California CPA: June 2012
Jackpot! Now What?
An IPO, inheritance, business sale or other financial windfall can bring joy—and a host of new considerations for benefactors that could be overwhelming. Enter the CPA personal financial planner to chart a steady course.
Karen Goodfriend, CPA/PFS, CFP
150 Hours on the Wall …
The 150-hour education requirement for CPA licensure may seem daunting, but we spell it out to make your road easier.
Jason Fox
Are You Secure?
Online financial transactions are easy and convenient for everyone—including fraudsters. Our expert provides eight tips to help ensure you or your clients are not victims.
Susan E. Bradley, CPA
Life at 40 (Thousand) [PDF]
CalCPA has seen its membership roll from 36 in 1909 to more than 40,000 today. Yet the priorities of advocating, promoting and supporting the profession has remained steadfast.
Final Entry: Member 40K
We congratulate and get to know Katrina Carrizales, the forensic accountant and Fighting Illini with the distinguished honor of being CalCPA’s 40,000th member.
Cautions and Liability
Minimizing risk in personal financial planning services.
Randy R. Werner, CPA
Capitol Beat: CA the Island
CalCPA continues to battle the mobility issue.
Bruce C. Allen and Jeannie Tindel
FedTax: Lodging Costs & More
Recent administrative and judicial developments.
Stuart R. Josephs, CPA
CalCPA Scene: Financial Literacy Conference [PDF]
