September 2007 | East Bay Chapter Bulletin

Tech, A&A, Tax and More

Join us for a full day of CPE that will feature updates on tax issues, tech developments and more. Check out the highlights:
   The morning will open with an Alice in Wonderland themed technology update: “Down the Rabbit Hole—A Brief Intro to the Changes Coming in Windows Vista and Office 2007” by Jim Sanders, co-chair of the CalCPA East Bay Chapter Technology Committee and a member of CalCPA’s Technology Committee.
   Like it or not, here come the latest versions of Microsoft Windows and its companion Office Suite—Windows Vista and MS Office 2007—and they are destined to make fundamental changes in the way you do business.
   You may briefly avoid these newcomers, but come 2008 they will be the only game for most office computers. Are you ready? Do you want to be ready? Is it possible to be ready?
   Following this presentation will be “A&A Update 2007: Surprises Coming Your Way” featuring guest speaker John Levy, chair of the CalCPA East Bay Chapter’s AP&AS Committee and a member of CalCPA’s AP&AS Committee.
   This presentation will highlight the existence, general purpose and scope of both current changes and those of the past decade, as well as review the current and pending definitions of GAAP and some related problems—with special focus on issues relevant to small, non-public businesses.
   Concluding the day will be CalCPA East Bay Chapter Secretary G. Scott Haislet, CPA and attorney, who will discuss 1031 exchanges and entity structures, emphasizing issues with limited liability corporations.
   Learn the broad spectrum of Sec. 1031 exchange fundamentals and issues, such as reporting a common 1031 exchange, nuances involved in deciphering real estate closing statements and actually completing the IRS Form 8824.
   Haislet’s discussion of LLCs will review entity selection fundamentals and the information could help the adviser increase fee revenue (e.g., additional tax compliance engagements), avoid practitioner liability and add value to client relationships.
   Haislet is president of Lafayette Exchange Corporation and operates 1031 Connection, Inc, a qualified intermediary for all types of 1031 exchanges.

Date: Saturday, Oct. 20
Time: Morning session: 7:30 a.m./registration; 8 a.m./program; afternoon session: 12:30 p.m./registration; 1 p.m./program
Location: Zio Fraedo’s; Pleasant Hill
Cost: By Oct. 10: $70/members for either the morning or afternoon session; $125/both sessions (including lunch). After Oct. 10: add $25.
Note: CAP Cards accepted
RSVP: Online for the morning session only, after session only or both
Note: All proceeds benefit the East Bay Chapter Scholarship Fund.

ABC Night

Don’t miss this year’s biggest networking event of the year. Join us at ABC Night where attorneys, bankers, CPAs and other financial professionals will gather. Food and beverages are included in the price of admission and proceeds benefit the chapter’s scholarship fund.
Date: Tuesday, Sept 18
Time: 5–8 p.m.
Location: Scott’s; Walnut Creek
Cost: By Sept. 10: $45 (after Sept. 10: $55)
RSVP: Online or call (925) 926-0189.

Thanks to our generous sponsors:
Law firms: Donahue Gallagher Woods; Littler Mendelson; and Morgan Miller Blair; banks and other financial institutions: Scott Valley Bank; Bridge Bank; Heritage Bank of Commerce; City National Bank; and Wachovia Securities; The Mechanics Bank; accounting firms: Burr Pilger Mayer; Johnston Gremaux & Rossi; and Armanino McKenna, RINA; and other: East Bay Business Times.

Golf Tournament

The East Bay Chapter will again join the San Francisco Chapter for a day of golf at Harding Park. Come out for a day of fun. Proceeds benefit the chapters’ scholarship funds.
Date: Tuesday, Sept. 25
Time: Noon/tee off; 5 p.m./dinner and awards
Location: Harding Park; 99 Harding Park Road; San Francisco
Sign up today!

Contra Costa Discussion Group

Topic: Tax Savings for Small Business
Speaker: Ralph “Skip” Swany, CPA
Date: Wednesday, Sept. 19
Time: Noon–1:30 p.m.
Location: Massimo’s; Walnut Creek
CPE: 1 hour
RSVP: Online or call (925) 926-0189.

North Bay Discussion Group

Topic & Speaker: TBA
Date: Thursday, Sept. 20
Time: 7:45–9 a.m.
Location: Downtown Joe’s, Napa
CPE: 1 hour
RSVP: Contact Chal, Ellen or Amy at (707) 257-7281.

Personal Financial Planning

Topic: Immediate & Deferred Annuities
Speaker: Joseph Patch Curtis, vice president, executive benefits, Jenkins Athens Group
Date: Thursday, Sept. 20
Time: Noon–1:30 p.m.
Location: Massimo’s; Walnut Creek
CPE: 1 hour
RSVP: Online or call (925) 926-0189.

Young Emerging Professionals

Topic: A Brief Introduction to Negotiation Theory and Practice
Speaker: Timothy Dayonot, lecturer, U.C. Berkeley Haas School of Business
Date: Wednesday, Sept 26
Time: 6:30–8 pm
Location: Scott’s, Walnut Creek
CPE: 1 hour
RSVP: Online

South Bay Discussion Group Fall Series

Excellent CPE and networking opportunities await you! Sign up for individual sessions. Or, you can still save if you sign up for the rest of the series.
Topic: Drinking From the Technology Fire Hose
Speaker: Jim Sanders
Date: Wednesday, Sept. 26

Topic: Eldercare Management Frees You to Do What You Do Best
Speaker: Roger Cormier
Date: Wednesday, Oct. 24

Topic: 6 Steps to Financial Planning
Speaker: Riley Etheridge
Date: Wednesday, Nov. 28

Topic: Overview of Compliance Strategy and Tax Gap
Speaker: Sheryl Parker
Date: Wednesday, Jan. 23, 2008

Time: Noon–1:30 p.m.
Location: Massimo’s, Fremont
Cost: $35/each session; $100/series

Click here to sign up for the full series.
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