CSTC Newsletter

July 2023

In This Issue...

  1. From the CSTC President
  2. Thank You to our 2023 Sponsors and Exhibitors
  3. July Events
  4. Welcome New CSTC Members
  5. Legislative Advocacy
  6. News from the IRS
  7. 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 (previously yellow 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


President's Column
State of the Association

The 2021-2022 fiscal year ended last June in Reno with our first foray into large meetings in the post- pandemic arena as we went “Tax to the Future.” That success set the stage for the continuation of our outstanding education throughout the 2022-2023 fiscal year – at the state level with our Wednesday Webinar series and the Fall Forum on “S Corporations – From Incorporation to Dissolution” and at the chapter level with numerous education events, both virtually and in-person.

This commitment to education and the involvement of so many of our members is what sets CSTC apart. In 2021 and 2022, as we transitioned to the Carver Policy Governance model, we hired a consultant to help us. Although he consults with many nonprofits, he told us CSTC was one of his favorite associations to work with. The reason? The high level of engagement of the members. When he started working with us, his team sent out a survey to all of our members asking for feedback about CSTC. The typical response rate for this type of survey is 2-5%. The response rate for CSTC was 26%! And it came from a large cross-section of our members – from brand new members to long-time members. This is outside confirmation of the uniqueness of CSTC.

And it shows in our membership. In February of this year, we reached a new milestone – 900 members! That’s a number we haven’t hit for a long time. Plus we’ve seen a kind of revival, a moving forward, in several of our chapters, which is very encouraging.

We also initiated a new practice designed to increase the communication between the chapters and the society Board of Directors: a zoom meeting between the society President and all the chapter presidents. This was so well received that we are now planning to meet semiannually and will include the Regional Directors. We also held a zoom meeting between the society First Vice-President and the chapter education chairs, which will also be held semiannually. And next year we’re adding a zoom meeting between the society Second Vice-President and the chapter membership chairs. This has proved to be an excellent channel for the sharing of ideas and solutions.

Another addition this year was the implementation of the CSTC Knowledge Vault. This is a resource for members to access information on current issues, such as the Federally Declared Disaster Areas of 2023 and the resultant extensions for most of California with the constantly-changing list of affected counties.

So, as we come to the end of another year, we’re once again at the Summer Symposium, enjoying the excellent education and the camaraderie of our peers and looking forward to another great year with CSTC!

Linda Dong
CSTC President 




Calendar of Events
July 2023

July 5, 2023

The Entity – Basics of Business Returns
Temecula Valley Chapter In-Person Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

July 10, 2023

Cancellation of Debt ”Forgive and Forget”
Orange County - South Chapter Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

July 11, 2023

Tax Season Wrap-Up & Oops I made a mistake
San Diego - East County Chapter Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

July 12, 2023

Federal Tax Update with the IRS Stakeholder Liaison
Orange County Chapter In-Person Meeting
2 Federal Tax Update hours (Topics covering new tax law)
Click here to learn more and register

State Tax Work Around Using Pass-Through Entities
San Francisco Bay Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

July 13, 2023

Selling Your Tax Practice
North County San Diego Chapter In-Person Meeting
No CE offered for this meeting
Click here to learn more and register

July 19, 2023

Interesting Lives - Interesting Tax Situations?
San Jose Chapter Virtual Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

LLC's - To Be or Not to Be
Inland Empire Chapter In-Person Meeting
2 Federal Law hours (Topics covering existing tax law)
Click here to learn more and register

July 26, 2023

Schedules K-2 and K-3
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.

Welcome New CSTC Members!

Please help us by joining our newest CSTC Members!

