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January 2007

In This Issue:
President’s Message: Starting the Year Off Right

 

Chaper News
Member Anniversaries
Welcome New Members

Chapter Events
Careers/Scholarship Night
BARE Events
Tax Issues in Divorce Mini–Conference
Post–Busy Season Get–Together

View all East Bay Chapter Events

California CPA Education Foundation CPE in the East Bay Chapter

Committee Meetings
Contra Costa Discussion Group
South Bay Discussion Group
Personal Financial Planning
Young/Emerging Professionals
Business & Industry
QuickBooks Users Group

CalCPA News
Free Internship Postings on CalCPA.org

Resources

President’s Message
Starting the Year Off Right
By Bob Johnston, CPA
Happy New Year! I hope the year 2007 will be all you want it to be.
  The beginning of the year is also the beginning of the planning process for chapter’s upcoming fiscal year, which starts June 1.
  Rob Anderson of BPM is the incoming chapter president and there will be a planning meeting at Scott’s in Walnut Creek Jan. 16. All officers, directors, committee chairs and other chapter members who would like to be involved in making the chapter even better, are encouraged to attend. Contact chapter coordinator Soco Davenport at soco.davenport@calcpa.org or Rob Anderson at randerson@bpmllp.com.
  For many CalCPA members, whether in public practice or industry, the start of the year is extremely busy. For practitioners, January is a month of anticipation—waiting for it all to hit the fan a bit later. That means before things get too busy, there are a lot of really great chapter programs to attend in January. Among the events:

  • Jan. 10: At noon, the Contra Costa Discussion Group meeting hosts guest speaker Scott Haislet, who will discuss 1031 transactions. At the same time, the South Bay Discussion Group features Joe McKissack, who will address IRA distribution issues.
  • Jan. 17: The chapter meeting will focus on young people as we recognize scholarship winners.
  • Jan. 20: BARE presents a low–cost CPE program featuring Noelle Allen, who will talk about the “Top 10 Individual Tax Planning Issues for Your Client’s Financial Well Being.”
  • Jan 23: There will a half–day conference regarding tax issues in divorce.
  • Jan. 25: The Young and Emerging Professional Committee presents speakers Daniel Markovitz of TimeBack Management and Erma Smith, a psychology professor at Los Medanos College. Markovitz will discuss time management and Smith will speak on stress management. (So as not to get stressed out in advance of the speakers, this event will be held at the Pyramid Ale House in Walnut Creek).
  • Feb. 7: Well, it’s kind of getting busy for the public folks, but the Business and Industry Committee is having a breakfast meeting at Scott’s in Walnut Creek featuring a business insurance expert. By the way, I attended the committee’s December meeting and was very impressed with the presentation: “Sox Effect–Practical Considerations” by Roy Maynard of BPM and “Use of Spreadsheets and Considerations of Section 404 of Sarbanes Oxley.” Congratulations to chair Jenise Gaskin and her committee.
      One last thing: Chapter board members are planning a post–April 15 event—which is not a NASCAR race. If you think you know what we have in mind, send me an e–mail at bobjohnston@astound.net and those who guess correctly will be in a drawing for two free passes to this celebration.
      If you have read this far you must be quite interested in your professional organization. Good for you. You can make a difference in CalCPA and your profession.
      Your professional organization needs you ... go for it.
    —Bob Johnston, CPA
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    Chapter News
    Welcome New Members
    On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members:

    Associate Members
    Jon Vicars, Sperry Van Ness

    Licensed Members
    Ada Chang, Ireland San Filippo LLP
    Philip Eskildsen
    Paul Evans, S J Gallina & Co LLP
    Maria Hall, Rothstein, Kass & Company
    Andrea Orourke
    Audrey Perata, PMI Group Inc
    Evelyn Saunders
    Christian Siegfried, Armanino McKenna LLP
    David Zeiger, David W Zeiger CPA

    Candidate Members
    Sharad Bajaj, Lautze & Lautze CPAs & Financial Advisors
    Everett Belmont, Anderson & Associates CPAs PC
    Carmen Brooks
    Anuj Chibber
    Jacob Davis, Peterson & Company LLP
    Kristopher Jukich, Anderson & Associates CPAs PC
    Carol Kittrell, Vavrinek Trine Day & Co LLP
    Norman Kwan, Matson Driscoll & Damico LLP
    Kevin Limanseto, Ganze & Company
    Rumiko Matsuura, Eckhoff Accountancy Corp
    Jania Mixon, Anderson & Associates CPAs PC
    Elizabeth Nsimba, Shea Labagh Dobberstein
    Beth Possehn, G & J Seiberlich & Co LLP
    Leslie Robbins, G & J Seiberlich & Co LLP
    Jessica Rodriguez, Rubens Nunnemaker LLP
    Donald Smith, Anderson & Associates CPAs PC
    Kim Tang, Ramsell Corporation
    Jennifer Trimble
    Steven Willis, Burr Pilger & Mayer LLP

