Peninsula/Silicon Valley Chapter
A blog for and by a community of professionals
President's Message
May 17, 2012
By Kenneth K. Lee, CPA
One of my goals is to re-connect with former CalCPA members, especially those in private industry, who drop off our membership roster for one reason or the other. They and their wealth of knowledge, however, are great losses to our organization. We need to encourage them to return to CalCPA. I ask all of you to reconnect with our former members, encourage them to participate in CalCPA and invite them to our meetings, seminars and events. This re-connection could strengthen our ties to all members, current and former.
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Chapter News
Now you see it, now you don’t? The $5 million gift: An opportunity of a lifetime?
Time is running out to help your clients take advantage of this estate and gift tax exemption before it expires at the end of the year. Learn what can be done at this event, put on by the estate planning committees of the CalCPA Peninsula/Silicon Valley and San Jose Silicon Valley San Jose chapters, along with the Santa Clara County and Peninsula Estate Planning Councils.
The symposium will feature national and California-based speakers, who will highlight strategies you can use to manage tricky family dynamics, optimize flexibility with creative trust planning and make the most of intergenerational gifts through effective use of the $5 million GST tax exemption. Also, learn about unique opportunities within the California probate code for facilitating 2012 gifting, and when a court-ordered reformation or petition makes sense. Other topics include recent developments and current thinking on clawback, portability and hard-to-value assets.
Date: Wednesday, July 11
Register Online.
Sponsorship details: Jane Dunbar
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CalCPA’s Bay Area chapters are again co-sponsoring this seminar, presented by the State Bar’s Taxation Section. The program will qualify for 9 hours CPE credit and includes the following topics:
- International tax enforcement and expanded reporting obligations
- California sales and use tax basics (including taxation of internet sales)
- A Circular 230 primer
- Tax opportunities and pitfalls involving cancellation of debt
Registration deadline is June 15.
Date: Friday, June 22
Register online.
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Business opportunities in China, India and Vietnam were the focus of our May 19 event, plus a discussion of Asian investment in the US. The chapter is very grateful to eBay for generously hosting this event again on their beautiful campus, and to Ascend for co-hosting. Thanks also to our sponsors:
Gold sponsors:
Amiral Advisors
Burr Pilger Mayer
Silver sponsors:
HSBC Bank USA
Petrinovich Pugh & Co LLP.
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CalCPA News
As CalCPA shifts to a new database, please note that the email address from which our database and website sends emails has been changed to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.
Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.
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Emerging Leaders Certificate Program registration is now open. Go online and search event #4122195, then select your chapter. Or call (800) 922-5272.
Not a YEP, but know one? Pass this info to your colleagues and peers.
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