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July 1, 2015
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President's Message


Can You Guess What A Great Year It Has Been?

April 1, 2016

By Marty P. McNamara

As you work toward the climax of your busy season, and CalCPA’s fiscal year comes to an end, I wanted to say that it’s been a privilege to serve as your chapter president. Thank you for the opportunity! I’ve enjoyed it and I will look forward to seeing many of you at events in the coming fiscal year. I hope you will make an effort to attend as many as possible. You won’t regret it.

Chapter News

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Don’t Miss These Upcoming Events

Int’l Tax: Foreign Investments in US Real Estate | April 26

The Good, The Bad & the Ugly of Tax Season
| April 28

Valuations Group:  Update of Recent Business Valuation Cases | April 29

Financial Planning Group:  Reverse Mortgages
| May 24
Sponsored by High Tech Lending, LLC

Creditors’ Rights After the Business is Sold
| May 26

Current Federal and State Issues in Estate Planning
| June 23


May 4: After-tax Celebration/Mixer/Installation

Celebrate the end of tax season with Italian food, networking with your peers and meeting the chapter’s new leaders.

Location: Antonello Ristorante; Santa Ana
Cost: $30/members; $40/nonmembers (includes two drinks and food)
Learn more and register
.

Bronze Sponsors
     

 

 


May 19: Chapter Organizational Meeting—Strategies to Provide Member Value

Board members and interest group committee chairs are invited to attend this meeting to discuss further ways to provide value to our members. The meeting will take place at the Orange County Rescue Mission in Tustin, which has significance to Steve Tierney, incoming chapter president.

“The location reflects my core values of giving back,” said Tierney. “Serving others is my passion.”

Board members and committee chairs can register by emailing program associate Heidi Larkin-Reed. Past presidents are welcome to attend the lunch and meet the new board of directors.

Questions: Please email Heidi Larkin-Reed or call (714) 485-4561.
Time: 8:30 a.m.–2:30 p.m.


Annual Scholarship Reception Recognizing Scholarship Winners

Mix and mingle with the student scholarship winners. The chapter provides scholarships for collegiate, university and master’s degree students who are interested in accounting and want to become CPA.

Scholarship committee chair Larry Lamb and the scholarship committee will recognize the winners who will be our future leaders.

Contact Heidi Larkin-Reed to register or learn more.

CalCPA News


June 23: CalCPA Education Foundation 50th Anniversary Gala

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Reception, Silent Auction, Dinner & Dancing
The Langham Huntington Hotel | Pasadena
5:30–11 p.m.

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CalCPA 50th Anniversary
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Local Interest Groups

The Orange County/Long Beach Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

Membership News

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Contact Us


Program Associate:
Heidi Larkin-Reed
(714) 305-8335
(714) 485-4561, ext. 4561

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

23052 H- Alicia Parkway, #432
Mission Viejo, CA 92692