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July 1, 2015
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President's Message

Welcome Our New Chapter President

May 1, 2016

The Orange County/Long Beach Chapter Board of Directors are pleased to announce that Stephen Tierney will lead the Board for the 2016-2017 year as the Chapter President.  Stephen is a partner in the Tustin based accounting firm of Nienow & Tierney, LLP.  Steve has been in public accounting for nearly 20 years, more than 15 of which have been with Nienow & Tierney, LLP.

Stephen is also the founder of Up and Running Again, a nonprofit organization that helps the homeless by training them to run a half marathon. Since its founding in 2009, Up and Running Again has trained over 400 runners. The runners can then apply the goal-setting skills developed through the training process to other aspects of their lives.

For his efforts to help the homeless in Orange County, Tierney received the 2014 CalCPA Public Service Award from CalCPA. The annual award recognizes an individual CalCPA member for services to his or her community or for governmental service in either a volunteer or elected capacity.

Steve earned his Bachelor of Science degree in Business Administration from Biola University and received his CPA designation in 1998. He lives in Orange with his wife Michelle and three children.  He is excited for the opportunity to lead the chapter this coming season and help provide additional benefits to the members.

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Don’t Miss These Upcoming Events

Flow Through Entities: Opportunities for Step-Up in Basis | May 18
Sponsored by Larsen & Risley, Inc.

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


Don’t Miss the 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.


New Chapter Board of Directors Introduced at After Tax Celebration

Thank you to our over 65 members and guests who attended the After Tax Celebration/Board Installation on May 4th.

Many thanks to our sponsors:

 

 

Board members for 2016-17 include:
President Stephen Tierney, Nienow & Tierney LLP
1st V.P .Megan Boldizsar, PricewaterhouseCoopers LLP
2nd V.P. Wil Goodison-Orr, Marcum LLP
Treasurer Summer Taylor Martinez, Deloitte & Touche
Secretary Angela Garrett, Wertz & Company
Past President Marty McNamara, CPA, marrick wealth

Director – 2 years
Betty Chavis, PhD, California State University, Fullerton
Sherry Radmore, Ells CPAs & Business Advisors
Paul Short, KPMG

Director – I year
John Chadwick, Ernest & Young LLP
Greg Coleman, White Nelson Diehl Evans LLP
David Morse, Paddock Scheck Morse Inc.
Mike Silvio, Hall & Co CPAs, Inc.

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Register for the California Financial Literacy Roundtable- San Diego

This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.

Our roundtable event will be held in the San Diego area at National University, Torrey Pines on Thursday, June 2, 2016.

Major subjects covered by our panelists:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Successes, Challenges and Progress in Financial Literacy in Public Education

Confirmed Speakers:

  • Juliana Liebke from the San Diego Unified School District
  • Anthony Zambelli from the San Diego Council Economic Education
  • Joseph Forlenza, CPA, San Diego CalCPA Chapter Personal Financial Planning Chair
  • Jeremy Kovacevich, CFP from HoyleCohen
  • Suzanne Goulet from San Diego State University
  • Steve Wimmers, CPA former CalCPA chair
  • Admission is complimentary and includes 3 hours of CPE, all meals and parking.

Register here for the 2016 California Financial Literacy Roundtable—San Diego.

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

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

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Entertainment Industry Conference
Estate and Trust Conference
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.

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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