Meeting/Event Information

Past Meetings

Tax Issues in the Gig/Sharing Economy

October 19, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

Tax Issues with Uber - AirBnB -Go Fund Me -Etc.

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2 California Credit - OC - Dinner Meeting October 11, 2017

October 11, 2017
6:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

California Tax Updates with Renee Rodda from Spidell

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AUDITS AND COLLECTIONS - CRUZ SAAVEDRA JD

October 05, 2017
6:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

AUDITS AND COLLECTIONS - CRUZ SAAVERDRA JD - CSTCSGV

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CA Tax Updates: Temecula Valley

October 04, 2017
5:30 PM to 8:30 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

CA Tax Updates

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East County SD Chapter Oct 3, 2017 Dinner Meeting

October 03, 2017
5:00 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

This course explores the five main sources of funding for retirement income

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Preparing S Corporation Returns

September 27, 2017
6:00 PM to 8:30 PM

The Phoenix Club
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Back by popular demand! Form 1120-S From Start to Finish

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Non-Profits & Client Data Protection

September 26, 2017
3:00 PM to 9:00 PM

Elks Lodge
645 Charity Way
Modesto, CA 95356

Non-Profits(990) and Schedue A & Protecting Client Data

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San Diego Chapter presents ETHICS

September 21, 2017
5:00 PM to 8:30 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108

Defensive Tax Strategies with Dave Gorsich

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Offshore Investments by U.S. Persons: Pain or Gain?

September 21, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

A thorough review of foreign asset reporting and correcting non-compliant taxpayers.

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AUTUMN CLASSIC 2017

September 21, 2017
7:00 AM to 5:00 PM

Morongo Casino
49500 Seminole Dr.
Cabazon, CA 92230
http://www.morongocasinoresort.com

Doing Business Abroad

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INNOCENT/INJURED SPOUSE - Ruth Godfrey, EA

September 20, 2017
5:30 PM to 9:00 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

2 Federal Law Hours - Intermediate

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Ethics: Temecula Valley Dinner Meeting

September 19, 2017
5:30 PM to 8:30 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Ethics

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Staff Appreciation & Retirement Party

September 17, 2017
4:30 PM to 9:00 PM

The Grand Event Center Long Beach
4101 E. Willow St.
Long Beach, CA 90815

Bev Switzer and Barbara Eidlhuber's Retirement Party

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OC - Dinner Meeting September 13, 2017 - My Client Has Died - Now What Do I Do? Gary Quackenbush

September 13, 2017
6:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

My Client Has Died - Now What Do I Do? Gary Quackenbush

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PRACTITIONER COACHING - How to Educate & Expose our Clients to Timely Tax Ideas and Schedule A

September 07, 2017
3:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

PRACTITIONER COACHING - How to Educate & Expose our Clients to Timely Tax Ideas and Schedule A

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The Balance Sheet-The Challenge of Preparing on the Tax Return

September 06, 2017
6:30 PM to 9:00 PM

Doubletree Hotel, Burlingame, CA
835 Airport Blvd.
Burlingame, CA 94010-9949

The Balance Sheet is a financial snapshot. Are you able to spot the difference between a good one and a bad one?

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East County SD Chapter Sept 5, 2017 Dinner Meeting

September 05, 2017
5:30 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

2 Hours California Education Credits

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Tax Planning, Taxation of Stock Options

August 22, 2017
3:00 PM to 9:00 PM

Elks Lodge
645 Charity Way
Modesto, CA 95356
http://devaney-k@msn.com

Tax Planning for the Silver Tsunami, Taxation of Stock Options by Rodney Couts, EA

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CSTC San Diego Summer Estate & Tax Workshop 2017

August 18, 2017
8:00 AM to 4:00 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108

Estate Planning for Tax Professionals

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Estate Planning for Tax Professionals with Attorney Frank Acuna

August 17, 2017
5:00 PM to 8:30 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108

