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North San Diego County

BOARD OF DIRECTORS:

PRESIDENT - Troy Koepplin - 760-618-1099
1ST VICE PRESIDENT - Ingrid Chamberlin - 760-752-4001
2nd VICE PRESIDENT - Phil Auchter - 760-207-0081
SECRETARY - Phil Auchter - 760-207-0081                
TREASURER - Audra Brown - 760-925-1925
DIRECTOR- Robert Hamm - 760-712-9082
DIRECTOR - Paul Newman - 760-519-1060
DIRECTOR - Ana Margarita Castrejon - 760-737-7066
DIRECTOR - Lauri Wipperman - 760-505-4391
DIRECTOR - Maria Ayala - 760-500-1795
PAST PRESIDENT - Rod Couts - 760-434-2555

MEETINGS & SEMINARS:

Meetings are held on the second/third Thursday of the month, May-December
   
July 12, 2018                    

Chapter Meeting - Twin Oaks

Now the Client Has Died, What is Your Role?
This class will help you understand what should be done and what must be done as a tax professional after your client passes away.

Speaker: Gary Quackenbush, Esq. / GQ Law
August 9, 2018                                                  

Chapter Meeting - Twin Oaks

1031 Exchanges and Delaware Trusts
1031 Exchanges clearly explained, step-by-step, bring your questions. Also, learn how a Delaware
Statutory Trust (DST) can simplify your life.

Speaker: Adam Nishikawa, Exchange Resoures
September 20, 2018

Chapter Meeting - Twin Oaks

Marijuana and Taxes
There are a lot of new factors with our new economy, and legalized marijuana is one of them. Being familiar with state and local aspects of tax law will be discussed.

Speaker: William Rogers, EA 
October 11, 2018

Chapter Meeting - Twin Oaks

Ethics
Join Kevan McLaughlin as he provides a unique and informative presentation on ethics. Kevan is one of the best presenters on this topic

Speaker: Kevan McLaughlin, ESQ. / MCLAUGHLIN LEGAL
November 15, 2018

Chapter Meeting - Twin Oaks

To Be Determined
Would like to solicit feedback from member for topics they are interested in.
December 18, 2018

Christmas Party - Location TBD

2018 Annual Holiday Party
Bring your spouse and join your peers for a fun evening of entertainment and great food at our 2018 Annual Holiday Party. Currently soliciting entertainment suggestions.
   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MEETING LOCATION: RESERVATIONS:
Twin Oaks Country Club
1425 N. Twin Oaks Valley Rd.
San Marcos, CA, CA 92069		 Vanessa, Reservations Coordinator
Email: [email protected]
Phone: +1 (760) 931-1925
Fax: +1 (760) 438-4501

 

REGISTRATION FEES (For monthly meetings):
Members:With reservations: $40 / Without a reservation: $50
Non-members:$50
Fee inclues dinner and two hours of continuing education credits.
Cancelation(s) must be received by 5:00 pm on the Wednesday before the meeting date.

  

MEETING AGENDA:
 5:00 pm - 5:30 pm   Registration & Networking
 5:30 pm - 6:30 pm   1st Class Session
 6:30 pm - 7:45 pm   Dinner, announcements & networking
 7:45 pm - 8:45 pm   2nd Class Session & Door Prize Drawings