California Society of Tax Consultants

San Diego Chapter
Established 1975

EDUCATIONAL PROGRAMS
in San Diego County
Update 9/2/08 - Dec. 2008 Programs
Updated 8/27/08 - Jan. 2009 & Oct. 2009 Programs

2008 Programs
2009 Programs
  
      2007 Programs


CSTC Society Programs


Fundamentals Course  •  Correspondence Course

Details & Registration form for the following included in Classroom Series link.
Classroom Series
  • LLC Classroom Series

"Tax Bridge to 2009" - Federal & California Update

Educational Programs are presented by San Diego Chapter of CSTC 
unless another provider is noted.

Other CSTC Chapters' Educational Programs
See the current issue of the San Diego Chapter's Newsletter

May through November Dinner Meetings have two hours of education.

2009
January

January 2009 January 8 & 9 (Thursday & Friday) - in San Diego
January 10
(Saturday) - in Escondido
January 6
(Tuesday)  - in El Cajon
        
  
      "1040 Running Start Update" Seminar - 8 hours CE
                    The Best Federal & California Income Tax Update in San Diego County
                    

2008
January   June  July  August  September  October  November  December

January 2008 January 3 & 4 (Thursday & Friday) - in San Diego
January 5
(Saturday) - in Escondido
January 8
(Tuesday)  - in El Cajon
        
  
      "1040 Running Start Update" Seminar 
                    The Best Federal & California Income Tax Update in San Diego County
                    Download Regular Registration form includes information.

January 9 - 2008 Quickfinder Seminar
                    
Presented by CSTC South Bay Chapter
                       • Information page 1    • Information page 2    • Registration Form

January 9 - IRS/FTB Practitioner Seminar (in Escondido)
                 
  Present by the California Society of Enrolled Agents
                    Download
Information & Registration form

January 18 - Applying Integrated Tax, Estate & Financial Planning
                    Present by the California Society of Enrolled Agents
                    Download Registration Form which has information on the workshop.

June 2008 June 1-4 - 2008 CSTC Summer Symposium
               
Present by CSTC in Reno, Nevada
                Save up to $125 by registering by March 15, 2008
                Download Registration Form with class schedule at www.cstcsociety.org/whatnew.htm.  
July 2008 July 8 - Dinner Meeting with San Diego Chapter of Enrolled Agents 
August 2008 August 21 - Dinner Meeting
September 2008 Sept. 8 - LLC Advanced Workshop
             
Why is LLC the Entity of Choice? - Pitfalls to Avoid
              Presented by CSTC - Classroom Series
              More Information at CSTC 

Sept. 9 thru Sept 11 - IRS Tax Forum in San Diego
               Details on-line at www.taxforuminfo.com 
               Location - Town & Country Resort & Convention Center
               Cost:  $179 - pre-registration
                         $299 - on-site registration
                Continuing Education Credits - Up to 18 credits.

Sept. 18 - Dinner Meeting

Sept 19 - Life Cycle of a Residential Real Estate Property
              
Presented by CSTC East County Chapter
               More Information at 2008 Fall Workshops 

Sept. 29 - S Corps, Buy & Sale of Business, Balance Sheet & More
                Presented by CSEA - San Diego Chapter
                More information at www.cseasandiego.org or call 619-445-5523

October 2008

Oct. 2 & 3 - San Diego Chapter Mini Symposium
                    Foreclosures, Audits, Bus. Entities,  LLC’s vs Sub S Corps
     
                    24 hours CE - More Information & Registration Form

Oct. 3 - Life Cycle of a Sole Proprietor to Another Entity
            Presented by CSTC East County Chapter
            More Information at 2008 Fall Workshops 

Oct. 16 - Dinner Meeting 
             
San Diego Chapter’s 33rd Anniversary

Oct. 17 - Life Cycle of a Personal Tax Return to a Trust/Estate
               Presented by CSTC East County Chapter
               More Information at 2008 Fall Workshops 

Oct. 27 - Foreclosures, Strategies to Avoid AMT, Schedules C & E Deductions
             
Presented by CSEA - San Diego Chapter
              More information at  www.cseasandiego.org or call 619-445-5523. 

