California Society of Tax Consultants

San Diego Chapter
Established 1975

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.

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

When

Tuesdays - 7:30 a.m.

Where

Estelle’s Restaurant in Chula Vista

Contact 

Donita Chacon - e-mail donita@bonitavalleytax.com  or (619) 470-9293,

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; 

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.
When and Where?

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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