October 2007 | Channel Counties Chapter Bulletin

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CHAPTER EVENTS

Direct from the IRS: The Tax Gap & Latest Trends

Speaker: Luis Tejeda, Fraud Technical Advisor Supervisor, IRS
Date: Wednesday, Oct. 17
Time: 8:30 a.m./registration; 9 a.m.–Noon/CPE
Location: Ventura Beach Marriott; 2055 E. Harbor Blvd.; Ventura
CPE: 3 hours
RSVP: Online

Annual Golf Tournament

Date: Monday, Oct. 22
Location: Montecito Country Club
RSVP: Cindy Young
Info: Download Flier

2007 Technology Trends

Speaker: David Ciesak, CPA
Date: Monday, Nov. 5
Time: 8:30 a.m./registration; 9 a.m.–Noon/CPE
Location: Ventura Beach Marriott; 2055 E. Harbor Blvd.; Ventura
CPE: 3 Hours
RSVP: Online

Top 5 Individual Tax Planning Issues for Your Client’s Well-Begin

Speaker: Noelle Allen
Date: Wednesday, Dec. 6
Time: 8:30 a.m./registration; 9 a.m.–Noon/CPE
Location: Fess Parker Doubletree Resort; 633 E. Cabrillo Blvd.; Santa Barbara
CPE: 3 hours
RSVP: Online

Estates & Trusts

Date: Tuesday, Jan. 8, 2008
Speaker: Mary Kay Foss
Time: 8:30 a.m./registration and breakfast; 9 a.m.–Noon/CPE
Location: Hotel Mar Monte (Vista Room); 1111 E. Cabrillo Blvd.; Santa Barbara
CPE: 3 Hours

Chapter Retreat/Installation of 2008-09 Board of Officers & Directors

Date: June 6–8, 2008
Location: Hyatt Incline Village; Lake Tahoe
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INTEREST GROUP MEETINGS

AP&AS (Santa Barbara)

Date: Thursday, Oct. 18
Info: Interest Group Chair Tim O’Keeffe or call (805) 963-1837.

AP&AS (Ventura)

Date: Wednesday, Oct. 31
Time: 7:30 a.m.
Location: Soares, Sandall, Bernacchi & Petrovich; 405 E. Esplanade Drive, #300; Oxnard
Info: Raj Acharya or call (805) 485-7965.

Conejo Valley Discussion Group (Thousand Oaks)

Date: Wednesday, Oct. 10
Info: Contact Interest Group Chair John Jackson.

Santa Barbara CPA Discussion Group

Topic: Assisting the Noncompliant Nonprofit
Speaker: Louis E. Michelson
Date: Tuesday, Oct. 23
Location: Santa Barbara Club; 1105 Chapala St.; Santa Barbara
Info: Contact Interest Group Chair Cindy Young or chapter program associate Rita Williams.

Ventura CPA Discussion Group

Date: Thursday, Oct. 25
Topic: Federal Tax Update
Info: Contact Interest Group Chair Garry Jones at (805) 778-1858 or chapter program associate Rita Williams
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PRESIDENT’S MESSAGE

Swing Time

By Cindy Young, CPA

Last chance to sign up! Don’t miss the Channel Counties Chapter Scholarship Golf Tournament at Montecito Country Club Monday, Oct. 22!
   It’s October already! Autumn on the South Coast might not seem like a true season in and of itself, especially if you grew up in Ohio like I did, but I can feel the change. It’s subtle. The evenings are cooler and our days are getting a bit shorter. What could be more pleasant than spending a Monday away from the office, out on a beautiful golf course overlooking the blue Pacific? If you haven’t signed up to play in our tournament Monday, Oct. 22, now is the time! Look for the link to the tournament flier in this newsletter. Don’t be left out! We are going to have a wonderful time, plus the net profit increases our scholarship fund. Since it’s a scramble format, even if you haven’t dusted off those clubs in a year, you’re going to have fun. It’s my personal challenge to include the maximum number of players, so thanks in advance for your part in helping put two teams on every hold for our shotgun start.
   Be sure to calendar Wednesday, Oct. 17 at the Ventura Beach Marriott, where your chapter has arranged to provide you with three hours of continuing education featuring Luis Tejeda, IRS Fraud division group manager, who will discuss “Direct From the IRS: The Tax Gap and Latest Trends.” He will focus on primary areas of discrepancy on tax returns as well as industry trends of which CPAs preparing returns should be aware. Buffet breakfast is served at 8:30 a.m. followed by the presentation from 9 a.m.–noon.
   Have you checked out the new and improved CalCPA website yet? It’s pretty nifty, easy to follow and full of useful information—whether you are in public practice or private industry. I suggest you take some time to see what you might be missing. Chances are you’ll find plenty of reasons to log onto the site regularly once you become familiar with the plethora of valuable resources you will find there.
   Finally, as we move into fourth quarter 2007 and contemplate all the hoopla that comes with year-end planning, remember to make time for the stuff that keeps you happy and healthy. Friends, family, pets, exercise, some good music, beach sand between your toes … don’t let the pressures of your work cause you to lose perspective and fail to make time for those elements that truly add quality to your life.
—Cindy Young, CPA
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CHAPTER NEWS

