Sawin and Kotani was established around 2006 when Craig Kotani became partner of the accounting firm. Sawin and Kotani specialize in annual taxes, tax planning, corporate taxes, bookkeeping, complications, reviews and audits. While other places will use enrolled agents to prepare and review your tax documents, Sawin and Kotani have fully trained CPAs looking at every account that they manage.
Eric Bloomer has worked for Sawin and Kotani for almost ten years. He has his bachelors in accounting has his CPA license. Eric was raised in the Southern California area and currently resides in Torrance. Eric has been an associate member of Craig Kotani since 2014.
Eric gives us an update on taxes and forms for 2021.
Please see the video below.
Next Meeting:
Announcements:
We are sad to announce the passing of Manny Silva of Don Temple Storage. He will be sorely missed.
We are going to all Zoom Meetings from now until further notice.
Remember to invite guests to keep our membership continually growing! I will be asking all of you information on Potential members.
We have 4 people nominated to take 3 places on the Board of Directors: Nathan Whittacre, Vinny Bunting, Hugh Wolf, Dave Sakamoto.
Please stay safe and follow sanitary protocols during the COVID-19 pandemic.
We will continue to use Zoom for your weekly meetings going forward.
Our website has been updated to send leads in real time. Click on the the "Got Leads?" button the the top right of the Execs website. Click who the lead is going to and your name and a message.
1st Classification Postings:
2nd Classification Postings:
n/a
Membership Postings:
John Doyle of The Belmont Athletic Club has decided to leave the Execs due to financial hardship from COVID. He have offered him a Honorary membership until the Belmont can reopen again.
Don Temple will remain a member until a they can assign a new person for the position.
Dan D'Sa of The Grand has been removed of his associate membership
Cindy Skovgard of Pathways Volunteer Hospice has moved from a Executive Member to Non-Profit member.
Welcome New Members:
Welcome Joseph Paguio as an affiliate member under the open classification of Photographer.
Other Membership News:
Membership Promotion
When you refer a new member, you can have a choice in one of two options
1. Have your dues waived for one quarter.
2. Have your dues, as well as the new members dues cut in half for one quarter.
New member has to be in good standing for the first 6 months to receive the promotion.
We have introduced two new types of membership.
Affiliate Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Entitled to any open classification; no exclusive classification entitlement
• Listed in roster and on web as affiliate member – classification and name only
• Not a voting member and not board eligible
• One-year limit as affiliate member; must become an executive member thereafter
Non-Profit Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Allows multiple Non-Profits in different categories.
• Listed in roster and on web as Non-Profit member
• Voting member and one Non
• No limit as Non-Profit member
Classification of the Month:
N/A
Advertisements/Want Ads:
Board Meeting Minutes:
EXECUTIVES ASSOCIATION OF LONG BEACH
January Meeting Agenda
January 11th, 2021
Location: VIA Zoom
11:00 AM J. Beeler ROLL CALL
PRESENT: _x_J. Beeler (P) _x_ E. Speier (VP) _x_ T. DiLeo (S/T)
H. Desh __x_ M. Loos _x J. Skovgard __ J. Sawday (PP)
Others: S. Caudillo (Executive Director) __x_
11:00 AM J. Beeler MINUTES
· Motion to approve minutes from December Board Meeting?
· Motion: E. Speier 2nd: T. DiLeo Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
11:05 AM T. DiLeo FINANCIAL REPORTS
· Motion to receive and file the financial reports for December?
· Motion: T. DiLeo 2nd: J. Skovgard Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
· Eric Bloomer is joining us to adjust the budget for 2021.
· Motion to accept 2021 Budget but revisit in April to make any adjustments?
· Motion: T. DiLeo 2nd: E. Speier Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
11:15 AM E. Speier MEMBERSHIP
· There will be no attendance report for 2020.
· Responses for potential members has been pretty low.
· Here is the information for the Non-Profit membership
- Dues are $150
- Pays $50 imitation fee to cover badge and T-Shirt expenses
- Pays $18 for lunch at each meeting attended
- May give and receive leads and give classification talks
- No attendance requirements: may attend showcase and special events.
- No Classification required. Will be on a Non-Profit list.
- Listed in roster and on website as Non-Profit member – could have a webpage.
- Non-Profit members could have one seat on the board and vote during annual meeting.
- No term limits
· Motion to create a Non-Profit membership?
· Motion: J. Beeler 2nd: J. Skovgard Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
· John Doyle has decided to end his membership due to financial hardship with the Belmont Athletic Club. John has been a member for over 15 years and is in good standing. I suggest we offer an honorary membership position until the Belmont Athletic Club is up and running.
· Motion to accept John’s resignation and make him an honorary member until the Belmont is open again?
· Motion: T.DiLeo 2nd: J.Skovgard Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
· We have four honorary members up for renewal this year. Paul Rybak, Tony Canfora, Jim Nesmith, Pat Ellington.
· Motion to extend honorary members for another year?
· Motion: J. Skovgard 2nd: M.Loos Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
· Sadly, Manny Silva has passed away and leaves the membership of Don Temple unattended. Jay will follow up later to see who could fill the position.
· Motion to keep Don Temple Storage membership active until another person can fill the position?
· Motion: M. Loos 2nd: T. DiLeo Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
· Jim Choura has decided to remove Dan D’Sa as his associate member.
· Motion to remove Dan as associate member for The Grand?
· Motion: J. Skovgard 2nd: J.Beeler Discussion. All in favor? 5 Any Opposed? 0 Motion Passes
11:20 AM J. Skovgard BYLAWS COMMITTEE
· Update from the Bylaws committee.
· Redline the Bylaws first then reconvene before Feb. meeting.
11:25 AM J. Beeler / S. Caudillo OLD & NEW BUSINESS
· Need to fill Executive Board (VP & Treasurer) any volunteers?
· Tom has accepted the position of VP
· Jack Skovgard has accepted the position of Treasurer.
· Annual meeting is coming up on February 1st.
· Our Joint board meeting will be February 8th.
11:30 AM J. Beeler GOOD OF THE ASSOCIATION
· Comments from each member on their current evaluation of the state of the EALB.
· The next board meeting is Feburary 8th at 11:30.
