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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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A blog for and by a community of professionals

President's Message

Welcome Our New President

May 5, 2017

Megan Boldizsar, who has been active in our chapter, will serve as this year’s president, after moving up the ranks from board member, secretary, treasurer and vice president. Megan works in the assurance practice at PwC in Irvine.

Her goal is to organize a successful year of events and fun networking opportunities to benefit members of our chapter, as well as raise money for scholarships for accounting majors. She’s very passionate about giving back to the community, including supporting her alma mater Cal State Fullerton.

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Chapter News


May 11: After-tax Celebration and Board Installation

The Center Club in Costa Mesa is the location for our end of tax season celebration and board installation! Network with your peers and meet our new chapter leaders. Registration cost includes two drinks (beer, wine, soft drinks), food and parking.

Register or learn more.




June 29: YEP Summer Networking Event

The YEPs of Orange County/Long Beach are celebrating the warm rays and lax hours of summer at The Hacienda in Santa Ana! Join us for a fun-filled night of great food and drinks, all while networking with fellow young and emerging CPAs.

Don’t miss this opportunity to meet new people and expand your network.

Register or learn more.

July 18: Scholarship Reception and Honoree Night

Mix and mingle with the student scholarship winners over a glass of wine and great hor’dourves. The chapter provides scholarships for college, university and master’s degree students interested in accounting. Scholarship Committee Chair Larry Lamb and the committee will recognize the winners who will be our future leaders. We also will honor our 40-year members and past chapter presidents.

Register or learn more.

Aug. 16: ABC Night at Pacific Club Newport Beach

OCLB Chapter ABC Night is the premiere networking event in Orange County, where you can connect with attorneys, bankers and CPAs surrounded by the incomparable ambiance of Pacific Club Newport Beach!

Two drink tickets and a generous assortment of stationed and tray passed hors d’oeuvres are included with price of admission.

Check out the great sponsorship opportunities. Sponsorship is a great way to get name exposure for your business.

Register or learn more.

19th Annual Economic Forecast Jan. 24

Mira Farka, Ph.D., will review her economic predictions for 2017 and detail what’s in store for 2018. Farka is the co-director for the Institute of Economic and Environmental Studies at California State, Fullerton, and is known for developing and presenting the CSUF Economic Forecasts for the nation, Southern California and Orange County at the CSUF Economic Forecast Conference. She’s routinely quoted by various media sources, including the Los Angeles Times, Orange County Register, Orange County Business Journal, OC Metro, Valley News and California Commerce.

Register or learn more.

Chapter Board Meeting

The OC/LB Chapter Board meetings are held on the second Tuesday of the month. Members are always welcome. If you are interested in attending a Board meeting, please contact Heidi Larkin-Reed, Program Associate Heidi Larkin-Reed.

Other Area Chapter Events

Los Angeles
Inland Empire
San Diego


CalCPA News

ENTC Conference


Behind the License

We know there’s more to your life than the tax forms, deadlines and rules and regulations that you spend time with at the office. And we want to tell your story—or the story of a member you may know.

Our monthly Final Entry feature in California CPA takes a look at the person behind the license. Over the years we’ve featured members who race carsplay in a banddevote time to nonprofit causeshave taken on physical endurance challengessurfDJ and make wine.

So, what’s your story?

If you’d like to participate or want to recommend a colleague, contact managing editor Damien English with details and we’ll set up a short interview.

Sales Tax on Services Legislation Introduced

Tax on services continues to be a topic of discussion in the Legislature. A recently introduced bill, SB 640 (Hertzberg), proposes to enact a sales tax on services—including those provided by CPAs. While the bill does not articulate how such a complex shift in the tax burden would be accomplished, the introduction of this legislation keeps the issue on the radar within the public policy arena—particularly as tax reform conversations heat up.

Similar far-reaching tax on services proposals were introduced in 2015 and 2016 by Sen. Hertzberg, but both bills died in the Legislature when they failed to meet legislative deadlines. These proposal have been characterized as a way to broaden California’s tax base to address a volatile stream of tax revenue. However, the proposal would impose an extremely complex shift in the tax burden to raise billions in new tax revenues.

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Join us at a CPE Weeks destination!
July 10–14
Aug. 7–11
Oct. 23-27
Nov. 27–Dec. 1