San Francisco Chapter
A blog for and by a community of professionals
December 4, 2013
Join us at Bernstein Global Wealth Management for a lunch presentation on Form 990 Schedule C. Speaker David. A Levitt from Adler & Colvin will cover Form 990 Schedule C reporting requirements for tax-exempt organizations and existing IRS guidance on the tax rules governing legislative lobbying and campaign-related activity that underlie Form 990 reporting requirements.
Learn more and register.
The Bay Area CFO of the Year event is an important annual event for us at CalCPA, and we’re proud to be a continuing Platinum Sponsor and celebrate the success of CFOs. This is a special night when we get to honor their achievements in leading great companies in the Bay Area.
The money raised by this event goes directly to program support at Larkin Street Youth Services, which helps at-risk youth in the Bay Area. Larkin Street’s programs are highly effective, and their results in helping kids get off the street is unparalleled.
Among past winners of the CFO of the Year award are many clients and friends of CalCPA. We’re proud of our association with our clients in the Bay Area, and we want to keep recognizing amazing CFOs—especially those we work with most closely.
We’re asking for your help in identifying CFOs to be nominated. The target is CFOs who’ve been in their jobs two years or more, and who have had an impact on their companies’ business.
What are your ideas? Either contact Wendy Mai, (650) 522-3231, or visit the official CFO of the Year website. There’s more information about the event and past winners there, too. Nominations close Jan. 20.
Tax-Aid, a well-established San Francisco nonprofit organization seeks office space for four staff. Tax-Aid’s mission is to assist—without charge—low-income taxpayers with the preparation of their tax returns. To ensure that working families received the refunds they earned, the founders recruited their colleagues to volunteer their time to prepare tax returns and built an organization founded on skills-based volunteering.
Please email Tax Aid Executive Director Jill Sturm or call (415) 963-8911.
Phase2Careers, a 501(c)(3) organization, is in search of a pro bono CPA to serve on its board of directors. Phase2Careers is to assist the “over 40″ workers in the Bay Area with finding new career opportunities through job searches and career development, such as workshops, networking/recruitment events and special career presentations.
If you’re interested, contact Ron Visconti for more details.
Want to use your talents at the statewide level? Your opportunity awaits—the application period is open to serve on our CalCPA committees for 2014-15. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.
Work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts. The application deadline is Dec. 15 and committee appointments will be made in January.
Learn more and apply online.
Join your colleagues Jan. 22 for a visit to Sacramento. Legislators are not always familiar with the CPA profession’s unique environment and CPA Day at the Capital is your chance to familiarize your representatives about issues important to CPAs statewide.
Register or learn more.
The CalCPA Accounting Principles and Auditing Standards Committee is providing a valuable resource for every CPA’s library available online. Here you will find:
- Comment letters issued by the committee on professions standards exposure drafts for the last two years;
- Recent professional standards (does not included those for public or international entities) with links to the actual standards;
- Links to California CPA magazine’s recent auditing and accounting articles;
- Links to AICPA resources, which include SASs, SSARS, SSAEs, SQCS, and Code of Professional Conduct; and
- Link to FASB Codification (basic view only).
This single page can save hours of research time by providing all the resources you need in your practice.