August 2006
In This Issue:President’s Message: Moving to Meet Your Needs
Chapter News View all East Bay Chapter Events
A Night of Honor and Recognition
Financial Literacy Volunteer Training
YEP Series
Fall Low-Cost CPE Event: A&A and AMT
Member Anniversaries
Scholarship Contributions
Welcome New Members
California CPA Education Foundation CPE in the East Bay Chapter
Event Highlights Save the Dates Committee Meetings CalCPA News Resources President’s Message Chapter News Financial Literacy Volunteer Training YEP Series Upcoming meetings: Topic: Business & Industry Career Roundtable Fall Low-Cost CPE Event, Oct. 28: A&A and AMT Scholarship Donations Welcome New Members Licensed Members Candidate Members Student Member Candidate Member Converted to Licensed CPA Event Highlight Save the Dates 11th Annual Advanced Estate Planning Symposium BARE/Low Cost Education 8-hour Class Committee Meetings South Bay Discussion Group [PDF] CalCPA News Answer the Call: Volunteer Now Before Disaster Strikes Resources
Golf Tournament
ABC Night
11th Annual Advanced Estate Planning Symposium
BARE/Low Cost Education 8-hour Class
Personal Financial Planning
North Bay Discussion Group
South Bay Discussion Group
Careers at Your Fingertips: CalCPA Classifieds
Answer the Call: Volunteer Now Before Disaster Strikes
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Whether you are a seasoned volunteer, previously attended our training in January, are new to the committee or just interested, please plan to attend. A new school year is just around the corner and we have five schools that want us back and several in the wings, so let’s get ready.
Date: Thursday, Aug. 31
Time: Noon–2 p.m.
Location: Blanding, Boyer & Rockwell (conference room, third floor); 1676 N. California Blvd.; Walnut Creek.
RSVP: By Aug. 28: Online or Michelle Matlin, michelle@fvgcpas.com
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Topic: Auditing
Date: Thursday, Sept. 7
Time: 6:30–8 p.m.
Location: Pyramid Alehouse; Walnut Creek
Cost: $10/members (appetizers included)
RSVP: Online
Topic: Tax Career Roundtable
Date: Wednesday, Oct. 18
Date: Thursday, Nov. 16
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With the housing prices around the Bay Area appreciating double digits for years now, many sales of residences have gains in excess of the exclusions. Brosi will discuss recent trends and the ins and outs of accounting for, and filing the returns for, these sales. She will also talk about AMT, which is starting to hit many middle-income taxpayers, walk attendees through the advanced issues of this topic and let everyone know whether she thinks relief is in sight.
Brosi has a Palo Alto-based tax planning business and specializes in individual tax and family wealth planning. If you are interested in helping the Low-Cost Education Committee, contact Jamie Menasco at (510) 741-6058. The committee’s programs are about determined for the year, but there are still details to hammer out. And serving on a committee is a great way to get to know fellow members.
Time: 8 a.m.–5 p.m.
Location: San Ramon Marriott
Cost: $125/members (both sessions) or $70 for either the morning or afternoon session; $160/nonmembers (both sessions) or $90 for either the morning or afternoon session
CPE: 8 hours
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Erick Cheung, City of Belmont
Mary Millard, Kelly Financial Resources
Michael Murray, Michael P Murray
Jacqueline Xu, Waterman Fallahee Henson & Assoc
Kuniko Aoki-Smith
Victor Brown
Stephanie Davi, Armanino McKenna LLP
Ginika Echebiri, San Francisco County Trans Auth
Richard Foster, Pohl McNabola Berg & Co LLP
Cynthia Herrmann
Patricia Hu, Deloitte & Touche
Hai Huang, Lindquist Von Husen & Joyce
Stewart James
Sarabjit Kaur, The Chugh Firm
Elaine Kwong
Jason Lin
William Lit, KPMG LLP
Brian McIntosh, The PMI Group Inc
Brendan Monaghan
Manisha Patel, KPMG LLP
Robert Riksheim
Keith Rosicker
Joseph Santos Jr, State Board of Equalization
Rohullah, Sharifi
Louie So, Novogradac & Company LLP
Mario Villanueva
Yi Zou, Chevron Texaco Corp
Renu Narayan
June Christensen, Rob Pennock
Brooke Lazzari, County of San Mateo
Selina Lee, Oto Bailey Fukumoto & Mishima Inc
Willis Petersen
Susan Sage
Mark Wright, Oto Bailey Fukumoto & Mishima Inc
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Date: Monday, Sept. 25
Location: Harding Park Golf Course; 99 Harding Park Road; San Francisco
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An event that gives attorneys, bankers, CPAs and other financial professionals the opportunity to see old friends and make new ones.
