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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

It’s Tax Season … But Read This

February 26, 2014

By Minel Diaz, CPA

2013-presBy the time you read this message, many of you will be so deep into tax season that you might not even read this full article. That’s unfortunate because this will be the best article ever, as I report what’s going on with CalCPA from what I learned during the January Council meeting held in Sacramento. If you cannot read this article right now, I encourage you to put a reminder on your calendar—right now—to read Minel Diaz’s blog from March 2014. And set that reminder for April 18 (because you know your brain won’t be functioning till a few days after April 15).

Here are a few things I will share with you this month:

  • CPA Day: A visit to legislators in Sacramento
  • Financial Literacy
  • Good 4 Business Initiative
  • CalCPA’s Strategic Initiatives and ERM
  • New Member Benefit (you’ll have to read till the end to know!)

More than 100 CPAs stormed Sacramento Jan. 22 for CPA Day to share our concerns with legislators and their staff about issues affecting our profession and our clients. I’m not well equipped to share these issues, but for more information, you can always contact CalCPA’s Government Relations Division Director Bruce Allen. In addition to sharing our concerns about these issues, we provided legislators information about certain outreach programs we have, one of which is our Dollars and Sense financial literacy program. If you have not yet been involved with this program, you should check out opportunities to volunteer and share your CPA knowledge to help other people better manage their money; improve savings and investment strategies; and save on taxes. Many workshops are organized and there could be one near you!

Read the rest of this entry »

Chapter News

Thank You for Making ABC Night a Success

A huge thank you to all the sponsors and attendees for making our annual ABC fundraising mixer a success! More than 260 attorneys, bankers, CPA and financial professionals were in attendance Jan. 30 at the Hiller Aviation Museum for some networking fun. All net proceeds benefit our chapter’s scholarship fund, which are awarded annually in October at our Student Night to aspiring CPAs from Canada College, College of San Mateo, Menlo College, Notre Dame de Namur University and Skyline College.

Thank you to our generous sponsors.




For detailed sponsor contact information, please click here.

Asia Business Forum: A Hit

More than 70 people joined us for our fourth Asia Business Forum to discuss current issue and topics relevant to business in Asia. The Feb. 10 event was co-hosted by the CalCPA Peninsula/Silicon Valley and Silicon Valley San Jose chapters, Ascend and eBay.

Held at eBay’s North San Jose campus, the session, “Ride the Horse: Navigating the Opportunities and Challenges to Business Success in Asia,” featured speakers Stanley Kwong of the University of San Francisco; Volker Pasternak of Electric Power Research Institute; Julian Zou of Pillsbury; Victor Wang of Hanhai Investments and zPark Venture; and Mark Hillhouse of HSBC.

We thank all the sponsors and attendees for contributing to the success of the event that raised money for the chapters’ scholarship fund.

Thank you to our generous sponsors:

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Chapter Officers & Directors 2014-15

The results are in! Congratulations to the newly elected chapter officers and directors for  2014-15:

President: Richard K. McDonnell Jr. (Burr Pilger Mayer Inc.)
First Vice President: Bruce A. Maule (College of San Mateo)
Secretary: Alison D. Proctor* (Seiler LLP)
Treasurer: Michael J. Baird* (Fred A. Marcussen CPA)
Past President: Minel Diaz (Electric Power Research Institute)

Directors 2013-15
Marc W. Leardini (Young, Craig + Co. LLP, CPAs)
Matthew J. Price (Frank, Rimerman + Co. LLP)
Julie Schilling (California Casualty Management Company)
Anna L. Su (Burr Pilger Mayer Inc.)

Directors 2014-16
Caroline Gardner (SRI International)
Matthew Giorgio (McGladrey LLP)
Anthony Rozenvasser (Seiler LLP)
Darrell Young (Poplar Global Wealth Management LLC)

Council Representatives 2013-15
Bruce A. Maule (College of San Mateo)
Richard K. McDonnell Jr. (Burr Pilger Mayer Inc.)

Council Representatives 2014-16
Alison D. Proctor; Seiler LLP

*Please note a slight correction swap on the original ballot emailed Jan. 20. Alison D. Proctor should have been listed as secretary and Michael J. Baird should have been listed as treasurer.

If you have any questions, please contact chapter program associate Wendy Mai.

Volunteers Needed for the Upcoming Tax Season

Roll up your sleeves and join other CPAs and more than 1,000 other volunteers at Tax-Aid—a nonprofit organization that offers free tax return preparation for low-income families at more than 30 locations around the Bay Area.

Last season volunteers served more than 4,400 people and returned $4.3 million in refunds to our local community and economy. Tax-Aid clients have an average AGI of $19,000 and greatly appreciate the free service provided by our volunteers.

If you are interested in volunteering for Tax-Aid’s free tax preparation program, email senior program manager Minnie Sage and include your firm, email and phone number. Tax-Aid will contact you with training and site schedules.

Members who want to support Tax-Aid’s work in the community are encouraged to donate online.

More information is available on Facebook and Linked In.

IRS Seeks Volunteers for Taxpayer Advocacy Panel

“The Internal Revenue Service seeks civic-minded volunteers to serve on the Taxpayer Advocacy Panel (TAP), a federal advisory committee that listens to taxpayers, identifies major taxpayer concerns, and makes recommendations for improving IRS services.”

Read the rest of this entry »

CalCPA News

Women’s Leadership Forum: Develop, Inspire, Celebrate

Learn leadership ideas, trends and practical guidance that will make a difference in your professional life. Topics include executive presence, working within generational differences, making a difference on nonprofit and corporate boards and more. We’ll also present our Women to Watch Awards, which recognize women for their outstanding contributions to the profession and communities.

Learn more and register.

Renew by May 1 and Receive a FREE 4-Hour Ethics Course

By renewing your CalCPA membership, you will keep your access to advocacy in Sacramento, leadership opportunities, news and trends, exclusive discounts, continuing education and a network of more than 40,000 CalCPA members. Plus, renew today and receive a FREE 4-hour ethics course valued at $190.

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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

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

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