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July 1, 2015
Sacramento Area
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President's Message

This Year’s Vision

May 1, 2016

By David W. Taklender

 First and foremost, let me congratulate those of you in public accounting for getting through another tough busy season! I hope many of you have some down time planned so you can recharge your batteries and come to some great events this year. Also, let me say that I’m truly honored to be chapter president for 2016-17 and will do all I can to give back to an organization that has given me so much over the years.

I would like to personally thank outgoing chapter president Jason Brenier for a great year. Also, I would like to congratulate the entire 2016-17 leadership team, as well as vice president Bryan Carpenter, secretary Teresa Reed and treasurer Will King.

My vision for the coming year includes increasing membership, of course, but also continuing to build strong relationships within the San Diego business community. One of the greatest rewards I received from my participation within the chapter has been the many friends and professional colleagues I made over the past six years. This has proven invaluable to me as a sole tax practitioner. I hope we can continue to strengthen our connection to the local business community by hosting events like ABC Night and by inviting some of these folks to other chapter events.

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Chapter News

Renew


May 16: Accounting Day 2016

Enjoy a day of CPE after the busy season at Accounting Day 2016.

Register and find more information online, call Jim Colville at (858) 682-9668 or Dave Kvendru at (858) 715-8036.


Plan Now for Connection & Growth in 2016-17!

Mark your calendar for these upcoming events! For specific interest groups and discussion groups, please contact the chair or co-chair for dates. If you have any questions, please send an e-mail to program associate Cindy Holcomb or call (619) 252-2944.

  • June 9: Installation Event at Stone Brewing Liberty Station
  • July 15: Summer Networking at Padres at PETCO Park vs SF Giants
  • Aug. 25: ABC Night at Tom Ham’s Lighthouse
  • Sept. 21: Member Appreciation Event at Club M at Fairmont Grand Del Mar
  • Oct. 18: Professional Issues Update (FREE-Members Only)
  • Oct. 27: Fall Networking at Phil’s BBQ on Sports Arena
  • Nov. 16-18: SD 20th Annual Tax & Accounting Institute at the Handlery Hotel San Diego
  • Dec. 8: Holiday Party
  • Jan. 12: ABC Night

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Register for the California Financial Literacy Roundtable- San Diego

This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.

Our roundtable event will be held in the San Diego area at National University, Torrey Pines on Thursday, June 2, 2016.

Major subjects covered by our panelists:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Successes, Challenges and Progress in Financial Literacy in Public Education

Confirmed Speakers:

  • Juliana Liebke from the San Diego Unified School District
  • Anthony Zambelli from the San Diego Council Economic Education
  • Joseph Forlenza, CPA, San Diego CalCPA Chapter Personal Financial Planning Chair
  • Jeremy Kovacevich, CFP from HoyleCohen
  • Suzanne Goulet from San Diego State University
  • Steve Wimmers, CPA former CalCPA chair
  • Admission is complimentary and includes 3 hours of CPE, all meals and parking.

Register here for the 2016 California Financial Literacy Roundtable—San Diego.

CalCPA News


Free Member Webcast – June 7

Helping Your Clients Understand (and Optimize) Their Equity Compensation Packages Webcast

At this workshop you have the opportunity to learn the complex “ins and outs” of Equity Compensation Plans, including ISO, NQSO, ESPP, RSO, etc., in order to position yourself as a knowledgeable professional. Gain the understanding of tax treatments and rules that would enable you to help your clients avoid any unintended consequences when it comes to their equity compensations.

Register today
!


June 23: CalCPA Education Foundation 50th Anniversary Gala

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Reception, Silent Auction, Dinner & Dancing
The Langham Huntington Hotel | Pasadena
Thursday, June 23
5:30–11 p.m.

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Entertainment Industry Conference
Estate and Trust Conference
CalCPA 50th Anniversary
Hot Topics Blog
Renew Today

Save the Dates

May 11: North County Coastal DG
May 16: Accounting Day
May 17: Firm Administrator Forum
May 18: North County Inland DG
May 20: La Mesa DG
June 8: Emerging Professionals (EP) Event/Rock Bottom Brewery
June 9: Installation Event/Stone Brewing Liberty Station
July 15: Summer Networking/Padres at PETCO Park vs SF Giants

Local Interest Groups

The San Diego 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

Program Associate:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 252-2944
Fax: (650) 522-3013

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