CSTC Newsletter

January 2019

In This Issue...

  1. 2019 CSTC Board of Directors
  2. 2019 Summer Symposium
  3. Welcome New CSTC Members
  4. Upcoming VeriFyle Demos
  5. Online 60 Hour QE Course
  6. January Chapter Events
  7. January Board Meeting
  8. CSTC Member of the Year
  9. 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


2019 Board of Directors

Congratulations to the 2019 California Society of Tax Consultants Board of Directors! 

 Pictured above from left to right:

Heather Santineau, Region 4 Director | Shari Hardy, Secretary | Jen Horton, 2nd VP Linda Dong, 1st VP | Gary Quackenbush, President | Rod Couts, Immediate Past President 

President - Gary Quackenbush

1st VP - Linda Dong

2nd VP - Jen Horton

Secretary - Shari Hardy

Treasurer - Claudia Stanley

Region One Director - Karen DeVaney

Region Two Director - Carmen Hustad

Region Three Directors - David Eastis and Maria Elisa Ruzol Cruz

Region Four Director - Heather Santineau

Immediate Past President - Rod Couts

Parliamentarian - Ruth Godfrey

Save the Date!!
June 9-12 2019
Westgate Las Vegas Resort & Casino

Schedule coming soon!

 Welcome New CSTC Members!

Please help us in joining our newest CSTC Members!

Cynthia Cordero
Sacramento Chapter

Rom De Guzman
Inland Empire Chapter

Ron Dowell
Los Angeles Chapter

Joan Falanga
Sacramento Chapter

JoAnn Glatthaar
San Diego Chapter

Rachel Ivanovich
San Diego North County Chapter

Donald Lewellen
Orange County South Chapter

Michelle McGuire
San Diego Chapter

Donald Meza
Inland Empire Chapter

Shahla Sohi
Orange County Chapter

Fredrica Turschmann
San Diego East County Chapter

Leonard Wyss
Orange County Chapter

Click here to view the Board of Directors page

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.

January VeriFyle Demos:

VeriFyle Demo/Q&A session details:
Tuesday, Jan 15, 2019 10:30 AM - 11:30 AM PST
Wednesday, Jan 16, 2019 3:00 PM - 4:00 PM PST

Special Session! Tips For Experienced Users:
 30 minutes of powerful tips for experienced users of VeriFyle Pro to optimize productivity.
Thursday, Jan 17, 2019 1:30 PM - 2:00 PM PST

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.)

January Chapter Events

January 5, 2019
Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
North County San Diego Chapter Seminar

Topic: Tax Year 2018 Update Workshop
2 Hours California
6 Federal Update Hours
Inland Empire Chapter Seminar

Topic: IRC section 199A Qualified Business Income Deduction (QBID) & "Planning for Security, Security and MORE Security"
1 Federal Law Hours
2 Federal Update Hours
San Jose Chapter Seminar

January 6, 2019
Topic: Round Table Discussion - Tax Update 2018
2 Federal Law Hours
San Gabriel Valley Chapter Meeting

January 8, 2019
Topic: TaxBook and Ethics Seminar | Independent Contractor or Employee: Classifying Your Workers
4 Federal Law Hours
2 Ethics Hours
2 Federal Update Hours
Central Valley Chapter Seminar

January 9, 2019
Topic: Roundtable - Fed and Tax Quiz
1 California Hour
1 Federal Update Hour
Orange County Chapter Meeting

Topic: Holiday Party
No CE Hours
Temecula Valley Chapter Meeting

January 10, 2019
Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
San Diego Chapter Seminar

January 11, 2019
Topic: Individual and Business The TaxBook Workshop

4 Federal Law Hours
4 Federal Update Hours
Orange County Chapter Workshop

Topic: Running Start 2019
2 Hours California
6 Federal Update Hours
East County San Diego Chapter Seminar

January 12, 2019
Topic: A Preparer's Approach to Section 199A Simplified, Schedule A and 592 Pros and Cons
2 California Hours
4 Federal Update Hours
Sn Francisco Bay Chapter Meeting

January 19, 2019
Topic: Federal & State Update Review
2 California Hours
4 Federal Update Hours
San Jose Chapter Seminar

January 22, 2019
Topic: Overview of the 2017 Tax Cuts and Jobs Act
2 Federal Update Hours
Orange County South Chapter Meeting

January 23, 2019
Topic: Work Opportunity Tax Credit and Understand Audits on Credit card Merchant, W/C Insurance and W/C Policy Placement
3 Federal Law Hours
San Jose Chapter Meeting

Topic: From Your Client's QuickBooks Statements to a Tax Return
Hours TBD
Wine Country Chapter Meeting

January 27, 2019
Topic: 2019 Roundtable Discussion
1 Federal Law Hour
1 Federal Update Hour
1 California Hour
Greater Long Beach Chapter Meeting

Click here to view the CSTC calendar.   

Board of Directors Meeting

Date: January 14, 2019
Time: 10:00 AM to 4:30 PM
Location: The American Red Cross | 714-481-5300
601 North Golden Circle Drive, Santa Ana, CA 92705

CSTC members are welcome to join.


CSTC Member of the Year

Congratulations to the 2018 Member of the Year Ingrid Chamberlin!


CSTC Member since 2009
2011-2018 North County San Diego Membership Chair
2019 North County San Diego Chapter President

Ingrid has devoted her time and resources over the past 8 years to develop a successful membership marketing plan for the North County San Diego Chapter and has also given encouragement and ideas to Society for the advancement of membership. She has devoted many hours participating not only at the Chapter level, but also in attending the Society Board meetings as well. As an enthusiastic member who believes in the mission Society promotes, she has diligently served on committees promoting the advancement of Society.

She sets lofty goals, has a humor dryer than the Sahara desert , gets the job done, and cares about the advancement of the tax profession. Her support of the organization has been unwavering. She has been instrumental in developing the changes needed to move our organization's future forward and has embraced the visions of taking Society forward into the next millennium.

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]