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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

Macro vs. Micro Planning

August 1, 2014

By Karl-Heinz Lachnit, CPA

 Have you revisited your retirement plan recently? Why would I bring up such a topic at this time of year when we’re enjoying summer and busy taking vacations? Well, I just got back from a fantastic getaway weekend in Amador County and wine region with my wife (and was fortunate enough to leave our children at home). This getaway allowed me to think and rethink some of our retirement plans and goals. Most of us as CPAs presumably have a strategic plan for saving toward retirement, even those of us who are not in the business of financial planning—such as myself.

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Chapter News

New Members: Have You Tasted the Good Life?

As a new CalCPA member, you can attend a chapter event on us. Yes, we will pay your registration fee because we know once you participate in one of our meetings or events, you will be hooked. Experience great networking, earn continuing professional education credits and make connections that can enhance your career. It’s easy. Just periodically check our upcoming events listed on the chapter blog and, when something catches your interest, contact program associate Stephanie Stewart and she will register you free of charge. This offer is good within one year of your join date.

PSV/SVSJ 13th Estate Planning Symposium: A Brave New World—Practical Aspects of Estate, Gift & Income Tax Planning & Compliance in this Topsy-turvy World

This event is designed for CPAs, attorneys and financial advisers whose practice involves estate planning. It is co-hosted by the Peninsula Estate Planning Council and the Santa Clara County Estate Planning Council. You don’t want to miss this highly informative, half-day meeting featuring dynamic speakers covering:

  • “Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know” by Justin Miller
  • “The Opportunities and Challenges of Fostering Family Meetings: Best Practices of Successful Families” by Joan DiFuria and Stephen Goldbart
  • “Inter Vivos Formula Clauses” by John Prokey
  • “Digital Assets: Don’t Forget to Download Rights into the Estate Plan” by Soyeun Choi

Date: Thursday, Aug. 14
Time: 11:30 a.m.–5 p.m.
Location: DoubleTree by Hilton Hotel, San Jose
Cost: $150/members; $180/nonmembers

Learn more and register.

Annual Golf Tournament—Swing for Great Futures

Support Our Scholarship Fund and Have Fun!

Ready for a great day of golf with an opportunity to network with CPAs, bankers and attorneys in a beautiful setting? This year’s event will be held at Cinnabar Hills Golf Club in San Jose. The day is sure to erase the September deadline from your memory and give you the chance to relax and support an important cause—net proceeds benefit our chapter’s scholarship fund. Everyone will succeed with our four-person scramble format. The tournament will conclude in the Cinnabar Hills Clubhouse with networking during an awards dinner and contest prizes.

Date: Thursday, Sept. 25
Time: 11 a.m./check in, lunch, driving range; noon/shotgun start.
Cost: $250 ($275 after Sept. 10; includes lunch, dinner, beverages and entrance into a variety of tournament contests)

Learn more and register. If you’re registering more than one golfer, or are interested in sponsor packages, please use the event flier.

CalCPA News

Aug. 6: California Financial Literacy Summit

Connect with leaders in the financial literacy community, as well as educators, nonprofit volunteers, community organizers and financial professionals—all with the common goal of fighting financial illiteracy. Register today.

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.


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.

Save the Date

Sept. 25: Annual Golf Tournament
Location: Cinnabar Hills Golf Club, San Jose
Time: Noon shotgun start

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.

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Contact Us

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

Program Associate:
Stephanie Stewart
(408) 983-1122


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

Chapter Leadership