Inland Empire Chapter
A blog for and by a community of professionals
President's Message
May 23, 2013
By Alex Lemos, CPA, MBA
As we transition into the heat of summer it reminds me about the seasonal workloads associated with each of our clients, industries and family activities. For some, April 15 is the culmination of their busy season. For others, Nov. 15 is another big day. The transition from season to season could mean a change from our tax preparer hat to our auditor/reviewer hat—or even a change from baseball to soccer practice. We make transitions all the time.
When I was still in public accounting, the entire summer and a portion of fall was always dedicated to “audit season.” Now that I work in private industry it seems like every month end is a version of a busy season.
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Chapter News
By CalCPA State Technology Committee Chair Bruce A. Gray, CPA
At the recent CalCPA Technology Committee meeting in Paso Robles, members discussed their favorite apps. You know what I mean, those quick link applications you download from the Apple store or Google Play to use on your phone, tablet and PC. While many were discussed, some of the popular ones included:
- Evernote: Take notes and sync across multiple platforms.
- Roboform: Password vault.
- BNA Quick TaxFacts: Tax information at your fingertips (multiple years), including tax rates, standard deductions and phaseouts for various deductions.
- Shush: When you silence your phone, Shush allows you to tell the phone how long to stay silenced and then turns it back on. I loaded this during the meeting and love it!
- Touchdown: Sync your exchange server data to Outlook on your mobile devices.
- Neuannotate (iOS only): Annotate/sign PDF files.
- Sigalert: Monitors traffic.
- Downcastor: Download your favorite podcast for later listening.
These are just a few of the apps being used by your colleagues with their mobile devices. For additional information on apps, check out Technology Committee member Milla Austin’s article on iOS apps in the May Technology Business and Resource Guide that came with your May issue of California CPA.
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Distinguished Service:
David Marion, CPA; Smith Marion & Co.
Public Service:
Matt Wilson, CPA; Rogers Anderson Malody & Scott
Young and Emerging Professional of the Year:
Maya Ivanova, CPA; Rogers Anderson Malody & Scott |
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Albert W. Anderson,
John M. Baseel
Edward P. Cicchillo
Donald N. Ecker
Ronald M. Everett
Ronald T. Letwak
Margaret J. Livingston
Ronald D. Peck
Charles F. Peters
John A. Schroeder
David M. Streit
Robert J.Testa
Robert E. Tuvell
Winston D. Villocino
James R. Wegge Jr.
William D. Winchell
Wesley A. Witt
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Join the Management of an Accounting Practice Discussion Group as we review the California firm results of the biannual MAP survey. Whether your firm is small, medium or large, you will find valuable information in the survey results, which allows you to benchmark your firm against similar firms in the state.
Date: Thursday, June 27
Time: 7:30-9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $15/members; $20/guests (includes breakfast)
Learn more and register.
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CalCPA News
Co-sponsored by CalCPA, this seminar will feature leading speakers discussing state taxation of cloud and e-commerce; worker classification issues; foreign investment in real property, and more.
The seminar is presented by The Income and Other Taxes Committee, State and Local Tax Committee, the Corporate and Pass-Through Entities Committee and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.
Date: Friday, June 28
Time: 8:30 a.m.–5 p.m.
Locations: Program held concurrently at Whittier Law School (Costa Mesa); University of San Diego, School of Law; and Golden Gate University, School of Law (San Francisco)
Register online:
Costa Mesa
San Francisco
San Diego
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CalCPA is in search of CPA professionals licensed less than five years who are looking to develop critical leadership skills with a network of peers and local leaders for our annual Emerging Leaders Certificate Program.
Join us for a full-day conference (July 25 at the South San Francisco Conference Center or July 26 at the Four Points Sheraton LAX) focused on various areas of leadership development, followed by four, two-hour chapter-based workshops Aug. 7 and 21, Sept. 18 and Oct. 18.
Program topics include leadership in the new normal, leading from a place of natural strength, how to think like a leader, establishing an ethical culture … and more.
Register today by going online and selecting your chapter.
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