San Francisco Chapter
A blog for and by a community of professionals
March 1, 2014
Understanding the New World of Health Insurance
Understanding the New Medicare Taxes
Cutting Edge Income & Estate Tax Developments & Opportunities
Tuesday, March 11, 2014
9:00 am – 2:00 pm
The results are in! Congratulations to the newly elected chapter officers and directors:
President: Crickett N. Weaver (Autodesk, Inc.)
1st Vice President: Charlotte D. Wall (Spott, Lucey & Wall, Inc. CPAs)
2nd Vice President: Michael A. Ray (California Casualty Management Co.)
Secretary: David A. Grisham (Hemming Morse, LLP)
Treasurer: Danuta Fitzsimmons (Burr Pilger Mayer Inc.)
Past President: Jed K. Greene (Five Corners Group)
Lynn A. Henley (Armanino McKenna LLP)
Tim Hurley (San Francisco State University)
Meredith Johnson (Burr Pilger Mayer, Inc.)
Jennifer A. Lundberg (Krutilla & Associates)
Natalie M. Quan (San Francisco Ballet)
Reynaldo E. Arellano (Verliant Energy)
Erin J. Hastings (Seiler LLP)
Tatyana Shtyrkova (Hemming Morse, LLP)
Anne E. Zelinsky (Anne E. Zelinsky CPA)
Amy Q. Zhang (Affinity Fund Services LLC)
Council Representatives (2013-15)
Jed K. Greene (Five Corners Group)
Michael A. Ray (California Casualty Management Co.)
Council Representatives (2014-16)
David A. Grisham (Hemming Morse, LLP)
Charlotte D. Wall (Spott, Lucey & Wall, Inc. CPAs)
Crickett N. Weaver (Autodesk, Inc.)
Time to separate myth from fact: Several recent studies have determined that consumer’s No. 1 fear in retirement is how to pay for an extended and unexpected health care event.
Join us as Scott Burkard, CLTC, Genworth Financial Region vice president, will show what today’s typical extended heath care event in retirement costs, who is at risk, how long they last and how to put together a plan. We will also hear perspectives from Michael P. Leeder, CFP, CRPC and Jane Wang of Merrill Lynch Wealth Management.
Learn more and register.
Mark your calendars for the social event of the season! Our two-hour bash will be filled with fun social networking, open bar and hors d’oeuvres—and will support a considerable cause. All net proceeds will benefit the chapter’s scholarship fund for aspiring CPAs. Since 2005, our chapter has awarded more than $182,000 to accounting students at local colleges and universities to support the future of the CPA profession, and to students at Larkin Street Youth Services.
Promote your company and contact Wendy Mai for sponsorship exposure and opportunities.
Thank you to our gold sponsors Burr Pilger Mayer, Inc. and Citibank.
The nomination period for CalCPA’s annual service awards is open until March 28. You can download and nominate an outstanding member or firm for the:
- Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
- Distinguished Service Award, which is granted either on the basis of long and distinguished service or for some singular act resulting in extraordinary contribution to the profession, CalCPA and/or the community.
Make your nominations today.