Silicon Valley/San Jose Chapter
A blog for and by a community of professionals
President's Message
May 21, 2012
By Phil Hulme, CPA
Prior to our recent Attorney’s, Bankers & CPAs networking event, some of our chapter leaders gathered with our newest members for an orientation into what CalCPA has to offer and to encourage them to get involved. Each year that I attended this new-members’ orientation I have been reminded of the great variety of interest groups we have and the exceptional leaders that head them. My message to our new members this year was that participation in these groups and interaction with our leaders and members is how we can get the most out of CalCPA. I want to bring that message to the rest of our members as well. Our chapter interest groups include:
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Chapter News
Do you need help or information regarding issues with benefit plan audits? Register for our upcoming ERISA meetings and gain valuable insight from our guest speakers Yuli Mihaylov, from Zajac & Perrone, LLP, CPAs, and George Pinto, CPA, partner with Silicon Valley Accountancy Corp.
These meetings are designed for CPAs and professional staff providing employee benefit plan audit and accounting services, benefit plan administrators, and employees of companies with responsibility for accounting and reporting for benefit plans.
Register online: June 8 | June 22
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CalCPA is again co-sponsoring this year’s seminar presented by the State Bar’s Taxation Section. The program qualifies for nine hours of CPE and includes:
- International tax enforcement and expanded reporting obligations
- California sales and use tax basics (including taxation of internet sales)
- A Circular 230 primer
- Tax opportunities and pitfalls involving cancellation of debt
- 2012 income tax update
Time: 8:30 a.m.–5:05 p.m.
Location: Golden Gate University, School of Law; San Francisco
Register Online
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Now you see it, now you don’t? The $5 million gift: An opportunity of a lifetime?
Time is running out to help your clients take advantage of this estate and gift tax exemption before it expires at the end of the year. Learn more about the exemption at this event sponsored by the estate planning committees of the CalCPA Peninsula/Silicon Valley and San Jose Silicon Valley San Jose chapters, along with the Santa Clara County and Peninsula Estate Planning councils.
The symposium will feature national and California-based speakers who will highlight strategies you can use to manage tricky family dynamics, optimize flexibility with creative trust planning and make the most of intergenerational gifts through effective use of the $5 million GST tax exemption. You will also learn about unique opportunities within the California probate code for facilitating 2012 gifting and when a court-ordered reformation or petition makes sense. Other topics include recent developments and current thinking on clawback, portability and hard-to-value assets.
Date: Wednesday, July 11
Sponsorship details: Stephanie Stewart
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Business opportunities in China, India and Vietnam were the focus of our May 19 event, plus a discussion of Asian investment in the US. The chapter is very grateful to eBay for generously hosting this event again on their beautiful campus, and to Ascend for co-hosting. Thanks also to our sponsors:
Gold sponsors:
Amiral Advisors
Burr Pilger Mayer
Silver sponsors:
HSBC Bank USA
Petrinovich Pugh & Co LLP.
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CalCPA News
As CalCPA shifts to a new database, please note that the email address from which our database and website sends emails has changed to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.
Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.
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Emerging Leaders Certificate Program registration is now open. Go online and search event #4122195, then select your chapter. Or call (800) 922-5272.
Not a YEP, but know one? Pass this info to your colleagues and peers.
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