November 23, 2009
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69 Firms are currently members of Long Beach Execs
0 Firms were present at today’s meeting
Date: Monday, November 30, 2009
Location: The Grand
Program Company: Executive Association of Long Beach
Program Member: Bob Littrell
Guest Speaker: 2nd Fall Membership Drive Meeting
When: Monday, November 9 – Monday, November 30
Member Focus Talk
Sawin & Kotani Accountancy Corporation
4401 Atlantic Ave., #103, LB
Sawin & Kotani, An Accountancy Corporation, Certified Public Accountants provide personalized service in the areas of tax, accounting and financial planning.
Sawin & Kotani offer Tax Services, Audits, Reviews and Compilations and Financial Planning.
Tax Services: One of our principal objectives in tax services is constructive and creative tax planning.
Audits, Reviews and Compilations: We use a constructive approach to auditing, review and complilations, blending the technical, the practical, and the business approach in each engagement. A Certified Public Accountant is in charge and available during all phases of the engagement. We combine our knowledge with a direct insight into our client's business, its personality, and its special problems.
Financial Planning: We assist our clients in gathering the necessary data to develop and present a personal financial plan including planning for business and personal income taxes, while incorporating estate tax considerations in accordance with our client's risk tolerance.
Craig Kotani reviewed tax changes, etc. for 2009 and the future such as:
- NOL carryback
- California Jobs Credit
- No required minimum distribution for 2009
- First-time home buyer refundable credit
- Long-time homeowners buy a subsequent home credit
- Energy Credit
- College Credit
- Cost Segregation studies for buildings or improvements
- Roth IRA Conversions in 2010
- SBE aggressively looking for use taxes
- 2011 automatic increase in tax brackets
- Estate tax exemption
For further information on any of the above mentioned areas, please contact Craig Kotani or Sid Sawin at Sawin & Kotani.
Foster Hooper - Services
Monday, November 30, 2009, 6:30 p.m.
Our Lady of Refuge Church
5195 Stearns Street, Long Beach
Tuesday, December 1, 2009, 9:00 a.m.
Our Lady of Refuge Church
Holiday Mixer 2009
Wednesday, December 16, 2009
6:30 - 7:30 Cocktails
7:30 - 8:30 Dinner
8:30 - 9:30 Raffle and Fun
E-Vites for our Holiday Mixer were sent out via e-mail on Tuesday, November 17th. Hard copies of invitation will be available at November 30th meeting. You may RSVP, choose your entree, and advise if you will be providing a raffle item all on E-Vite.
$5.00 per Ticket
50% goes to the winner
50% goes to the Association General Fund
Congratulations to Tom Shilton for winning the first new 50/50 drawing for $77.50!!!
Welcome New Members
Associate Member: Paul Newton, D.C.
Pabst, Kinney & Associates, Inc.
Executive Representative: Kolby Pabst
Classification: Real Estate, Property Management
Sponsor: Bret Holloway, F&M Bank
Glenn E. Thomas Dodge
New Ex. Representative: Brad Davis (Replacing Herb Lugger)
2nd Membership Postings
Firm: First Business Solutions
Executive Rep: Clayton Thomas, Regional Sales Director
2700 Dawson Ave.
Signal Hill, CA 90755
Classification: Credit Card Processing
Sponsor: Tom Bennett, Tom's Tire Performance Center
Firm: Cookies by Design
Executive Rep: Renee Kim
Address: 5205-A PCH
Long Beach, CA 90804
Classification: Specialty Gifts, Cookie Bouquets and Baskets
Sponsor: Kellie Shelton, Knightling, Inc.
2nd Classification Posting
Classification: Media Sales (Advertising Sales for local Cable Stations)
Any objections to the above postings must by in writing to the Association Office by Monday, November 30, 2009.
Kauai Condo For Rent - 2 bed.-2 bath. Deluxe waterfront condo poipu beach-special exec. rates - call Jim Nesmith 562 -900-2230
Coast Tickets - "Simplify your Holiday Shopping with Gift Certificates from Coast Tickets in Long Beach. Sure to please everyone on your list, the gift certificates are available in any denomination. Call Felicia at 562-595-6510 to purchase or for more information"