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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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A blog for and by a community of professionals

President's Message

Welcome to the New Year! Wrapping Up

January 15, 2016

By Tom O’Sullivan

EB_Pres_Tom_Osullivan1516WEBPhilip 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.

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Chapter News

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

Awards will be presented at the Honorees Night in January.

Volunteer with Tax-Aid

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.

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Take Me Out to the Ballgame: Giants vs. Diamondbacks April 19

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.

4:30 p.m.
Triple’s Alley at AT&T Park, San Francisco


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.


CalCPA News

CalCPA Service Award Nominations Being Accepted

The nomination period for CalCPA’s annual service awards is open through March 31. Nominate an outstanding member or firm for the:

  • Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
  • Public Service Award for Firms, which aims to recognize firms for their public service contributions on the local, state or national level.
  • Distinguished Service Award, which is granted either on the basis of long and distinguished service, or for some singular act resulting in extraordinary contribution to the profession, CalCPA or the community.

Your 2015-16 CalCPA Leadership Institute Grads

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.”

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Women to Watch 2016
Take Me Out to the Ballgame 2016
Employee Benefit Plans Annual Audit Conference - April 25, 2016
CalCPA 50th Anniversary
Hot Topics Blog

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

Jan: 28: Tax Issues in Divorce Mini-conference

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