A blog for and by a community of professionals
By Tom O’Sullivan
Philip Winslow (Philip S. Winslow, CPA, chair of the Personal Financial Planning Committee) organized the presentation “Estate Planning Paralysis: Getting Your Clients to Act” The speaker for the Nov. 19 event was Justin Miller, Esq. of BNY Mellon, who was very informative. In previous years, he provided excellent presentations at the East Bay’s Advanced Estate Planning Symposium.
We held our new-member orientation and annual Tax Night Dec. 1 at Scott’s Seafood in Walnut Creek. Mary Geong, CPA, the chair of the Tax Committee, provided a very well respected speaker in David Fogel, CPA. His presentation was on the cancellation of debt, and recourse versus non-recourse debt. At the end of the evening, he kept us entertained with a quiz show game, which reinforced our learning in a fun way.
Read the rest of this entry »
Leave A Comment » | Link/Bookmark/Share
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
Awards will be presented at the Honorees Night in January.
Tax-Aid prepares tax returns for individuals and families with low income throughout the Bay Area. Tax-Aid offers free services through the pro bono work of hundreds of accountants, lawyers and other professionals who volunteer their time. Tax-Aid works to make communities stronger by ensuring that as many low to moderate income people as possible receive the tax refunds that they deserve. In 2015, volunteers prepared over 5,023 tax returns resulting in over $5.1M in refunds.
Tax-Aid seeks volunteers to help deliver these vital and free services to the community for the tax season. There are volunteer opportunities for Greeters, Computer Processors/Tax Preparers, Translators, Tax Return Reviewers and Tax Experts. While some opportunities require knowledge of tax laws and require certification, there are also opportunities for those who are not familiar with tax law.
Join your CalCPA colleagues and friends for peanuts, Cracker Jack and great baseball on Tuesday, April 19. You’ll be celebrating the end of tax season in style with unlimited food, beer and wine during the pre-game party; indoor and outdoor seating, flat screen TVs and your own private entrance into AT&T Park. You’ll have the opportunity to step onto the field and take part in a grand slam, as CalCPA members from all over the state will attend this event.
Triple’s Alley at AT&T Park, San Francisco
The nomination period for CalCPA’s annual service awards is open through March 31. Nominate an outstanding member or firm for the:
Congratulations to the 22 newest graduates of the CalCPA Leadership Institute! The 2015-16 grads were recently honored at the January CalCPA Council meeting.
“The group was diverse (different levels, ages, backgrounds, geographic locations, etc.), which leant to interesting insights and focused discussion, said graduate Jenea Smith, CPA, an audit director with Shea Labagh Dobberstein in San Francisco and a board member of the CalCPA East Bay Chapter.
“There was never a dull moment with the instructor, Bill Reed, who was both entertaining and knowledgeable. The program is five days, split over a three-month period, which gave us time to read and digest the high-quality material that he authored. Since the training, I am now better able to resolve difficult situations, more effectively motivate others, and remain flexible in the face of oncoming obstacles.”
Subscribe to East Bay Chapter Bulletin by Email
Subscribe in a reader
1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072