In This Issue...
- From the NEW CSTC President
- July Events
- Register Now for the Wednesday Webinar Series
- Congratulations to the New CSTC Board of Directors
- Member of the Year
- Chapters of the Year
- Welcome New CSTC Members
- Legislative Advocacy
- News from the IRS
- Join CSTC!
CSTC Member Benefits
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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.
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CSTC is pleased to include the VeriFyle ProTM premium secure online document and message sharing service at no cost to CSTC members!
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Wolters Kluwer: Discounts on Tax, Accounting & Audit Resources, Software, Information & Services.
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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
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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.
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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 The Times They Are A-Changin!
Ain’t that the truth! This past year and a half have been full of change as the pandemic touched and disrupted every aspect of our lives. And now, as we navigate our way back to some sort of normal, we find that everything has changed and is still changing.
Most of us accept intellectually that change is inevitable. Over 2500 years ago, Heraclitus said, There is nothing permanent except change. But simply accepting the inevitability of change isn’t enough. It’s how you react to that change that’s crucial.
I was reminded of a book by Spencer Johnson called Who Moved My Cheese? It’s about two mice and two little people in a maze who look for cheese, find it, and enjoy it. But one day the cheese is gone! The two mice go off looking for more cheese, but the two little people are in denial. One gets angry and says it’s not fair! He decides to wait there until the cheese comes back. The other one eventually works up the courage to go try to find some new cheese. Once he starts moving, his situation instantly gets better. Eventually he finds some new cheese, which the two mice have also found.
The take-aways: Nothing lasts forever. There will always be change, and change is rarely fair. Rather than getting angry or lamenting the loss, learn to embrace the change. Change is not the end of something, but the beginning of something new.
When Michelle Youngblood, a single mother in Illinois, lost her job during the pandemic, she embraced the change and took the chance to start her own business. “It was the best thing that happened to me…catapulting me into doing something I love.”
We often become trapped into doing the same things we have always done, even when they have stopped working as effectively as they once did. Often it takes an outward jolt to shake us out of that rut.
Remember when the IRS mandated e-filing for preparers that filed over 50 returns? There was a lot of grumbling, but we had no choice except to comply. And the result – we loved it! E-filing was much more efficient than printing and mailing the tax returns, saving us both time and money.
The pandemic was just such a jolt, one that was totally unexpected and touched every part of our lives. For CSTC, it threatened the very core of our existence – continuing education delivered through chapter meetings and the Summer Symposium. But our Board helped us meet the challenge by embracing virtual education. And the result is we have had more education reaching more people than ever before and a huge influx of new members.
As we come out of the pandemic, we’re facing a new set of challenges. This change was expected, but there are still so many unknowns. The world we knew has changed. Like it or not, fair or not, the reality is that things have changed. And they will never go back to what they were before.
So, what to do? I like the quote from Socrates: The secret of change is to focus all of your energy not on fighting the old, but on building the new. As we go forward, let’s not fight to keep things the same as they’ve always been, but rather let’s look at the opportunities that lie ahead.
How can we incorporate the best parts of our pre-pandemic existence into today’s post-pandemic reality? We’ve been jolted out of our comfort zone; now let’s work together to build on what we have, to forge a new and stronger reality, and make CSTC the best it’s ever been!
Linda Dong, EA CSTC President
Calendar of Events July 2021
July 1, 2021
Topic: General Members Dinner Meeting Orange County South Chapter In-Person Meeting No CPE offered at this event Click here to learn more and register
Topic: OPPS OF 2020 TAX SEASON San Gabriel Valley Chapter In-Person Meeting 2 Federal Law hours (Topics covering existing tax law) Click here to learn more and register
July 7, 2021
Topic: Business Ethics Temecula Valley Chapter In-Person Meeting 2 Ethics hours (Topics meeting the ethics requirements under Cir 230) Click here to learn more and register
Topic: Settlement Options San Francisco Bay Chapter Virtual Meeting 2 Federal Law hours (Topics covering existing tax law) Click here to learn more and register
July 8, 2021
Topic: Pension & Tax Planning for Businesses North County San Diego Chapter Virtual Meeting 2 Federal Law hours (Topics covering existing tax law) Click here to learn more and register
July 15, 2021
Topic: Biden Tax Proposals - Planning for Individuals & Business San Diego Chapter Virtual Meeting 2 Federal Tax Update hours (Topics covering new tax law) Click here to learn more and register
July 21, 2021
Topic: Two-Part Webinar San Jose Chapter Virtual Meeting 1 California hour (Topics covering California law issues) 2 Ethics hours (Topics meeting the ethics requirements under Cir 230) Click here to learn more and register
Topic: OOPS! Correcting Tax Reporting for COVID-19 Benefits and Loans Inland Empire Chapter Virtual Meeting 2 Federal Law hours (Topics covering existing tax law) Click here to learn more and register
July 28, 2021
Topic: Employee Retention Credit Wine Country Chapter In-Person Meeting 2 Federal Law hours (Topics covering existing tax law) Click here to learn more and register
Click here to view the CSTC calendar.
