A blog for and by a community of professionals
By Joe Kovar
I would like to take this opportunity to thank you for allowing me to serve as your new chapter president for the 2016–17 term. I think it is also important to thank our past president, Tom O’Sullivan, and his board members for their insightful leadership and for a very active and fun year for the 2015–16. In addition, I would also like to thank the many chapter members who have agreed to continue or take over as chairs of the chapter’s various committees.
My main goal and priority this year is to provide value to our members. If an organization such as CalCPA is not providing consistent value to our members, then we risk the chance of losing them in future years. To me, providing value includes:
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Congratulations to the 2016-17 leadership team. We invite members and guests to join us May 17 to welcome the team and to watch the A’s battle the Rangers. See you at the game!
President: Joseph C Kovar, Sweeney Kovar LLP
First Vice President: Charles A. Burak, Glenn & Burak LLP
Treasurer: Robert Goldstein, GoldsteinEnright
Secretary: Jennifer Bogart, GoldsteinEnright
Past President: Thomas P. O’Sullivan, O’Sullivan & Associates
Eric Yeoman, Jones Henle Schunck
Phoenix Sinclair, Northwestern Mutual
Mey L. Saechao, Timpson Garcia
Gia Park, Hood & Strong
There is a rumor in the sports world that the “most interesting man in baseball” might just be A’s pitcher Sean Doolittle. This year’s Installation will be at O.Co May 17 when the A’s play the Rangers. While it’s still to be determined whether Sean will be pitching that day, you will meet another interesting man: incoming chapter president Joe Kovar. Joe will be the man of the hour along with his leadership team, which come to think of it, is full of interesting men and women! Hurry and register for this fun event and meet our interesting leaders who make things happen in our chapter. Invite colleagues, family and friends, and connect and re-connect with other professionals.
Discounts are available for children under 17 and members who are students, candidates or professionals less than five years. Ballpark buffet and beverages are included.
Feeling a little dry? Want to make a splash? There is an oasis ahead. Get a cool drink, delicious hors d’oeuvres and be ready to find out what can happen with old friends and new at our Spring ABC Night. Getting ready to share ideas and opportunities with attorneys, bankers, CPAs and other financial professionals will be as simple as ABC!
Be a sponsor for this premier networking event for superior business development. Highlight your business name in front of thousands of members and other financial professionals through our sponsor opportunities package. Contact Soco Davenport via email or call (925) 926-0189 for information.
Date: Tuesday, May 24
Location: Scott’s; Oakland
Purchase the Chapter Activities Passport (CAP Card) and save! The program includes seven premier chapter events at a 30 percent discount. Other benefits of CAP card include admission of one guest at half off the regular price; ability to transfer if you are unable to attend an event; and it’s a one-time registration for all events which saves you time. Click here for details and list of events.
Helping Your Clients Understand (and Optimize) Their Equity Compensation Packages Webcast
At this workshop you have the opportunity to learn the complex “ins and outs” of Equity Compensation Plans, including ISO, NQSO, ESPP, RSO, etc., in order to position yourself as a knowledgeable professional. Gain the understanding of tax treatments and rules that would enable you to help your clients avoid any unintended consequences when it comes to their equity compensations.
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