SCTP President

Welcome SCTP new members!

Welcome new SCTP members, Armin Stolz, Gary Quackenbush, Letty Marquez , Alberto Contreras, . We are 154 members strong!

From the President

SCTP June 2017 President Newsletter:

Dear Members and Colleagues,

I hope everyone has had some relaxing time after tax season!  I spent 30 days in my RV at Mission Bay and enjoyed every minute of it!!  While I was down there, our Educational Committee visited me and we discussed our plans for the educational speakers and their topics for this year.  I have to say, I am REALLY impressed with this committee and the subject matters they have in store for us.  We’ll be seeing new speakers with some new topics.  It’s exciting!!

Our June 14, 2017 dinner meeting will feature Debra Falcone and Katie Williams as our speakers. Looking forward to seeing you on the 14th.

I have to say that I have seen some pretty strange letters to clients from IRS lately.  For example, one of my clients installed a big expensive solar system this last year.  His residential energy credit was sizable as well and I forewarned him that we might get some correspondence on this or even an audit.  Well, I was right, he received a letter from IRS.  BUT instead of asking for verification of this expense or even a copy of his Energy Credit form they asked for a copy of page 1 and 2 of his 1040.  I’m still scratching my head on that one.  The return was, of course, electronically filed and they acknowledged receiving it.  Does that make any sense to anyone out there?  If so I’d love to hear your theory!!

Please remember that your Board of Directors would love to have you attend one of our meetings just to see what we all do behind the scenes.  We meet each month at 4:00 pm, 1 hour before the dinner meeting.

Thanks to each and every member for your continued support.




Joanne Schroeder, SCTP President