Estate Planning for Tax Professionals with Attorney Frank Acuna

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ETHICS: Potholes and Pitfalls - Ethical Considerations for Tax Professionals - Jonathan Amitrano, Attorney, LL.M in Taxation

August 16, 2017
5:30 PM to 9:00 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

Covering ethical issues relating to tax prepration and tax representation - 2 hours ETHICS

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Los Angeles Chapter Dinner Meeting

August 15, 2017
7:00 PM to 9:00 PM

Taix French Restaurant
1911 West Sunset Blvd
Los Angeles , CA

Ethics - Abe Carnow

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CALIFORNIA UPDATE 2017 AND ETHICS Seminar

August 12, 2017
8:00 AM to 3:00 PM

Walnut Creek Mobil Estates Club House
20739 Lycoming St. Club House
Diamond Bar, CA 91789-7417

CALIFORNIA UPDATE AND ETHICS SEMINAR

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California Tax Updates 2017

August 10, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

Covering the latest California tax issues with Susan Maples, CPA, California Taxpayers' Rights Advocate

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Tax Planning for the Silver Tsunami - Orange County Chapter

August 09, 2017
6:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Reviewing the tax implications of the five main sources of retirement funding.

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Business Entities-A Federal Perspective

August 05, 2017
8:30 AM to 3:30 PM

Doubletree Hotel, Burlingame, CA
835 Airport Blvd.
Burlingame, CA 94010-9949

This workshop will focus on federal tax consequences and differences of small businesses. Learn how to assist clients in starting a business and get them the best tax result!

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TEACHERS, PREACHERS AND OTHER TAX CREATURES - David Eastis EA

August 03, 2017
6:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

TEACHERS, PREACHERS AND OTHER TAX CREATURES - DAVID EASTIS

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OIC, Penalty Abatement:Temecula Valley

August 02, 2017
5:30 PM to 8:30 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Temecula Valley

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East County SD Chapter August 1, 2017 Dinner Meeting

August 01, 2017
5:30 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

DO NOT FORGET YOUR - 2 hours Ethics Credit

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Filing Status, Dependency and other items

July 25, 2017
3:00 PM to 9:00 PM

Elks Lodge
645 Charity Way
Modesto, CA 95356

Filing Status, Dependency and other items

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TAX ISSUES IN THE GIG/SHARING ECONOMY - William E. Rogers, MBA, CFP, EA

July 19, 2017
5:30 PM to 9:00 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

2 Federal Update Hours - General

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LA Chapter July Dinner Meeting

July 18, 2017
7:00 PM to 9:00 PM

Taix French Restaurant
1911 West Sunset Blvd
Los Angeles , CA

Employment Development Dept. Audits

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Ethics with Kevan McLaughlin

July 13, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

Great Meal - Great Meeting

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OC - Dinner Meeting July 12th

July 12, 2017
6:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Business Without Borders

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July 11, 2017 Dinner Meeting

July 11, 2017
5:30 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

Does your practice encounter Employee Stock Options/Benefits?

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CSTC & CSEA Joint Dinner Meeting

July 11, 2017
5:00 PM to 9:00 PM

Sheraton Hotel Mission Valley
1433 Camino del Rio South
San Diego, CA 92108
http://www.sheratonmissionvalley.com

S-Corp Basis & K-1 Issues

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1031 Tax-Deferred Exchanges - David Gorsich EA

July 06, 2017
5:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

1031 Tax-Deferred Exchanges - David GorsichEA

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Temecula Valley Chapter Meeting

July 05, 2017
5:30 PM to 8:30 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Temecula Valley monthly Dinner Meeting

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Audits & Collection / Passive Activties

June 27, 2017
3:00 PM to 9:30 PM

Elks Lodge
645 Charity Way
Modesto, CA 95356

Introduction into Audits and Collections & Passive Activity Loss Limitations and Form 8582

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Inland Empire Chapter, Dinner Meeting - June 21, 2017

