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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Maintain Your Sanity with a Healthy Work/Life Balance

September 10, 2017

By Bryan Carpenter, The “Craft Beer CPA”

 I can’t believe summer is already over! I hope you had a fantastic summer in sunny San Diego!

This summer has been a great success for the chapter. Some of our recent accomplishments include:


  • Andy Nguyen has been appointed chair for the new Diversity and Inclusion Outreach Program. We’ve also received a lot of support from our chapter leaders for this initiative. If any members have good ideas or want to get more involved in this initiative, please reach out to me.
  • Our Summer Networking Event at PETCO Park sold out for the first time in its history! It’s great to see chapter members getting more actively involved.
  • We had an extremely successful ABC night with record attendance. Thanks to Josh Maxwell for all of his hard work organizing this fantastic event.
  • Kristi Norg has volunteered to head up the newly created Sponsorship Committee, which will be focusing on new and creative ways to provide sponsorship opportunities at our events. Sponsors are key to funding our chapter’s scholarship program and expanding the potential benefits we provide to our members. Please reach out to me if you have any creative ideas or know of people or companies who would be interested in sponsoring our events.

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Chapter News

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In Memoriam

We are saddened to hear of the passing of two of our members: Eric Eng and Jane Lorenz.

A memorial service was held Sept. 2 for Eric, but if you would like to offer condolences to his family, in lieu of flowers, please make a donation to the American Stroke Association, (select “Memorial” as the type of gift, and enter “Eric Eng” on the field “Tell us about who you are memorializing”).

There will be a celebration of life for Jane on Monday, Oct. 2, 4–7 p.m. at the Brigantine Seafood Restaurant, 421 W. Felicita Ave. in Escondido. Please RSVP via email. The family is gathering happy memories for Jane’s celebration, so feel free to share when you RSVP. In lieu of flowers, please consider a donation in Jane’s name to one of her favorite charities:

  • Self Realization Fellowship; 3880 San Rafael Ave.; Los Angeles, CA 90065
  • Fallbrook Music Society; PO Box 340; Fallbrook, CA 92088

Get Involved

Are you, or someone you know, qualified and interested to serve on the chapter’s leadership team for 2018-19? If so, please complete the 2018-19 San Diego Chapter Leadership Application and return to Monica Thompson or David Taklender by Nov. 17.

Emerging Professionals: Communicating Effectively Workshop with Speed Mentoring Sept. 22

Join fellow emerging (and emerged) professionals to learn how to communicate effectively for your upcoming Meet the Firms events, interviews and networking events. Learn the do’s and don’ts of networking, and other helpful conversation tips. Then, put everything you learn into practice with the Speed Mentoring segment of the evening—we’ll have seasoned professionals available to answer your questions and to practice effective communication. This workshop teach you important skills, as well as introduce you to those who can help you land you that internship, job or connection you’ve been eyeing—not to mention provide you with a free drink and appetizers.

Date: Friday, Sept. 22
Time: 5–8 p.m.
Location: The Handlery Hotel & Resort
Cost: $25/member; $45/nonmember (Not a member? join today.)

Learn more and register

Federal Criminal Tax: The Government’s Case and the Defense’s Position

The San Diego County Bar Association and CalCPA San Diego Chapter are jointly sponsoring this event, which will provide practical guidance from leading criminal tax experts regarding today’s most challenging criminal tax issues. CalCPA members can attend at the SDCBA member rate of $25 (plus $10 for an optional lunch).

Look for registration info soon.

Chapter Fall Networking Event at Phil’s BBQ

Treat yourself and a guest to Phil’s BBQ! Members may bring guests for the special fee of $25 per person ($35 after Oct. 16). Life members receive complimentary admittance and can contact Janessa Stephens to register. Don’t miss the opportunity to take a break between busy seasons at our annual fall networking event. This event is sponsored by Principal Financial Group in San Diego.

Time: 5:30–7:30 p.m.
Location: Phil’s BBQ Event Center
Cost: $25/member; $40/nonmember

Register or learn more.

Chapter Holiday Party Boat Cruise

All aboard! Join chapter members and their guests, as well as CalCPA Chair Kathy Johnson, for a festive evening as we honor the 2017 scholarship recipients and celebrate the holidays. Upon boarding, prepare to be greeted with a glass of champagne, followed by dinner, live music and drinks as you mix and mingle aboard a Hornblower yacht cruising around the San Diego Bay.

