November 2007 | Central Coast Chapter Bulletin

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DISASTER RESOURCES

What to Do in an Emergency

Whether you or a client has been affected by the Southern California fires, CalCPA has resources to help you through the crisis, including comprehensive tax resources and other important disaster recovery information.
   CalCPA also is coordinating volunteer efforts to assist victims of the Southern California wildfires—and we need your help.
   There are opportunities for CPAs statewide to provide pro bono financial and tax assistance to fire victims who are in need. Even if you are not in Southern California, you can sign up to offer assistance by phone.
   Each volunteer receives a comprehensive Volunteer Handbook that contains virtually everything you’ll need—especially when combined with your professional expertise—to assist fire victims.
   To volunteer, update the volunteer portion of your personal profile.
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CHAPTER EVENTS

North County Discussion Group

Topic: Church Tax Topics for CPAs
Speaker: Dave Hanush
Date: Friday, Nov. 9
Time: 7:45–8:45 a.m.
Location: Centennial Park (Live Oak Room); 600 Nickerson Road; Paso Robles
Cost: Free/members and nonmembers
CPE: 1 hour
RSVP: Not required.

Student Night

Speaker: Panel discussion
Date: Tuesday, Nov. 13
Time: 5–8 p.m.
Location: San Luis Obispo Country Club; 255 Country Club Drive; San Luis Obispo
Cost: $35/members; $40/nonmembers; free/students
CPE: 1 hour
RSVP: Online

SLO Tax Roundtable

Topic: Church Tax Topics for CPAs
Speaker: Dave Hanush
Date: Friday, Nov. 16
Time: 7:30–8:30 a.m.
Location: SLO County Courthouse (room behind cafeteria)
Cost: Free/ members and nonmembers
CPE: 1 hour
RSVP: Not required.

Tax Seminar

Speakers: Tom Daly and Gary McBride
Date: Friday, Dec. 7
Time: 8 a.m./registration; 8:30 a.m.–4:30 p.m. /program
Location: Shore Cliff Lodge Pelican Pointe Restaurant; 2555 Price St; Pismo Beach
Cost: $160/members; $185/nonmembers
CPE: 8 hours
RSVP: Online
Net proceeds benefit the Central Coast Chapter Scholarship Fund
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PRESIDENT’S MESSAGE

Being Thankful

By Dana Senes, CPA

Thankfully for us tax preparers and those who work and live with us, Oct. 15 is now just a memory, and we can move forward, perhaps take a break and enjoy some time with our friends and families. As I write this message for the month of November, I am reminded of all those things that bring me happiness and make me truly thankful.
   This year I continue to be blessed with a healthy family and the opportunity to work in a profession that brings me personal satisfaction. I am fortunate to work in SLO and live on the beautiful Central Coast. I am also extremely thankful for the board of directors and CalCPA staff who have been generous with their time and talents to make this chapter so successful. It is also helpful to work for such a supportive firm. Overall, I am thankful for the opportunity to lead such a professional and fun chapter, and I appreciate our members who come to our events.
   Speaking of events, for those who were able to attend our ABC Mixer, we hope you enjoyed the networking opportunity and were able to make some connections by putting faces to the names of other professionals in our area. As always, we welcome your feedback so we can attempt to make it even better in the future.
   As I write this, I will soon be traveling to Los Angeles with one of my co-workers to attend Celebrating Women CPAs conference in Century City. I’ll fill you in on this event in the December Bulletin. I hope to see some familiar Central Coast faces there, as well.
   As a reminder, Student Night 2007 is Tuesday, Nov. 13, at the San Luis County Club, and seating is limited. So if you have not registered, better do it now. We have a great panel this year, and we will introduce our recent scholarship winners.
   Our last scholarship event for this year will be held Friday, Dec. 7, when we present a Tax Update Seminar with Gary McBride and Tom Daly. Not only will you enjoy a useful tax update, but you will support your local colleges by allowing us to continue to award scholarships to those deserving students, potential CPAs and, most importantly, potential employees.
   Lastly, I want to thank those of you who sponsored me with the Start to Finish MS Bike Tour fund-raising event for the Multiple Sclerosis Society. My personal goals were exceeded, as were our team goals, thanks to all of you! We raised more than $10,000 as a group, and we’re still counting. Thank you for your support and generosity.
   See you on the road.
—Dana Senes, CPA
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CHAPTER NEWS

New Members

On behalf of the Central Coast Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Amanda Bowdoin, E Michelle Dettelis, Lisa Jackson... [see all new members]

Attorneys, Bankers and CPAs Mixer

Thank you to all who attended the ABC Mixer. We had a great turnout of attorneys, bankers and CPAs, and everyone enjoyed both the presidential suite at Alex G. Spanos Stadium and the media suite. The views from there are incredible, and it once again reminded us how lucky we are to live on the Central Coast! The pep band was a rousing success and we want to thank past president Debbie Wacker and her husband Bob for having them play for us. A thank you also goes out to Greg Peters, CFO of RRM Design Group, who thought of the location and made it possible for us to co-host the event with Cal Poly. We hope you met lots of new contacts and had fun socializing with people you already knew.
   We have a very big thank you for our sponsors, who came forward as we were putting this inaugural event together and helped make it happen! 

Andre, Morris & Buttery, A Professional Law Corporation
Barbich, Longcrier, Hooper & King, Accountancy Corporation
CapWest Securities, Inc.
Coast National Bank
GBP&B Tax & Business Advisors
Lapp, Fatch, Myers & Gallagher, Accountants
Rabobank, N.A.
R. E. Wacker Associates, Inc.
Sinsheimer, Juhnke, Lebens & McIvor, LLP

Student Night Sponsors

It isn’t too late to sponsor Student Night! We are looking for individuals or firms to sponsor students attending the Student Night dinner. The cost of the sponsorship is $100, and you get a thank you in the December chapter Bulletin, recognition at the event registration table and recognition by the chapter president on the night of the event. Sponsorships must be received by Friday, Nov. 9.
   For more information, e-mail Sherri Parkinson or call (805) 546-0910.
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CalCPA NEWS

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.

CalCPA Member Discounts on CCH Tax Guidebooks

CalCPA members can order CCH’s U.S. Master Tax Guide 2008 and the Guidebook to California Taxes 2008 at significantly discounted rates:

2008 U.S. Master Tax Guide (Expected ship date, late-December 2007): $41/members; $61/nonmembers.

2008 Guidebook to California Taxes (Expected ship date, late-January 2008): $39/members; $59/nonmembers.

Order today.
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RESOURCES:

Central Coast Chapter Leadership