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Orange County/Long Beach Chapter

A blog for and by a community of professionals

President's Message

Summer’s Beginning

July 1, 2014

By Karen Connair

presAs I’m writing this message, I’m realizing that summer is already here. Some people think it starts with the Memorial Day holiday and, for anyone with children, it probably feels that way with end of school events, finals, etc. Summer actually starts with the summer solstice around June 21, when the sun reaches its highest altitude in the Northern Hemisphere. It brings those “lazy days” of summer when the sun seems to shine for hours. For those summer lovers, it’s time to get out of the office and soak up some sun!

The chapter has been busy organizing many events for this summer. For those of you who can’t wait for summer and use the unofficial start date at the end of May, I’ll recap a few events that already occurred and discuss our upcoming ones which officially fall within the summer months.

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Chapter News

An Incomparable Location for Upcoming ABC Night: Newport Beach Winery and Vineyards

By Past Chapter President and ABC Night Chair John Misuraca
Where can you go to drink from several varieties of wine, eat fine food and feel a cool ocean breeze in the middle of several rows of grape vines. Napa? Paso Robles? How about Temecula? The answer is right here in Orange County!

The third annual Orange County/Long Beach Attorneys, Bankers and CPAs mixer is Thursday, Aug. 7, from 5:30 to 8:30 p.m. This year, it will be taking place at the Newport Beach Winery, which offers a relaxing atmosphere in a place you’d never expect to see next to the Newport Back Bay.

It’s a great opportunity to drum up new business in a great atmosphere. Proceeds go to the our Scholarship Fund and we’re always looking for sponsors. There are three types of sponsorships, all of which offer you a great way to get the word out about your firm or company. Registration and sponsorship information can be found here on the chapter webpage or on the CalCPA calendar.

For fantastic sponsorship opportunities, email program associate Nancy Wilson.

Register or learn more.


Register for the 2014 California Financial Literacy Summit—Aug. 6

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!

The Ultimate Retirement Checklist

By Junette McCarthy, CFP
Deciding when, where and how to retire can be the most critical and important decision in a lifetime. According to data compiled by the Social Security Administration, a man reaching age 65 today can expect to live until 84, and a woman turning 65 today can expect to live until age 86. And those are just averages. About one out of every four 65-year-olds today will live past age 90, and one out of 10 will live past age 95. With retirement potentially lasting 20 years or longer, the decisions made surrounding retirement are crucial. This checklist is a good place to start by providing a deeper look than just the numbers and to offer a better chance of success.


  • Complete any deferred home maintenance projects.
  • Check condition of home roof, siding, gutters, plumbing, yard maintenance and flooring.
  • Check the condition of home appliances such as: refrigerator, dishwasher, stove/oven, microwave, washer and dryer, hot water heater, and furnace and air conditioning system.
  • Consider whether your home is accessible easily. Determine if physical adaptation is required (stairs, shower, bathtub, door knobs, door handles and doorways).

Health Related Items

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CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

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.

Professional Issues Update—Coming to a Chapter Near You

Join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.

Thank You

Thank you to our generous sponsors of the OC ABC Night at Newport Beach Winery and Vineyards, Aug. 7

Bronze Sponsor

Silver Sponsor

Entertainment Sponsor

Local Interest Groups

From technical committees to discussion 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

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

Program Associate:
Nancy Wilson
(714) 545-6717
(800) 922-5272, ext. 3230

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

Chapter Leadership