Time: 6:30–10 p.m.
Location: Hornblower Yacht

  • By Dec. 1: $50/member; $70/nonmember;
  • By Dec. 6: $60/member; $80/nonmember;
  • On Dec. 7: $65/member; $85/nonmember; $60/member guest

Register or learn more

ABC Networking Night—Attorneys, Bankers, CPAs

Don’t miss of the most popular events of the year. Join us for networking with the top attorneys, bankers and CPAs in San Diego. All net proceeds from this event will benefit the chapter’s scholarship fund for aspiring CPAs and financial professionals. Bring your business cards to expand your professional network and be ready for a great evening!

Date: Thursday, Jan. 11
Time: 5:30–7:30 p.m.
Location: 57 Degrees

  • By Jan. 5: $35/members; $50/nonmembers;
  • By Jan. 10: $45/members; $60/nonmembers;
  • On Jan. 11: $50/members; $65/nonmembers

Register or learn more

CalCPA News

Sales Tax on Services Legislation Introduced

Tax on services continues to be a topic of discussion in the Legislature. A recently introduced bill, SB 640 (Hertzberg), proposes to enact a sales tax on services—including those provided by CPAs. While the bill does not articulate how such a complex shift in the tax burden would be accomplished, the introduction of this legislation keeps the issue on the radar within the public policy arena—particularly as tax reform conversations heat up.

Similar far-reaching tax on services proposals were introduced in 2015 and 2016 by Sen. Hertzberg, but both bills died in the Legislature when they failed to meet legislative deadlines. These proposal have been characterized as a way to broaden California’s tax base to address a volatile stream of tax revenue. However, the proposal would impose an extremely complex shift in the tax burden to raise billions in new tax revenues.

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Family Law Conference

Behind the License

We know there’s more to your life than the tax forms, deadlines and rules and regulations that you spend time with at the office. And we want to tell your story—or the story of a member you may know.

Our monthly Final Entry feature in California CPA takes a look at the person behind the license. Over the years we’ve featured members who race carsplay in a banddevote time to nonprofit causeshave taken on physical endurance challengessurfDJ and make wine.

So, what’s your story?

If you’d like to participate or want to recommend a colleague, contact managing editor Damien English with details and we’ll set up a short interview.

Join us at a CPE Weeks destination!

Fake Assurances: A Case Study with Okorie Ramsey


Engage in a two-hour case study discussing and reviewing auditor points-of-view from portions of False Assurance—a film by ICEAW. Participants will dive into this case study with Okorie Ramsey, 2017-18 CalCPA Education Foundation Board of Trustees president.

This two-hour session is offered live at CalCPA’s office in Burlingame or via webcast Oct. 11 and Nov. 8.

View the trailer and register »



Diversity and Inclusion: California Dreamin’ or California Reality

By Soco Davenport

Much has been written about the benefits of a diverse workforce. For example, a survey of 300 senior executives of large corporations by Forbes Insight concluded that a “diverse and inclusive workforce is necessary to drive innovation, foster creativity and guide business strategies.” The report further states how a diverse workforce is “crucial for companies who want to attract and retain top talent.”

And accounting firms and other workplaces in California don’t need to look far to see that diversity. Consider these facts from the Census Bureau:

  • California has more whites, Latinos, Asians and American Indians than any other state.
  • The state’s estimated population of 39.2 million in 2016 was comprised of Latinos (38.9 percent); single-race whites (37.7 percent); Asians (14.8 percent); African American (6.5 percent); and American Indian (1.7 percent).
  • Los Angeles County led the nation in the number of Hispanic, Asian, American Indian and Alaska native owned businesses in 2012. The estimates for the same year indicated that 55 percent of businesses in the county were minority owned.

“Diversity is a business reality and necessary to be effective and competitive in this new global economy,” says Kathy Johnson, 2018-19 CalCPA chair. As CalCPA’s first African American chair, Johnson is embracing her unique position to “inspire young minorities to give them an opportunity to see themselves as a CPA and a leader in the largest state society of CPAs.”

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Save the Dates

Sept. 29: Emerging Professionals Speed Mentoring Event
Oct. 26: Fall Networking at Phil’s BBQ

If you have any questions, please email Janessa Stephens, chapter program associate.

Local Interest Groups


Education Foundation Courses/Conferences

Contact Us

Program Associate:
Janessa Stephens
(760) 276-4171

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

Chapter Leadership