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In This Issue...
- From the President
- The Future of the CSTC Academy
- September Events
- Welcome New CSTC Members
- Legislative Advocacy
- News from the IRS
- 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 (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
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.
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CA DRE 02002824
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
To Be Continued...
As a kid, I loved to watch TV with my family on Sunday night. Sunday was usually our steak and potatoes night. Steak and potatoes night is where I learned to love T-bone steak and lots of butter on my baked potato. Before dinner, my dad would position our little TV at the end of the dinner table so we could watch a show together while we ate dinner. These were memorable times for me as a kid. Sometimes we watched the Wide World of Sports where we would witness “the thrill of victory and the agony of defeat” as declared by the announcer at the start of the program. Other times we’d watch “Gun Smoke”, “The High Chaparral”, or “Batman”. We loved all of the shows and the food was great!
One thing my brother and sisters and I hated more than anything was when  sometimes at the end of the show we would see those 3 dreaded words, “to be continued . . .” When those words came up on the screen we would all yell at the TV as if the TV could do anything to change things. “Are you kidding me?! What a rip off!” we would declare. We wanted a conclusion to the story not a notification that the story was half told. Every other show concluded within the allotted hour, but we had to wait another week to find out how this story ended. Not fair! We could no longer trust that show. What if we could not “tune in” next week or if we were out of town? Didn’t the show producers care how we felt? If they were going to make us wait a whole week to know how the story ends, we’d find another show to watch! The thing is, we never did look for another show. Mom told us to be patient and that we’d watch next week. Mom was right, life went on and we were back a week later glued to the TV to find out how the story ended. How did we ever survive that week?
Many things we hear relative to the Pandemic feel like the dreaded “to be continued . . .” message at the end of a half-completed TV show. It seems like we are getting mixed messages. Some sources say the “show” will end soon. Some say it will last through 2021. Others say the world will never be rid of Covid-19. We might hear that there is a vaccine coming out in October. No, change that to February. Wait, perhaps in Summer 2021 or maybe never. Two things are certain; first, no one knows for sure when or if things will get back to normal, and second, this is not a TV show intended to keep you coming back, it’s a Pandemic. Nonetheless, the message we are receiving is “to be continued . . .” and we must therefore continue on and be patient.
What does “being patient” mean? Does that mean we sit in front of the TV wishing the week would pass quickly? No! Does it mean that we go back to bed and wish it were all a dream? Not hardly. It means we carry on and do whatever it takes to be successful and productive. We all have many things that we need and want to do and there is no real reason to stop everything and wait. Being patient, using the terminology of business expert and Harvard Business School Professor Clayton Christensen, means we “pivot”. Pivoting does not mean we start over or that we throw away the progress we have made. Pivoting means we adjust to the current situation and figure out what works. I love seeing how people pivot and innovate during tough times. We can look all around and witness how many businesses have adapted and continue to adapt. We can see how families have had to pivot and change the way they do things. We can all see how CSTC has adapted to a new way of doing business and in the meantime learned new valuable skills.
No matter what the news or “sources” say about the pandemic, or for that matter, anything else that disrupts our lives, we must press forward and sometimes “pivot” so we can continue to be productive, successful, and serve others. We can expect to keep seeing the message “to be continued . . . “ in the future. Let that message be an inspiration to you to “press forward” and be OK with whatever adjustments you are making in your business, family, and personal life.
Let me personally thank each one of you for continuing to serve CSTC and its members in whatever capacity you serve. I am inspired by your example of hard work and dedication to family, friends, and associates.
Thank you!
Your friend,
Gary Quackenbush, CSTC President
The Future of the CSTC Academy
The CSTC Academy debuted this year with our first-ever webinars on the courses from the Summer Symposium. Having successfully completed this first series of webinars – The Summer Symposium Series – we are now looking to keep the momentum going by continuing to promote the Academy, which includes all of our various education events.
In furtherance of this goal, we are going to begin marketing the chapter meetings under the CSTC Academy mailings. The chapters will still hold the meetings and market to chapter members as usual, but we will add an additional marketing effort by promoting the meetings through the CSTC Academy. In reality, all CSTC education will be more effective when marketed under a single brand.
