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East Bay Chapter

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President's Message

CPA’s Active Advocacy in the Profession

January 1, 2015

By Tom Bret

 I hope that all of our members enjoyed the holidays with their families, friends and employees. For most of us it’s now time to gear up, if we haven’t already, for the 2015 tax season. For that, I wish you all a successful 3.5 months.

CalCPA will hold it’s annual CPA Day at the Capitol Jan. 21. CPA Day kicks-off CalCPA’s advocacy efforts for the upcoming legislative year. CalCPA maintains a full-time, government relations office in Sacramento, headed by Bruce Allen and Jason Fox. This office monitors activity by the California Board of Accountancy and the issues directly affecting CPAs and CPA candidates—such as mobility, the 150-hour requirement and the CBA’s study on attest experience for licensure. The department also monitors national issues emerging from Washington, D.C, the AICPA and NASBA.

Read the rest of this entry »

Chapter News

2015-16 Slate of Officers, Directors

Following is the chapter’s slate of officers and directors for 2015-16 as recommended by the chapter’s Nominations Committee. Eligible chapter members will receive a separate email announcement in mid-January asking for the approval of the proposed slate. Nominations by members are open and must be received by Jan. 15. To qualify, at least 15 members must nominate a candidate for chapter officer or director. Consent of nominees also must be obtained before forwarding that person’s name. Results will be announced at Honorees Night on Jan. 27.

President: Thomas P. O’Sullivan (Thomas P. O’Sullivan CPA)
First Vice President: Joseph C. Kovar (Sweeney Kovar LLP)
Treasurer: Charles A. Burak (Glenn Dawson Burak LLP)
Secretary: Ahmad Alwawi (Vavrinek Trine Day & Co LLP)
Past President: Thomas V. Bret (Cederborg & Bret LLP)

(First year of two-year term)
Tony W. Lam (Armanino)
Jenea Smith (Mowat Mackie & Anderson)
Tammy Sugihara (Hood & Strong)
Robert Goldstein (GoldsteinEnright)

(Second year of two-year term)
Jennifer Bogart (GoldsteinEnright)
Wilbur Chan (Penumbra Inc.)
Mey L. Saechao, CPA
Walter Schlueter (Belvedere Financial)

CalCPA Council Representatives
Thomas O’Sullivan
Joseph C. Kovar
Thomas V. Bret

Do You Have a Client Going Through a Divorce?

Wednesday, Jan. 28
Location: Crowne Plaza, Concord

If you’re reading this then you probably answered, “Yes.” 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.

Volunteers Needed for Tax Season

The East Bay Asian Local Development Corporation (EBALDC), a community development nonprofit organization based in Oakland, is looking for volunteers for the upcoming tax season. Last year, our Volunteer Income Tax Assistance volunteers helped 1,558 taxpayers file their income tax returns, which generated $1.1 million in EITC and $2.4 million in tax refunds.

You can help champion the cause by signing up online. You can also find more information on our website.

If you have any questions, comments or concerns, please email Jerico Paguio or call (510) 287-5353 ext. 306.

April 16: Take Me Out to the Ballgame: Giants vs. Diamondbacks

Join your CalCPA colleagues and friends Thursday, April 16, for peanuts, Cracker Jacks and great baseball. Celebrate the end of tax season in style with unlimited food, beer and wine; indoor and outdoor seating; and your own private entrance into AT&T Park. Step onto the field and take part in a networking grand slam and meet CalCPA members from throughout the state. Don’t miss an inning between the 2014 World Champion Giants and the Arizona Diamondbacks.

Take Me Out to the Ballgame: Giants vs. Diamondbacks at AT&T Park
4:30 p.m./doors open; 7:15 p.m./first pitch
Location: AT&T Park
Cost: By Feb. 28: $100/members and guests
(after Feb. 28: $125/members and guests)

Thanks to our generous sponsors:

CalCPA News

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.

And read about recent advocacy success in the December 2014 issue of California CPA.

CalCPA Committees: Connect | Share | Grow

Use your talents at the statewide level—serve on our CalCPA committees for 2015-16.

From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

Work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts. The application deadline is Jan. 15. Committee appointments will be made later that month and committee term is May 1-April 30.

And we’ve redesigned the process to make it easier and faster for you.

Please note: If you serve on a state committee and would like to continue, reapplication is necessary.

Apply now.

March 3: Armanino Cloud Solutions Networking Event

Armanino LLP will be hosting a cloud solutions networking event at CalCPA (1800 Gateway Drive, San Mateo), 4-7 p.m., featuring Silicon Valley finance professionals. Firms that have successfully made their way to the cloud will share their experiences of the promise, process and pitfalls.

Register online by Feb. 27.

Questions? Contact Laurel Dobbin via email or call (925) 790-2874.

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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

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