C&D llp - Certified Public Accountants & Advisors


C&D llp Names Two New Partners		June 2008 - C&D llp, Santa Ynez Valley’s largest accounting firm, has announced the addition of Stephen Palmer, CPA and Matthew Watson, CPA to the firm’s partnership ranks. They join Kathleen Campbell, Verva Enoch, Tammy Vogsland and Janet Olivera to help them with the responsibility for the continued management of the firm’s growth. Campbell became a partner in 1997, Enoch was promoted from Tax Manager to partner in 1999, Vogsland joined C&D in 2001 becoming a partner in 2003 and Janet Olivera became partner in 2005. Palmer joined C&D in 1988 as a staff accountant. During his tenure at the firm he received his CPA designation and served in many capacities – from staff accountant through to the position of Manager. Steve graduated from the University of California, Santa Barbara with a degree in Business Economics, with an emphasis on accounting. He is a member of the American Institute of CPAs and the California Society of CPAs and has received the Personal Financial Specialist designation from the AICPA. “Steve puts a wealth of experience to work everyday, counseling business owners and individuals on complex tax matters and retirement planning” Campbell said, adding, “His common sense “plain English” style is valued by clients and his co-workers alike.” Watson has been working with C&D for several years now, in addition to running his own practice based in Carpinteria. In July Matt merged his firm with C&D. Matt graduated with a Bachelor of Science in Accountancy and a Master’s Degree in Taxation from Brigham Young University, Utah, consistently ranked within the top three schools in the country in accounting. He was employed by PricewaterhouseCoopers in Baltimore before moving to the Valley in 1999. He is a member of the American Institute of CPAs and the California Society of CPAs. Vogsland noted, “Matt’s expertise in business and individual tax planning and preparation is a perfect fit with our firm. We’re delighted to have him as a full-time member and partner.” With a staff of 33 that includes 17 CPA’s, C&D has grown in the 40 years since its inception to become the largest accounting firm in the Santa Ynez Valley and one of the largest in Santa Barbara county, with a full range of accounting and tax services.

Local CPA Firm Grows		July 2007 - C&D llp continues to grow, with the recent addition of Matthew J. Watson, CPA. Watson is merging his Carpinteria-based practice with that of C&D llp, one of the largest CPA firms in Santa Barbara County, effective July 1, 2007. He has special expertise in tax compliance and planning for individuals and business entities. His background includes over 11 years in public accounting, including 5 years as a sole practitioner. He has broad experience in preparation of individual and business tax returns. Matthew makes his home in Buellton, with his wife and two young children. He graduated with a degree in Accountancy and a Master’s Degree in Taxation from Brigham Young University, Utah. He worked for Price Waterhouse Coopers before returning to the Central Coast. He is a member of the American Institute of CPAs and the California Society of CPAs. “Matthew has been working at C&D for over 4 years in addition to running his own accounting practice. We’re delighted to merge his practice with ours and be able to have him as a full-time member of our team. He combines high technical skills in the tax arena with a commitment to superior client service”, said Verva A. Enoch, CPA, Partner. For over a quarter century, C&D llp has been committed to reinvesting in our Central Coast community. C&D’s staff of 25, which includes 12 Certified Public Accountants, serves a widely diversified clientele with many individuals and companies, both inside and beyond the local area. The firm offers a full range of accounting and tax services with specialized expertise in estate planning, agricultural and winery and vineyard operations

CRS Says 23 Million Will Be Subject to AMT in 2007		August 2006 - Absent legislative changes, some 23 million people will be subject to the alternative minimum tax in 2007, the Congressional Research Service reports. CRS says that whether a taxpayer has itemized deductions will become a less important factor in determining exposure to the AMT than it is presently because married taxpayers across a wide range of incomes will be subject to the AMT regardless of whether they itemize.

Technology conference yields high returns for C&D llp		June 2006 - C&D llp partner, Kathleen Campbell, and Network Administrator, Pat Malvarose, participated in the Alliott Group Technology Conference held in Las Vegas, NV. One of the World’s leading networks of independent professionals, the Alliott Group has 210 offices in more than 60 countries. Campbell noted “the Group is built around the concept of sharing expertise and resources. Through these roundtable discussions we came back with many ideas and best practices that will benefit our firm and ultimately our clients.” “With electronic filing of returns now a given, it has put an even greater emphasis on staying ahead of the technology curve” added Malvarose. C&D is recognized for its specialized expertise in closely held business entities, horse and wine industries, real estate transactions, and estate and trust planning and administration. The firm’s staff of 22, which includes 12 CPAs, is one of the largest CPA firms in Santa Barbara County.

C&D llp partner attends tax conference in Las Vegas		June 2006 - C&D llp partner, Verva Enoch, attended the Alliott Group Tax Conference in Las Vegas, NV. The focus of this year’s Tax Conference was on Wealth Planning and Wealth Building Strategies, IGDTs and other wealth shifting planning. “Our firm is recognized for its specialized expertise in estate planning and administration and advanced tax issues,” noted Enoch. “The recent changes of the tax code in 2006 highlights the importance of staying current and learning new strategies that can benefit many of our clients.” The Alliott Group is one of the World’s leading networks of independent professionals with 210 offices in more than 60 countries. Focusing on understanding the highest levels of the tax code, Enoch is a tax specialist and has been a partner since 1999. Knowing the ins and outs of tax law, business valuations and IPOs, her work at C&D includes business valuations, financial statements for non-profit organizations, and taxation and planning for individual and closely held business entities. Established over 40 years ago C&D is one of the largest CPA firms in Santa Barbara County. The firm serves a widely diversified client base including vineyards and wineries, the equine and alpaca industry, and as advisors for businesses and individuals.

C&D llp Partner attends leadership forum in Phoenix		MAY 2006 - Tammy Vogsland, a partner at C&D llp, recently participated in the Alliott Group Leadership Forum held in Phoenix, AZ. The Alliott Group is one of the World’s leading networks of independent professionals with 210 offices in more than 60 countries. The Group is built around the concept of “Improving through Sharing”. C&D has been a member since 2002. Says Vogsland, “By sharing expertise and resources we are better equipped to build strong links that support each other for the mutual benefit of our clients. Whether it is in areas of national or international expertise these relationships enable us to provide our clients with the high quality, partner led services that they demand”. Prior to joining C&D in 1999, Vogsland practiced in Santa Barbara for 15 years. She became a C&D partner in 2004. Like fellow partner, Verva Enoch, she was the recipient of the Elijah Sells Scholarship Award for outstanding performance on the CPA exams. This achievement put her in the top 100 in the country. Vogsland specializes in Business Management and Estate and Trusts. Established over 40 years ago C&D is one of the largest CPA firms in Santa Barbara County. The firm serves a widely diversified client base including vineyards and wineries, the equine and alpaca industry, and as advisors for business

DEC 2005
C&D llp Partners Chair Wine Industry Conference

NOV 2005
Legal expert keynote speaker at Bookkeepers Conference hosted by C&D llp

SEP 2005
Watkins speaks to Fin ancial and Real Estate Profe ssionalsat Separate Events sponsored by C&D llp

MAY 2005
C &D llp Partner attends 1031 Like-Kind Exchange Semina r

APR 2005
C&D llp Names New Partner