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San Diego Chapter

A blog for and by a community of professionals


Archive for the ‘Chapter News’ Category

Update Your Info Now!

February 10th, 2011

Did you know that one of the many benefits of your CalCPA membership is the ability to manage your own account online? It is the perfect place to record changes in employment, phone numbers, and e-mails as well as check your CPE credit. If you would like to receive information about certain subjects in a certain fashion, just tell us by using your own personal account. Keep it current so that you don’t miss what’s happening in the profession statewide or locally! If you have any questions or require assistance, contact CalCPA Customer Service at (800) 922-5272 or visit CalCPA’s website and click on “Manage My Account.”

The Tangible Value of CalCPA Membership

February 9th, 2011

By Leif Stein, candidate member

Based on personal experience, I can state emphatically that CalCPA membership really pays! When I decided several years ago to go back to school to become a CPA, I had very few contacts and experience in the industry. CalCPA was the first organization that I turned to for help.

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Discussion Anyone?

January 30th, 2011

Don’t forget to check out our different discussion groups located throughout the county, many of which offer CPE:

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Attorneys, Bankers, & CPAs—Crossing Professional Lines!

January 4th, 2011

It’s time again for our annual joint event with the Risk Management Association! Mark your calendar for Jan. 12. Take advantage of the opportunity to network ands hear Bill Githens, president and CEO of RMA discuss measuring, monitoring and managing the full spectrum of risk.

Register today.

Stay Current with CalCPA!

November 30th, 2010

Did you know that one of the many benefits of your CalCPA membership is the ability to manage your own account online? It is the perfect place to record changes in employment, phone numbers, and e-mails as well as check your CPE credit. If you would like to receive information about certain subjects in a certain fashion, just tell us by using your own personal account. Keep it current so that you don’t miss what’s happening in the profession statewide or locally! If you have any questions or require assistance, contact CalCPA Customer Service at (800) 922-5272 or visit CalCPA’s website and click on “Manage My Account.”

The San Diego Tax & Accounting Institute Thanks You!

November 30th, 2010

A sincere thank you goes out to all those who made our 14th Annual San Diego Tax & Accounting Institute a success. We also send a special thank you to our sponsors:

In Memoriam

November 4th, 2010

On behalf of the San Diego Chapter, we extend our deepest condolences to the family and friends of Robert Baughman (Life Member since 1951) who recently passed away.

CPAs and Politics

October 6th, 2010

By John Kennerson, Chair, Chapter Grassroots Committee

As the CalCPA Government Relations team continues its excellent job resulting in several legislative successes regarding various issues on behalf of CalCPA, the efforts need to be multiplied on the local level through participation of individual members.

I’m looking for colleagues to meet area legislators for brief visits to establish and develop positive relationships. Our goal is for legislators to view our members as a trusted, informational resource when issues arise involving our profession. This is a flexible commitment. If you are interested in serving, please contact program associate Cindy Holcomb or me. If you have any questions or suggestions, please don’t hesitate to contact Cindy or me. I look forward to working with each of you!

In Memoriam

October 6th, 2010

On behalf of the San Diego Chapter, we extend our deepest condolences to the family and friends of James West (life member since 1952 and past chapter president) who recently passed away.

Member Discount: U.S.-Mexico Cross-Border Tax Issues

September 27th, 2010

In an ever-changing workplace and multi-national economic environment, it is important for financial professionals to remain current of international tax law matters. This unique conference—co-sponsored by the chapter—focuses on U.S. and Mexican international tax law developments and features international tax experts from the U.S. Treasury and IRS, along with their counterparts from Mexico City; U.S., Mexican and Canadian attorneys, accountants and corporate tax directors; and banking and financial advisers.

Topics include the Foreign Account Tax Compliance Act, Codification of Economic Substance Doctrine, Art. 33 Maquiladoras, international estate planning and Mexico’s IETU.

As a sponsor, CalCPA members receive a $100 discount.

Date: Oct. 4–5

Register online.


Customer Services Email Change

As CalCPA prepares to make the switch to a new database, please note that the email address from which our database and website sends emails will be changing to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.

Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.

Save the Dates

May 10: Chapter Installation
May 16: Taxation
May 16: Government Contracts
May 17: Young and Emerging Professionals Networking Event
May 18: La Mesa Discussion Group
May 23: North County Inland Discussion Group
June 7: Downtown Discussion Group
June 7: La Jolla/Life’s a Beach Discussion Group
June 7: Chapter Ready-for-Summer Networking Reception
June 12: North County Coastal Discussion Group
June 12: Business & Industry

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 Associate:
Cindy Holcomb
(619) 298-7880

Program Director:
Geoff Wilson
(818) 546-3501

Chapter Leadership