November 2008 Nov. 18 - Interviewing Your Tax Clients With Circular 230 in Mind
              
Presented by CSEA - San Diego Chapter
               More information at  www.cseasandiego.org or call 619-445-5523.

Nov. 20 - Dinner Meeting 

December 2008 Dec. 4 & 5 - CSTC - Tax Bridge to 2009
                   Federal & California Update

                  
Presented by CSTC
                   More information at  CSTC

2007
January    May   June   July  August
September
   October   November   December

December 2007

December 3 & 4 - CSTC "TAX BRIDGE TO 2008"
                Location: Anaheim Plaza Hotel

                Presented by the California Society of Tax Consultants
                Select this link for more information and registration form.

December 12 - San Diego Wildfires 2007 Tax Issues
                        Presented by CSTC North County Chapter
                        Download the Registration Form.

December 13 - Chapter's Holiday Party 
                        Relax before the tax filing season.

November 2007 November 14 - Practice Management: Building Your Competitive Advantage 
                        6 hour workshop
                        Presented by North County Chapter of CSTC
                        Download information & registration form.

November 15 - Dinner Meeting 

October 2007 October 17 - LLC's - Are They the Entity of Choice?
                  
   6 hour workshop
                     Presented by North County Chapter of CSTC
                     Download information & registration form.

October 18 - Dinner Meeting - Chapter's 32nd Anniversary

September 2007

September 5-6, 2007 - MINI SYMPOSIUM
            Location:  PECHANGA RESORT & CASINO   - Temecula, CA
            Download Details & Registration form - revised 7/3/07
                  CTEC hours of Federal & State Credits on Page 2 - revised 7/3/07
            If you have questions contact Rose Carter
            phone 619-698-0508 or email racarter@sbcglobal.net.

September 20 - Dinner Meeting 

September 21, 28 & Oct. 5 - Fall Workshops
            Real Estate Investors • Trusts/Estates Basics  • Corporation Basics
            Presented by the East County Chapter of CSTC
            Select this link for more information and registration form.
            Updated 9/18/07 -- 
            The download page for the Case Studies is now posted
            at http://www.cstceastcounty.org/2007-FWS-CASE-STUDIES.htm 
            Prepare the case studies then bring to the workshop to compare and 
            explore the outcomes.

September 28 - "Tax Treatment of Recourse & Non-Recourse Debt,
                          Short Sales, and Foreclosures"

                          Presented by the San Diego Chapter of CSEA
                          Select this link for more information and registration form.

August 2007 August 14 - "Mastering Tax Issues for Family Child Care Providers"
                  
Presented by the San Diego Chapter of CSEA
                  
Select this link for more information and registration form.

August 16 - Dinner Meeting 

August 20 - "Appling Integrated Tax, Estate and Financial Planning"
                  
Presented by the San Diego Chapter of CSEA
                  
Select this link for more information and registration form.

July 2007 July 19 - Dinner Meeting 
June 2007 June 21 - Dinner Meeting
               Joint Meeting with the San Diego EA Chapter

June 25 - "Crisis in Real Estate"
                Real Estate Tax issue from:
                • Bankruptcy  • Foreclosures  • Short Sales  
                • Debt Cancellation & Abandonment 
                Presented by the South Bay Chapter of CSTC
                Select this link for more information and registration form.

May 2007

May 17 - Dinner Meeting

January 2007 January 6 - in Escondido
January 9 - in El Cajon
January 10 & 11 - in San Diego

        
  
      "1040 Running Start Update" Seminar
                    Download a Registration Form

January 16 - 2007 Quickfinder Seminar
                    
Presented by CSTC South Bay Chapter
                       • Information    • Registration Form

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