San Francisco Chapter
A blog for and by a community of professionals
May 28, 2013
President: Jed K. Greene (Five Corners Group)
1st Vice President: Crickett N. Weaver (Autodesk, Inc.)
2nd Vice President: Charlotte D. Wall (Spott, Lucey & Wall, Inc. CPAs)
Secretary: Michael A. Ray (California Casualty Management Co.)
Treasurer: David A. Grisham (Hemming Morse, Inc. CPAs)
Past President: S. Scott Seamands (Lindquist Von Husen & Joyce LLP)
Reynaldo E. Arellano (Arellano & Company)
Margaret M. Fong (WTAS LLC)
Cameron Kauffman (Eichstaedt & Lervold LLP)
Erin J. Hastings (Seiler LLP)
Amy Q. Zhang (Affinity Fund Services LLC)
Danuta Fitzsimmons (Burr Pilger Mayer Inc.)
Lynn A. Henley (Armanino McKenna LLP)
Meredith Johnson (Burr Pilger Mayer, Inc.)
Jennifer A. Lundberg (DZH Phillips LLP)
Natalie M. Quan (San Francisco Ballet)
Celebrate the installation of our 2013-14 chapter board of directors as we return to Boulevard with special guest Adam Van de Water, the assistant project director for the 34th America’s Cup at the Mayor’s Office of Economic and Workforce Development. The America’s Cup is one of the most difficult and oldest active trophies in international sport to win. It’s a test of sailing skill, stamina and boat and sail design, as well as of fund-raising and management skills.
Learn more and register. Note: Seating is limited; reservations taken in order of receipt.
Download the flier for more information.
The San Francisco and Peninsula Silicon Valley chapters have formed a team in the third annual Packard Summer Scamper benefiting the Lucile Packard Children’s Hospital. If you’d like to participate:
- RSVP with your T-shirt size to program associate Wendy Mai for your free CalCPA T-shirt and group information.
- Register online before June 1 and select from a number of different activities for $30. Join the “Peninsula/San Francisco Chapters of CalCPA” team by using the password: calcpa2013.
Designed for CPAs, attorneys and financial advisers whose practice involves estate planning, our 12th annual symposium featues high-caliber national and California-based speakers, including an estate and gift attorney from the IRS, and will highlight planning and compliance opportunities (and audit pitfalls) for both small and large estates under the new tax laws. Plus, hear firsthand IRS practice tips and reminders when “adequate disclosure” is adequate enough, as well as future prospects of tax reform from our Washington, DC insider.
Download the flier.
Learn more and register
The San Francisco and East Bay chapters, in collaboration with Financial Executives International, invite you to an exciting Tuesday afternoon outing of scrabble format golf at Blackhawk Country Club—enjoyable for all skill levels—followed by an awards dinner. Also compete in contests including a hole-in-one shot at winning a mystery sports car. All proceeds for this annual networking benefit the chapters’ scholarship funds. Register before June 28 to enjoy the early-bird entry fee. Interested in sponsoring the event? Contact Wendy Mai.
Download the flier for more information or register online.
Co-sponsored by CalCPA, this seminar will feature leading speakers discussing state taxation of cloud and e-commerce; worker classification issues; foreign investment in real property, and more.
The seminar is presented by The Income and Other Taxes Committee, State and Local Tax Committee, the Corporate and Pass-Through Entities Committee and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.
Date: Friday, June 28
Time: 8:30 a.m.–5 p.m.
Locations: Program held concurrently at Whittier Law School (Costa Mesa); University of San Diego, School of Law; and Golden Gate University, School of Law (San Francisco)
CalCPA is in search of CPA professionals licensed less than five years who are looking to develop critical leadership skills with a network of peers and local leaders for our annual Emerging Leaders Certificate Program.
Join us for a full-day conference (July 25 at the South San Francisco Conference Center or July 26 at the Four Points Sheraton LAX) focused on various areas of leadership development, followed by four, two-hour chapter-based workshops Aug. 7 and 21, Sept. 18 and Oct. 18.
Program topics include leadership in the new normal, leading from a place of natural strength, how to think like a leader, establishing an ethical culture … and more.
Register today by going online and selecting your chapter.