Dinner Meetings

The San Diego chapter dinner meetings are held
on the 3rd Thursday in May through November

 

2010

Next Dinner Meeting is May 20, 2010


Topics & Speakers to be announced.

 

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2009

May 21

THE PRACTICE EXPERIENCE -
ARE YOU REFERABLE? - COLLABORATIVE WEALTH
Speaker: Joseph J. Strazzeri, Esq

June 18

THE ECONOMIC FORECAST FOR THE HOUSING MARKET,
POOL RATINGS & TAX COLLECTIONS
Speaker: Dan Mc Allister
San Diego County Treasurer, Tax Collector

July 16

Joint Meeting with San Diego EA Chapter
DIVORCE & TAXES
Speaker: Ginita Wall, CPA, CFP

August 20

 Before Dinner

SALES & USE TAX UPDATE
Speaker: From the State Board of Equalizations

After Dinner

WHEN A CLIENT DIES
Speaker: MARK ZATT, Esq

September 17

PENSION/RETIREMENT PLAN UPDATES
& YEAR END TAX PLANNING
Speaker: Keith Baumgarn, QPA, CLU

October 15

San Diego Chapter’s 34th Anniversary
CALIFORNIA UPDATE
Speaker: Lynn Freer, EA, Spidell Publishing

November 19

DID YOU KNOW? - UNUSUAL TAX ISSUES
Speaker: Lisa Ihm, EA

December 10

Holiday Party

 

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FREE PARKING

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

 

Where

 

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

 Times

5:00 p.m. - Registration & Social

5:30 p.m. - Speaker

6:30 p.m. - Dinner

7:30 p.m. - Speaker

8:30 p.m. - Adjourn
Cost

Members with Reservations
$25

All Others - $30

 Menu

Cheif

See Newsletter


Vegetarian Meal is available,
Advance Request is Required.

 

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Reservations  

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

Make your Online Meeting Reservation
or
Call (619) 698-0508 to pay by Visa or Mastercard.
No-Show Dinner Reservations Billing Policy

 

The chapter is financially responsible for the dinner reservations made. While we understand that there are at times emergency 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) "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