    Candidate Member Converted to Licensed CPA
    Kyle Berg, Buckley Patchen Riemann & Hall
    Deborah Bland, Brokstein & Rosen, CPAs
    Chi–Mei Ku, Chevron Corporation
    Emma Livingston
    Alan Steeples, Reuben E. Price & Company
    Jay Whitcomb, St. Helena Hospital

    Student Members
    Guilin Wang, Cal State East Bay
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    Chapter Events

    • Scholarship Night/Chapter Meeting[PDF]
    Join us as we recognize the best and brightest students in the East Bay.
    Speaker: John McWilliams, SFSU educator
    Date: Wednesday, Jan. 17
    Time:
    Location: Scott's; Oakland
    Cost: $45/members; $55/nonmembers
    RSVP:Online
    This is a CAP Card event
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    BARE Events
    Topic:Top 10 Individual Tax Planning Issues For Your Client’s Financial Well–Being [PDF]
    Speaker: Noelle Allen
    Date: Jan. 20
    Location: Hilton Garden Inn (Formerly Holiday Inn); Emervyille
    Cost: $125/members; $175/nonmembers
    RSVP:Online
    This is a CAP Card event.
    This event is sponsored by the California CPA Education Foundation

    Topic:BARE: Audit Standards Update–The New Audit Risk Assessment Standards [PDF]
    Speaker: Thomas Noce
    Date: Feb. 1
    Location: SFSU Downtown Center; San Francisco
    RSVP:Online
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    Tax Issues in Divorce Mini–Conference[PDF]
    Speakers: Beverly Brautigam, Hal Bartholomew, Leslie Dawson, Karen Hawkins and Don Glenn
    Date: Tuesday, Jan. 23
    Time:
    Location:
    Cost: By Jan. 3: $90/members; $110/nonmember (includes lunch). After Jan. 3, add $15.
    CPE: 4 hours
    RSVP:Online
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    Post–Busy Season Get–Together
    It’s time to unwind! Mark your calendars for a post–busy season celebration. Stay tuned for more details to come soon!
    Date: April 24
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    Committee Meetings
    Contra Costa Discussion Group
    Topic: Current Issues with Limited Liability Companies and Other Entities
    Speaker: Scott Haislet, CPA
    Date: Wednesday, Jan. 10
    Time: Noon–2 p.m.
    Location: Massimo’s; Walnut Creek
    RSVP:Online or (925) 926–0189
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    South Bay Discussion Group[PDF]
    Topic: IRA Issues
    Speaker: Joe McKissack, The Senna/McKissack Group
    Date: Wednesday, Jan. 10:
    Time: Noon–2 p.m.
    Location: Massimo; Fremont
    CPE: 1 hour
    RSVP:Online
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    Personal Financial Planning


    Topic: Advanced Planning: Split–Interest (Trusts) Key Investment Issues
    Presented by: Investment Group and Mechanics Bank Trust Department
    Date: Wednesday, Jan. 17
    Location: Massimo’s; Walnut Creek
    CPE: 1 hour
    Cost: By Jan 12: $25/members; $30/nonmembers (add $5 thereafter)
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    Young/Emerging Professionals
    Topics: Time Management for CPAs and Stress Management and the Busy Season
    Speakers: Daniel Markovitz, founder and president, TimeBack Management and Erma Smith, psychology professor, Los Medanos College
    Date: Thursday, Jan. 25
    Time: 6–8 p.m.
    Location: Pyramid Ale House; Walnut Creek
    CPE: 1 hour
    Cost: $10/members (appetizers included)
    RSVP:Online or contact chapter coordinator Soco Davenport at soco.davenport@calcpa.org
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    Business & Industry


    Topic: Everything You Wanted to Know About Corporate Insurance, But Were Afraid to Ask
    Speaker: Ann Krilanovich, CEO Insurance Dynamics.
    Date: Wednesday, Feb. 7
    Time: 7:30–9:30 a.m.
    Location: Scott’s; Walnut Creek
    Cost: By Feb 1: $20/members; $25/nonmembers (add $5 thereafter)
    CPE: 2 hours
    RSVP:Online or (925) 926–0189
    Next BIC meeting: May 2
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    QuickBooks Users Group


    Topic: Job Costing and Inventory
    Speaker: Bonnie Nagayama
    Date: Wednesday, February 7
    Time: 9:30–11:30 a.m.
    Location: Sunrise Bistro; Walnut Creek
    CPE: 2 hours
    Cost: By Feb 1: $15/members; $20/nonmembers (add $5 thereafter)
    RSVP:Online or (925) 926–0189
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    CalCPA News
    Free Internship Postings on CalCPA.org
    Internships are a great way to expose the profession to accounting students—and a valuable recruiting tool for businesses looking for the best and brightest employees.
      Now, with the launch of the new CalCPA.org classifieds, CalCPA members may post internship listings for free!
      Visit http://secure.calcpa.org/classifieds/ today and post your internship openings.
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    Resources
    East Bay Chapter Leadership

    Contact Chapter Coordinator Soco Davenport

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