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CSTC education is designed for CTEC preparers, Enrolled Agents, CPAs, and attorneys and to fit the needs of all – from new preparers to highly experienced tax professionals. With one of the most affordable price points for educating tax professionals, we encourage you to explore how the CSTC Academy should be a must-attend for 2021. This webinar series will take place every Wednesday starting July 14 through November 10, 2021 excluding September 15, October 13, November 3.
We encourage you to explore our exceptional lineup of topics and speakers and give CSTC priority access to meeting your continuing education needs for 2021.
Schedule-at-a-Glance
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Wednesday, July 14, 2021
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10:00 AM to 11:40 AM PST |
Topic: QuickBooks Customizing for Tax Preparation Speaker: Jane Ryder, EA, CPA Hours: 2 Federal Tax Law Hours Knowledge Level: Basic Click here to learn more and register for this webinar |
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Wednesday, July 21, 2021
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10:00 AM to 11:40 AM PST |
Topic: PPP Loan Forgiveness Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP Hours: 1 Federal Tax Law Hour, 1 Federal Update Hour Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, July 28, 2021
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10:00 AM to 11:40 AM PST |
Topic: How to Overcome the Difficulties of Collections Speaker: Paul Kent EA, USTCP Hours: 2 Federal Tax Law Hours Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, August 4, 2021
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10:00 AM to 11:40 AM PST |
Topic: Rethink What You Think You Know about Tax, Wealth and Business Exit Planning Speaker: Edward Cotney, Certified Exit Planner, Certified Hours: 1 Federal Tax Law Hour, 1 California Hour Knowledge Level: Intermediate / Advanced Click here to learn more and register for this webinar
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Wednesday, August 11, 2021
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10:00 AM to 11:40 AM PST |
Topic: Tax Implications of Exercise and Sale of Employee Stock Purchase Plans (ESPP) and Restricted Stock Units (RSU) Speaker: Michael Tullio, EA Hours: 2 Federal Tax Law Hours Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, August 18, 2021
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10:00 AM to 11:40 AM PST |
Topic: Tax Update - the latest in tax law changes and IRS announcements Speaker: Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP Hours: 1 Federal Tax Law Hour, 1 Federal Update Hour Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, August 25, 2021
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10:00 AM to 11:40 AM PST |
Topic: Bankruptcy – The Tax Journey Speaker: Veronica Marelli, EA Hours: 2 Federal Tax Law Hours Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, September 1, 2021
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10:00 AM to 11:40 AM PST |
Topic: Partnership Audit Procedures for Tax Counsel Speaker: Michel Stein, Esq Hours: 1 Federal Tax Law Hour, 1 California Hour Knowledge Level: Basic Click here to learn more and register for this webinar
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Wednesday, September 8, 2021
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10:00 AM to 11:40 AM PST |
Topic: Repair or Improvement? Speaker: Ryan Reichert, CFP, EA Hours: 2 Federal Tax Law Hours Knowledge Level: Intermediate Click here to learn more and register for this webinar
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Wednesday, September 22, 2021
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10:00 AM to 11:40 AM PST |
Topic: Community Property: Here, There & Everywhere Speaker: Monica Haven, EA, JD, LLM Hours: 2 Federal Tax Law Hours Knowledge Level: Intermediate Click here to learn more and register for this webinar |
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Wednesday, September 29, 2021
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10:00 AM to 11:40 AM PST |
Topic: Recent Developments in Federal Estate and Gift Tax Law and California Trusts & Estates Speaker: Jennifer Scharre Hours: 1 Federal Update Hour, 1 California Hour Knowledge Level: General Click here to learn more and register for this webinar |
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Wednesday, October 6, 2021
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10:00 AM to 11:40 AM PST |
Topic: Navigating Nexus Speaker: Susan Tinel, EA, CRTP Hours: 1 Federal Tax Law Hour, 1 California Hour Knowledge Level: Advanced Click here to learn more and register for this webinar |
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Wednesday, October 20, 2021
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10:00 AM to 11:40 AM PST |
Topic: Nonprofit Joint Ventures: Partnering with For-Profit Organizations Speaker: Louis Michelson, Esq Hours: 2 Federal Tax Law Hours Knowledge Level: Advanced Click here to learn more and register for this webinar |
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Wednesday, October 27, 2021
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10:00 AM to 11:40 AM PST |
Topic: Reasonable Compensation for S-Corp Shareholders & Officers Speaker: Jane Ryder, EA, CPA Hours: 2 Federal Tax Law Hours Knowledge Level: Basic Click here to learn more and register for this webinar |
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Wednesday, November 10, 2021
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10:00 AM to 11:40 AM PST |
Topic: Code Breakers - Tax Research for the 21st Century Speaker: Shannon Hall, EA Hours: 2 Federal Tax Law Hours Knowledge Level: Basic Click here to learn more and register for this webinar
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Registration Information and Fees
Category
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Individual Purchase of a Two Hour Course
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Members
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$40
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Non-Members
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$70
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CLICK HERE TO LEARN MORE AND REGISTER!
