California Society of Tax Consultants

San Diego Chapter
Established 1975

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Location, Times,
Prices, Menu

Education Topics

Reservations 
No-Show Billing Policy

Parking for Meetings

DINNER MEETINGS

The San Diego chapter dinner meetings are held on
the 3rd Thursday in May through November.
(Topics and Speakers will be posted when they are available.)

October 15
California Update

Speaker -  Lynn Freer, EA
Spidell Publishing Inc.

2009 Dinner Meeting Dates
May 21

September 17

June 18 October 15
Chapter's 34th Anniversary
July 16
with San Diego EA Chapter
November 19
August 20 December 17
Holiday Party 

 

Where

Handlery Hotel & Resort
Mission Valley
950 Hotel Circle North
San Diego, CA

Times

5:00 p.m.  Registration & Social 
5:30 p.m.  Speaker 
6:30 p.m.  Social 
7:00 p.m.  Dinner 
7:30 p.m.  Speaker 
8:30 p.m.  Adjourn 

Cost

Members with Reservations - $25
All Others - $30 

Menu

See Newsletter.

Vegetarian Meal
is available,
Advance Request is Required.

 

Reservations

Reservations Must Be Received By 
Noon - The Day  Prior to the Meeting


Make your Online Meeting Reservation
or
Call (619) 698-0508

Leave your Meal Choice (see current newsletter),
 name, number of reservations, and your telephone number.

Make check payable to CSTC or 
 to pay by Visa or Mastercard (only) call (619) 698-9191.
Pay at the Dinner Meeting or mail to
CSTC - SAN DIEGO CHAPTER
2234 Fletcher Parkway #A
El Cajon, CA 92020-2102

No-Show Dinner Reservations Billing Policy

 The chapter is financially responsible for the dinner reservations made.

While we understand that there are at times emergent situations that make it unavoidable, our budget cannot continue to absorb the costs for those individuals who, for whatever reason, fail to cancel and cost the chapter. These additional costs are lost opportunity costs to our Chapter that could be applied for member benefits and educational purposes.

Therefore, the Board of Directors has adopted the following with regards to no-shows effective at the May 2001 dinner meeting

(A)  A No-Show is defined as an individual (member or non-member) who fails to attend
AND pay for a dinner meeting, who has made a reservation for that meeting 
AND who did not cancel that reservation by 12:00 pm (noon) the day prior to the dinner meeting. Members who prepay for the entire year's meetings are excluded.

(B)  An individual will be allowed an exception of one (1) no-show per calendar year. 
This exception will be confirmed by written notice to that member in accordance 
with Chapter procedures.

(C)   After the one exception, a No-Show will be billed the Chapter's cost of the dinner 
they fail to attend, fail to pay for or fail to cancel their reservation by the 
12:00 pm (noon) deadline.

(D)  Pre-paid members are strongly encouraged to contact the Chapter Reservations Desk when they are unable to attend a dinner meeting.

Adopted by the Board of Directors - December 2000

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Parking for the Dinner Meetings

Parking is FREE with a Validation Sticker.
Get your Validation Sticker at the CSTC registration desk.

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EDUCATION TOPICS

May 2009

THE PRACTICE EXPERIENCE

Are You Referable?
A comprehensive tool which looks at the processes
 and client experiences of your practice, 
evaluating how likely others will refer business to you.

 Collaborative Wealth Meeting – Creating Great Plans
As a collaborative team, we can create a plan by analyzing, testing, and 
developing challenging combinations of planning theories and 
strategies that specifically meet our client’s needs and fulfill their enlightened dreams.

Speaker
JOSEPH J. STRAZZERI, ESQ

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June 2009

Dave McAllister, County Treasurer

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July 2009

July 16 (EA joint meeting)

Divorce & Taxes

Speaker - Ginita Wall

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August 2009

August 20

Before Dinner
"SALES & USE TAX UPDATE"

Speaker
STATE BOARD OF EQUALIZATION

 After Dinner
"WHEN A CLIENT DIES"

Speaker
MARK ZATT, Esq

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September 2009

September 17

Year End Tax Planning
& Pension/Retirement Plan Updates

Speaker 

Keith Baumgarn, QPA, CLU

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October 2009

October 15

California Update

Speaker 

Lynn Freer, EA
Spidell Publishing Inc.

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November 2009

November 19

Did You Know? Unusual Tax Issues

Speaker 

Lisa Ihm, EA

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