Chapters who are holding webinars are often experiencing higher attendance at webinars than at live meetings, which has resulted in higher revenue for these chapters. They are also finding that members from across the state attend their webinars, bringing additional value to CSTC membership.
You will begin seeing the emails shortly, where we will advertise “This Week in the CSTC Academy” and then list the chapter meetings/webinars.
We look forward to working together with the chapters to promote the chapter education as yet another part of our CSTC Academy of outstanding education.
Linda Dong
Summer Symposium Chair
September Virtual Chapter Events
September 1, 2020
Topic: California Update
East County San Diego Chapter Virtual Meeting
2 California Hours (Topics covering California law issues)
Click here to learn more and register
September 2, 2020
Topic: How to CARE for your Clients
Temecula Valley Chapter Virtual Meeting
2 Federal Update Hours (Topics covering new tax laws)
Click here to learn more and register
Topic: Fundamentals of Discharging Delinquent Taxes in Bankruptcy
San Francisco Bay Chapter Virtual Meeting
1 Federal Law Hours (Topics covering existing tax law)
1 California Law Hour (Topics covering California law issues)
Click here to learn more and register
September 3, 2020
Topic: California Tax Law Update
San Gabriel Valley Chapter In-Person Meeting
2 California Hours (Topics covering California law issues)
Click here to learn more and register
September 10, 2020
Topic: TBA
North County San Diego Chapter Virtual Meeting
Hours TBA
Click here to learn more and register
September 16, 2020
Topic: Estate Planning and Taxes: How These Two Fields of Law Intersect, and What IT Means For Your Clients
Inland Empire Chapter Virtual Meeting
2 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
September 17, 2020
Topic: Disaster Loan & PPP Forgiveness Update
San Diego Chapter Virtual Meeting
2 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
September 21, 2020
Topic: Business Bootcamp - 6 Part Webinar Series
Orange County Chapter and Orange County South Chapter Virtual Workshop
3 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
September 22, 2020
Topic: TBA
Central Valley Chapter Virtual Meeting
Hours TBA
Click here to learn more and register
September 23, 2020
Topic: Taxpayers’ Rights Advocate’s Office California Tax Updates 2020
San Jose Chapter Virtual Meeting
2 California Hours (Topics covering California law issues)
Click here to learn more and register
Topic: Business Bootcamp - 6 Part Webinar Series
Orange County Chapter and Orange County South Chapter Virtual Workshop
3 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
September 28, 2020
Topic: Business Bootcamp - 6 Part Webinar Series
Orange County Chapter and Orange County South Chapter Virtual Workshop
3 Federal Tax Law Hours (Topics covering existing tax law)
Click here to learn more and register
September 30, 2020
Topic: California Update
Greater Long Beach Chapter In-Person Meeting
Hours TBA
Click here to learn more and register
Topic: Business Bootcamp - 6 Part Webinar Series
Orange County Chapter and Orange County South Chapter Virtual Workshop
3 Federal Tax 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 in joining our newest CSTC Members!
Claudia Alvarez
North County San Diego Chapter
Patricia Arick
Inland Empire Chapter
Paula Armstrong
San Diego Chapter
Loren Capps
Central Valley Chapter
Mindy Case
Inland Empire Chapter
Dorothy Clarke
Sacramento Chapter
Bertha Daker
Temecula Valley Chapter
Douglas Doucette
North County San Diego Chapter
Mary Licause
Inland Empire Chapter
Herlinda Perez-Morrow
Inland Empire Chapter
Ryan Reichert
San Diego Chapter
Patrick Richard
East County San Diego Chapter
Celeste Robles
San Diego Chapter
Maria Rodriguez
San Diego Chapter
David Stabbe
Orange County South Chapter
Jeanette (Jan) Telesky
San Jose Chapter
Anjoe Teppang
San Jose Chapter
Anna Warpe-Lillian
North County San Diego Chapter
Scott West
Central Valley Chapter
Linda White
East County San Diego Chapter
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.
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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