JUNE 2022 • VOL. 9, NO. 14
‘Grease’ Unleashed Locally owned and operated since 1966 831.688.6211 aptoslandscapesupply.com 5035 Freedom Blvd. Aptos Mon-Sat 7:30am-4:30pm Closed Sunday
An innovative reworking of the hit musical kicks off Cabrillo Stage’s summer season BY JOHANNA MILLER
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ABOUT THE
COVER
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’ve been a huge fan of Cabrillo Stage since catching a run of their fabulous shows in the 2010s. But it was 2019’s epic production of Into the Woods that made me think, “Wow, they are about to take this company to a whole new level.” And then … well, we all know what happened. Incredibly, Cabrillo Stage was able to pull off some innovative, pandemicready programming in both 2020 (Stars of Cabrillo Stage) and 2021 (Circus, Cabrillo Stage Big Band). But that transformative trajectory they had been on was lost, replaced with the question that all stage companies have faced for the last two years: “How do we survive?” So it’s incredibly heartening for me to see a true Cabrillo Stage production back on our cover. This issue’s cover photo is by one of this area’s most prominent photographers, Jana Marcus, who has long been a champion of the company. It features Haley Clarke as Sandy and Jack Bloome as Danny in Grease, one of Cabrillo Stage’s two productions this summer. (You can get a peek at the other, Candide, on page 4.) Johanna Miller’s cover story will tell you everything you need to know about how one of our favorite local theater groups is making a full return this summer, and what to expect from this season, which kicks off June 23 and runs for five weekends. Particularly interesting to me is the way the creative team behind Grease went about reimagining the somewhat, er, dated classic. It’s the kind of innovation I’ve come to expect from Cabrillo Stage, and a great sign that they’re back on track. STEVE PALOPOLI Editor
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Summer Nights Cabrillo Stage returns to Crocker Theater June 23-August 14 with productions of ‘Grease’ and ‘Candide’ BY JOHANNA MILLER
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Grease, the 1971 musical by Jim Jacobs and Warren Casey that was adapted into a hit feature film in 1978, seemed like an obvious choice. “I decided we should do what is probably the most popular show in the history of musicals,” he says. “[Local company] All About Theater just did a production at the Louden Nelson and it sold out. Hopefully this will help us bounce back.” Grease will be directed by Nordgren’s daughter, Cassie Nordgren, with musical direction by Nordgren himself. A theater arts instructor at Cabrillo College who is finishing a Masters Degree in theater, she has participated in national and international tours, including a production of Grease in Turkey. “She is really going to help me,” John Nordgren says. “Theater is changing quickly. There has been a huge turn towards diversity and ‘cancelation’ of a lot of older shows that are too hurtful to some people. There’s a much more open look at what you can do with theater now. She’s going to fulfill that with me.” Nordgren said they have been reworking aspects of Grease to make it both more modern and true to the original stage production. “The problem was that movie,” he says. “They threw out most of the 1950s music and rewrote it to be disco. We won’t be doing that. All our music will be from the ’50s.” The show is also bringing in more diversity through its casting. Corey Jones, a Black actor and singer who uses a wheelchair, will take on the iconic role of the Teen Angel. Ella Currie will play Sonny, a T-Bird who is usually male. Currie says it was the director’s
PHOTO: JANA MARCUS
JUNE 2022 | APTOS LIFE
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n June 23, Cabrillo Stage will return to the Crocker Theater in Aptos for a full summer of musicals. After Covid canceled their entire 2020 season, the company moved to Cabrillo College’s outdoor amphitheater in 2021, putting on five small shows over the course of five weekends. “We took a huge loss in 2020,” says artistic director Jon Nordgren. “Last year's shows were mostly volunteer-led, with very small audiences. It was difficult, but we did it. It turned out great.” But this summer, the company will once again hold two longrunning musical theater shows inside the Crocker. A production of Grease will run June 23-July 10. Following will be Candide from July 21-August 14. Nordgren said that Candide had been planned for 2020. They had already cast the production when things shut down. “We had such a fine cast,” he says. “Amazing singers, lots of professionals involved. So we thought, let’s try it again. We offered everyone the same contract and invited them back.” “Candide” features music by Leonard Bernstein, with lyrics by Richard Wilbur, based on a book adapted from Voltaire by Hugh Wheeler. Cabrillo’s production will be directed by Gary John La Rosa, with musical director Cheryl Anderson. “Candide is one of the most difficult shows you could possibly do,” Nordgren says. “It’s also my favorite, my ‘bucket list’ show. It’s Cheryl’s favorite, too.” Nordgren said when they were choosing a show to open the season, they searched for one that could attract large audiences, and wasn’t too technically challenging.
