Greater Long Beach Chapter
is proud to host educational events at 

The Grand Events Center
4101 E. Willow Street
Long Beach  CA  90815

Click here for the Greater Long Beach Newsletter

Registration

To register for a chapter meeting, call  (DO NOT EMAIL)  Dennis Kaho at (562) 421-8523

Fees

$40/Member with prior reservation
$50/Member no reservation and Nonmember

Cancellation Policy:  If you have reserved for a Chapter meeting and do not call to cancel at least 7 days prior to the meeting, you will be billed for the price of that meeting as GLB will have already reserved your food and will be required to pay for it.  This also includes GLB members on the permanent lists.

No show policy:  No Refund

The Greater Long Beach Chapter of CSTC offers up to 56 Hours of Continuing Education for tax professionals throughout the year.  Our variety of sessions will provide the credits you need in Federal Taxation, Federal Updates, California specific CE and Ethics.  Non-members are welcome and encouraged at all sessions.

2019 Roundtable Discussions – Select Sundays 8:30 AM - Noon

1HR Fed Tax, 1HR Fed Update, 1 HR CA 

January 27, 2019

Eggs Benedict, fruit, country potatoes, bacon, fruit, pastries, coffee

February 10, 2019

Scrambled Eggs, fruit, hash browns, sausage, fruit, pastries, coffee

February 24, 2019

Scrambled Eggs, fruit, country potatoes, bacon, fruit, pastries, coffee

March 10, 2019

Breakfast Burrito w/bacon, fruit, country potatoes, fruit, pastries, coffee

March 24, 2019

Scrambled Eggs, fruit, hash browns, sausage, fruit, pastries, coffee

April 7, 2019

Scrambled Eggs, fruit, hash browns, sausage, fruit, pastries, coffee

 
Our tax season Roundtable Events include a buffet breakfast – complete with juice, coffee, hot tea and pastries!

Bring your tough tax questions to our tax season Roundtable Event and discuss possible solutions with other members; our research team will do their best to get you both the federal and California answers utilizing The TaxBook and a leading California tax research book.

2019 Afternoon Extensions – Select Wednesdays 2:00-6:00 PM

4HRs Continuing Education 

Date

Speaker

Session

Meal

June 26, 2019

Eugene Ostermiller

California Differences

Snack provided

July 31, 2019

Ruth Godfrey

Like-Kind Exchanges

Snack provided

September 25, 2019

Frank Acuna

Trusts & Estates

Snack Provided

October 23, 2019

George Van Buren

TBD

Snack Provided

 

Our Afternoon Extensions are designed to provide an in-depth look into complex tax topics.  These sessions provide four (4) Hours continuing education discussion.  The session will continue into our Evening Event answering the question, “How do I get it into the tax return?”

The Afternoon Extensions are new to CSTC Greater Long Beach and provide an excellent opportunity for tax professionals to learn about complex tax issues, work through a Case Study on the topic to see exactly how it will impact the tax return, while earning up to 6 hours of continuing education at a very affordable cost.  We’ll be offering this education at a low, introductory price – so make sure you sign up!

2019 Evening Events – Select Wednesdays 6:00-9:00PM

2HRs Continuing Education

Date

Speaker

Session

Meal

May 29, 2019

Shannon Hall

Ethics

Chicken Buffet

June 26, 2019

Eugene Ostermiller

California Update

Beef Brisket Buffet

July 31, 2019

Ruth Godfrey

Like-Kind Exchanges

Chicken Buffet

August 28, 2019

Lynn Freer

California Update

Asian Salmon Buffet

September 25, 2019

Frank Acuna

Trust & Estates

Beef Stroganoff Buffet

October 23, 2019

George Van Buren

TBD

Chicken Buffet

November 20, 2019

Shannon Hall

Dependency Detectives

Baked Ham Plated

 

2019 Summer Tax Workshop – August 19, 2019 – All Day Event

8HRs Continuing Education

Our Summer Tax Workshop is traditionally an event to remember.  This all-day event includes a buffet breakfast and a buffet lunch!

We’re working diligently to bring you one of CSTC’s favorite Symposium speakers!  Check back for our announcement of both speaker and session topic!  Meanwhile, Save-The-Date on your calendar! 

EDUCATION REQUIREMENTS

EA Education Requirement:  72 hours education per enrollment period (3 years) which consist of a minimum of 16 hours education annually and a minimum of 2 hours ethics courses annually. 

CRTP Education Requirement: 20 hours education annually which consist of 15 hours IRS approved education (10 hours federal tax law, 3 hours federal tax law update, 2 hours ethics) AND an additional 5 hours California tax law.

AFSP Education Requirement:  18 Hours education annually which consists of a 6 Hour Annual Federal Tax Refresher (AFTR) Course & Test, 10 Hours Federal Tax Law and 2 Hours Ethics.  Preparers currently registered with CTEC (California), OBTP (Oregon) and MSBITP (Maryland) are exempt from the AFSP requirements

2019 GLB Officers, Directors & Volunteers [email protected]

Officers

 

 

 

     President

Nikki LeBrun

310/534-3492

[email protected]

     1st VP Education

Shannon Hall

562/715-4495

[email protected]

     2NDVP Education

Frank Farfan

562/865-8868

[email protected]

     Secretary

Shobha Bajaj

562/441-6724

[email protected]

     Treasurer

Nancy Spiegel

714/527-3065

[email protected]

     Past President

Harold LeMaster

714/332-3508

[email protected]

Directors

 

 

 

     Editor

Jen Horton

310/415-1685

[email protected]

     Phone Tree/Resource Bks

Fran Oatridge

310/530-6499

[email protected]

     Mentoring

Dennis Kaho

562/421-8523

 

     Reservations

Dennis Kaho

562/421-8523

 

     CE Evals & Certs

Jim Hicklin

562/806-4557

[email protected]

     AudioVisual

Frank Farfan

562/865-8868

[email protected]

     Technology/Comm

Jen Horton

310/415-1685

[email protected]

     Govt Affairs/Technology

Cameron Hernandez

562/270-5586

[email protected]

Roundtable Research

 

 

 

     Federal Application

Harold LeMaster

714/332-3508

[email protected]

     California Conformity

Dennis Kaho

562/421-8523

 

Volunteers

 

 

 

     Nominations Chair

Stephen Bruce

541/507-1789

[email protected]

     Chapter eMail

 

 

[email protected]

 

We hope to see many new faces at our events this year!  Don’t be shy… pick your event, call in your reservation and come network with other tax pros in your area!