April/May 2006
In This Issue:President’s Message: Thanks for Your Efforts
Event Highlights View all East Bay Chapter Events
2006-07 Installation: A Murder Mystery
CPE Extravaganza
Save the Date: July 18: Past Presidents Night
Annual Income Tax Seminar, Taxation Section of the State Bar of California
California CPA Education Foundation CPE in the East Bay Chapter
Committee Meetings Chapter News CalCPA News Resources President’s Message Event Highlights CPE Extravaganza [PDF] Annual Income Tax Seminar, Taxation Section of the State Bar of California Committee Meetings QuickBooks Users Group North Bay Discussion Group Young/Emerging Professionals (YEPs) Chapter News Garcia Award Nominations Wanted [PDF] In Memoriam: Henry "Hank" Vanderzee Member Anniversaries Licensed Members Student Members Candidate Members Associate Members CalCPA News Questions for the IRS, FTB? Bilingual? CalCPA Wants You New Number for Ethics Hotline Resources
Contra Costa Discussion Group
QuickBooks Users Group
North Bay Discussion Group
Young/Emerging Professionals (YEPs)
Chapter Activities Passport
Garcia Award Nominations Wanted
In Memoriam: Henry "Hank" Vanderzee
Member Anniversaries
Welcome New Members
May 10: CPA Day at the Capitol
Questions for the IRS, FTB?
Bilingual? CalCPA Wants You
New Number for Ethics Hotline
Thanks for Your Efforts
By Robert Healy, CPA
We accomplished what we set out to do.
Our team of hard-working board members, committee chairs and CalCPA staff made this possible.
Thank you all for your efforts!
—Robert Healy, CPA/PFS,CFP
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Join us as we welcome the chapter’s incoming leaders and thank the outgoing ones with a dinner, which promises to be fun and full of mystery. A crime will be committed and you can help figure out whodunit!
Date: Wednesday, May 24
Time: 5:45–8:30 pm
Location: Scott’s; Walnut Creek
Cost: $60/members and their guests; $75/nonmembers. Buy the CAP card
and this event is “free” and your guest is half price.
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The San Francisco Chapter is hosting a series of CPE events at Golden Gate University.
Dates: Fridays, May 5, 12, 19, 26 (morning only), and June 2
Total CPE: 36 hours
RSVP:www.calcpa.org/SF or download the event flier.
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Co-sponsored by the CalCPA San Francisco, East Bay and Peninsula chapters. More information to come soon.
Date: June 16
Location: Golden Gate University
CPE: 8 hours
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Contra Costa Discussion Group
Topic: Maximizing Depreciation Using Cost Segregation Techniques
Cost segregation studies provide increased cash flow and significant tax benefits to owners or leaseholders of commercial, industrial, residential rental and other real estate property. This seminar is focused on providing you with the most current information.
Speaker: Annette Bajek, KBKG, Inc.
Date: Tuesday, May 9
Location: Massimo Ristorante; Walnut Creek
Time: 12–2 p.m.
CPE: 1 hour
Cost: By May 1: $20/members; $25/nonmembers. (add $5 thereafter)
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Topic: QuickBooks Point of Sale
Tired of all the tax work? Looking for a profitable niche to add to your practice? QuickBooks Point of Sale is something to look at adding to your practice.
Date: Wednesday, May 17
Time: 9:30–11:30 a.m.
Location: Sunrise Bistro; 1559 Botelho Drive; Walnut Creek
CPE: 2 hours
Cost: By May 11: $15/members; $20/nonmembers with paid registration (add $5 after May 11)
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Topic: Security Starts from Within: A detailed discussion on the threats and solutions to everyday security concerns. Areas discussed include security policies; managing a mobile workforce; and secure client communications, among others.
Speaker: Michael Paric, owner, Computer Business Solutions
Date: Thursday, May 18
Time: 7:30–9 a.m.
Location: Downtown Joe’s; 902 Main St.; Napa
CPE: 1 hour
Cost: $10 (Make checks payable to Harvest Financial, LLC)
RSVP: By May 15: Kate at (707) 257-7281
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Join us for an after-tax season get-together. We will preview the upcoming sessions of YEPs and talk about our tax season accomplishments.
Date: Friday, May 19
Time: 6 p.m.
