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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

Why Read CalCPA Email Blasts, Especially Those from Your Chapter?

September 1, 2014

By Rich McDonnell, CPA

2014-presIf our practices are similar, you receive 50 to 150 emails a day. As such, for the longest time, our chapter program associate Wendy Mai’s emails would be lost in my inbox as I did not give them the priority they truly deserved.

However, if you’re looking for the opportunity to grow and network, it may make sense to spend two minutes to scan the CalCPA email blasts from Wendy and dive deeper through the links for the issues that are of importance to you—even during busy seasons, month end, quarter end and even year-end closes.

Read the rest of this entry »

Chapter News

Success! PSV/SVSJ 13th Annual Estate Planning Symposium

We’re going strong into our 13th annual Estate Planning Symposium: Aspects of Estate, Gift & Income Tax Planning & Compliance. With more than 150 attendees, we presented on income taxation of trusts and estates, opportunities and challenges of fostering family meetings regarding wealth, inter vivos formula clauses and dealing with digital assets. Thank you to everyone who attended this annual CPE event, as all net proceeds benefit the chapters’ scholarship funds for aspiring CPAs.

Thank you to all our generous sponsors:

Lunch Gold




Attention Students: We’re Giving Away $15,000 in Scholarships—Application Deadline Oct. 1

Undergraduate and graduate accounting students at local colleges can apply for our 2014 chapter scholarships now. Our chapter awards up to $15,000 every year, and individual awards may range from $400-$1,500. You will find eligibility criteria and application forms online.

The application deadline is Oct. 1, and awards will be presented at our annual Student Night Oct. 30 at Poplar Creek Grill in San Mateo.

Could You Use an Intern?

All business students at Menlo College are required to complete a 400-hour internship near the end of their degree programs. This means you have access to a pool of local, talented, undergraduate students who have a significant amount of relevant, business coursework completed and are ready to put their knowledge and skills to work for you while you help them learn about their chosen career path.

The Menlo College Internship Program pairs the student’s onsite internship experience with an on-campus seminar course. This program ensures that students are able to process and better understand their onsite experiences, share with a group of students to gain a more diverse view and context of business in the Bay Area and engage with faculty to help them maximize success at the internship sites.

To learn more, contact Zach Osborne, Menlo College’s associate director of internships, at (650) 543-4097 or via email,

Volunteer with the Justice and Diversity Center’s Low Income Taxpayer Clinic

The Justice and Diversity Center’s Low Income Taxpayer Clinic is in need of volunteers; many of its cases handle a broad range of IRS controversies for low income individuals. CPAs experienced in tax controversy would be very helpful to the organization’s cause. If interested, please email or call Low Income Taxpayer Clinic Supervising Attorney Sarah W. Drinkwater at sdrinkwater@sfbar.org or (415) 782-8977.

Learn more.

THINK PINK! Saturday, Oct. 25

Join the CalCPA PSV and SVSJ chapters for a 5k fundraising walk!

MAKING STRIDES Against Breast Cancer of Silicon Valley

Location: Arena Green; Guadalupe River Trail; San Jose
Time: 7:30 a.m./registration; 7:45 a.m./meet CalCPA team at the Main Stage

Join our team or get more info.

CalCPA members contact: Mayu Kozuka 650.522.3256
CalCPA staff contact: Wendy Mai 415.254.2323

CalCPA News

Professional Issues Update: Coming to Your Chapter Near You

Please 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 and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE. This event is FREE for members and guests. Invite your colleagues to use discount code “PIUGuest” at checkout.

Learn more and register today.

2015 CalCPA Campus Ambassador Program

Want to help spread the word about CalCPA and the CPA profession? Applications will be accepted starting Oct. 1 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.

Applicants must be a:

  • Sophomore or junior attending a four-year college or university with a graduation date of December 2015 or later;
  • Declared business, economics or finance major or minor, with an intention of pursuing a CPA license; and
  • U.S. citizen or permanent resident of the United States.

Campus Ambassadors receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

For more information, contact David Lo via email or call (818) 546-3559.


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From technical committees to discussion groups, the Peninsula Silicon Valley 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

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

Program Associate:
Wendy Mai
(650) 522-3231
Cell: (415) 254-2323

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072

Chapter Leadership