A blog for and by a community of professionals
July 1, 2014
By Sally M. Cook
Earlier this year I had the privilege of participating in CalCPA’s CPA Day at the Capitol. As you may or may not know, this is a day when our various chapter members come together at our state capitol and visit with our state senators and representatives to bring issues important to our profession to their attention. We are quite the force, and we represent a lot of their voting constituents.
This year, one of the items we brought to their attention was AB 2415 (Ting): Property Tax Agent Registration. AB 2514 establishes a statewide registration of a new title, “tax agent,” by requiring anyone who represents a taxpayer and communicates directly with any county official for anything other than ascertaining the status of a property tax matter to register with the Secretary of State Office and pay a fee.
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Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? Are you considering volunteering your time to promote financial literacy in your community? Do you know of teachers or parents who are interested in bringing financial literacy resources into their schools?
California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.
The 2014 California Financial Literacy Summit at the Burbank Airport Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.
More information and registration details to this free event are available online. And stick around for the reception following the event.
Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!
Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.
Find more information, including an application, online. Applications are due Aug. 29.
Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. More information and registration details are available online.
- Wednesday, Aug. 20:
Locations vary by chapter