Silicon Valley/San Jose Chapter
A blog for and by a community of professionals
November 27, 2013
By Carol Wagner, CPA
The holiday season is here and, hopefully, we can all take the time to enjoy some of the blessings of the season. This time of year we all tend to be more generous and thoughtful to people in need. There are many organizations that provide help to those that are struggling, giving us many options to contribute—whether we give online to the Second Harvest Food Bank or throw coins in the red buckets of the Salvation Army. If you haven’t determined a special charity to get involved with, I encourage you to check out the Silicon Valley Business Journal’s Giving Guide, which lists many worthy organizations that make a difference in our community.
My special organization is the Family Giving Tree. As a board member for this organization for the past four years, I’ve had the pleasure of seeing the impact a gift makes in a child’s life. My start with the organization happened more than 10 years ago when our accounting firm served as one of the hundreds of host companies for the Family Giving Tree. My involvement then grew as I volunteered to pick up the gifts that are dropped off by the public at businesses and transport them to the Tree’s warehouse, and then escalated as I participated in the gift sorting and wrapping. The real fulfillment I have found in being part of this organization is the hands-on participation in the holiday drive—not necessarily in attending all the board meetings. Many worthwhile organizations need monetary contributions, but I encourage you to go beyond that and give time to an organization that has special meaning to you.
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Join us Wednesday, Jan. 29, as we honor the best and brightest in the profession and community—including our 2014 scholarship award recipients, Lifetime Achievement Award recipient, past chapter presidents and 40-year life members.
Sponsorship opportunities are available for this event.
Register or learn more.
Please consider contributing to our chapter’s scholarship fund. Each year we award scholarships to outstanding accounting students from 13 of our local colleges and universities.
Download a contribution form.
Are there chapter members whom you admire or find to be an inspiration, and who best epitomize a lifetime of achievement either within or outside of our profession? If so, then be sure to nominate them for our Lifetime Achievement Award.
Past winners include Howard K. Loomis Jr. (2013), Griffith Lewis (2012), Ben Mozzetti Jr. (2011), Patricia E. Janes (2010), William (Bill) Lewis (2009), Anthony S.C. Yau (2008), Robert A. Petersen (2007) and Joseph P. Mori (2006). All have been leaders with a legacy in our profession, as well as tireless and invaluable volunteers in our community.
Send your nomination by completing this form describing their accomplishments to Dan Morris or chapter program associate Stephanie Stewart.
Nominations close today! Monday, Dec. 2. This year’s winner will be announced during Honorees Night, which will be held Wednesday, Jan. 29, 2014.
If you’ve been thinking about getting more involved in the chapter and CalCPA, here’s your chance. Our Nominating Committee is seeking candidates for four positions on the chapter board that will be up for election in January. The board positions are two-year commitments. Nominees must be licensed CPAs who are CalCPA members in good standing.
Board members are expected to attend monthly board meetings. The board meetings are generally one hour. Each board member serves as a liaison to one to two chapter committees and, as such, keeps in contact with the committee chair to report to and from the board and committee. Committee attendance is encouraged, but not expected. Board members receive no compensation or reimbursement for these activities. If interested, submit your résumé to committee chair Phil Hulme. Nominations close Dec. 15.
The Volunteer Income Tax Assistance Program (VITA) is a service of United Way Monterey County that provides free tax preparation to individuals and households making $57,000 or less. VITA is part of UWMC’s EarnIt!KeepIt!$aveIt! Initiative, which helps build financial stability for families and bring federal dollars back into our local economy.
Free tax sites will open in late January and free tax software will also be available online. For more information about tax sites call 2-1-1. If you are 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.
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.