BEST OF ALL POSSIBLE WORLDS Curt Denham as Voltaire/Dr. Pangloss and Lori Schulman as Cunegonde in Cabrillo Stage’s production of ‘Candide.’ idea to change the character’s gender. During cast callbacks, she pulled her aside to ask if she’d be interested in the role. “I was worried at first,” Currie says. “Given some of the lines Sonny has, how’s he’s usually played … I didn’t want to perpetuate stereotypes of the queer community. I wanted to avoid that.” Currie praised Cassie Nordgren for her openness and respectfulness in creating the new version of the character. “Cassie has been absolutely wonderful,” she says. “She’s so open to my ideas, we’re always on the same page. I love how we’re taking an opportunity to display the queer experience, especially in an era that was not as accepting. I hope my portrayal accurately displays it in a positive way. Especially since it’s Pride Month!” Currie said that “Grease” has always been one of her favorite shows. “I’m beyond excited,” she says. “I think people have preconceptions for Grease. I know I had some.
A lot of things do not age well, but you can modernize and it doesn’t take away anything—in fact, it makes it better. I think this show will exceed expectations.” Nordgren said the 2022 summer season is crucial for Cabrillo Stage’s future. “Honestly, if we don’t do well this summer it’ll be difficult,” Nordgren says. “After our huge loss in 2020 … the college got us a grant, but we lost some after making a slight profit last year. So we’re a bit desperate again. We need about $300,000 just to go on.” But everyone is remaining cautiously optimistic, he says. “People are turning out to the theater again,” he says. “Everyone is over the moon excited, giving their all. They can’t wait to get back onstage.” ‘Grease’ runs June 23-July 10 and Candide from July 21-August 14 at the Crocker Theater at Cabrillo College, 6500 Soquel Dr, Aptos. Tickets are now on sale; visit cabrillostage.com or call 479-6154.
LOCAL SCENE
PHOTO: TARMO HANNULA
ANNIVERSARY MEMORIAL A memorial service unfolds in Willowbrook County Park for Santa Cruz County
Sheriff's Sgt. Damon Gutzwiller on June 6, the two-year anniversary of his death in the line of duty. Gutzwiller grew up in Santa Cruz County, and frequented Willowbrook Park with his dog, Shasta. He served with the Sheriff's Office for 14 years. “It’s difficult to find anything positive out of this horrible tragedy,” Sheriff Jim Hart told the crowd. “However there are things that have been inspired by Damon that I am thankful for. I am thankful to have known him; I am thankful for the community support that our office has received over the past two years; and I am thankful that this park has been reimagined and renovated in Damon’s name, so that we all have a place to reflect and remember him.” Supervisor Zach Friend joined Hart in unveiling a large wood sign that honors Sgt. Gutzwiller.
Aptos Resident Heads New Santa Cruz County Bank Initiative
Valley College in Saratoga. She currently resides in Aptos. “We are so happy to welcome Shelly to our newly formed Asset-Based Lending Division team,” President and CEO Krista Snelling said. “The expertise she brings to her role, and her familiarity with the Silicon Valley region, will benefit the ABL Division, the clients they serve, and the bank as a whole.”
Castro Adobe Gets a New Roof Friends of Santa Cruz State Parks Friends announced recently that Rancho San Andrés Castro Adobe has a new roof, signaling the progression of the ongoing restoration.
JUNE 2022 | APTOS LIFE
Santa Cruz County Bank recently announced Aptos’ Shelly Medina has joined the bank as Senior Vice President and Asset-Based Lending Operations Manager. She leads operations for the bank’s newly formed Asset-Based Lending Division, to serve clients in Silicon Valley, the Greater Bay Area and throughout California. Medina has a 34-year history in banking with experience in asset-based lending, factoring and loan operations with major regional and national financial institutions. She served as Team Leader for Specialty Finance Loan Documentation and Operations
Specialist at Silicon Valley Bank. She served as founding Operations Manager of the Bridge Capital Finance Group at Bridge Bank and more recently held the title of Divisional Loan Production Manager and Senior Vice President for Western Alliance Bank, where she implemented factoring and ABL platforms, wrote loan operations policies, and managed a loan documentation and operations unit as well as a factoring operations unit. “I am honored to join Santa Cruz County Bank and to again work with Lee Shodiss in leading an Asset-Based Lending Division for a highly regarded financial institution,” Medina said. Medina attended West
Located off of Larkin Valley Road in Watsonville, the historic adobe was initially built in the mid-1800s by Juan Jose Castro, son of Jose Joaquin Castro (of the Juan Bautista de Anza Expedition). The park’s restoration and designation as the Pajaro Valley’s first State Historic Park has been in the works for decades. The $175,210 roof project is supported through Proposition 68, the California Drought, Water, Parks, Climate Coastal Protection and Outdoor Access for All Act, which dedicated nearly $200 million in funding for underserved communities to have equitable access to outdoor recreation facilities. “We are proud to partner with State Parks to restore and interpret this critical part of Pajaro Valley’s history,” Friends Executive Director Bonny Hawley said in a press release. “The Castro Adobe provides a hub to share stories from many moments in history, helping visitors better understand and appreciate the generations of people who have called the Pajaro Valley home.” Since California State Parks acquired the Castro Adobe property from then-owners Edna and Joe Kimbro in 2002, they have worked with Friends to organize volunteers to help with restoration. Everything from earthquake repairs and seismic stabilization to installing an ADA lift and new exhibit features has been included. Community fundraising has backed much of the project. “California State Parks is very fortunate to have a partner like Friends of Santa Cruz State Parks to collaborate with on this exciting restoration project,” said California State Parks’ Senior Park and Recreation Specialist Linda Hitchcock. Castro Adobe reopened to the public last year after closing for construction in 2019 and then dealing with pandemic challenges. While still an active construction site, it occasionally opens for open house events and school tours.
