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Channel Counties Chapter

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Archive for the ‘President’s Message’ Category

Of Awards and YEPs

November 1st, 2010

By Patricia K. Krout, CPA

4_pres_sm_1Awards Night will be our next chapter event, scheduled for Nov. 16 at Fess Parker’s Doubletree Resort. We will be honoring our 40-year members, chapter past presidents and awarding scholarships to area students. November is a time for reflection and for giving thanks, so it is appropriate that this event will be in the middle of harvest time.

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You’re Running, but are You Going Anywhere?

September 30th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1I want to thank the sponsors and players who helped make our annual golf tournament a great success: McGowan Guntermann; Damitz, Brooks, Nightingale, Turner & Morrisset; Bartlett, Pringle & Wolf, LLP; Nasif, Hicks, Harris & Co., LLP; American Rivera Bank; Vance, Thrift & Biller; David G. Junod, CPA; Acena Consulting, LLC, (Ranch Eickhoff); Thomson Reuters (Chris Knighten); BNY Mellon (Spencer Gould); Morgan Stanley Smith Barney (Ray Noack); Rancho San Marcos Golf Club; and the Sandpiper Golf Club. This event raises funds for our student scholarships, and we couldn’t do it without the generous support of our sponsors.

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Great Start to Year

August 27th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1I’m pleased to report on the progress of our chapter for the first quarter, which included two successful events and many other discussion group meetings.

Many of our members, plus potential new members and nonprofit clients, were able to join John Valenzuela at the Form 990 update July 23. We had such good feedback that we are looking into bring John back next year. We would be happy to hear your thoughts and suggestions, so please let us know.

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Council Happenings

July 28th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1Gail Anikouchine, chapter first vice president, and I recently attended the CalCPA Annual Members’ Business and Council meeting in Anaheim. The following are some highlights.

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Making Membership Count

June 29th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1The theme of this month’s message is membership. One of CalCPA’s constant goals for each fiscal year is to increase membership. Some may ask you, why join CalCPA? I’d like to share some information about CalCPA, its vision, mission and priorities that you can share.

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Something for Everyone

May 25th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1I was happy to see some new faces and many familiar ones at our annual installation dinner at the Alisal Ranch May 1. We had a fun murder mystery presentation by Sharpo! Murder Mystery Company that kept us laughing for most of the evening. This was the first year we have held a dinner instead of a retreat. I am interested to hear comments from those of you who attended regarding the new format—and those of you who did not attend. Most of the board members were there, as well as many of our chapter committee chairs and representatives. I would like to say a big thank you to Rita Williams, our tireless program associate, for pulling this event together.

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Setting Goals for a Great Year Ahead

April 29th, 2010

By Patricia K. Krout, CPA

4_pres_sm_1I’m so excited about writing my first president’s message. Our chapter could not exist without the support of our members. I’d like to thank Gail Anikouchine, Jeff Dottl, Raj Acharya, Jason Janzen, Yusuf Balogun, Darcia Stebbens and Jessica Johnson for rounding out the board this year. We couldn’t provide quality CPE without our state liaison members and chapter committee chairs.

Also, a big thank you to Don Loster (Accounting Education), Gail Anikouchine (Accounting Principles and Auditing Standards, and CalCPA Council), Eileen Sheridan (Estate Planning and Taxation), Susan Jacobson (Financial Literacy and Conejo Valley Discussion Group), Jeff Dottl (Golf Tournament), Donna Nelson (Management of an Accounting Practice), Adrienne Huff and Jessica Johnson (Young and Emerging Professionals), Chris Reed (Santa Barbara AP&AS), Raj Acharya (Ventura AP&AS), Mike Ray (Santa Barbara Discussion Group) and Garry Jones (Ventura Discussion Group).

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Thank You for a Great Year

April 7th, 2010

By Susan Jacobson, CPA

4_pres_sm_0.jpgI know it’s April and everyone is very busy, so I will make this short and sweet. I have enjoyed my experience over the past year as your chapter president. It is almost time for me to pass the gavel to our next chapter president—Patricia Krout. I have the honor of doing so at our annual chapter installation dinner May 1 at Alisal Guest Ranch. Our 2010–11 chapter officers and directors will be as follows:

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New Tax Credits Not To Forget

January 1st, 2010

By Susan Jacobson, CPA

4_pres_sm_0.jpgAs the 2010 filing season gets under way, let’s not forget about the following new tax credits.

First-time Homebuyer Tax Credit

The American Recovery and Reinvestment Act of 2009 expands the $7,500 credit in effect for 2008 for taxpayers buying their first home. The amount of the credit increases to $8,000 for primary residences purchased between Jan. 1, 2009, and Nov. 30, 2009. Under the legislation, the previous requirement that the credit be repaid is waived after 36 months in the home. The credit starts to phase out for taxpayers with AGI above $75,000 for single filers and $150,000 for joint filers.

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Revving Up for Our Mixer

December 1st, 2009

By Susan Jacobson, CPA

4_pres_sm_0.jpgIf you are interested in networking, come to our first Attorney-Banker-CPA (ABC) mixer Thursday, Feb. 4, at the Murphy Auto Museum in Oxnard. We’re looking to make this one of our chapter’s biggest networking events, and we hope to attract at least 100–150 attorneys, bankers and CPAs who are interested in making good business connections. The nonprofit Murphy Auto Museum boasts a collection of more than 50 cars displayed by many collectors from the tri-county area surrounding Oxnard. It houses a wide variety of classic and special interest vehicles.

The mixer is a great opportunity to make new contacts, build existing business relationships and renew old acquaintances. The mixer also is a fund-raiser for our chapter scholarships to accounting students attending colleges in Ventura and Santa Barbara counties. Last year we raised more than $11,000 for chapter scholarships. Bring your business cards and prepare to make excellent connections at this event.


Discussion Groups

AP&AS (Santa Barbara)
Info: Gail Anikouchine or chapter program associate Rita Williams.

AP&AS (Ventura)
Info: Raj Acharya

Conejo Valley Discussion Group
Info: Chapter program associate Rita Williams

Santa Barbara CPA Discussion Group
There will be no meetings until after tax season. If you know someone who would be interested in being chair of this committee, contact program associate Rita Williams.

Ventura CPA Discussion Group: Loss Prevention
Date: Thursday, Feb. 23
Speaker: Jeff Hohman, CAMICO
Info: Interest group chair Garry Jones,
(805) 778-1858, or chapter program associate
Rita Williams

Membership News

Save The Date

May 4–6: DISNEYLAND Installation Retreat. Watch for flyer coming soon.

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Contact Us

Program Associate:
Rita Williams
(805) 571-1558

Program Director:
Kay Coffin
(559) 876-3800

7127 Hollister Ave. #318; Suite #25A
Goleta CA 91137

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