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In This Issue...
- From the President
- December Events
- Call for Presenters - 2021 Summer Symposium
- Running Start
- 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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From the President
THANK YOU ALL FOR AN INCREDIBLE YEAR!
Oh, man, great thought! I love that one! Words to live by, for sure! I’m going to write that down! That one is going on my bathroom mirror! How do you respond when you hear something inspirational or something that resonates with you? We are all on the look-out for things that motivate and inspire us to do what needs to be done.
This pandemic had really changed everything. I am blown away by how people  have adapted to the changes and made the absolute best of things. I am inspired by what I see people do and am committed to press forward and make the best of every situation.
What inspires you to do your best? What does it take to get motivated and get going?
During our Monday morning company meetings, our team members take turns sharing “inspiration” with the rest of the team. Over the past several weeks I have collected some of the thoughts that have been shared and I want to share them with you. Some of these are truly “words to live by” and others, . . . you be the judge. Perhaps one will resonate with you and brighten your day or strengthen your resolve to push forward.
“People won’t forget how you made them feel” - Maya Angelou
“Do or do not. There is no try” - Yoda
“Setting goals is the first step in turning the invisible to the visible” - Tony Robbins
“Push yourself because no one else is going to push you to do it” - Unknown
“The secret to getting ahead is getting started” - Mark Twain
“We are a team because we respect, trust, and care for each other” - Vala Afshar
“See people in the best light” – Unknown
“Give people the benefit of the doubt” – Brene Brown
“All our dreams can come true if we have the courage to pursue them” - Walt Disney
“Motivation gets you started. Habit keeps you going” - Jim Rohn
“Whether you think you can or think you can’t, you are right” - Henry Ford
“Never give up – get better. Never lower your standards- improve your skills” - Todd Duncan
“Hardships often prepare ordinary people for an extraordinary destiny” - C.S. Lewis
And my favorite – “Be cool with the sacrifices you are making” – Michelle Gellan
As this year comes to a close, it is my sincere hope that each of you will looks back on this year as one of growth and learning. The lessons we have learned will make us better in the future. The changes that CSTC has undergone have been transformational. As President I have had the wonderful opportunity of seeing first-hand the hard work and dedication that members of CSTC have put forth to make us better as an organization, as individuals, and as tax professionals.
I am thrilled with our progress and or future. More changes are coming as we adapt to the ever-changing world of tax professional education.
Thank you! Thank you! Thank you to everyone who has in any way contributed to the growth, development, and strength of CSTC!
Have a wonderful December! Merry Christmas and Happy New Year!
Your friend, Gary Quackenbush, CSTC president.
Calendar of Events
December 2020
December 2, 2020
Topic: Virtual Breakfast Meeting
Inland Empire Chapter Virtual Meeting
No CE Offered
Click here to learn more and register
Topic: Code Breakers - Tax Research for the 21st Century
Temecula Valley Chapter Virtual Meeting
2 Federal Law Hours (Topics covering existing tax law)
Click here to learn more and register
Topic: Pre-Updates on Things to Come in 2020 for Federal and California Taxes
San Francisco Bay Chapter Virtual Meeting
1 California hours (Topics covering California law issues)
1 Federal Update hours (Topics covering new tax laws)
Click here to learn more and register
December 10, 2020
Topic: Form 1099 is Changing! What’s New and What Do We Need to Firm Up for General 1099 Compliance (Including 1099 NEC)
North County San Diego Chapter Virtual Meeting
2 Federal Update hours (Topics covering new tax laws)
Click here to learn more and register
December 15, 2020
Topic: Two-Part Webinar
Year Update & Review- State and Federal Update
Part One Hosted by the Central Valley Chapter
Part Two Hosted by the Sacramento and Central Valley Chapters
2 California hours (Topics covering California law issues)
6 Federal Update hours (Topics covering new tax laws)
Click here to learn more and register
Topic: Orange County South Federal Tax and State Update
Orange County South Chapter Virtual Meeting
1 California hour (Topics covering California law issues)
1 Federal Update hour (Topics covering new tax laws)
More information coming soon
December 16, 2020
Topic: Retirement Plans
San Jose Chapter Virtual Meeting
2 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
Topic: Shannon’s Hall of Tax Curiosities: Curiouser
Inland Empire Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register
Click here to view the CSTC calendar.
Call for Presenters
2021 Summer Symposium
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 2021 Symposium will be an online event, and CSTC is looking for speakers to share their tax knowledge and expertise with their peers and colleagues. The webinars are two- or four-hour classes that provide attendees with information about the topic as well as practical applications they can use in their practice.
We are accepting submissions in all areas of taxation including:
- Current tax updates
- Individual tax
- Businesses
- Nonprofits
- Trusts and estates
- California tax
- Representation
- Other topics related to taxation
We will also consider submissions relating to practice management and accounting.
Please CLICK HERE to fill out the Call for Presenters Form in its entirety and submit it no later than December 4, 2020 at 5 pm. Only complete submissions will be considered.
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 December 22, 2020.
If you have any questions, please contact Linda Dong by phone at 626-288-8558 or by email at [email protected].
Register TODAY for Running Start
ON-DEMAND Webinar
Not just theory...Real-life application! All the latest news about how the CARES Act, the SECURE Act, the Disaster Act, and other recent legislation impact federal and CA tax returns, including new forms explained line-by-line.
Things you'll learn...
· Complete coverage of IRS & CA forms
· Latest news about the CARES Act, SECURE Act, Families First Relief Act, Disaster Act, and more...
· Reconciliation of advance payment (rebates) to stimulus credit
· How does PPP discharge affect tax return? Are expenses paid with loan proceeds deductible?
· New forms with real-life examples to show you how to complete them
· Line-by-line calculations on new forms & worksheets
· CA adjustments calculated and illustrated on Form 540 Sch CA
· Case studies – Client documents to completed tax return
· Court cases, revenue rulings, and more...
· Worksheets, flowcharts, and checklists to help you keep it all straight
· 400+ page manual mailed to you
· Free FAST FACTS reference card!
· NEW Free CA nonconformity reference card!
· Information you can use in the REAL WORLD!
This on-demand webinar will allow you to take the class whenever it is convenient for you, either all at once or a little bit each day. Attendees who register before December 1 will not receive their materials until December 1. Attendees who register after that date will receive their login information within three business days of registration. Books will be mailed to the address on the registration form within 7 business days of purchasing the course.
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
John Alagha
Orange County Chapter
Jairo Bautista
San Gabriel Valley Chapter
John Blanc
Inland Empire Chapter
Gary Correia
San Diego Chapter
David Dick
San Diego Chapter
Lawrence Fade
San Francisco Bay Chapter
Joseph Franck
San Jose Chapter
Monica Germana
Los Angeles Chapter
John Gilbert
Los Angeles Chapter
Elizabeth Heise
San Jose Chapter
Leo Hill
Greater Long Beach Chapter
Joanne Hutsel
San Diego Chapter
Nicole Inverno
East County San Diego Chapter
Mohsin Kalia
Orange County Chapter
Gill Lackritz
North County San Diego Chapter
Lan Lam
San Jose Chapter
Gregory Linarelli
North County San Diego Chapter
James Mason
Central Valley Chapter
Robert Mayhall
Inland Empire Chapter
Jerrie Muir
South Orange County Chapter
Susan Noble
North County San Diego Chapter
George Nunez
Orange County Chapter
James Peebles
South Orange County Chapter
Rose Sarabia
San Gabriel Valley Chapter
Ralph Walson
Orange County Chapter
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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