A blog for and by a community of professionals
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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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.
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.
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:
Register here for the 2016 California Financial Literacy Roundtable—San Diego.
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.
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
Disaster Recovery: A Guide to Financial Issues
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