Meeting Calendar

2019 Calendar

Please contact Jennifer Millet to RVSP to attend there is a 48 cancelation requirement Non-Member fee $40 Member $35. 

January 18th

8:30 for Breakfast

Basic Sales and Use Tax Return Presentation

justin weistWe welcome Justin Weist with the California Department of Tax and Fee Administration, in short, CDTFA, formerly the BOE.

Justin is a Tax Compliance Supervisor in the San Francisco CDTFA office. From 2011 to 2013, he served as a Tax Compliance Specialist in San Francisco’s Centralized Collection Section. He began his career in 2008 as a Business Tax Representative in what was then the Board of Equalization’s San Diego office.

The presentation will cover Basic Sales and Use Tax, Basic Sales and Use Tax Return Presentation, and Avoiding Sales and Use Tax Mistakes.


February 15th

 Noon for Lunch

John Morre -Tax Cuts and Jobs Act

JM Linked In Photo (2)He is a Certified Public Accountant. John has a Masters Degree in Taxation from Golden Gate University and has received the Personal Financial Specialist designation from the AICPA. He has been practicing in Marin County since 1979. In addition to an array of professional memberships, John serves on the boards of several non-profit organizations and conducts classes and seminars on tax and financial planning issues. John is a native of San Francisco and he and his wife are residents of Hawaii. John will discuss the new tax rules under the Tax Cuts and Jobs Act.

March 15th

8:30 for Breakfast

Leslie Shiner

Leslie Shiner – Profit Begins with Planning

Leslie Shiner—author, speaker, and trainer—has more than twenty-five years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm providing top-level financial and management consulting for the construction and home technology industry helping businesses maximize profits and gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits. Ms. Shiner firmly believes training and education is instrumental in the growth and success of any business. She is the author of “A Simple Guide to Turning a Profit as a Contractor.”

April 19th

noon for Lunch

Bookkeeping for Cannabis Clients

Luigi Zamarra

Owner of Luigi CPA, an accounting firm providing tax and consulting services to the marijuana industry. Luigi is a leading expert on IRC Section 280E issues. His clients span six states and include companies operating in a variety of related industries, including cultivation, retail dispensing, concentrate and edible manufacturing, and LED indoor grow lighting. He was also a featured speaker at many National Cannabis Industry Association events.

Member of BOTEC, a consulting firm providing advisory services to Washington State, the country of Jamaica and other governments related to regulation of the marijuana industry.

Formerly, Chief Financial Officer (CFO) for Harborside Health Center where he was involved heavily in IRC Section 280E issues, including lobbying efforts and drafting proposed legislation to change the law.

May 17th

8:30 Breakfast

Retail POS

David Glantz (002)David Glantz – Principal of Business Cents – has been in software professional services his entire career with a focus on accounting, inventory, retail, technology and the connectivity between them. The last 15+ have been centered around the QuickBooks ecosystem with the financials at the core and ancillary systems that extend the capability of QuickBooks, such as Point of Sale, inventory management, eCommerce, and the resulting microcosms that have formed in these worlds. Business Cents is a 6-person Marin based consulting practice that just so happens to support these same pursuits.

In this session, David will provide an update on the world of Retail options.. why is Square so prevalent? What other retail apps are popular and why? What type of POS is better for particular industries – traditional retail, cafe, or restaurant? Which ones integrate with QB? And whatever else he happens comes up with between now and then. Oh, and he’ll show you a couple examples.