C&D llp - Certified Public Accountants & Advisors

SEP 2008 Watkins and Dubroff speak at financial professionals event sponsored by C&D llp

JUN 2008 C&D llp names two new partners

JUL 2007 Local CPA firm grows

AUG 2006 CRS says 23 Million will be subject to AMT in 2007

JUN 2006 Technology conference yields high returns for C&D llp

JUN 2006 C&D LLP partner attends tax conference in Las Vegas

MAY 2006 C&D llp partner attends leadership forum in Phoenix

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 Financial and Real Estate Professionals sponsored by C&D llp

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

APR 2005 C&D llp Names New Partner


Watkins and Dubroff speak at Financial Professionals Event sponsored by C&D llp		September 2008 - Bill Watkins, Director of the UCSB Economic Forecast and Henry Dubroff, Publisher and Editor of the Pacific Coast Business Times were the keynote speakers at the Financial Professionals Luncheons sponsored this fall by C&D llp, CPAs and Advisors. The UCSB Economic Forecast Project analyzes data from the national and tri county area and presents its findings at various events throughout the year. Sponsorship opportunities for the Economic Forecast Projects are available at their website. The Pacific Coast Business Times is a weekly business journal for Ventura, Santa Barbara and San Luis Obispo Counties. They are a locally owned company with offices in downtown Santa Barbara and have been publishing since March 17, 2000. Watkins and Dubroff spoke about the effect of recent economic events on the local and regional economy. C&D llp hosted its annual luncheon for over 60 financial professionals at the Alisal Guest Ranch on September 19th. The event has been hosted by the accounting firm since 1994, and has become a favorite of financial professionals throughout the county. Attendees included bankers, investment advisors, trust officers, attorneys and appraisers from leading firms both in Santa Ynez Valley and the Central Coast. 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.
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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.
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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
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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.
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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.
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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.
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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
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C&D llp partners chair wine industry conference		December 2005 - Partners, Janet Olivera, CPA (left) and Debi Gioia, CPA, recently chaired the 2005 Central Coast Wine Industry Conference in San Luis Obispo. Organized by the California CPA Education Foundation, the conference was planned by a group of CPAs and industry professionals, including Olivera and Gioia, who work with wineries and vineyards from Monterey to Santa Barbara County. Presented on December 2nd, the conference program covered a range of topics that are important to the Central Coast wine industry, which included vineyard and wine industry trends, marketing and economics; benchmarking of performance indicators and other financial measures; a tax update; short and long-term succession planning; recent legislative issues and court rulings; and valuation of land, vineyards and wine making operations. Keynote speaker for the meeting was Santa Barbara County Third District Supervisor Brooks Firestone, who spoke about the proposed split of Santa Barbara County. “Our firm is recognized for its specialized expertise in the wine industry, as well as estate planning and administration and real estate matters,” noted Olivera “the continued growth of the wine industry along the Central Coast highlights the importance of keeping abreast of the many fast moving changes that affect those who are involved in it.”
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Legal expert keynote speaker at bookkeepers conference hosted by C&D llp		November 2005 - In an informative presentation, Gary Bethel, Esq. (shown left with Steve Palmer, CPA) recently discussed current workers compensation issues at the bookkeepers conference sponsored by C&D llp at the Alisal Guest Ranch on Thursday, November 17. Bethel, who was the keynote speaker for C&D llp’s Bookkeepers Conference in November, is a partner in the law firm of Littler Mendelson, P.C., which has almost 400 attorneys in 29 offices nationwide. The event, which has been hosted by C&D llp for the past seven years, has become a must-attend favorite of bookkeeping professionals throughout the county. Attendees included bookkeepers from sole practitioners to a variety of area businesses. The program was hosted by Janet Olivera, CPA, a C&D partner, with Steve Palmer, CPA, one of the firm’s tax managers. “The scope of Mr. Bethel’s presentation and his engaging manner clearly conveyed his expertise,” noted Olivera, a C&D managing partner. Seconding her upbeat reaction, Partners Verva Enoch and Debi Gioia, observed, “the depth of his professional knowledge and his sense of humor always make for an interesting and enjoyable presentation. We try to have him back as often as possible.” Bethel’s comments covered a wide range of issues that are involved with workers compensation problems that has developed in recent years into a major concern for most businesses. His presentation covered workers compensation reforms, “The Bermuda Triangle” and other legal landmines that injured worker issues raise.