Date: Tuesday, Sept. 19
Time: 5–8 p.m.
Location: Scott’s Garden; Walnut Creek
Date: Tuesday, Nov. 7
Location: Round Hill, Alamo
Topic: Top 10 Individual Tax Planning Issues for Your Client’s Well-Being
Speaker: Noelle Allen
Date: Saturday, Jan. 20, 2007
(All of the above are CAP card events)
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Guiding and explaining investment decisions is often a major worry for CPAs seeking to help their clients with financial planning. Asset dedication is a new approach to personal investing based on a client’s actual funding needs, rather than the arbitrary fixed-formulas of the aging asset allocation paradigm.
Topic: Asset Dedication
Speakers: Dr. Stephen J. Huxley, professor of information and decision sciences, University of San Francisco, and Brent Burns, president, Asset Dedication, LLC. They are co-authors of Asset Dedication.
Date: Wednesday, Aug. 9
Location: Massimo Ristorante; Walnut Creek
Time: Noon–2 p.m.
CPE: 1 hour
Cost: By Aug 7: $25/members; $30/nonmembers (add $5 thereafter)
Future PFP meetings:
Sept. 20
Oct. 18
Jan. 17, 2007
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Dates: HR Issues for the Small-business Owner
Speaker: Marcie Pettegrew, Paychex
Date: Thursday, Aug. 17
Time: 7:45–9 a.m.
Location: Downtown Joe’s; 902 Main St.; Napa
CPE: 1 hour
Cost: $11 (checks payable to Harvest Financial, LLC)
RSVP: By Aug. 15: Kate, (707) 257-7281
The NBDG usually meets every Thursday of each month.
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Dates:Wednesday, Sept. 13: Partnership Issues with 1031 Exchanges; Scott Haislet
Wednesday, Oct. 11: Cost Segregation; The Alliant Group
Wednesday, Dec. 13: Business Valuations; Jeff Faust, Greenstein, Rogoff, Olsen & Co, LLP
Wednesday, Jan. 10, 2007: IRA Issues; Joe McKissack, The Senna/McKissack Group
Cost: $35/per session; $100/series
Location: Massimo; Fremont
RSVP:Online for Sept. 13 event. To RSVP for the series download flier or contact Soco Devenport
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Whether you’re looking to hire the best and brightest or expand your own career possibilities, CalCPA’s classifieds makes the search as easy as snapping your fingers.
CalCPA.org classifieds is a virtual community where employers and CPA professionals connect, offering opportunities for all your employment needs.
Visit the classifieds today at www.calcpa.org/classifieds.
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With wildfire season in full bloom, now is the time to volunteer for CalCPA’s disaster recovery program.
Each year, many families and businesses lose homes, offices, personal belongings, vehicles, important tax and financial documents, and more to wildfires––then face numerous challenges as they put their lives back together.
Only you can come to their financial rescue. As volunteers for CalCPA’s disaster recovery program, members offer pro bono financial disaster recovery advice on everything from dealing with insurance companies to applying for government relief to managing property loss.
Can we count on your help? To volunteer, update your personal profile, http://secure.calcpa.org/MemberNet/Members/MemberUpdate.aspx.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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