| Share

Silicon Valley/San Jose Chapter

A blog for and by a community of professionals

President's Message

What Is Your Passion?

February 1, 2015

By Karl-Heinz Lachnit, CPA

 I’ve read different things about what makes us happy and I see similar elements in each piece of advice. The categories that I commonly see are physical, emotional, mental and spiritual. The common thread is that we need to be physically active and get exercise, have human interaction and relationships with other people, be mentally stimulated and continue to learn, and receive spiritual stimulation. Our society, however, focuses on success at work being what is supposed to make us happy. I know that work will cover several of the categories, but it doesn’t really fulfill all of them.

From my experience, the suggestions offered as to what might make us happy do not ask us to find our passion to accomplish any of the elements. We’re all CPAs and professionals, and spend hours at a desk or in an office. But what really makes us tick? My several passions touch on physical, emotional and mental.

Read the rest of this entry »

Chapter News

2015-16 Slate of Officers and Directors

The chapter board has approved the following slate of officers and directors for 2015–16 as proposed by the chapter’s Nomination Committee. Eligible chapter members will receive a separate email at a later date asking for the approval of the proposed slate.

President: Lynda R. Boman (Boman Accounting Group, Inc.)
Vice President: Jonathan Straus (Lautze & Lautze)
Secretary: Robert A. Lee (Robert Lee & Associates)
Treasurer: Megan Thompson (Thompson Accounting)
Past President: Karl-Heinz Lachnit (Landrum & Company, Inc.)

Read the rest of this entry »

Recruiting: Volunteer Income Tax Assistance Program, Monterey County

The Volunteer Income Tax Assistance Program is a service of United Way Monterey County that provides free tax preparation to individuals and households making $53,000 AGI or less. Free tax sites have opened, and free tax software also will be available online. For more information about tax sites, call 2-1-1. If you’re interested in becoming a tax preparation volunteer, please sign up online. Training for advanced intermediate and advanced professionals can be done in class or online. Additional questions? Contact Aranyani Azevedo, United Way Monterey County’s community impact manager, at (831) 372-8026 ext. 205

Seeking Volunteers for Tax-Aid

Tax-Aid prepares tax returns for individuals and families with low income throughout the Bay Area. Tax-Aid offers free services through the pro bono work of hundreds of accountants, lawyers and other professionals. In 2014, volunteers prepared more than 5,075 tax returns resulting in more than $5.9 million in refunds.

Tax-Aid seeks volunteers to help deliver these vital and free services to the community for the tax season. There are volunteer opportunities for greeters, computer processors/tax preparers, translators, tax return reviewers and tax experts. All Tax-Aid sites are run by site managers, who facilitate the tax process and answer procedural and technical questions as they occur. Site managers also are responsible for coordinating volunteers at the site. New volunteers are always paired with strong team members and reliable site managers.

Read the rest of this entry »

Volunteer with Junior Achievement of Northern California

Junior Achievement of Northern California is looking for volunteer presenters during the months of January-May, with lesson topics ranging from personal spending to budgeting to students. Lessons occur once a week on Thursdays at Buena Vista Mann, 3351 23rd St., San Francisco.

Volunteers can sign up for as many lessons as they would like. Lesson information will be delivered to volunteers quickly to allow them time to prepare. Approximately 20 students are in the class.

Go online to check out topics and volunteer availability.

For more information, please contact Jenna Ebert online.

CalCPA News

Star Catcher—CalCPA Service Awards Taking Nominations

The nomination period for CalCPA’s annual service awards is open through March 31. You can download forms to 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.

The AICPA also recognizes our winners, who automatically become eligible for consideration for the AICPA Public Service Award.

April 24: Women’s Leadership Forum

Whether you’re rising through the ranks or already part of the management team, your leadership skills help you navigate successfully and deliver the excellent results your firm expects. Join with other savvy professional women to learn about your own leadership style, the art of negotiating and influencing, networking, and other practical and useful leadership skills.

Our keynote speaker will be Carrie Schwab-Pomerantz, president of Charles Schwab Foundation, and we’ll announce our 2015 Women to Watch Awards recipients during a special luncheon presentation.

Register today.

Membership News

Waste No Food

Waste No Food is a non-profit, started by 15 year old Kiran Sridhar, that provides a web-based "marketplace" allowing excess food to be donated from the food service industry to qualified charities that work with the needy.

Monthly Archives

Local Interest Groups

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



Subscribe to Silicon Valley/San Jose 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

Program Associate:
Stephanie Stewart
(408) 983-1122

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

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

Chapter Leadership