New Members

On behalf of the Channel Counties Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Aaron Altman, Jon Burnett, Lorena Santiago... [see all new members]

Meet Your Board: Susan Jacobson

Susan Jacobson, CPA is senior tax manager at Holthouse, Carlin & Van Trigt in Westlake Village. She is the chapter’s second vice president and chair of the chapter’s Financial Literacy Committee.
   Susan became involved with CalCPA in 2002 as a board member and feels that she has greatly benefited by her involvement. She has met great colleagues and believes she has helped other members become more active in the chapter.
   In Susan’s spare time she enjoy skiing, gardening, sewing, cooking and staying involved in her children’s activities. She also volunteers for the Ventura County Community Foundation and her daughter’s soccer team.
   Susan has two children (15 and 19) and her fiancé, Nick, has two children (21 and 18). Three of their children are in college and they have one left in high school. They have three dogs (two daschunds and a beagle).
   Susan’s favorite movie is the Sound of Music and she loves the Harry Potter book series. If Susan could attempt any other profession, she would follow her heart and be a classical musician.
   Susan can be reached at susanj@hcvt.com.

New Chapter Office Mailing Address

Please send all future correspondence to the following:
Rita Williams, Program Associate
CalCPA Channel Counties Chapter
P.O. Box 8538
Goleta, CA 93118

Please contact Rita at (805) 571-1558 for the chapter’s office shipping address.

Any Changes to Your Record?

Have you moved recently? Planning a move? New e-mail address? Make sure you let us know. Update your records online or send your updated information to chapter program associate Rita Williams or call (805) 571-1558.
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CalCPA NEWS

Celebrating Women CPAs

Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.
   Attend Celebrating Women CPAs and leave with:

• A clear vision of the ascent of women within the CPA profession;
• Social and professional connections to last a lifetime;
• Action steps to effect social change;
• Keys to excelling as a mentor; and
• Strategies and tactics for managing and resolving conflict.

   Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.
   Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.
   Register online today or call (800) 922-5272.

Leaders Wanted: Become a CalCPA Officer or AICPA Council Member

You are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?
   The CalCPA Nominations Committee is accepting nominations until Dec. 1 for 2008–09 CalCPA officers and council members at large. Officer positions include chair, first vice chair, treasurer and two vice chairs. Three council members at-large also will be elected.
   Members can apply for more than one office and will be considered only for the positions to which they apply. Download a nomination form, review job descriptions and ideal leadership characteristics.
   For more information, contact John Angelo or Nominations Committee Chair D. Paul Regan.

Another Way to Serve—AICPA Council

If you’re an AICPA member and interested in representing your peers on AICPA Council, let us know. The Nominations Committee will recommend candidates to AICPA Council, which establishes AICPA policies and procedures, and enacts resolutions that are binding on the board of directors, officers, committees and staff.
   If you’re interested, send a letter of intent and your professional and volunteer history to: Nominations Committee; c/o D. Paul Regan, chair; 330 N. Brand Blvd., Suite 710; Glendale, CA 91203.
   All letters must be received by 5 p.m. Dec. 1. The AICPA makes the final selections.
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RESOURCES:

Channel Counties Chapter Leadership