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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

CalCPA & You: Let’s Increase the Value of Your Membership Together!

May 11, 2017

By Bryan Carpenter, The “Craft Beer CPA”

 Greetings, CalCPA San Diego Chapter! I’m excited to be your president for the 2017-18 year. First off, I’d like to thank this past year’s leadership team and all other CalCPA members who volunteered your time to make this past year a success. It was a pleasure working under the leadership of outgoing president David Taklender and his officers: Secretary Teresa Reed, treasurer Will King, president emeritus Jason Brenier and all the others who served on the board of directors and as committee chairs. During the last year, Janessa Stephens was hired to be our chapter’s new program associate after Cindy Holcomb’s departure. I would like to recognize and thank Cindy for all her hard work and dedication to this chapter during her tenure with CalCPA. I’d also like to thank Janessa for proactively taking on her responsibilities as program associate with enthusiasm and a willingness to hit the ground running.

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Chapter News


Accounting Day 2017 | May 22

Enjoy a day of CPE after the busy season and choose from more than 25 topics with five full tracks designed for CFOs, controllers, CPAs in business and private practice, accounting managers, staff accountants, accountants in government, financial consultants and service providers.

Learn more and register
, or call Accounting Day Chair Jim Colville at (858) 682-9668.

CalCPA News

ENTC Conference


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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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!
July 10–14
Aug. 7–11
Oct. 23-27
Nov. 27–Dec. 1


Save the Dates

June 1: Installation Event at Stone Brewing Liberty Station
June 15: Emerging Professionals Networking Event (Rock Bottom Brewery)
July 14: Summer Networking at PETCO Park - Padres vs SF Giants
Aug. 3: Emerging Professionals Event
Aug. 24: ABC Night at Tom Ham’s Lighthouse
Sept. 29: Emerging Professionals Speed Mentoring Event
Oct. 26: Fall Networking at Phil’s BBQ

If you have any questions, please email San Diego Program Associate
Janessa Stephens

Local Interest Groups


Contact Us

Program Associate:
Janessa Stephens
(760) 276-4171

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

Chapter Leadership