January 2008 | Sacramento Chapter Bulletin

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CHAPTER EVENTS

A&A Committee Meeting: Current Topics

Date: Wednesday, Dec. 12
Time: 7:30–9 a.m.
Location: Gonul’s J Street Café; 3839 J St.; Sacramento
Cost: $12/members; $13/nonmembers
CPE: 1 hour
RSVP: David Chavez

Tax Committee Meeting

Topic: Changes in AICPA Valuation Standards
Speaker: Rick Barnes, Ueltzen & Company
Date: Thursday, Dec. 13
Time: 7:30–9 a.m.
Location: Mimi’s Restaurant; 2029 Alta Arden Expressway; Sacramento
Cost: $12/members; $13/nonmembers
CPE: 1 hour
RSVP: Craig Fechter

Litigation Consulting Committee Meeting

Dates: Thursday, Jan. 17 and Thursday, Feb. 21
Time: 11:45 a.m.–1:30 p.m.
Location: The Sutter Club; 1220 Ninth St.; Sacramento
Cost: $35/members; $45/nonmembers
CPE: 1 hour
RSVP: Chapter program associate Serena Trovato

MAP Committee Meeting: Roundtable Discussion

Date: Wednesday, Dec. 5 (standing meeting every first Wednesday of the month)
Time: 7:30–8:45 a.m.
Location: L Wine Lounge & Restaurant; 1801 L St.; Sacramento
Cost: $12/members; $14/nonmembers
CPE: 1 hour
RSVP: Perry Ghilarducci

Estate and Financial Planning Committee Meeting

Topic: Economic Review and Outlook (emphasis on how it affects fixed income markets)
Speaker: Sean Curley, vice president, portfolio specialist, West Coast Hartford Investment Company
Date: Tuesday, Dec. 18
Time: 7:30–8:45 a.m.
Location: Mimi’s Restaurant, 2029 Alta Arden Expressway; Sacramento
Cost: $8 (selected limited menu)
CPE: 1 hour
RSVP: Patti Waltman, (916) 643-1400 or Bruce Kajiwara

Real Estate Discussion Group (RED Group)

Topic: Property Tax 101
This is a great opportunity to bring perplexing questions and to network. The group is moving to “Federal Income Taxation of Real Estate (WG&L)” at our meeting Jan. 8. We will be taking orders: $125. Cameron’s copy goes for $300—plus tax—so this is a bargain! Checks may be made payable to Wagner Kirkman Blaine Klomparens & Youmans for orders.
Speaker: Bob Rubin
Date: Tuesday, Dec. 11
Time: 11:45 a.m.–1:30 p.m.
Location: Hungry Hunter (Note new location)
Cost: The price of your meal
CPE: 1 hour
RSVP: Cameron Hess or Dtatlow@wkblaw.com
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PRESIDENT’S MESSAGE

Qualified to Help

By Conrad Davis, CPA

Happy holidays! As I’m writing this, I’m looking forward to the next few weeks and spending a bit more time than usual with family and friends. I’m looking less forward to the five pounds or so that I’m sure to gain by the time we get to New Year’s Eve!
   The holiday season is a great time to focus on our families and the families we encounter who, for whatever reason, have not been as fortunate as we have been. In our communities, this means taking the time to volunteer (as so many of you do) to serve a hot meal to the less fortunate, through financial gifts to a reputable charity or generous contributions of food, clothing and toys to local nonprofit organizations.
   As CPAs, we are equipped and capable of giving back to our community in ways that others cannot. In the past few years, CalCPA has focused on a truly valuable endeavor that we can all participate in—improving financial literacy.
   By volunteering to teach and mentor in our neighborhood schools, churches and community centers we can improve understanding of finances and basic money management for many people. This is an important way that we, as community leaders, are uniquely qualified to contribute and make a lasting impact in the lives of others.
   For so many of you who are already working in the area of financial literacy—thank you! For those of you who would like to get involved, we need you! Please contact Crystil Turner, CalCPA’s community outreach manager, or visit the website. In addition, please mark your calendars for the April 23 Financial Literacy Summit in Sacramento. Plan to join your colleagues and focus on our role in helping improve financial literacy across the state.
   As we approach a very busy time of the year, I hope you take time out to help in your community by serving the less fortunate. At the same time, I hope you pause to reflect on the true blessings in your life.
—Conrad Davis, CPA
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CHAPTER NEWS

New Members

On behalf of the Sacramento Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Li Fang Cherng, Dustin Coughlin, Rebecca Leider... [see all new members]
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CalCPA NEWS

CalCPA Member Discounts on CCH Tax Guidebooks

CalCPA members can order CCH’s U.S. Master Tax Guide 2008 and the Guidebook to California Taxes 2008 at significantly discounted rates:

2008 U.S. Master Tax Guide (Expected ship date, late-December 2007): $41/members; $61/nonmembers.

2008 Guidebook to California Taxes (Expected ship date, late-January 2008): $39/members; $59/nonmembers.

Order today.
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RESOURCES:

Sacramento Chapter Leadership