Diana Alexander
San Diego Chapter

Rosalia Arvizu
San Diego-North County Chapter

Roshan Bhakta
Greater Long Beach Chapter

Yvette Botello
Central Valley Chapter

Janet Congress
San Diego-North County Chapter

Michele Curl
San Diego-East County Chapter

Claire Datillo
San Jose Chapter

Susan Dawood
Inland Empire Chapter

James Frair
San Francisco Bay Chapter

Silvia Guardado
Inland Empire Chapter

Tony Hoang
San Diego Chapter

Frank Hood
San Francisco Bay Chapter

Ana Im
San Diego-North County Chapter

Angel Lagunas
Temecula Valley Chapter

Robert Parker
Wine Country Chapter

Archie Slaughter
Temecula Valley Chapter

Joy Spicer
Central Valley Chapter

Congratulations to our new CSTC members!

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.


News from the IRS 

IR-2023-122, June 30, 2023 — The Internal Revenue Service issued a final reminder today to nearly 1.5 million taxpayers across the country to claim their refunds for tax year 2019 by filing before the July 17, 2023, deadline.
IR-2023-121, June 28, 2023 — The IRS is sending a special follow-up mailing to taxpayers in several states affected by disasters to let them know that they have additional time to pay their taxes.
IR-2023-120, June 28, 2023 — The Internal Revenue Service Electronic Tax Administration Advisory Committee (ETAAC) today released its annual report for 2023 featuring recommendations to Congress and the IRS that focus on electronic tax administration and cybersecurity.
IR-2023-119, June 21, 2023 — National Taxpayer Advocate Erin M. Collins today released her statutorily mandated midyear report to Congress. The report says the tax-return filing season generally ran smoothly this year, urges the Internal Revenue Service to prioritize a broad array of technology upgrades and sets forth key objectives of the Office of the Taxpayer Advocate for the upcoming fiscal year.
IR-2023-118, June 15, 2023 — The Internal Revenue Service today issued Notice 2023-45, which updates Notice 2023-29, that describes certain rules that the IRS intends to include in forthcoming proposed regulations for determining what constitutes an energy community for the production and investment tax credits.
IR-2023-117, June 14, 2023 — The Internal Revenue Service today issued proposed regulations that provide guidance regarding the implementation of the elective payment provisions of the Advanced Manufacturing Investment Credit, established by the Creating Helpful Incentives to Produce Semiconductors Act of 2022, commonly known as the CHIPS Act.
IR-2023-116, June 14, 2023 — The Internal Revenue Service issued proposed regulations and frequently asked questions today describing rules for applicable entities that earn certain clean energy credits and choose to make an elective payment election and rules for eligible taxpayers that elect to transfer certain credits to unrelated parties.
IR-2023-115, June 13, 2023 — IRS Commissioner Danny Werfel will highlight the Atlanta session of the Nationwide Tax Forum on July 25-27, providing tax professionals with multiple opportunities to learn more about changes to tax law and IRS transformation efforts.
IR-2023-114, June 12, 2023 — Tax professionals who attend this summer’s IRS Nationwide Tax Forums will see a new series of special events, including sessions focused on practice management, the taxpayer experience and cybersecurity and a town hall meeting with the National Taxpayer Advocate.
IR-2023-113, June 9, 2023 — The IRS today encouraged taxpayers who owe unpaid taxes and missed the April 18 tax deadline to file their 2022 federal income tax return and pay any tax due by Wednesday, June 14, to avoid a larger late-filing penalty.
IR-2023-112, June 8, 2023 ― The Internal Revenue Service today encouraged nearly 1.5 million people across the nation to submit a tax return to claim their refunds for tax year 2019 by the July 17, 2023, deadline.
IR-2023-111, June 7, 2023 — The Internal Revenue Service today reminded taxpayers of the 2023 second quarter estimated tax deadline. Those who pay estimated taxes should consider the June 15 deadline to stay current with their taxes.
IR-2023-110, June 7, 2023 — The Department of Treasury and the Internal Revenue Service today issued Notice 2023-42, which will grant penalty relief for corporations that did not pay estimated tax in connection with the new corporate alternative minimum tax (CAMT).
Find previous year news releases and fact sheets from 1997 through last month.

Click here for more information from the IRS

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 | PO Box 10, Manhattan Beach, CA 90267
Phone (949) 715-4192 | [email protected]