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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Big Shoes to Fill

May 1, 2016

By Maya Ivanova, CPA, MBA

 It’s with great honor and pride that I take on my position as chapter president for the 2016-17 term. I’m stepping into the big shoes our past president Matt Wilson has left me to fill. Thank you, Matt, for all your hard work and dedication to our profession and chapter!

I would like to take this opportunity and introduce our devoted and extremely talented board members, starting with Andy Anderson (first vice president), Patricia Williams (second vice president), Grace Clark (secretary), Clemente Jimenez (treasurer), as well as directors Kendra Dockham, Bruce Gray, Charlie Lowenberg, Cheryl Uyemura and Katie Vander Veen.

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Chapter News


After Tax Season Debrief: Employee Evaluations Roundtable

Ready to connect with other firm administrators and professionals involved in the operation of a practice? Interested in an exchange of ideas and information? Join us for a discussion and networking with Daniel Gregory (Ells CPAs) and Abigail Stokes (Palsma, Vicenti Lloyd & Stutzman) as your facilitators. We will meet at Mimi’s in Fontana and breakfast is included in the cost. Don’t miss the opportunity to discover efficient solutions and effective methods being used by your peers in the Inland Empire.

This month’s roundtable discussion will have two parts: tax season recap and employee evaluations. Come with your questions and ideas regarding what went well and how we can do it better next year.

Learn more and register.

Health, Wealth and a Confident Retirement

Learn ways to generate dependable income that could last through your whole retirement. Join the La Verne Discussion Group this month for an excellent topic.

Learn more and register.

The CPA Shootout Golf Tournament

Enjoy playing golf? Join us for our Annual Golf Tournament, “The CPA Shootout.” The format is a four-person scramble, and we have the opportunity to play a prestigious and private course during prime season. Fee includes food, golf cart, practice range access, special contests, prizes and more. Additional events include a putting contest, raffle and other activities.

Register online or download a copy of the brochure to register either by mailing or emailing it to program associate Monica Thompson, with payment to: P.O. Box 974, Moreno Valley, CA 92556.

Net proceeds from the event will be contributed to the Scholarship Fund, which benefits Inland Empire accounting students. In the past we’ve provided scholarships to students at several different colleges and universities in the Inland Empire. Contributions or gifts to CalCPA are not tax deductible as a charitable contribution.

Sponsorship opportunities also are available; contact Monica Thompson for more information.

Learn more and register

International Tax

With more and more businesses doing business outside of the United States, how should companies and individuals structure their business operations to minimize their global tax burdens? Jo-Renee Hunter, senior international tax and business consultant for Hunter Gauldon & Wilson, will discuss international tax principals that should be considered when working with companies looking to doing business outside of the United States. Many clients also are required to report foreign bank accounts and financial assets to the U.S. government. Do you know if your client is one of them? Greg Barragar, partner with GALLINA, LLP, will help you identify which clients may have reporting requirements and what information you will need to accurately report the information.

Join the Tax Committee for this informative class and bring your questions. Registration is limited to the first 25 people so don’t miss out!

Learn more and register

Member & Guest Social Networking Event

Young and emerging professionals, students, CPAs, and all other professionals and their guests are invited to attend this networking event. Meet some of the Inland Empire Chapter 2016-17 leadership team while enjoying light food and billiards. This is a networking opportunity you won’t want to miss!

Learn more and register


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
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

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Items of Interest

Bulletin Deadlines

June Bulletin: May 10
July/August Bulletin: July 11 September Bulletin: August 8

Membership News


Education Foundation Courses/Conferences

Contact Us

Program Associate:
Monica Thompson
(951) 288-4459

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