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HISTORY CORNER
PITCH MEETING The 2002 Aptos Little League All-Stars, who famously went to the Little League World Series, are the Grand Marshals of the World’s Shortest Parade on July 4.
Celebrating the Fourth JUNE 2022 | APTOS LIFE
T
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his Fourth of July, to the Little League World Series Aptos will celebrate since 1991. our freedoms with Little League is a competition t-shirts, a great parade of more than 7,000 teams around and a party in Aptos the world. The Little Village Park. This year’s League World Series is parade Grand Marshals an elimination playoff are the 2002 Aptos Little between the 16 best League All-Stars. This is teams in the world. Just the 20-year reunion of the getting to go is a most group of 11- and 12-yearincredible achievement. old boys who won the Little Amazingly, the Center League West Regional for New American Championship, becoming Media in Brooklyn, By John Hibble the first team from Santa New York picked the Aptos History Museum Cruz County to go on to Aptos All-Stars team to the Little League World film for a documentary, Series in Williamsport, and they captured the Pennsylvania. It was also the first adventure on video from day one, culminating in the movie Small team from California to make it
Ball: A Little League Story,” an hour-and-a-half film that was shown nationally on PBS. The Aptos All-Stars were eliminated in their quest to win the Little League World Series, but that does not diminish what they were able to achieve. As a result, the California State Legislature proclaimed Oct. 26, 2002, as Aptos Little League Day. They really put Aptos on the map. The Aptos “World’s Shortest Parade” started in 1961. Aptos’ main industry had been apple and fruit processing, but that had closed down and a cement batching plant was proposed in the center of the small village. A group of women called the Aptos
Ladies Tuesday Evening Society fought against the required zoning change. Their efforts were successful. To celebrate their victory, a barbecue was held on Memorial Day, 1961, in the field next to the railroad track. The event was so popular that a parade and potluck were planned to follow on the Fourth of July. Everyone turned out in oldfashioned clothes, and the Monterey Bay Antique Car Club brought 18 vintage cars. The parade route was from the Driftwood Gas Station at Trout Gulch Road (where O’Neill is now located) to the Pop Inn restaurant, (now the Parish Publick House). The parade only lasted ten minutes, and that is how the “World’s Shortest Parade” got its name. The once tiny parade has grown into a huge event for Aptos. The “World’s Shortest Parade” has gained national recognition as one of only seven Fourth of July parades recommended in 2013 as the “Best” by prestigious Condé Nast Traveler, and in 2017, our parade was listed as one of “America’s Most Unique July Fourth Celebrations” by Land’s End Journal. The Aptos Chamber is asking the community to be the judges for this year’s parade. Send photos of your favorite floats, groups, pets, cars, and bands to chamberaptos@gmail.com. This year’s T-shirt is a local Golden Retriever named Milo wearing a Little League Baseball cap. They are available at the Aptos Chamber of Commerce, Aptos Feed, Deluxe Foods and Santa Cruz County Bank in Aptos. What better way to celebrate Independence Day than to either watch the parade or be in it, and then to have lunch and dance the afternoon away, with the band James Durbin and the Lost Boys in Aptos Village Park? You can celebrate freedom from cooking and doing the dishes, you will have a great day and also help to support the parade that gives Aptos a little slice of fame and a big slice of home-town feeling. Happy Independence Day!
