December 2007/January 2008 | Orange County/Long Beach Chapter Bulletin

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SPONSORSHIP

Please join me in extending a special thank you to the team at Wealth Management Network, LLC for being a Corporate Sponsor for our chapter. Mark Moehlman, MBA and Laine Ainesworth, CFP, co-founded Wealth Management Network with the goal of assisting their clients with every aspect of their financial lives. They offer comprehensive business financial planning services and personal estate planning including a wide range of investment options. Take a closer look.

 

CHAPTER EVENTS

Ninth Annual Economic Forecast

Join us as we welcome Esmeal Adibi, director of the A. Gary Anderson Center for Economic Research at Chapman University. This popular event, co-sponsored with the Newport Beach Chamber of Commerce, will discuss what’s in store for 2008 when it comes to the credit market, housing industry and more.
Speaker: Esmael Adibi
Date: Wednesday, Jan. 23
Time: 7:30–10 a.m.
Where: Westin South Coast Plaza; 686 Anton Blvd.; Costa Mesa
Cost: $60/CalCPA and Newport Beach Chamber of Commerce members; $75/nonmembers (breakfast included)
RSVP: CalCPA members: Online;
Newport Beach Chamber of Commerce members: Download registration flier or contact Nancy Wilson, Orange County/Long Beach program associate.
Note: Tables of 10 are available for $450. If you’re interested, download registration flier or contact Nancy Wilson Orange County/Long Beach program associate.

 

INTEREST GROUP MEETINGS

Elder Care: Symposium IV on Retirement and Aging/Estate Planning for Domestic Partnerships

Speakers: Wendy Hartmann, Esq. and Diane Abbitt, Esq.
Date: Tuesday, Jan. 8
Time: 11:30 a.m.–2:30 p.m.
Cost: $55/members; $65/nonmembers
Location: Wyndham Orange County, Costa Mesa
CPE: 3 hours
RSVP: Online

Accounting And Auditing

Speakers: Lana Nino, CPA, MSBA
Topic: Areas of reconciliation between GAAP and the Internatioinal Accounting Standards (IAS)
Date: Wednesday, Jan. 9
Time: 11:30-1:45 p.m.
Cost: $30/members; $40/non-members; Walk-ins/$40
Location: PJ’s Abbey, Orange
CPE: 2 hours
RSVP: Online

Estate Planning: Tax Law Update

Speaker: TBA
Date: Wednesday, Jan. 23
Time: 7:30–9:30 am
Location: Holiday Inn; Costa Mesa
CPE: 2 hours

Technology: Planning Meeting

Speaker: Jeff Lenning
Date: Friday, Dec. 14
Time: 11:30 a.m.–1:15 pm
Location: David L. Baker Golf Course; 10410 Edinger Ave.; Fountain Valley
CPE: 1 hour
RSVP: Online

Business and Industry: Cost Segregation—Reduce Taxes and Increase Cash Flow

Speaker: James L. Reid, president, Cost Segregation Advisor
Date: Monday, Jan. 14
Time: 11:30 a.m.–1:30 p.m.
Location: Z Mario; Irvine
Cost: $37/members; $42/nonmembers (At the door: $47) Cost includes lunch.
CPE: 1 hour
RSVP: Online
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PRESIDENT’S MESSAGE

What Does the (Economic) Future Hold?

By Wendy Richards, CPA

Greetings members and friends! I hope this finds you rested from the Thanksgiving break and looking forward to a festive holiday season and successful new year.
   Please make plans to attend (and invite clients and guests) the Ninth Annual OC Economic Forecast 2008 breakfast with renowned Chapman University economist Esmael Adibi. The event will take place Wednesday, Jan. 23 at the Westin South Coast Plaza in Costa Mesa.
   Adibi will review his 2007 prognostications and deliver his insightful 2008 predictions in an educational and engaging manner. You can be sure that the credit market and residential housing will receive ample attention this year. Chapman’s 2007 report marks the 30th anniversary of the study, which attempts to predict the economic future of Orange County, California and the nation.
   Adibi, director of the Anderson Center at Chapman, joined the university’s faculty in 1978 as an economist. He holds the A. Gary Anderson Chair in Economic Analysis and spearheads the research for the annual Chapman Economic Forecast.
   Our company purchases a table each year and hosts a variety of clients and friends who consistently voice their satisfaction with the event and request a recurring invitation. I’m confident that both you and your guests will appreciate Adibi’s perspective and will use the information to influence your own business decisions in the coming year.
   Check the website and look for a mailed invitation and RSVP as soon as possible as this event sells out each year.
   I wish you happy holidays and a productive new year.
   Cheers,
—Wendy Richards, CPA, CITP
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CHAPTER NEWS

New Members

On behalf of the Orange County Long Beach Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Gary Craig, Kyle DeGraaf, Michael Gonzalez... [see all new members]
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QUOTE

“A friend is one who knows you and loves you just the same.”
—Elbert Hubbard
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RESOURCES:

Orange County Long Beach Chapter Leadership