims
1 Federal Law Hour
1 Federal Update Hour
Sacramento Chapter Meeting

December 19, 2018
Topic: An in depth exploration of 1031 exchanges, from the basic rules to advanced topics
3 Federal Law Hours
San Jose Chapter Meeting

Topic: Holiday Celebration with White Elephant Gift Exchange
No CE Hours
Great Long Beach Chapter Meeting

Click here to view the CSTC calendar.   

Vote for the 2019 CSTC Board of Directors
(Deadline: December 8, 2018)  


Please follow the link below for your official ballot for CSTC’s annual elections. In addition to voting for officers, there are also a number of changes being proposed to the Bylaws. 

Ballot Instructions

  1. Vote for each office by marking the box before the name of the candidate of your choice. For clarity, it is recommended that you mark the box with an ‘X’. 
  2. You may vote for only one candidate for each office, and for up to two Regional Directors in your Region
  3. If you do not want to vote for a particular office, leave all the boxes under that office blank.
  4. There are only two ways to vote: online or by mail

A.  ONLINE. Click here to access the online Ballot. You may vote entirely online by signing in to your membership profile and voting (sign in required). Must be received by the CSTC office by December 8, 2018 at 5:00 PM.

B.  BY MAIL. You can access the paper ballot by logging in to the CSTC Member Center. After you have filled out your ballot, mail it to the CSTC Office, 320 Pine Ave, Suite #1050, Long Beach CA, 90802. Must be received by the CSTC office by December 8, 2018 at 5:00 PM.

New to the CSTC Ballot: Regional Directors

You will vote for up to two Regional Directors in your Region. Below are the chapters in each region:

Region 1: Sacramento Chapter, Central Valley Chapter, San Jose Chapter, and San Francisco Bay Chapter
Region 2: San Gabriel Valley Chapter, Los Angeles Chapter, Greater Long Beach Chapter, and Inland Empire Chapter
Region 3: Orange County Chapter, South Orange County Chapter, Wine Country Chapter, and Temecula Valley Chapter 
Region 4: East County San Diego Chapter, San Diego Chapter, and North County San Diego Chapter

Your ballot must be received by the CSTC Office not later than December 8, 2018 at 5:00 PM regardless of the manner of voting.

ONLY ACTIVE CSTC members in good standing at the time of the elections may hold office or vote.

CSTC Member of the Year
(Deadline: December 7, 2018)

The Member of the Year Award is CSTC’s highest honor, and acknowledges an outstanding individual for their extraordinary efforts in helping their fellow tax professionals by supporting CSTC. Individuals are nominated by other CSTC members, and a panel of judges then selects the final recipient. The Member of the Year Award is presented at the CSTC Annual Meeting, and the recipient receives an Award and their name will be added to a permanent plaque at the Society offices. The Award will be presented at the CSTC Annual Meeting on December 13, 2018 at the North San Diego County Chapter Holiday Party.

Each chapter is encouraged to nominate at least one, but no more than two members from their chapter each year. Nominations may also be made by any member-at-large.

Click here to fill out the online Member of the Year nomination form and learn more. 

The deadline to fill out the form is December 7, 2018.

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 | 320 Pine Ave, Suite #1050, Long Beach, CA 90802 | Phone (949) 715-4192   [email protected]