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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

What’s Next?

May 31, 2013

By Carol Wagner, CPA

2013-pres-carol-wagnerSome great ideas for the 2013-14 year were presented at our recent chapter leadership meeting. One idea is to consider how CalCPA can be relevant for young emerging professionals (YEPs) who are moving into the next stage of their careers. A YEP can best be described as someone who is in the first five years of his or her accounting career. Historically, the chapter has concentrated on enhancing the opportunities provided for YEPs just starting out in our profession. Our chapter’s monthly list of activities nearly always includes a YEP event—ranging from information on a CPA review course to attending a S.J. Giants game, to an early evening mixer with attorneys at the same career level. We appreciate our YEP leaders who make our chapter more inclusive by providing YEP activities and educational events that are interesting and well-attended.

Read the rest of this entry »

Chapter News

SJSU/IRS Small-Business Tax Institute

Co-sponsored by CalCPA Silicon Valley-San Jose Chapter, and the California Bar Taxation Section Young Tax Lawyers Committee.

Topics include: Schedule C Due Diligence; Dealing With and Avoiding Identity Theft; Protecting Business Records for You and Your Clients – Legal Perspective; Ethics Circular 230; Advising the New Business Venture – Federal, State and Local Tax Considerations.

Date: Wednesday, June 19
Time: 8 a.m.–4:30 p.m.
Location: Techmart; 5201 Great America Parkway; Santa Clara
CPE: 8 hrs CPE for CA CPAs (including 2 hrs ethics); 6.5 hrs MCLE for CA attorneys (including 1.5 ethics)

Learn more or download the event flier.

June 27: 12th Annual Estate Planning Symposium

Designed for CPAs, attorneys and financial advisers whose practice involves estate planning, this event will feature high-caliber national and California-based speakers—including an estate and gift attorney from the IRS who will highlight planning and compliance opportunities (and audit pitfalls) for both small and large estates under the new tax laws. Plus hear first-hand IRS practice tips and reminders when “adequate disclosure” is adequate enough. Lastly, hear the future prospects of tax reform from our Washington, D.C., insider.

Learn more and register.

CalCPA News

2013 Annual Income Tax Seminar

Co-sponsored by CalCPA, this seminar will feature leading speakers discussing state taxation of cloud and e-commerce; worker classification issues; foreign investment in real property, and more.

The seminar is presented by The Income and Other Taxes Committee, State and Local Tax Committee, the Corporate and Pass-Through Entities Committee and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.

Date: Friday, June 28
Time: 8:30 a.m.–5 p.m.
Locations: Program held concurrently at Whittier Law School (Costa Mesa); University of San Diego, School of Law; and Golden Gate University, School of Law (San Francisco)

Register online:
Costa Mesa
San Francisco
San Diego

Rising Stars, Unite!

CalCPA is in search of CPA professionals licensed less than five years who are looking to develop critical leadership skills with a network of peers and local leaders for our annual Emerging Leaders Certificate Program.

Join us for a full-day conference (July 25 at the South San Francisco Conference Center or July 26 at the Four Points Sheraton LAX) focused on various areas of leadership development, followed by four, two-hour chapter-based workshops Aug. 7 and 21, Sept. 18 and Oct. 18.

Program topics include leadership in the new normal, leading from a place of natural strength, how to think like a leader, establishing an ethical culture … and more.

Register today by going online and selecting your chapter.


In Memoriam: Vince Chin

CalCPA extends it condolences to the family and friends of Vince Chin, who passed away April 26. Vince was a valued CalCPA employee for more than 20 years, who was respected and held in high regard by co-workers and our members. Vince is survived by his wife Tiffany, and his son, Vincent Charles Chin, II.

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Save the Dates

ERISA Discussion Group: Accounting & Auditing Update for ERISA Plans
Dates: Friday, June 14
Time: 8:30 – 10:30 a.m.
Location: Burr Pilger Mayer, Inc.; 60 S. Market St. 8th FL, Downtown San Jose

PN/SJSV 12th Annual Estate Planning Symposium - As the Dust Settles: Planning for Large & Moderate Estates Under the New Tax Laws, and an Insider Update on Expectations from Washington
Date: Thursday, June 27
Location: San Jose

Membership News

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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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Susan Klein
(650) 522-3160

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(408) 983-1122


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