San Joaquin Chapter
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Archive for the ‘CalCPA News’ Category
December 1st, 2011
You are invited to join other CalCPA members from across the state Jan. 18 for CPA Day at the Capitol and meet with key decision makers responsible for developing and implementing public policy that can affect everything from your profession to your personal life.
Help legislators understand the issues facing California CPAs and sign up to attend CPA Day at the Capitol. How can your presence help? Take a look at our successful 2011 advocacy efforts for an idea and read the experience of past participants.
Don’t underestimate the importance of your presence!
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December 1st, 2011
Thinking about how to use your talents at the statewide level? We have an answer: The application period is open to serve on our CalCPA committees for 2012-13. From estate planning to technology, and from personal financial planning to taxation, there’s sure to be 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. 31 and committee appointments will be made in January.
Learn more and apply online.
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June 29th, 2011
As part of our ongoing community outreach efforts, we are gearing up for the next school year by making sure the right volunteer opportunities reach our members. We’ve updated the volunteer program options to better reflect our outreach efforts. By choosing the volunteer programs in which you’d like to be involved on your CalCPA personal profile, you ensure that the emails sent to you best reflect your interests.
Check out the volunteer programs available to CalCPA members.
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September 22nd, 2010
Check out these great webcast opportunities to get up to date on pressing issues and earn CPE. CalCPA offers these webcasts at no cost—another great benefit of CalCPA membership.
Oct. 22: Auditing Spreadsheets for Errors and Fraud
Brought to you by the CalCPA Technology Committee, this webcast will discuss how to evaluate the integrity and internal control environment over Excel workbooks; tricks and procedures using native Excel audit functions; and where the error or defalcation risks are most common within a workbook environment.
Oct. 25: How Does Dodd-Frank Affect You?
The Dodd-Frank Act will affect everything from debit cards to Wall Street traders. This webcast, presented by Jim Low, audit partner in KPMG’s Financial Services practice in the U.S., and moderated by UC Berkeley Haas School of Business’ Solomon Darwin, executive director, Center for Innovation, will give you a view into this act and how it affects all of us.
Oct. 26: California Economic Update
Join Christopher Thornberg, principal at Beacon Economics, and learn what 2011 has in store—including how economic issues such as the mortgage crisis are affecting the state and businesses.
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September 22nd, 2010
CalCPA thanks the following California Congressional representatives for expressing their concerns regarding the IRS’ proposed tax return preparer registration proposal: Joe Baca, Ken Calvert, John Campbell, Devin Nunes, Brad Sherman and Mike Thompson. They were among 31 Congress members who signed a letter to U.S. Treasury Secretary Timothy Geithner asking the department and the IRS to exempt CPAs from the requirement to register persons working in CPAs firms who do not sign a tax return and to delay the implementation of the IRS preparer exam until it’s been demonstrated that return preparer exams are necessary.
Along with co-signing the letter, Sherman also co-authored an op-ed in the Aug. 26 issue of the Wall Street Journal expressing similar concerns regarding tax preparer registration requirements. Wall Street Journal subscribers can read the op-ed online.
Read more about PTINs in the September issue of California CPA.
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September 22nd, 2010
California CPAs are the driving force of the world’s largest economies. Isn’t it time you used your leadership skills to better the profession?
The CalCPA Nominations Committee is accepting nominations for 2011–12 CalCPA officers (chair, first vice chair, treasurer and two vice chairs) and three council members at large positions
If you’re interested, download and fill out the nomination form. The application deadline is Dec. 1.
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August 27th, 2010
Did you know that CalCPA administers two scholarship funds—one for fifth-year students committed to following California’s Pathway 2 to CPA licensure and the other for students pursuing a master’s degree in accountancy or taxation?
Well, we do—and the application deadline—Sept. 30—is fast approaching.
For criteria regarding both scholarships and to download the application, visit our website.
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July 28th, 2010
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. Participants will grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.
Apply today. Application deadline is Sept. 1.
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July 28th, 2010
The PCPS/TSCPA National MAP Survey—one of the largest CPA firm practice management benchmarking projects in existence—is open. To access the 2010 PCPS/TSCPA National MAP Survey’s comparison data, you will need to participate. In addition to the free summary report, PCPS member participants will receive an interactive report with data tailored to firm size and region.
Some helpful tips before taking the survey include:
- The following reports are needed to complete the survey: accrual basis balance sheet, profit & loss statement ending 12-31-09 (2 year comparative); payroll reports by employee (gross wages, hours worked); A/R aging report; partner draw/salary information; from billing system (hours & fees)—billing by service code; employee analysis by service code; and employee analysis of billable/non-billable hours and fees.
- Keep copies of all your supporting documents to refer to for future surveys.
- Set up memorized reports now, so they are available for future surveys.
If your firm is not yet a PCPS member, you can join for $35 per CPA (maximum $700). Nonmembers can purchase results reports for $300 (survey participants receive a $100 discount; AICPA members receive an additional $100 discount.)
The survey closes Friday, Aug. 13.
For more information, go online.
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August 28th, 2009
By Bruce Kajiwara, chair, CalCPA Financial Literacy Committee
Fall is most associated with going back to school and preparing our next generation of leaders. Unfortunately, one of the subjects they may not be learning about is how to handle money. Personal finance is not a part of most curriculums, and the basics of budgeting, credit cards, and saving and investing is not taught in our schools.
Financial literacy remains a key focus of CalCPA, and it will be accelerated this coming year. CalCPA will be sending an informational brochure to more than 2,000 high schools and colleges in California, which will invite educators to learn more about presenting financial literacy topics to their students. CalCPA members have already exposed more than 20,000 students to financial literacy presentations. Out goal is to reach 20,000 more within the next year.
In addition, financial literacy has provided a way for members to give back to their communities by introducing important financial topics to students and the general public.
If you are interested in volunteering, you can change your volunteer preferences in your CalCPA member profile, or contact Crystil Turner, CalCPA’s community outreach manager.
More information on CalCPA’s student outreach programs is available online.
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