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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Get Linked

September 30, 2015

Did you know we have a chapter LinkedIn group (OC/LB Chapter of CalCPA) and a Young & Emerging Professionals LinkedIn group (CalCPA Young & Emerging Professionals (YEP): OC/LB Chapter)? While logged in to your LinkedIn profile, please type the group name in the search field to locate the group and submit a request to join. You are encouraged to join both groups regardless of experience level.

Our chapter’s YEP group caters to professionals with less than five years of experience, but when YEP events are held, we’re all invited!

Chapter News

Fall Seminar Series: Don’t Miss Out!

The Fall Seminar Series continues with great sessions and great prices at the Irvine Marriott from 6-9 p.m. Sign up and get CPE.

This year’s lineup of speakers gives you a well-rounded “Educational Toolbox for CPAs” to help sole proprietors, associates of small- to medium-sized practices and young emerging professionals obtain knowledge related to all aspects of an accounting practice. Get the tools in a bunch of different areas to help you manage your practice or buy a practice (speakers and topics subject to change):

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North OC Discussion Group: FLPs vs. LLCs

Date: October 29
Time: 7:30-9:00 a.m.

Speaker Gerald L. Larsen, J.D., LL.M., CPA, CFP will discuss the differences and similarities between FLPs and LLCs and why one entity might be used instead of the other in the estate planning process. Larsen has lectured before professional organizations at the local, regional and national level in the areas of federal and state taxation and businesses and estate planning.

Register or learn more

Save the Dates

  • Nov. 19: North OC Discussion Group—When Is the Income of a Fiduciary Taxable In California? Join Speaker Kevin Wiest and gain information for your clients on when the income of a fiduciary taxable to California, and how much of that income is taxable.
  • Jan. 13: Economic Forecast with Esmael Adibi. The ever-popular Economic Forecast is a few months away and registration will open soon. Speaker Esmael Adibi, Ph.D., is director of the A. Gary Anderson Center for Economic Research and holds the Anderson Chair in Economic Analysis at Chapman University.

CalCPA News

2016 CalCPA Campus Ambassador Program Accepting Applications

Help spread the word about CalCPA and the CPA profession—applications are being accepted for the CalCPA Campus Ambassador Program. Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Eligibility requirements and application are available online. Applications due Nov. 20.

CalCPA Committees: Build Your Leadership Skills, Share Your Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will open in November to serve on our CalCPA committees for 2016-17. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

And if you serve on a state committee and would like to continue, reapplication is necessary.

Serving on state committees allows you to work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts.

Keep an eye out for details about the application process. Committee appointments will be made in early 2016 and the committee term is May 1–April 30.

CalCPA Gears Up for Next CPA Day in Sacramento

Registration is open for the next CPA Day at the Capitol—Jan. 19—in Sacramento.

CPA Day is CalCPA’s kickoff event of the legislative session, where members set the groundwork for CalCPA’s advocacy efforts for the upcoming session by discussing important issues facing the CPA profession and businesses.

This event allows CalCPA and its members to be at the forefront of several key issues, such as taxes on professional service proposals. The Legislature will reconvene in January, and CalCPA plans to once again maintain an active presence in the Capitol.

San Luis Obispo CPE Week

UCLA Extension's 31st Annual Tax Controversy Institute - Oct. 27

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

Items of Interest


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

330 N. Brand Blvd.; Suite 710
Glendale CA 91203