| Share

San Francisco Chapter

A blog for and by a community of professionals

President's Message

Promoting Accounting Education

July 1, 2014

By Crickett Nicole Weaver, CPA

2014-presThere’s a renewed focus on scholarships with many universities and colleges preparing to start classes in August. CalCPA members can get involved and support our chapter’s scholarship committee in a variety of ways. You can:



  • Donate to our scholarship fund;
  • Promote the scholarship at our local universities;
  • Volunteer to be part of your local chapter scholarship committee; or
  • Volunteer at fundraising events, such as the annual golf tournament or one of the ABC mixers.

Amy Schroth received a scholarship from our chapter this past year. I had the pleasure of catching up with her at a recent CalCPA meeting.

Read the rest of this entry »

Chapter News

Cheers to a Jolly 12th Annual Golf Tournament with the East Bay Chapter & Financial Executives International

It was a beautiful day in the neighborhood of Danville at Blackhawk Country Club, as more than 100 players took part in our July 29 golf tournament. It must have been a lucky day for the leading teams and raffle prize winners (with or without help from some purchased mulligans). But, if your luck wasn’t in the prizes, you lucked out on taking a Tuesday workday out on the course making new friends and catching up with old for a great cause. We raised more than $14,000 in sponsors, and all net proceeds from the event benefit the chapters’ scholarship funds for students aspiring to be CPAs. If you missed our tournament this year, you probably are wondering if anyone won the new 2014 Porsche Boxster at the hole-in-one. Well, you have to sign up next year to find out!

Thank you to our generous sponsors:



Hole in One


Lunch Cart

Beverage Cart

Closest to Pin & Longest Drive


Joint Networking Mixer w/Ascend Aug. 19

With our citywide powers combined, the CalCPA San Francisco Chapter and Ascend S.F. have set up the Joint Networking Mixer at Fang Restaurant.  Don’t be shy—and you don’t have to travel far to meet professionals from across organizations for a fun, summer happy hour.

Tuesday, Aug. 19
Time: 6-8 p.m.
Cost: $5/members; $15/nonmembers (delicious, light appetizers provided with registration; no-host CASH ONLY bar).
Learn more and register.

International Tax: IRS Offshore Voluntary Disclosure Program & IRS Investigations of Offshore Accounts

Thursday, Aug. 21
Help your clients make the most profitable financial decisions when dealing with cross-border business activities. Nicholas Chung, first vice president and senior relationship manager of East West Bank’s Corporate Banking Division in Northern California, will discuss the U.S. and China’s banking depository structure and requirements, and offer insight on how to obtain financing to support these investments.

Learn more and register.

Marin Discussion Group: Contemporary Valuation Theory & Method

Thursday, Aug. 21
Advance your knowledge of contemporary valuation theory and methods with Don Schwartz, principal at Syndic Group, who specializes in corporate valuations and corporate planning reports.

Learn more and register.

Estate & Personal Financial Planning: Wealth Transfer Basics & Life Insurance Do’s & Don’ts

Thursday, Aug. 21
A knowledge of estate and personal financial planning is becoming essential when advising clients in your CPA practice. Hear Sagemark Consulting CFP Michael Strohl as he outlines strategies, basic and advanced, for wealth transfer in the gift and estate tax regime (more than $5 million) exemption. In addition, he’ll discuss the proper structuring of life insurance contracts, including the 10 most common mistakes people make with life insurance.

Learn more and register.

Volunteer with the Justice and Diversity Center’s Low Income Taxpayer Clinic

The Justice and Diversity Center’s Low Income Taxpayer Clinic is in need of volunteers; many of its cases handle a broad range of IRS controversies for low income individuals. CPAs experienced in tax controversy would be very helpful to the organization’s cause. If interested, please email or call Low Income Taxpayer Clinic Supervising Attorney Sarah W. Drinkwater at sdrinkwater@sfbar.org or (415) 782-8977.

Learn more.

CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.

Professional Issues Update—Coming to a Chapter Near You

Join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.

Monthly Archives

Community Service

Board Member Opening for Ronald McDonald House The Ronald McDonald House of San Francisco is searching for a CPA with strong nonprofit financial expertise who would be interested in serving on its board. The organization is located in San Francisco with a budget of about $1.3 million, and also has a campaign that will double its budget and open a second location by 2015. If interested, email Wendy Mai for more information.

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. If you're interested, contact Ron Visconti.

Local Interest Groups

From technical committees to discussion groups, the San Francisco Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.


Subscribe to San Francisco Chapter Bulletin by Email

Subscribe in a reader

What's a reader?
Watch the video tutorial on CalCPA's website. (CalCPA members only)

Contact Us

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

Program Associate:
Wendy Mai
(650) 522-3231
Cell: (415) 254-2323

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072

Chapter Leadership