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Central Coast Chapter

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Archive for the ‘Chapter News’ Category

2011–12 Chapter Officers & Directors

January 26th, 2011

The chapter membership recently nominated the following to serve on the 2011–12 chapter board of officers and directors:

Officers:
President: Brooke Salvini
Vice president/treasurer: Kim Spiller
Secretary: Greg Peters
Past President: Karan Pohl

Directors:
Alexis Rietdyk
Brandi Short
Mark Harasym
Jerry Brown
Sandra Martin
Manda Wiebe

Well-Rounded Committee on Taxation Meeting

September 30th, 2010

By Debbie Wacker

There’s always plenty going on in the world of taxation, be it at the federal or state level. From PTINs to due diligence regulations to new forms, read what the Committee on Taxation discussed at its Sept. 23 meeting.

Read the rest of this entry »

Legislative/Grassroots Update

September 30th, 2010

By Chris Raymer, CPA, chair, Grassroots Legislative Committee

Are you interested in politics? Good, neither am I. What I am passionate about though is having an impact on the legislative process to positively affect the direction of the California accounting industry. After years of CalCPA focusing its legislative efforts mostly in Sacramento, a philosophical change has occurred to start empowering us to reach out on a local level. I am looking to organize a team of people who are interested in building relationships with our local state legislators and their staff. Your commitment level can be as much or as little as you desire, and since this is the inaugural year of this team, your input will help steer the direction in which we can best communicate with our elected officials.

If you are interested in joining or have questions about the team, please contact me so we can move forward and make an impression on the local candidates before November!

Grassroots Legislative Committee Update

July 28th, 2010

By Chris Raymer, CPA

Are you interested in politics? Well, neither am I. What I am passionate about, though, is having an impact on the legislative process to positively affect the direction of the California accounting industry. After years of CalCPA focusing its legislative efforts mostly in Sacramento, a philosophical change has occurred to start empowering us to reach out on a local level.

As the chapter’s new Grassroots Legislative Committee chair, I am looking to organize a team of people who are interested in building relationships with our local state legislators and their staff. Your commitment level can be as much or as little as you desire, and since this is the inaugural year of this team, your input will help steer the direction in which we can best communicate with our elected officials.

If you are interested in joining or have questions about the team, please contact me so we can move forward and make an impression on the local candidates before November!

New Event: PFP Discussion Group

July 28th, 2010

If personal financial planning is something you’re interested in, be sure to come to our discussion group’s next meeting, Sept. 15, at Coast National Bank in San Luis Obispo.

For more information, contact Brooke Salvini.

Grassroots Legislative Committee Update

July 28th, 2010

By Chris Raymer, CPA

Are you interested in politics? Well, neither am I. What I am passionate about, though, is having an impact on the legislative process to positively affect the direction of the California accounting industry. After years of CalCPA focusing its legislative efforts mostly in Sacramento, a philosophical change has occurred to start empowering us to reach out on a local level.

As the chapter’s new Grassroots Legislative Committee chair, I am looking to organize a team of people who are interested in building relationships with our local state legislators and their staff. Your commitment level can be as much or as little as you desire, and since this is the inaugural year of this team, your input will help steer the direction in which we can best communicate with our elected officials.

If you are interested in joining or have questions about the team, please contact me so we can move forward and make an impression on the local candidates before November!

SLO Tax Roundtable Meetings

June 29th, 2010

Please note: We will soon announce our new meeting location.

Sept. 17: Circular 230 Draft Review
Oct. 22
: IRS and FTB Audits
Nov. 19
: Mortgage Interest, Loan Modifications, Foreclosures and Real Estate Issues
Jan. 21
: IRS/FTB Liaison Meeting Report

Info: Debbie Wacker or Rita Williams.

Installation Dinner a Success

June 29th, 2010

Everyone enjoyed our recent installation dinner, where we welcomed our new leadership and recognized others for their dedication to our chapter.

You can check out photos online.

Committee on Taxation Recap

June 2nd, 2010

By Debbie Wacker

Following are highlights of our May 17–18 meeting:

1. EDD

  • Facing an $8 billion deficit.
  • Strong talk going on regarding an increase in the annual wage cap from $7,000 to $25,000 or $30,000.
  • 2010 will be last year for the DE-7 annual reconciliation. Beginning 2011, a new form (DE-9) will replace the DE-6 and will include quarterly UI and ETT info.
  • ACES (Accounting & Compliance Enterprise System) is going online Jan. 18, 2011. This is a huge project that will avail taxpayers/practitioners access to taxpayer information, very similar to My FTB account—written consent issues! Beware! EDD still uncertain as to exactly what information will be made available.
  • Audit issues: Most are dealing with obstructed claims (those who go to collect unemployment and EDD has no record). Has a task force that is going after the underground economy, which generates most of the audits, other than the obstructed claims.

Read the rest of this entry »

2010–11 Chapter Officers & Directors

June 2nd, 2010

President: Karan Pohl
Vice President/Treasurer:
Brooke Salvini
Secretary:
Kim Spiller
Past President:
Kevin Jackson
Directors:
Jerry Brown, Brandi Short, Alexis Rietdyk, Sandra Martin, Mark Harasym and Manda Wiebe


Customer Services Email Change

As CalCPA prepares to make the switch to a new database, please note that the email address from which our database and website sends emails will be changing to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.

Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.

Save the Date

Join us May 22 at the San Luis Obispo Country Club for our installation dinner with comedian Patrick Hanifin.

Membership News

Monthly Archives

Local Interest Groups

PFP Discussion Group
Info: Brooke Salvini

SLO Tax Roundtable
Info: Debbie Wacker

From technical committees to discussion groups, the Central Coast Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

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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

Chapter Leadership