North San Diego County


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 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

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

IRC section 199A Qualified Business Income Deduction (QBID)
The Tax Cuts and Jobs Act (TCJA) was signed into law 12-22-17. The IRC section 199A Qualified Business Income Deduction (QBID) was a new and very complicated IRC provision included in TCJA. The application of this new 20% QBID is potentially very far reaching for all Form 1040 filers including those with Schedules C, E, F and pass-through entities including partnership, trust and S-corporation. The IRS released proposed regulations on August 8, 2018 consisting of 184 pages and over80 examples. On October 16, 2018 IRS held public hearings on 199A QBID with witnesses calling for clarifications and interpretations regarding various aspects of the rules when they are made final which is expected to be before the 2019 tax filing season. In this brief two-hour interactive presentation, we will immerse ourselves with IRC199A, becoming more fluent with how QBID works, who it applies to and the multitude of planning opportunities for taxpayers and tax practitioners.

Speaker: Miles Lawrence, EA

December 18, 2018

Christmas Party - Twin Oaks

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. 


































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
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.


 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