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FINANCIAL ADVICE
Saving for College
I
n past articles, I’ve reviewed 529 plans as the primary type of account to consider when savings for children’s higher education expenses. However, 529 plans don’t cover all higher-education expenses, and if your child (or you as the owner) don’t use the account as intended, the taxes and penalties for non-qualified withdrawals are steep. Let’s take a look at the 529 plan’s long forgotten cousin, the UTMA or UGMA account and see how this type of account may be something to consider to supplement your savings for children’s educations.
What is a UTMA or UGMA Account?
JUNE 2022 | APTOS LIFE
UTMA stands for “Uniform Transfer to Minors Act,” while UGMA stands for “Uniform Gift to Minors Act.” They are both custodial accounts, meaning that a custodian (most likely the parent) monitors and controls the account until the beneficiary minor child reaches what is called the “age of majority,” which varies by state (ranging from age 18-25). Also, which state you live in dictates whether you open a UTMA or UGMA account (California uses UTMA). They work the same, except UTMAs allow you a larger universe of acceptable types of investments.
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How Do They Compare to 529 Plans? The biggest differences between UTMA/UGMA accounts and 529 plans are the tax benefits that 529 plans offer if used as intended for higher education expenses and also the control the owner has over the account. As a reminder, contributions to 529 plans are made
with aftertax dollars and receive no upfront federal tax benefit (though many states do offer deducSoren E. Croxall tions or credits for Financial Advice contributions–California is one of the few states that doesn’t offer anything). The beauty of 529 plans is that the investment earnings over time aren’t taxed as long as they remain in the account. If the 529 plan is used as intended for qualified higher-education expenses, those earnings are potentially taxfree upon withdrawal (non-qualified withdrawals are subject to taxes and penalties). The owner of a 529 plan also has complete control to change the beneficiary at any time. So as an example, if one child decides not to go to college or doesn’t need the full amount of their 529 plan, a parent owner could change the beneficiary to another one of their children without consequence (the new beneficiary must be “a member of the current beneficiary’s family,” which is actually pretty broad). UTMA and UGMA accounts work differently. They used to be more popular 20-30 years ago, before the emergence of 529 plans as a way to save for children’s higher education expenses. However, their main drawbacks are the lack of tax benefits (relative to 529 plans) and the lack of control. UTMA/UGMA accounts are in essence the equivalent of opening up a taxable brokerage account but for the benefit of a minor child. The custodian (most likely the parent) is responsible for overseeing the
account until the minor child reaches a certain age at which point they become the owner. So if your child decides not to go to college as intended and takes up underwater basket weaving instead, consider their UTMA/UGMA account as seed money for their newfound business, in the sense that you no longer have control over how your child uses the account once they reach a certain age. Any contributions to a UTMA/UGMA are considered completed gifts to the minor child (you can’t change your mind down the road and take your money back). The activity that happens in the account (dividends, interest, capital gains) is potentially reportable for tax purposes annually if it exceeds a certain threshold. I won’t dive into too many details here, but I highly recommend that you talk with a qualified tax professional about the taxation of UTMA/ UGMA accounts before opening and contributing to one. They will explain something called the “Kiddie Tax” and how it works with these types of accounts, as well as potential gift tax implications. Also, if you are planning to apply for financial aid, you should note that UTMA/UGMA face harsher treatment than parent owned 529 plans as they are considered an asset of the child/student and given more weight as available to contribute towards tuition whereas parent owned 529 plans are considered an asset of the parent and given less weight/consideration when calculating financial aid need.
When to Consider a UTMA/UGMA Account After listing out all of the drawbacks, you might be thinking to yourself, why bother with
these types of accounts? For the majority of people looking to save for children’s higher education costs, 529 plans are usually what I recommend. However, there are a few expenses that 529 plans don’t consider “qualified withdrawals.” The main ones are: transportation costs, health insurance premiums, some room and board costs (mainly affects people who attend school part time or live off campus and spend more than what’s included in the colleges’ cost of attendance), and extracurricular activities (sorority/fraternity dues, club sports, etc. can add up). So if you are already diligently saving in a 529 plan and are looking for an supplemental option to cover the gap expenses that 529 plans don’t cover, you could consider a UTMA/UGMA account. Or if you are unsure if your child will attend a higher education program (college, university, vocational), but want them to have something saved to get started, a UTMA/ UGMA could be something to consider as it allows to you to be in control until the child reaches that “age of majority.” Just make sure you understand the drawbacks: contributions to UTMA/UGMAs are completed gifts (no changing your mind later on), how mature your child might be at 18, 21 or 25 depending on the state, and the tax ramifications. Soren Croxall, CFA, CFP® is a registered representative of LPL. Financial Securities and Advisory Services offered through LPL Financial, member FINRA/SIPC, a Registered Investment Advisor. LPL Financial and Croxall Capital Planning do not provide tax or legal advice. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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