Congratulations to the 2021-2022 CSTC Board of Directors!
Position
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Name
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Chapter
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President
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Linda Dong
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Wine Country Chapter
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1st Vice President
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Shannon Hall
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Orange County Chapter
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2nd Vice President
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Sophia Ahmad
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San Jose Chapter
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Secretary
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Paula Broderick
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North County San Diego Chapter
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Treasurer
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Claudia Stanley
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Central Valley Chapter
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Region One Director
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Marie Ann Archibeque
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Central Valley Chapter
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Region Two Director
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David Knutson
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Inland Empire Chapter
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Region Three Director
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David Eastis
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Orange County Chapter
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Region Three Director
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Lloyd Boucher
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South Orange County Chapter
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Region Four Director
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Heather Santineau
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San Diego Chapter
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Region Four Director
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Hasani James
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San Diego Chapter
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2021 CSTC Member of the Year
This year’s Member of the Year is a person who is passionate towards the things he cares about – his family, his profession, his church, and CSTC.
In his professional life, in addition to running and expanding his practice, he puts an enormous amount of energy into providing legal education via his radio shows, e-books, and educational seminars for his clients, his professional community, and the general public. His passion for the law and helping others navigate it is awesome.
In his free time, he actively participates in church activities. He is very active in the Young Men Program, mentoring teenage boys. During Covid, he found ways to keep them engaged, using activities such as rock climbing, hiking, bike riding and water skiing. He is also on the board of Gently Hugged, a program to provide disadvantaged new mothers with the clothing and supplies needed for a baby’s first year of life.
He brings the same enthusiasm and passion to CSTC, where he is willing to hold any position that helps to promote CSTC and move it forward. He served as chapter president twice as well as Society President. He is always ready to listen to suggestions from members on how to improve Society. Most recently he served as Society President for second time, 20 years after his first time. As President, he willingly and enthusiastically travelled up and down the state to meet with chapters, to be their speaker, and to help them transition to virtual meetings. He supports and encourages each member with enthusiasm and genuine care. And he inspires us each month with his President’s Report in the newsletter.
Our Member of the Year for 2021 is Gary Quackenbush.
CSTC Chapters of the Year
Every year CSTC recognizes the CSTC Chapters who have recruited the most members between July 1, 2020 and June 9, 2021.
Third Place - Two Way Tie
The first Chapter in third place with 16 new member is the San Jose Chapter – The President of San Jose is Bob Searle and all their Chapter events are handled by Melissa Mora. Thank you to the San Jose Chapter Leaders.
The second Chapter in third place with 16 new member is the Inland Empire Chapter – The President of the Inland Empire Hilde Morrow, and she has an excellent Board including Ann Mills, Armando Armenta, Duberly Beck, Renee McClellan, Laure Jimenez, David Knutson, and Priscilla Lerma. Thank you to the Inland Empire Chapter Leaders.
Second Place - Two Way Tie
The first Chapter tied in second place with 21 new members is the San Francisco Bay Chapter – The President of the San Francisco Bay Chapter is Elizabeth Tolero and her excellent Board includes Ann Ticas, Edward Sutton, John Miller, Darlene Lockhart-Nero, Donna Watson, and Curtis Wong. Thank you San Francisco Bay Chapter Leaders.
The second Chapter in second place with 21 new members is the Los Angeles Chapter with 21 new members. The President of the Los Angeles Chapter is Johnny Diaz supported by his Board which includes George Sayegh, Melissa Donovan, and Rick Drew. Thank you to the Los Angeles Chapter Leaders.
First Place
The Chapter in first place with 27 new members is the San Diego Chapter. The President of the San Diego Chapter is Demara Woodson, and she is supported by her amazing Board which includes Hasani James, Wayne Hatch, Terry Smith, Elaine Woodson, Gary Quackenbush, Heather Santineau, Katherine Feather, Kevin McCully, Greta Ward, and Mary Conkwright. Congratulations to the San Diego Chapter and thank you for the amazing recruiting work you have done over the past year.
With the help of our Chapters, CSTC gained 198 new members between July 1, 2020 and June 9, 2021. That is by far the highest amount of new members CSTC has received in a year! Thank you to all the Chapter Leaders for working so hard during the year to recruit new members.
Welcome New CSTC Members!
Please help us in joining our newest CSTC Members!
Linda Sue Bauer Central Valley
Barbara Clemons Sacramento
Karen Cole Inland Empire
Brian Eisenberg San Francisco Bay
Gregory Elsner San Jose
Divya Gill Orange County
Penelopy Jordan Greater Long Beach
Pamela Juarez Los Angeles
Maria Leon San Diego-North County
Christine Link Greater Long Beach
Jose Lopez Inland Empire
Andrea Davis San Diego-East County
Cleavon Prince San Jose
Jose Luis Proo San Diego
Ernie Torrejon San Francisco Bay
Samuel Truong Los Angeles
Maria Tupas San Gabriel Valley
Susan Wallace Greater Long Beach
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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.
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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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