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California Society of Tax Consultants San
Diego Chapter |
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BREAKFAST MEETINGS
and other meetings.
Need Help With A Tax Problem?
Join CSTC members for breakfast to discuss
tax issues at the following locations.
Members buy their own breakfasts.
San Diego
When
2nd & 4th Fridays, starting April 25, 7:30 A.M.
Where
Coco’s Restaurant, 5955 Balboa Ave, in the Clairemont area.
This is West of Interstate 805 and East of Genessee on the south side of Balboa Ave.
just West of Mt Alifan Dr.Contact
Val Daigle - e-mail val@westax.com or 619-435-3131
South Bay
When
Tuesdays - 7:30 a.m.
Where
Estelles Restaurant in Chula Vista
Contact
Donita Chacon - e-mail donita@bonitavalleytax.com or (619) 470-9293,
North County
Luncheon meetings
|
When |
Noon starting Feb. 7. |
|
Where |
BULLPIN, at 149 S. El Camino Real, Encinitas |
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Contact |
Mike and Cheryl 760-436-8553 |
Breakfast Meetings
|
When |
Tuesdays at 7:30 am |
|
Where |
I Hop at Hwy 78 and Shadowridge Dr., Vista. |
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Contact |
Michele Meharis |
Accounting & Tax Issues Meetings
|
When |
Every Thurs. at 7:30 |
|
Where |
Spires, 1215 E. Valley Parkway, Escondido |
|
Contact |
Nancy O’Donnell, 760-741-6507 |
Fiduciary Tax Group
When
2nd & 4th Thursday each month - 7:30 a.m.
Where
Coco's Restaurant, 5550 Lake Murray Blvd, La Mesa
Contact
Jan Brown - e-mail jbtax8192@sbcglobal.net, or (619) 464-1041
Fiduciary Tax Group Meeting - Thursday, May 8, 2008;
Generation Skipping Tax (GST)
Is it the sleeping monster that many predict?
Can there be lawsuits around the bend waiting for you
because you “ignored” this issue?
Learn the basics – who, when, where - GST applies.
Vince Sullivan, attorney at law will help us through this.
Don’t skip this meeting just because this topic is new to you.
We all need to be aware of these rules.
CTEC #1000-CE-2352 - 1 hour federal
FIDUCIARY
TAX GROUP TOPICS – 2008**
**Subject
to change, please view reminders for confirmation.
Second Thursday of each month -“CE credit” topics.
Fourth Thursday meeting will have no credits.
|
Date |
Topic |
Presenter |
CTEC |
|
5/8/08 |
GST – when? |
Vince Sullivan |
CTEC
#1000-CE-2352 |
|
6/12/08
|
Dividends – ex-dividend, declared, etc. |
Shakeel Kazi |
CTEC
#1000-CE-2353 |
|
7/10/08 |
Power to Adjust |
Bob Hummer |
CTEC
#1000-CE-2354 |
|
8/14/08 |
Issues from Publication 559 |
Dave Persiani |
CTEC
#1000-CE-2355 |
|
9/11/08 |
Elections |
Sylvia Lang |
CTEC
#1000-CE-2356 |
|
10/9/08 |
CA Income for Non California Resident Beneficiaries |
Helen
Welbourn |
CTEC
#1000-CE-2357* |
|
11/13/08 |
Issues of GST |
Val
Daigle |
CTEC
#1000-CE-2358 |
|
12/11/08 |
New Inherited IRA Distribution Rules |
Larry
Lloyd |
CTEC
#1000-CE-2359 |
*All 1 hour federal except 1 hour California in October.
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