Location: The Cantina; 1470 N. Broadway; Walnut Creek (free appetizers, no host-bar).
RSVP: By May 17 to Soco Davenport or (925) 926-0189.
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Chapter Activities Passport [PDF]
With a Chapter Activities Passport you can attend eight chapter events: the annual installation dinner; Past Presidents Night; Bankers Night; the 11th Annual Advanced Estate Planning Symposium; Tax Night; and Careers in Accounting Night; plus an 8-hour CPE seminar sponsored by the California CPA Education Foundation and another 8-hour CPE event sponsored by the Low Cost Education Committee.
The CAP costs $285 and you will receive approximately 21 hours of CPE, meals at most events and countless opportunities to network.
To sign up, mail in the flier or call (925) 926-0189.
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East Bay Chapter member Hank Vanderzee died recently. He was 62. He was surrounded by his wife Janet; daughter Marissa; son Matthew; and son-in-law Graham.
Born in Detroit, Vanderzee attended Michigan State University and the Lawrence Institute of Technology. After working for accounting firms in San Francisco and Oakland, he established his own firm in Walnut Creek, Henry Vanderzee, CPA, which he operated for the past 25 years.
In lieu of flowers, the family requests that donations be made in memory of Hank to Contra Costa Hospice; 3470 Buskirk Ave.; Pleasant Hill, CA 94523.
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Congratulations to the following members, who are celebrating their membership anniversaries in April and May.
[Back to Top] On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members:
Nancy Beigel, Jones Henle & Schunck
Daniel Boele, Johnston, Gremaux & Rossi, LLP
Earline La Buy, Earline M La Buy CPA
Julie Loomis, JL Consulting Inc
Christopher Meineke, G&J Seiberlich & Co., CPAs
Lisa Miller, The Clorox Company
Kim Nguyen, Bank of America
Peter Yee
Doling Ashmore, Doling Chan Ashmore CPA Inc
Larry Gayden, Association of Bay Area Gvmt.
Cynthia Goldsmith, Kensington Investment Group
Brandon Morford, Standard Pacific Homes
Marc Ryerson
Connie Yi, Law Offices of Connie Yi
Antonio Chinaglia
Rachel Croda
Linda Ding, Rothstein Kass & Co
Eric Fleekop
Catherine Ho
John Lee
Bixian Liao
Yi Yun Shen
Jessica Shu
Sachin Thadani
Benje Williams
Michael Bellin
Gina Cademarti, Johnston, Gremaux & Rossi, LLP
Cristina Campbell, Johnston, Gremaux & Rossi, LLP
Rochelle Fong
Kendra Klebora, Stonefield Josephson Inc
Jason Philibert
Paula Wallin
Jay Whitcomb, St. Helena Hospital
Karen Jackson
Eevin Lee, Armanino McKenna LLP
Rosalyn Simon, Castlewood Properities Inc
Janet Witkowski, Burr Pilger & Mayer LLP
Manuel Senna, Jr Merrill Lynch
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May 10: CPA Day at the Capitol
It’s been a few years since CalCPA members arrived in force at the Capitol and it’s critical that the profession make itself known.
This is an extraordinary opportunity to speak with legislators and their staff and help them understand the impact and unintended consequences that well-meaning laws and regulations can have on the profession and the public.
Join us in Sacramento May 10. RSVP as early as possible to CPALobby@calcpa.org or call (916) 441-5351.
For more information, visit www.calcpa.org/members/GR/legday.htm.
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To submit a question, contact Cindy Kuhlman at (916) 441-5351 or cindy.kuhlman@calcpa.org.
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CalCPA is looking for bilingual CPAs, especially those fluent in Spanish, who are willing to take part in news media interviews on various topics related to the accounting profession and business in California. Additionally, CalCPA is looking for bilingual CPAs to help our volunteer efforts, such as financial literacy
If you’re bilingual and interested in being a CalCPA media expert or volunteer, contact Bill Spaniel, CalCPA’s public relations manager, at bill.spaniel@calcpa.org with the language you are fluent in, as well as your areas of expertise.
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Beginning May 1, the Ethics Hotline can be reached through CalCPA’s Accounting & Auditing hotline at (800) 922-5272.
Fry, a member of CalCPA’s Professional Conduct Committee from 1998–06, began answering the hotline in 1990.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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