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                                                         San Francisco Bay Chapter


Saturday :  January 18, 2020

Registration/Coffee:   8:15am to 9:00am

Workshop :                  9:00 am to 3:30 pm

6 hour course Add to Calendar 


CSTC Members Only:      $229.00

Non-Members:                 $279.00


No Discounts; No Show; No Refunds

Last Date for On-Line Registration:

January 16, 2020


DoubleTree Hotel 

835 Airport Boulevard
Burlingame, CA 94010

Driving Directions 


San Francisco  Bay Chapter
California Society of Tax Consultants

Fees include: educational materials, continental buffet, lunch buffet and refreshment breaks. Refund policy: Fee less $70 for costs and handling will be made only if requested before January 16, 2020   No show: No refund.

This presentation has been designed to meet requirements of the Director of the Internal Revenue Service; California State Board of Accountancy; the International Board of Standards and the California Tax Education Council including Code 31 of Federal Regulations 10.6(g), continuing rule 88(c) covering maintenance of attendance records, retention of program outlines, qualifications of instructor & length of class hours. This does not constitute an endorsement by these groups. 

JANUARY 18, 2020

Saturday Workshop




  (4)  Federal Update hours & (2) California hours!

Register Now!

Required:  On-Line Pre-Registration ONLY!

On-Line Pre-Payment Only - On line Ends January 16th!


      The San Francisco Bay Chapter strives to bring you educational programs through out the year.  We are proud to present our Educational Workshops!  All who register benefit from the courses offered and will receive continuing education credit by attending.

Join us for more informatin on how will these items affect
your tax clients for 2018 tax returns?

Federal:  Our Workshop will cover year two of “The Tax Cuts and Job Act of 2017” with items that will affect your clients 2019 tax returns. The bill made major changes to the tax code, as we saw with most of our client's 2018 returns.   The ACA penalty for not having insurance and divorcees who get the tax benefits are just two of many items to be covered.  Many new forms including the revised Form 1040, new Form 1040SR, NOL changes and tracking, federal interaction with AB5 and very importantly the new K-1 requirements will be reviewed.  Also, Laws that have been better defined by regulations; such as the 199A Qualified Business and Opportunity Zone.  We will visit the business changes – from meals, transportation, depreciation, and how will it affect our clients.  The Workshop will cover these areas, as well as discuss issues which may remain as potential pitfalls for correctly preparing this year’s returns.   

State: The California Update discussion will cover the CA changes for individuals and businesses impacting the 2020 filing season.  The topics will include the latest agency pronouncements and changes for 2019 from FTB, CDTFA, SOS, and EDD.  The materials will have the latest amounts and limits for various deductions and credits.  More importantly, we will also look at the implementation of AB5 classifications in 2020.

                       ALL ARE WELCOME TO ATTEND!              

Speakers:   Eugene Ostermiller, EA  

Eugene is one of the Top 5 Speakers at our Annual CSTC Symposium!   He has been doing taxes for over twenty years, the first nine at H&R Block and then with a partnership he formed with Kathy Stephenson, EA and Grenn Nemhauser, EA called Tax-Matters that is located on Market Street in San Francisco.   Eugene has taught the entire individual classes offered at H&R Block and continues to speak at the many CSTC Chapters and CSTC Symposium in Las Vegas and Reno.  We are proud to welcome him back!

Speaker: Daniel Smith, EA

Dan is an Enrolled Agent and has prepared returns and taught income tax since January 2000. He started at H&R Block and now works at Blackline Partners LLC.  He is past president of the San Francisco Bay Chapter. Graduated from UC Berkeley with a degree in history.

Register now as Spots fill fast! 


Thank you,

CSTC San Francsico Bay 

Don't miss out!

IRS Program# 18QC1-U-01316-19-I

CTEC Course# 1000-CE-4702

Federal Update Hours = 4

 CA Hours = 2 Hrs


Registration Details:

Included with Registration:

  • Continuing Education: 4 Federal Update Hours/ 2 CA Hours
  • Materials
  • Continental Breakfast will be provided
  • Lunch will be provided
  • Free parking!!!!