December 2006
Chaper News Chapter Events View all East Bay Chapter Events
11th Annual Estate Planning Symposium
Member Anniversaries
Welcome New Members
New Member Orientation and Tax Night
Fun on Ice
Scholarship Night/Chapter Meeting
BARE Events
Tax Issues in Divorce Mini–Conference
California CPA Education Foundation CPE in the East Bay Chapter
Committee Meetings CalCPA News Resources President’s Message Chapter News 11th Annual Estate Planning Symposium [View Photos] Welcome New Members Licensed Members Candidate Members Candidate Member Converted to Licensed CPA Chapter Events Fun on Ice [PDF] Scholarship Night/Chapter Meeting [PDF] BARE Events Topic:BARE: Audit Standards Update–The New Audit Risk Assessment Standards [PDF] Tax Issues in Divorce Mini–Conference [PDF] Committee Meetings Topic:Business Valuations Topic: IRA Issues Cost: $35/each session CalCPA News Resources
Business & Industry
QuickBooks Users Group
South Bay Discussion Group
Getting to Know You ...
A Look Back ... and Ahead
By Bob Johnston, CPA
Something special happened in the East Bay Nov. 7: the 11th Annual Advanced Estate Planning Symposium. It was a very good event with terrific speakers. But what I thought was really special was when our corporate sponsors of that event, The Mechanics Bank, East Bay Community Foundation and John Muir Health Foundation, donated $1,500 to the CalCPA East Bay Scholarship Fund in the name of Anna Maria Galdieri in recognition of the 11 years that she has chaired this educational program to benefit our local estate planning community.
Over the 11 years the Estate Planning Symposium has been held, substantial amounts have been raised for the scholarship fund in the name of Lillian Weil, a former CalCPA leader and a dear friend and mentor to Anna Maria. So, my congratulations to Anna Maria for being recognized by our corporate sponsors and thanks for all that you do for CalCPA and our estate planning community.
Our annual tax night will be held Thursday, Dec. 12. Attorney Robert Wood, of Wood & Porter, will discuss the Murphy case. Also, at 5 p.m., just preceding Tax Night, we will host our second new–member orientation, which is being chaired by Michele Day of KPMG. Chris Yahng, past CalCPA chair and chapter past president, will speak at the orientation.
Yes, it is December and planning for the 2007-08 fiscal year is already under way. Rob Anderson, of Burr, Pilger and Mayer, has scheduled a board of directors and committee chair planning meeting for Tuesday, Jan. 16, at Scott’s in Walnut Creek. If you are interested in becoming a board member or officer, contact Hank Levy, chair of the Nominating Committee, at hank@hanklevycpa.com. If you are interested in being active on a committee, contact Rob Anderson at randerson@bpmllp.com.
Our Scholarship Night will be held Wednesday, Jan. 17, at Scott’s in Oakland. John G. McWilliams, educator at San Francisco State University and past president of the San Francisco Chapter, will be our featured speaker. You may well hear more about “feeding the pig.” During this year the scholarship committee intends to award $22,800 in scholarships.
One last thing–your East Bay board is planning a post-April 15 surprise: an after-busy-season outing, and it is not a NASCAR event. If you think you know what we have in mind, e-mail me at bobjohnston@astound.net, and the those who guess correctly will be in a drawing for two free passes to the surprise event.
And don’t forget, there are a lot of events going on in the East Bay Chapter on a regular basis. We have three discussion groups: Young Emerging Professionals Committee (which holds an ice skating party Thursday, Dec. 14); QuickBooks Users Group meetings; PFP meetings; and financial literacy training. I hope you will take advantage of the training and personal growth that you will gain by attending and being involved in these committees.
CalCPA is your professional organization. And, right here in the East Bay, you can become involved to make your chapter, your professional organization and indeed your profession, better.
Happy Holidays.
—Bob Johnston, CPA
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James Anderson, James A. Anderson CPA
Karen Chen, Rothstein Kass & Co.
Pamela Gardner
Susan Hooks, Saint Mary's College of Calif.
Kris Kanchanapoomi
Agnes Kohanyi
Xin Li, Elsener & Elsener LLP
Lia Vittori, PricewaterhouseCoopers LLP
Kathy Wong, Rothstein Kass & Co.
Joseph Acker, Armanino McKenna LLP
Jo Anne Carr–Randolph
Xiaoli Chen, Stonefield Josephson Inc.
Michael Fields, Williams Adley & Co. LLP
Leslie Finley
Jason Hooker, Gregory P. Hunter CPA A/C
Sun Myung Hwang, H. Chang Accountancy Corp
Randy Krueger, Internal Revenue Service
Richa Mathur, Stonefield Josephson Inc.
Todd Neal, Harrison Accounting Group, Inc.
