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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

Setting Priorities

August 1, 2014

By Rich McDonnell, CPA

2014-presIn our daily lives, we may knowingly (or unknowingly) set our priorities; it’s simply part of our lives. During the summer, life slows down just a little to realize how we set our priorities. As CPAs we find ourselves with deadlines on a constant basis, so we proactively need to remember to rethink and reprioritize.

There’s a video that pops up every once in a while, where a professor adds to a jar big rocks, then pebbles to fill the spaces, then sand to fill the crevices and then chocolate milk to fill the air gaps. He asks his students at each interval, “Is the jar full?” Of course they say it is each time!

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Chapter News

PSV/SVSJ 13th Annual Estate Planning Symposium: A Brave New World – Practical Aspects of Estate, Gift & Income Tax Planning & Compliance in this Topsy-Turvey World

Date: Thursday Aug. 14
Time: 11:30 a.m. – 5 p.m.
Location: DoubleTree by Hilton Hotel, San Jose
Cost: $150/members; $180/nonmembers.
CPE: 5.0
MCLE: 2.25
CFP: pending

Thank you to our lunch sponsor BNY Mellon Wealth Management, gold sponsor Burr Pilger Mayer Inc., and silver sponsors Abbott, Stringham & Lynch, Berger Lewis, Seiler LLP, and Young, Craig + Co. LLP. All net proceeds benefit the chapters’ scholarship funds for aspiring CPAs.

Learn more and register.

Managing Employees Effectively & Avoiding Employment Claims

The Accounting Principles and Accounting Standards and Business & Industry committees are coming together for a joint CPE and networking event. Join us with Employment Group at Gordon & Rees LLP Partner Heather Irwin as she speaks on the legal framework for possible employment claims in California’s unique legal landscape. She also will provide tips for effective performance management. Join us from 6-7 p.m. after the presentation for a networking happy hour with other colleagues in the profession.

Date: Aug. 20
Time: 6-7 p.m.

Learn more and register.

Personal Financial Planning Round Table Discussion

Thursday, Aug. 21 (every third Thursday of the month)

Socrates said more than 2,000 years ago, “Education is the kindling of a flame, not the filling of a vessel.” Join the PSV Chapter Personal Financial Planning morning roundtable discussion of ad hoc items including current trends, regulations, business practices and business development. We hope to foster an open environment where we can learn from each other and build our practices. For questions, please contact Committee Chair Mike J. Baird at (650) 508-1040 or mike@famcpa.com

Register online.

Financial Literacy Volunteers Rock!

Thank you to Mike J. Baird, Pat Kumar and Brian A. Sullivan for volunteering as a panelist in the Small Business Panel for the Bay Area Entrepreneur Center of Skyline College on June 25. Thank you also to David Lo for supporting the Peninsula/Silicon Valley Chapter’s Financial Literacy Committee.

For further questions, or is you are interested in volunteering, please contact Darrell Young at darrell.young@PGWM.com or (650) 616-4165.

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.

CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.

Professional Issues Update—Coming to a Chapter Near You

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 (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.

Membership News

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Local Interest Groups

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

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