Sacramento Chapter
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Archive for the ‘Chapter News’ Category
November 30th, 2010
Please join us for a discussion on Estate and Family Planning for Real Estate (Chapter 18) with Robin Klomparens of Wagner Kirkman Blaine Klomparens & Youmans as our discussion leader. This month’s chapter is an interesting potpourri of issues involving exchanges wherein we will discuss family limited partnerships, valuation discounts and estate taxes.
The RED group’s programs are loosely based on the book, “Federal Income Taxation of Real Estate.” If you are curious and have not visited for a while, please come. As always, bring questions and be prepared to network!
Date: Tuesday, Dec. 14
Register online.
Info: Cameron Hess or Patty Scharlach.
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November 5th, 2010
We are accepting applications for our Scholarship Program. If you know someone who is studying to be a CPA and is attending one of the following schools, please have them apply.
Community Colleges: American River College, Butte Community College, College of the Siskiyous, Cosumnes River College, Feather River College, Folsom Lake College, Lake Tahoe Community College, Lassen Community College, Sacramento City College, Shasta College, Sierra College, Woodland College and Yuba College.
Four-year Universities: California State University, Chico; California State University, Sacramento
Please check the scholarship resource guide for criteria and application.
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November 5th, 2010
A group of professional advisers, including CalCPA members Donna Book, Debbi Christensen, George Graziano, Steve Phillips and Dieter Stenger, have formed a Giving Circle at Placer Community Foundation to support programs serving youth.
With funds matched by the Placer Community Foundation, the group recently awarded nearly $22,000 in grants to provide young people ages 14-21 with training and peer mentoring around violence prevention, relationship building, self-esteem and leadership.
The organizations selected by the Professional Advisor Giving Circle include Assistance League of Greater Placer, PEACE for Families, Roseville Police Activities League, ReDirect/Nuevo Camino and Harvest Community Church.
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September 29th, 2010
Join us as Robin Klomparens, a partner in the law firm of Wagner Kirkman Blain Klomparens & Youmans LLP, will discuss what a non-resident alien or a non-citizen resident needs to know about U.S. income tax reporting and estate planning. Topics include utilization of Qualified Domestic Trusts for non-citizen spouses, necessary reporting for clients with offshore assets and where the government appears to be headed with respect to such reporting issues.
Date: Tuesday, Nov. 16
NEW Location: Piatti’s Ristorante; 571 Pavilions Lane; Sacramento
Register online.
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September 28th, 2010
With the support of the 38 sponsors, 120 golfers and numerous volunteers, the tournament was another huge success with approximately $12,500 going to the chapter’s Scholarship Fund. Thank you to Bruce Kajiwara, the emcee for the awards banquet, Morgan Creek Golf and Country Club for its hospitality and cooperation, and the committee members who worked hard to provide another fun and profitable day for chapter members, their friends and supporters.
The winners:
- Low Gross, with a team score of 53: Jim Azevedo, Mike Berry, Kevin McCarl and Trevor Chambers
- Low Net, with a team score of 49: Mike Stevens, Bernard Bendinger, Erik Jones and Aaron Munoz
- High Gross, with a team score of 77: Remains anonymous
- Longest Drive (Men): Mike Stevens
- Longest Drive (Women): Carol Arner
- Closest to the Pin: Hole No. 4—Jason Radich at 9’6”; Hole No. 12—Patrick Gainer at 4’3”; Hole No. 16—Perry Ghilarducci at 13”
Doug Youmans was selected to attempt the $1 Million Shot. His shot came close but did not win the million dollars!
Putting Contest: Jeff Peek at 11”; Mo Schieber at 23”; and John Scheduler at 34”
We hope to see you at next year’s event
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September 28th, 2010
Among the topics we’ll discuss this month: Section 1031 revisited; multi-investor issues for exchanges; an alternative strategy for condemnation proceeds; partnership sales—can they be nontaxable?; grappling with disagreeing partners—exit options; repositioning and strategies in anticipation of a sale; and use of options.
The RED Group’s programs are loosely based on the book Federal Income Taxation of Real Estate (WG&L); we’re using Chapter 17 for this month. Bring your book! If you are curious or have not visited for a while, please join us, and we will have a few spare copies of books you can borrow. As always, bring questions and be prepared to network! Our topics are for all levels of experience.
Date: Tuesday, Oct. 19
Register online.
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September 28th, 2010
Don’t forget to register for our chapter’s Financial Symposium. Registration is filling up for this excellent opportunity to invite your key clients to a top-notch event, which will be followed by a cocktail reception at the Sutter Club. Great speakers will address the political and business climate in California in this difficult economy. This event is designed to bring together members of our business community for an interesting discussion of Sacramento’s political and economic climate. Don’t miss it!
Date: Thursday, Nov. 11
Register online.
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August 27th, 2010
CalCPA and its members won our legislative successes last year with a lot of effort. We need to continue to build and develop relationships with our state senators and assembly members to continue to effectively represent the profession going forward Term limits make this process that much more important.
Do you personally know your senator or assembly member—or one of their staff? Would you like to get involved in future grassroots government relations effort and help CalCPA and the profession? We are not asking for a major time commitment, participate in CPA Day at the Capitol Wednesday Jan. 19 in Sacramento, send a couple of e-mails during the year and make an occasional visit to a district office with fellow CalCPA members. Please contact Patrick Rogan or our chapter program associate Dana Agosti for more details.
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August 27th, 2010
Don’t forget to mark your calendar for Nov. 11—our Financial Symposium. Registration is filling up for this excellent opportunity to invite your key clients to a top-notch event at the Sutter Club. Contact chapter program associate Dana Agosti for more information.
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August 27th, 2010
We want to thank our golf tournament sponsors, drawing prize donors, volunteers and committee members who helped make our event possible:
Hole in One Sponsor: Elk Grove Honda
Eagle Sponsors: Brown, Fink, Boyce & Astle; Wagner, Kirkman, Blaine, Klomparens & Youmans, LLP; John Waddell & Company; Wells Fargo Bank
Par Sponsors: ADP; Bibby Financial Services; CCH; CSUS College of Business Administration; David Motes, CPA; First Northern Bank; Macias Gini & O’Connell; Morgan Stanley Smith Barney; Paychex, Inc.; Principal Financial Group; and Ueltzen & Company, LLP
Hole Sponsors:
Becker Professional Education; Chavez, Kirstien & Co.; CompuPay, Inc.; Ledgent; Moss Adams LLP; Netpay Payroll, Inc.; Perry-Smith LLP; Polycomp Administrative Services, Inc.; Ravel Rasmussen Properties; Robken & Company; Thompson Tax & Associates, LLP; The Three Tower Corporation; Umpqua Bank; and Word & Brown
Picture Sponsor: Wallace & Associates, Inc.
Beverage Sponsors: Gregory Verdon & Company, Group Insurance Trust, CalCPA and CAMICO
Putting Sponsors: Ameriprise Financial and Northwestern Mutual Fin. Network
Million Dollar Sponsor: Milla Austin, CCH
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