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East Bay Chapter

A blog for and by a community of professionals


President's Message

Four Laws of Accounting

December 1, 2014

By Tom Bret

 1. Trial balances don’t.
2. Bank reconciliations never do.
3. Working capital doesn’t.
4. Return on investments never will.

The above is with apologies to, and acknowledgment of, the online Business Insider, which gathered up a few dozen jokes for an article earlier this year titled “25 Jokes That Only Accountants Will Find Funny.”

Read the rest of this entry »

Chapter News

Nominations Open for Outstanding Emerging Professional Award

Do you know an outstanding emerging professional? Be sure to nominate him or her so they can be recognized. Candidates must be licensed chapter members who have significantly impacted the profession and/or community? The deadline for nominations is Dec. 15. The winner will be recognized at the chapter’s Honorees Night in January. For information, contact chapter program associate Soco Davenport.

Do You Have a Client Going Through a Divorce?

Wednesday, Jan. 28
Location: Crowne Plaza, Concord

If so, then the Tax Issues in Divorce Mini-conference is an excellent event to hear the latest information from accounting and legal experts in family law. Join us to review various aspects of divorce, including:

  • Understanding tax returns for family law;
  • Employment benefits and associated taxes; and
  • Social Security, Medicare and health insurance for divorcing couples.

This program is presented by the chapter’s Litigation Committee and the Contra Costa County Bar Association.

Register or learn more.

Donate and Help an Accounting Student

Our chapter has been proud to name awards after their donors in recognition of their generous contributions. Our generous scholarship fund donors, our members who contribute through the dues program and our fundraising events combine to make scholarships possible. This year the chapter has increased the scholarship budget to $50,000. We’re looking for a few generous donations.

Awards have been given to the most promising students of the East Bay colleges. If you’re interested in having a scholarship award named after you or your firm, please contact Chapter Program Associate Soco Davenport.

The chapter accepts donations in any amount. To make a donation, make checks payable to CalCPA Institute, East Bay Chapter, and mail to: Soco Davenport; 1800 Gateway Drive, Suite 200; San Mateo, CA 94404 or donate online. Awards will be presented at the Honorees Night in January.

CalCPA News

Register Today for the Startup Business Conference

A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets in the world of startups.

Credit Information: CPE: 8 Hours

Register Today.

Jan. 21: CPA Day at the Capitol

CPA Day at the Capitol is one of the most important events for CalCPA members to attend. During each legislative session, bills are introduced that impact you, your clients or your employer. As the business climate continues to change and new legislators take office, we need to build bipartisan relationships with those who share our commitment to the CPA profession. Take a proactive approach to increasing your voice in the political arena and help policymakers understand the issues facing California CPAs.

Register Today.

Upcoming Conferences: The Gifts That Keep on Giving

Unwrap knowledge that will help carry you through 2014 and into 2015 at our Education Foundation December conferences, including our inaugural Startup Business Conference:

  • Dec. 8: Wine Industry (live or webcast)
  • Dec. 9: Wine Industry Fundamentals (live and webcast)
  • Dec. 12: International Tax (live and webcast)

Find more information and register today online.


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East Bay Leaders & Groups

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Contact Us

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

Program Associate:
Soco Davenport
(925) 926-0189

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072

Chapter Leadership