Upcoming Meeting: October 21
Our fall meeting will look at association finances, budgets, tax filing changes, and financial comparison updates. We also plan a “sneak peak” at new laws for 2011. Our topics:
1) Budgets – What’s new for 2011; Using the new, state disclosure index to assemble your annual budget package.
2) Internal Controls – What an association should consider to safeguard its assets.
3) Tax Changes – New form filing requirements and ePayment requirements. New tax credits available to associations and its members.
4) Financial Comparisons – Inside the Numbers – Review of current trends in assessments and association expenses.
5) 2011 Legislation – What did the Governor sign this year – A brief overview.
6) Your questions
Date – Thursday, October 21, 2010
Time – 7 PM
Place – Encina Royale Clubhouse – 250 Moreton Bay Lane, Goleta (Fairview exit North from 101)
Speaker – Michael J. Gartzke, CPA