Carolina Patino, RGL Forensic Accountants
Kim Phong, Ireland San Filippo LLP
Angela Svitak, Burr Pilger & Mayer LLP
Darlene Zadoo
Kuniko Aoki–Smith
Gary Baldwin
M Jayanthi Bhandarkar, Jones Henle & Schunck
Margaret Crossman
Ning Deng, James P. Richardson, CPA
Craig Fowler
Patricia Hu, Deloitte & Touche
Guillermo Leal
Tracey Mendoza
Joseph Santos Jr., State Board of Equalization
Rosalyn Simon, Castlewood Properities Inc.
Fai Siu, Oto Bailey Fukumoto & Mishima Inc.
Mario Villanueva
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Enjoy a fine meal and come and hear guest speaker Robert W. Wood, Wood & Porter, talk about Murphy v. IRS (CA DC 8/22/2006).
Wood is recognized as the pre-eminent lawyer in the area of tax treatment of litigation recoveries and has much to say about the impact of this important case.
A new member orientation will precede the dinner. Learn about CalCPA and chapter structures and services, and hear about networking and leadership opportunities awaiting you.
Our speaker will be Chris Yahng, former CalCPA chair and chapter past president.
Date: Tuesday, Dec. 12
Time: 5 p.m./orientation; 5:30 p.m./social networking; 6 p.m./Tax Night
Location: Spenger’s; Berkeley
Cost: Orientation/free; Tax Night: free/members who have joined since January 2006; $45/members and guests; $55/nonmembers (after Dec. 5, add $10)
This is a CAP Card event.
RSVP:Online
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Join us for an evening of fun and networking on the outdoor ice rink at Civic Park in Walnut Creek. Be sure to invite your co-workers.
Date: Thursday, Dec. 14
Time: 5:30 p.m./social networking at Pyramid Alehouse; 7-8:30 p.m./skate
Location: Civic Park; Walnut Creek
Cost: $11/skate rentals (free hors d’oeuvres sponsored by the Young/Emerging Professionals group)
RSVP:Online
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Join us as we recognize the best and brightest students in the East Bay.
Speaker: John McWilliams, SFSU educator
Date: Wednesday, Jan. 17
Time: 6-8:30 p.m.
Location: Scott's; Oakland
Cost: $45/members; $55/nonmembers
RSVP:Online
This is a CAP Card event
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Topic:Top 10 Individual Tax Planning Issues For Your Client’s Financial Well–Being [PDF]
Speaker: Noelle Allen
Date: Jan. 20
Location: 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
Speaker: Thomas Noce
Date: Feb. 1
Location: SFSU Downtown Center; San Francisco
RSVP:Online
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Speakers: Beverly Brautigam, Hal Bartholomew, Leslie Dawson, Karen Hawkins and Don Glenn
Date: Tuesday, Jan. 23
Time: 1-5:15 p.m.
Location: Hilton Concord; Concord
Cost: By Jan. 3: $90/members; $110/nonmember (includes lunch). After Jan. 3, add $15.
CPE: 4 hours
RSVP:Online
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Business & Industry
Topic 1: The SOX Effect: Practical Lessons Learned
Topic 2: The Use of Spreadsheets: Considerations for Section 404 of the Sarbanes–Oxley Act
Speakers: Roy Maynard, Burr, Pilger & Mayer LLP, and Eric Perry, Prodiance Corporation
Date: Wednesday, Dec. 6
Time: 7:30-9:30 a.m.
Location: Scott’s; 1333 N. California Blvd; Walnut Creek
Cost: By Nov. 30: $20/members; $25 nonmembers (add $5 thereafter)
CPE: 2 hours
RSVP:www.calcpa.org/EB or call (925) 926–0189
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Topic: QuickBooks New Version
Speaker: Bonnie Nagayama
Date: Wednesday, Dec. 13
Location: Sunrise Bistro; 1559 Botelho Drive; Walnut Creek
Time: 9:30-11:30 a.m.
Cost: By Dec 11: $15/members; $20/nonmembers (add $5 thereafter)
CPE: 2 hours
RSVP:www.calcpa.org/EB or call (925) 926–0189
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Join us for the rest of the South Bay Discussion Group’s Fall Series.
Speaker: Jeff Faust with Greenstein, Rogoff, Olsen & Co., LLP
Date: Wednesday, Dec. 13
Speaker: Joe McKissack, Senna/McKissack Group
Date: Wednesday, Jan. 10
Location: Massimo; Fremont
RSVP:Online
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Getting to Know You ...
Does CalCPA know where you work and what you do?
Many CalCPA members prefer to have information delivered to them at home. We appreciate that and will honor your preference. However, the more CalCPA knows and understands its members, the better we can serve you.
If you have not recently updated your professional information with CalCPA, please take a few minutes to do so. It will help us increase the value of your membership.
Update your info at www.calcpa.org/update.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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