San Francisco Chapter

MARIN DISCUSSION GROUP

State and Local Taxation Update

Presented by: Daniel L. Thompson, CPA, CMI 

Topics for discussion:

• Legislative issues

• Bills that were passed and signed, and those not signed

• Sales, property and use tax issues.

To make the presentation most relevant to your needs, please e-mail advance questions for Daniel Thompson to reginar@boerio.com.

Background:  A frequent speaker to professional groups and author of articles on taxation, Dan specializes in multi-state sales and use taxation, including transaction consulting.  He consults to many national and international companies on sales and use tax, and his practice also covers the constantly changing sales and use issues emerging from online sales and marketing.    Dan previously was a partner in a Big 4 accounting firm's state and local tax practice, and a business taxes administrator with the State Board of Equalization.   He is a certified member of the Institute for Professionals in Taxation (IPT) and was Chair of the CalCPA Sales & Use Tax Symposium.

Specifics:
Date:                         Tuesday, November 28, 2006
Time:                         Registration 11:45 a.m., Lunch & Program 12 noon – 1:30 p.m.
CPE:                          1 hour
Location:                    Embassy Suites Hotel, 101 McInnis Parkway, San Rafael, CA
Cost:                           $25/members, $35/non-members, $30/members w/o reservations

RSVP:                         Register and pay online at http://www.calcpa.org/SF/ or contact
                                 Jane Dunbar at (650) 802-2465 or jane.dunbar@calcpa.org,
                                 Fax (650) 802-2665.

Please note:  cancellations must be made at least 48 hours in advance due to a guarantee provided to the hotel restaurant.

SAVE THE DATE: for Marin Discussion Group’s December Celebration

• When:  Tuesday, December 12
  

• Where: historic Falkirk Cultural Center, 1408 Mission Street, San Rafael
  

• Cost:   $25/person
  

• What:  Great networking at the elegant San Rafael Victorian landmark mansion.  Fine wines and hors d’oeuvres included.  Invite your attorneys, bankers and friends to enjoy this festive party.
  

RSVP by Dec.5 – Registration form is available at http://www.calcpa.org/SF/ or contact Jane Dunbar.

NOTE:  CalCPA is still looking for financial sponsors for the December celebration holiday event.  Please help
if you can.

 

 

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