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July 1, 2015
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President's Message

Fall Seminar Series is Here! – Sign up Today!

September 2, 2016

One of the most unique events that our chapter champions is the Fall Seminar Series. This seven-night event provides our members with 21 hours of CPE for the low price of $400. The proceeds support the scholarships we provide to accounting students. This is also the 30th year that the chapter will be presiding over this event. No other chapter in California puts on this type of event for their members. We’re excited to have speakers who will address the issues that you face on a daily basis, including data security, SSARS 21, business valuation and IRS controversy.

As we work to continue to make this event viable for the next generations, we’re excited to webcast this event in the fall.

So come out, support CalCPA and attend a few of these nights in the fall.  If you can’t attend in person you can participate via webcast for Sept. 22, Oct. 6 and Nov. 10.

Chapter News

Upcoming Chapter Events

Estate Planning: Property Tax Issues | Sept. 21

Forensic Services: Marketing CPA Forensic and Valuation Services | Sept. 21

North OC Disc Group: Buy-Sell Agreements
| Sept. 22

Estate Planning: Malpractice in Estate and Trust Practice
| Oct. 19

Int’l Tax: 1040 or 1040NR? | Oct. 25

New Licensee Reception (Free for New-Licensees) | Oct. 25

North OC Discussion Grp; Tax and Financial Planning in the Midst of a Divorce
| Oct. 27

Chapter Admin Grp: Innovative Talent Strategies for Future Focused Firms | Nov. 10

Chapter Mixer and Luncheon: Fall 2016 Election Wrap Up | Nov. 17

Fall Seminar Series: Gain Credits—and Knowledge

Our 30th Annual Fall Seminar Series will run Sept. 22–Nov. 11 and present timely info designed to help sole proprietors, associates of small/medium practices, and young and emerging professionals. You won’t find a more comprehensive CPE series anywhere!

Attend all seven nights of the series and earn 21 hours of CPE. Cost is $385 for members and $490 for nonmembers (fees are non-refundable).

Net proceeds from the event will be used to support accounting students in California. Contributions or gifts to CalCPA are not tax deductible as charitable contributions for federal income tax purposes. However, they may be deductible under other provisions of the Internal Revenue Code. Please consult your tax adviser.

Learn more and register

Federal, State, Local and International Taxation Conference

Congratulations to Our Scholarship Winners

The Orange County/Long Beach Chapter is proud to be able to offer scholarships to students whose dream it is to go into the accounting field and become a CPA. The winners were presented with a certificate and check at the August Scholarship Reception where we recognized our 40-year members. Thank you CalCPA Past Chair Ed Jordan and a recent 40-year member who both spoke at the event. Many thanks to Scholarship Chair Larry Lamb and our Scholarship Committee members for their hard work:

Lorena Garcia, Cerritos: $750
Cassandra MacQuoid, Concordia: $750
Rosio Salazar, Cerritos: $750
Lyly Tran, Cypress: $750
Nicole Tsai, Irvine Valley: $750
Anh Dinh, CSULB: $2,500
Maura Epstein, Chapman: $2,500
Wynter Rose Hart, Concordia: $2,500
Victoria Lim, CSUF: $2,500
Michaela Mueller, Concordia: $2,500
Alex Nguyen, SCULB: $2,500
Svetlana Perez, CSUF: $2,500
Radhika Savalia, Chapman: $2,500
Marisol Hobbs, UCI: $5,000
Carey Li, CSF: $5,000

CalCPA News

So, You Want to be a CPA? – Webcast

Get the answers you need all in one place, directly from CalCPA and the California Board of Accountancy.

Learn about the pathway to becoming a CPA from experts, who will discuss fulfilling the educational requirements, the CPA exam and corresponding changes coming in April; applying for first-time licensure; and your first renewal.

Hear from a CPA candidate about their exam experiences and a successful, seasoned CPA about what being a CPA is really like.

Date: Sept. 27
Time: 6–8 p.m.

Register today for the webcast!

Register for the California Financial Literacy Roundtable–Los Angeles

The CalCPA Institute is hosting a California Financial Literacy Roundtable Sept. 29 at California State University, Los Angeles, that will build connections within the California financial literacy community, promote financial education and focus on the how we can empower all Californians to better manage their finances through education.

Major subjects addressed:

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

Admission is complimentary and includes three hours of CPE, meals and parking.

Register online—and if you sign up by Sept. 23, you’ll have a chance to win a $50 Amazon gift card.

Now Serving … A New Membership Type

Do you qualify for the new Financial Professional membership type—priced at only $199.

You do if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:

  • A professional employee at a CPA firm;
  • Anyone working under the direct supervision of a CPA in industry, government or education;
  • A financial professional in industry, government or education, or legal, banking or financial
    consulting services; or
  • An IT professional.

Visit the CalCPA website for more information.

2017 CalCPA Campus Ambassador Program

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 are due Nov. 18.

Wine Industry Conference 2016

Hot Topics Blog


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

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

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