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San Diego Chapter

A blog for and by a community of professionals


President's Message

Every Member Matters

June 3, 2013

By Beth Smiley

2013-pres-beth-smileyI’m not going to call anyone old here, but many of us learned early on that we should “make new friends, but keep the old.” That childhood rhyme played over and over in my head as I thought about my vision for the chapter this year. At our May installation and networking event, we celebrated past volunteers—including 16 new life members. Life members have maintained an active membership for the last 40 years … and counting! These folks are a valuable resource with a wealth of experience and information.

Read the rest of this entry »

Chapter News

OnBoard Networking Event

Are you new to CalCPA or the profession? Interested in increasing your knowledge, chapter involvement or contacts? Join us June 27 for OnBoard—a new opportunity to discover the valuable benefits of CalCPA and to meet the chapter’s leadership team. Enjoy drinks and appetizers at Gordon Biersch Brewery Restaurant in Mission Valley and get a brief legislative update from CalCPA Director of Government Relations Bruce Allen.

Register today.

U.S.-Mexico Conference

Don’t forget to register for the annual joint event between our chapter and the Colegio de Contadores Publicos de Baja California which will be held on July 19, 2013 at the Tijuana Country Club (Aguacliente Room) from 8am – 2pm! After the sessions, lunch will be held on the 10th hole of the golf course at 2pm. The U.S.-Mexico Conference will feature accounting updates and FATCA developments as well as discussions of the complex issues impacting U.S.-Mexico trade including cross-border considerations. An optional activity to tour the wineries of Valle de Guadalupe with lunch in Puerto Nuevo is being offered on Saturday, July 20th 2013. If you are a CalCPA member, please contact Evangelina Contreras at cpevita@hotmail.com or 619 498-0290 regarding registration. Checks must be made payable to Evangelina Contreras Caro and sent to 470 3rd Street #7 in Chula Vista, CA 91910. Also, please feel free to contact the San Diego Chapter U.S.-Mexico Chair, Jesus Oba at joba@jesuscpa.com for additional assistance.

Networking Across Professions

Be sure to attend our all-new ABC Night—a chapter classic reformatted—Aug. 27! Mix and mingle with attorneys, bankers and CPAs after work in the lounge or on the poolside deck of Hotel Palomar in downtown San Diego. Enjoy drinks and appetizers as you connect with local area colleagues at this event sponsored by Brinig & Company, Procopio and Vibra Bank.

17th Annual San Diego Tax and Accounting Institute

Our 17th Annual San Diego Tax & Accounting Institute, the region’s premier opportunity for tax professionals to hear the recent developments in federal, state and local tax and accounting issues, is coming Nov. 20-22. You’ll get to choose from several breakout sessions focused mainly on tax or accounting, plus general sessions and keynote speakers. Stay current with timely updates on tax legislation, as well as the impact to firms and clients.

CalCPA News

2013 Annual Income Tax Seminar

Co-sponsored by CalCPA, this seminar will feature leading speakers discussing state taxation of cloud and e-commerce; worker classification issues; foreign investment in real property, and more.

The seminar is presented by The Income and Other Taxes Committee, State and Local Tax Committee, the Corporate and Pass-Through Entities Committee and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.

Date: Friday, June 28
Time: 8:30 a.m.–5 p.m.
Locations: Program held concurrently at Whittier Law School (Costa Mesa); University of San Diego, School of Law; and Golden Gate University, School of Law (San Francisco)

Register online:
Costa Mesa
San Francisco
San Diego

Rising Stars, Unite!

CalCPA is in search of CPA professionals licensed less than five years who are looking to develop critical leadership skills with a network of peers and local leaders for our annual Emerging Leaders Certificate Program.

Join us for a full-day conference (July 25 at the South San Francisco Conference Center or July 26 at the Four Points Sheraton LAX) focused on various areas of leadership development, followed by four, two-hour chapter-based workshops Aug. 7 and 21, Sept. 18 and Oct. 18.

Program topics include leadership in the new normal, leading from a place of natural strength, how to think like a leader, establishing an ethical culture … and more.

Register today by going online and selecting your chapter.


Save the Dates

June 6: Downtown Discussion Group
June 6: La Jolla Life’s a Beach Discussion Group
June 10: North County Coastal Discussion Group
June 19: North County Inland Discussion Group
June 21: La Mesa Discussion Group
June 27: Estate/PFP
June 27: OnBoard Networking Event
July 9: AP&AS
July 19: US-Mexico Conference
July 30: Chapter Networking Event—Padres at PETCO Park
July 31: MAP
Aug. 27: ABC Night
Nov. 20-22: Tax and Accounting Institute

Monthly Archives

Local Interest Groups

From technical committees to discussion 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 Director:
Annette Nelson
(818) 546-3501

Program Associate:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 298-7880
Fax: (619) 228-7063

Chapter Leadership