June 21, 2017
5:30 PM to 9:00 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

Automatic Underreporter Program, Correspondence Exam, Payment Options, Private Debt Collection, Data Thefts. Speaker: Amy Smith, Sr. Stakeholder Liaison, IRS

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LA Chapter June Dinner Meeting

June 20, 2017
7:00 PM to 9:30 PM

Taix French Restaurant
1911 West Sunset Blvd
Los Angeles , CA 90026

Choice of Entity Business & Tax Consideration

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CSTC San Diego Chapter June 15, 2017 Dinner Meeting

June 15, 2017
5:00 PM to 8:30 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108
http://sd.handlery.com/

Dinner Meeting-IRS Tax Update by Katie Williams

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Ethics 2CE Jonathan Amitrano OC CSTC June 14th Dinner

June 14, 2017
6:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Jonathan will discuss ethical issues relating to tax preparation and tax representation. Topics which will be discussed include general ethical concerns, Circular 230, California Tax Education Council requirements, conflicts of interest, and what to do w

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Employee Stock Options Understood

June 08, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

Top Tax Education from Jane Ryder

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IRS Federal Updates

June 07, 2017
5:30 PM to 8:00 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Federal Updates

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East County SD Chapter June 6, 2017 Dinner Meeting

June 06, 2017
5:30 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

Plan to attend our June 6, 2017 dinner meeting

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Schedule C, Sharing Knowledge with Client - Anthony Bustos EA

June 01, 2017
6:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

Schedule C, Sharing Knowledge with Client: Speaker - Anthony Bustos EA

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Specialized Tax Incentives & Client Data, is your data safe,

May 23, 2017
3:00 PM to 9:00 PM

Elks Lodge
645 Charity Way
Modesto, CA 95356

Specialized Tax Incentives to Accelerate Retirement Savings

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San Diego Chapter May Dinner Meeting

May 18, 2017
5:00 PM to 8:30 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108

Offers in Compromise-the Fresh Start Basis, Entity Selection & Tax Pros role in Trust/Estate Admin

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Inland Empire Chapter May 17, 2017 Dinner Meeting

May 17, 2017
5:30 PM to 9:00 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

Teachers, Preachers and other Tax Creatures. Speaker: David A. Eastis, CRTP

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May Dinner Meeting

May 16, 2017
5:00 PM to 9:00 PM

Taix French Restaurant
1911 West Sunset Blvd
Los Angeles , CA

Penalty Abatement - Abe Carnow, CPA

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Your Tax Nightmares Solved! CSTC North County San Diego

May 11, 2017
5:00 PM to 8:45 PM

Twin Oaks Country Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069

Your Tax Nightmares Solved!

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OC - Dinner Meeting May 10th - Tax-Deferred Exchanges

May 10, 2017
5:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Tax Deferred Exchanges with David Gorsich, EA

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Federal Tax Issues & Update - IRS.Lisa Hamilton

May 04, 2017
6:00 PM to 9:00 PM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

Dinner Meeting with Speaker Lisa Hamilton

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May 3rd-Tax Season 2016 Debriefing: Planning & Helpful Tips for Next Tax Season

May 03, 2017
6:30 PM to 9:00 PM

Doubletree Hotel, Burlingame, CA
835 Airport Blvd.
Burlingame, CA 94010-9949

Join Us - Tax Season 2016 Debriefing!

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Tax Issue Resolutions

May 03, 2017
5:30 PM to 9:00 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

Tax Season challenges and answers

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East County SD Chapter Dinner Meeting

May 02, 2017
5:30 PM to 9:00 PM

Pacific Southwest Associations of Realtors
1150 Broadway
El Cajon, CA 92021

May 2nd Dinner Meeting

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Tax Season Postmortem

April 26, 2017
6:00 PM to 8:30 PM

Jagerhaus Restaurant
2525 E. Ball Rd.
Anaheim, CA 92806

Round table discussion of the past tax season

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San Diego Chapter After Season Party

April 20, 2017
6:30 PM to 10:30 PM

Bistro Sixty
5987 El Cajon Blvd
San Diego, CA 92115
http://bistrosixtysd.com/

We Survived!!! Let's celebrate all of our hard work and share the highs and lows of Tax Season!

