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July 1, 2015
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President's Message

Happy End of Tax Season!

May 1, 2016

By Joe Kovar

EB_Pres_Tom_Osullivan1516WEBI 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:

  1. Introducing new members to existing members and maybe new professional and networking opportunities.
  2. Providing opportunities and situations for senior members who are looking to transition their practice to the next level.
  3. Providing relevant CPE through discussion groups and presentation to allow the membership the ability to improve our professionalism.
  4. Having fun!

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Chapter News


Welcome New Leadership Team!

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

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The “Most Interesting Man …” at the Installation!

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? Make a Splash!

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

Register Today


Passport to Savings

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.


CalCPA News

Free Member Webcast – June 7

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.

Register today

June 23: CalCPA Education Foundation 50th Anniversary Gala


Reception, Silent Auction, Dinner & Dancing
The Langham Huntington Hotel | Pasadena
Thursday, June 23
5:30–11 p.m.


Not for Profit Organizations Conference
Entertainment Industry Conference
Estate and Trust Conference
CalCPA 50th Anniversary
Hot Topics Blog
Renew Today

Items of Interest

Accountant II / III Job Opening—City of Belmont

Do you want to be part of a well-integrated, highly professional finance team responsible for budget preparation and management, financial reporting, risk management, business services and more?

The City of Belmont is looking for an enthusiastic and dynamic multi-tasker with payroll experience. Must be flexible and able to juggle multiple priorities.

Apply online.

Save the Dates

May 24: Oakland ABC Night
June 21: Tri-Valley ABC Night
July 19: Past Presidents Night
Sept. 20: Walnut Creek ABC Night

East Bay Leaders & Groups

The East Bay Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

Membership News


Education Foundation Courses/Conferences

Contact Us

Program Associate:
Soco Davenport
(925) 926-0189

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

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