February 2008 | Sacramento Chapter Bulletin

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CalCPA NEWS

Introducing the Financial Leadership Forum

The Forum, a new program of CalCPA and the California CPA Education Foundation, will enhance the support provided to finance executives and business leaders with tailored resources and programs.
   Membership is an exclusive benefit for business and finance professionals who are CalCPA members.
   Find your path to success in business. Check out the Financial Leadership Forum.

 

CHAPTER EVENTS

Litigation Consulting Committee Meetings

Dates: Thursdays: Feb. 21 and March 20
Speakers: Feb. 21: Stephen Wagner (Fiduciary Duties); March 20: Eric Rattinoff (The Expert’s Role in Developing and Proving the Case
Time: 11:45 a.m.–1:30 p.m.
Location: The Sutter Club; 1220 Ninth St.; Sacramento
CPE: 1 hour
Cost: $35/members; $45/nonmembers
RSVP: Chapter program associate Serena Trovato

Real Estate Discussion Group (RED Group)

Topic: “Home Sweet Home” (Chapters 1-2, Federal Taxation of Real Estate)
Speaker: Committee Member
Date: Tuesday, Feb. 12
Time: 11:45 a.m.–1:30 p.m.
Location: Hungry Hunter; 450 Bercut Drive; Sacramento 
CPE: 1 hour
Cost: The price of your meal
RSVP: Cameron Hess or Dtatlow@wkblaw.com

45th Annual
Golf Tournament

Date: Thursday, Aug. 28
Time: 11 a.m./shotgun start
Location: Morgan Creek Golf and Country Club
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CHAPTER NEWS

Proposed Officers and Directors for 2008–09

Officers:
President: David Motes, owner, Motes & Company
Vice President: Patrick Rogan, professor, Consumnes River College
Secretary/Treasurer: David Chavez, shareholder, Rossmann MacDonald & Benetti, Inc.

Directors (appointed for the next two years):
David Boyce, partner, Brown Fink Boyce & Astle, LLP
Anjela Dyatlov, business assurance manager, Moss Adams LLP
Stuart E. Robken, partner, Robken & Company
Robert Wallace, shareholder, Wallace & Associates, Inc.
   Chapter members who might object to any of the above nominations can contact chapter program associate Serena Trovato.

Chapter Members Named to IRS Committee

Chapter members Conrad Davis, CPA, CFE and Constance Logan, CPA, JD have been selected by the IRS as one of 20 new members of the Information Reporting Program Advisory Committee, which provides an organized public forum for discussion of relevant tax administration issues between IRS officials and representatives of the public.
   Davis is a partner in the firm of Ueltzen & Company, LLP in Sacramento and Logan is a senior tax manager with Iacopi, Lenz & Company in Stockton.

New Members

On behalf of the Sacramento Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Christopher Bell, Katherine Jackson, Bibsy Manansala-Torres... [see all new members]
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CalCPA NEWS

Recognizing Achievements in Improving Financial Literacy for Youth

The California Jump$tart Coalition is looking for outstanding teachers, other educators and community leaders to honor their efforts in expanding personal finance education. Honorees will be recognized at the California Summit on Financial Literacy April 23 with awards and contributions to their organizations, including $1,000 educator awards sponsored by Citi.
   If you know of individuals who have made contributions to financial literacy among California's youth, please contact California Jump$tart Coalition Awards Committee members Karen Anderson or Norm Greenbaum by March 17.
   Reserve your place today at the Summit! Register online.

CCH Discounts

CalCPA members receive a 40 percent discount on CCH’s U.S. Master Tax Guide and the Guidebook to California Taxes.
   Plus: CalCPA members save 30 percent on all tax and accounting references from CCH. Choose from the more than 175 authoritative CCH titles that provide up-to-date guidance on federal and state taxation, legislation, tax prep, accounting, auditing, finance and estate planning.
   Go online to check out this benefit.
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RESOURCES:

Sacramento Chapter Leadership