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ORANGE COUNTY TAX SEASON SUNDAY BRUNCH

March 19, 2017
10:00 AM to 12:00 PM

Mimi's Cafe - Tustin
17231 E. 17th Street
Tustin, CA 92780
http://www.mimiscafe.com

TAX SEASON SUNDAY BRUNCH

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San Gabriel Valley Round Table Breakfast Meeting

March 12, 2017
9:00 AM to 11:00 AM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

Round Table Discussion of Tax Issues by attendees

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ORANGE COUNTY TAX SEASON SUNDAY BRUNCH

February 26, 2017
10:00 AM to 12:00 PM

Mimi's Cafe - Tustin
17231 E. 17th Street
Tustin, CA 92780
http://www.mimiscafe.com

SUNDAY BRUNCH

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San Gabriel Valley Breakfast Meeting

February 12, 2017
9:00 AM to 11:00 AM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

San Gabriel Valley Round Table Breakfast Meeting

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Tax Update

January 25, 2017
6:00 PM to 8:30 PM

Jagerhaus Restaurant
2525 E. Ball Rd.
Anaheim, CA 92806

Get a final update before tax season begins

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San Jose Chapter Winter Tax Workshop

January 20, 2017
8:30 AM to 4:00 PM

Biltmore Hotel - San Jose Chapter
2151 Laurelwood Rd
Santa Clara, CA 95054

6 Hours of CPE - 3 Different Topics - 1 Day

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CSTC-Sacramento Chapter Workshop-16CE Update Seminar

January 13, 2017
8:00 AM to 4:30 PM

Jackson's Restaurant
1120 Fulton Ave Ste N
Sacramento, CA 95825

Latest Info from IRS, FTB, EDD, ACA and our local experts!

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OC - Dinner Meeting

January 11, 2017
5:00 PM to 9:00 PM

The Phoenix Club - Orange County Chapter
1340 S. Sanderson Ave
Anaheim, CA 92806
http://www.thephoenixclub.com

Roundtable - Tax Sharks

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San Gabriel Valley Breakfast Meeting

January 08, 2017
9:00 AM to 11:00 AM

Marie Callender's
1560 Albatross Rd
Puente Hills East Mall, CA

Round Table Discussion of Tax Issues by attendees

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Running Start 2017 - North San Diego County Chapter

January 07, 2017
7:30 AM to 5:00 PM

California Center for the Arts
340 N. Escondido Blvd.
Escondido, CA 92025

A comprehensive, one-day, primer for the 2016 tax year filing season

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IE Chapter All Day Workshop - "Tax Year 2016 Update & Review"

January 07, 2017
7:30 AM to 4:30 PM

Doubletree Hotel Claremont - Inland Empire Chapter
555 W. Foothill Blvd.
Claremont, CA 91711

Federal Update & Review and CA Update & Identity Theft

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Running Start 2017 - East San Diego County Chapter

January 06, 2017
7:30 AM to 5:00 PM

Sycuan Resort
3007 Dehesa Road
El Cajon, CA 92019

A comprehensive, one-day, primer for the 2016 tax year filing season

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Running Start 2017 - San Diego Chapter

January 05, 2017
7:30 AM to 5:00 PM

Handlery Hotel - San Diego Chapter
950 Hotel Circle North
San Diego, CA 92108

A comprehensive, one-day, primer for the 2016 tax year filing season

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CSTC Temecula Valley

January 04, 2017
5:00 PM to 9:00 PM

Richie's Real American Diner
40651 Murrieta Hot Springs Road
Murrieta, CA 92562

01/04/2017 Dinner Meeting

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