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Watkins speaks to financial professionals and real estate professionals at separate events sponsored by C&D llp		September 2005 - Bill Watkins, Executive Director of the UCSB Economic Forecast Project was the keynote speaker at two events sponsored this fall by C&D llp, CPAs and Advisors. The UCSB Economic Forecast Project analyzes data from the national and tri county area and presents its findings at various events throughout the year. Sponsorship opportunities for the Economic Forecast Projects are available at their website. C&D llp hosted its annual luncheon for over 60 financial professionals at the Alisal Guest Ranch on September 22nd. The event has been hosted by the accounting firm since 1994, and has become a favorite of financial professionals throughout the county. Attendees included bankers, investment advisors, trust officers, attorneys and appraisers from leading firms both in Santa Ynez Valley and the Central Coast. Kathleen Campbell, CPA, a C&D partner, moderated the program, and Watkins’ presentation was preceded by two members of the C&D team, Verva Enoch, CPA, and Steve Palmer, CPA, who spoke on various topics, including the increasing regulations placed on CPA firms by the Internal Revenue Service. The new provisions of Circular 230 require tax professionals (both attorneys and accountants) to disclose the limited scope that written tax advice has in avoiding penalties that the IRS may assess. These new regulations were adopted as a result of abusive tax strategies being marketed to the public, but have wide ranging disclosure implications for all tax professionals. C&D’s annual Real Estate Professionals luncheon was held at the Alisal Guest Ranch on October 21st with over 60 real estate professionals in attendance. Debi Gioia, CPA and partner of C&D llp moderated the event. Watkins speeches covered current issues related to the outlook for the national and local economies. He indicated that despite the seriousness that the recent hurricanes have had on the United States, the total predicted economic effect of Katrina and Rita will affect annual growth rates downward only slightly. His expectation is the United States economy will grow at an adjusted rate of 3.8%. Housing prices appear to be continuing on a trend to annual growth of 10% for the current year in Santa Barbara County, although market times appear to be lengthening and some listing prices are being reduced. While this represents a cooling from double digit growth seen in recent years, Watkins sees no signs that indicate a large downward correction will occur. C&D llp, CPAs and Advisors, founded over 40 years ago, is the largest firm of certified public accountants in Santa Ynez Valley and one of the largest in Santa Barbara County. The firm’s staff of 25, which includes 14 certified public accountants, serves a widely diversified clientele that includes many individuals and companies from outside the local area
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C&D llp Partner attends 1031 Like-Kind Exchange Seminar		May 2005 - Verva Enoch, Partner at C&D llp attended at The 6th Annual Wachovia 1031 Like-Kind Exchange Seminar in Orlando Florida, in May 2005. With the rising prices of real property on the Central Coast over the last several years, understanding and applying the most recent taxation options for real property transactions have been important in preserving the long term appreciation in real property investments. Benefits available under Internal Revenue Code Section 1031 allow deferral of gain on the sale of real property when a reinvestment in new investment property is appropriate. Enoch has been a partner at C&D since 1999. She joined the firm in 1990 as a tax accountant. She sat for the CPA exam in 1996, passing the national exam in the top 100 in the nation and the top 5 in California. Besides an expertise in real estate transactions, her other specialties include business valuations, financial statements for non-profit organizations, and taxation and planning for individual and closely held business entities. She served on the planning committee for the 2004 Real Estate Conference sponsored by the California Society of CPAs Education Foundation. C&D llp has a staff of 25 that includes 11 CPAs. The firm’s practice includes taxation, financial statement preparation and individual and business tax and financial planning. The firm’s specialties include wine industry accounting and taxation, including vineyards and wineries in new development and long term operations, agricultural ventures including equine and alpaca operations, estate and trust planning and taxation and personal business management. Since its inception over 40 years ago, C&D llp has grown to become the largest accounting firm in Santa Ynez Valley and one of the largest firms in Santa Barbara County.
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C&D llp Names New Partner		April 2005 - C&D llp, Santa Ynez Valley’s largest accounting firm, has announced the addition of Janet Olivera, CPA to the firm’s partnership ranks. She joins Kathleen Campbell, Debi Gioia, Verva Enoch and Tammy Vogsland to help them with the responsibility for the continued management of the firm’s growth. Campbell and Gioia both became partners in 1997, Enoch was promoted from Tax Manager to partner in 1999. Vogsland joined C&D in 2001 and became a partner in 2003. Olivera joined C&D in 1987 as a staff accountant. During her tenure at the firm she received her CPA designation and served in many capacities – from staff accountant through to the position of Manager. In 1995 Janet left her full time position to move to Indonesia, returning each year during tax season. She returned from Indonesia in 2002 and has served as a Tax Manager for the firm since that time. Since she joined C&D, Olivera has demonstrated the depth of her tax knowledge, helping individuals and businesses reach their financial goals,” Campbell said, adding, “I look forward to her continued involvement in handling client matters, in addition to assuming her new duties as a partner.” Seconding Campbell’s observations, Enoch, commented, “We have all found Janet’s professional contributions to be invaluable and are anticipating her expanded role with the firm.” Vogsland noted, “Janet’s broad experience has brought additional depth and expertise to the firm that has been very helpful in serving our clients. Her specialties include agricultural accounting and taxation, both for equine operations and winery and vineyard enterprises.” Olivera attended the University of South Dakota graduating in 1975 with a BS in Business Management. Before joining C&D, she worked locally in public accounting for over nine years. She is a member of the American Institute of Certified Public Accountants and the California Society of CPAs. She makes her home in Los Alamos, participating in community services efforts, including the upcoming Relay for Life and the Santa Ynez Valley Historical Society.

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