Orange County/Long Beach Chapter

Special Events Coming Your Way

amaragoni — Tue, 31 Jan 2012 22:15:12 +0000

The chapter is dedicated to providing the most timely, interesting and informative CPE for CPAs through a variety of interest groups and special events.

Each year, one of our officers takes the helm of the OC Fall Seminar Series and selects the best and brightest speakers to deliver the most crucial tax and non-technical information for CPAs. We also combine the seven, Tuesday night classes with some wonderful networking events prior to class. The result is a more human experience that is far more enjoyable than online classes.

Last year’s 25^th Annual Fall Seminar Series was a huge success and raised more than $19,000 for our chapter scholarship fund.

We hope you will join us in this year and find out why more than 100 CPAs in our chapter count on the Fall Seminar Series each year for 21 hours of CPE!

Next month we will report on the outcome of our largest yearly event, the 13^th Annual OC Economic Forecast Event, with Dr. Esmael Adibi. Please check our chapter webpage regularly for event updates.

2012 IRS Filing Season Letter

jgorman — Tue, 31 Jan 2012 21:25:51 +0000

From tips on how to best navigate the IRS to staying abreast of the new return preparer regulations to who to contact with questions, the 2012 IRS Filing Season Letter provides a wealth of resources.

Download your copy today and keep it nearby as you go through this busy season.

2012 CalCPA Service Awards

jgorman — Tue, 31 Jan 2012 21:24:03 +0000

Each year, CalCPA recognizes those members who have gone above and beyond the call of duty by awarding the Public Service and Distinguished Service awards, as well as the Public Service Award for Firms. If you know anyone or any firm fitting the bill, share the news with us.

Review the qualifications and download nomination forms online. The nomination deadline for all awards is March 3.

YEPs on the Rise

bpearson — Mon, 30 Jan 2012 22:51:15 +0000

The chapter has seen a lot of growth and change these past months, thanks in large part to our dedicated directors, interest group chairs, Scholarship Committee members—and two accounting students from Cal State Fullerton who are passionate about our chapter.

Anthony Kress, president of Beta Alpha Psi, and Steve Tsolakis, past president of the club, have spent many hours recruiting accounting students from CSUF for our chapter’s young and emerging professionals events, and urging them to take advantage of CalCPA’s free student membership.

The result has been impressive event attendance and a marked increase in student members.

In 2011 our YEPs networked at Kimera in Irvine; sailed the Pacific aboard the historic sailing yacht, The Curlew, off Dana Point; and networked some more at The Winery in Tustin. In 2012, the group hopes to do some kayaking, hold bonfires at the beach, perhaps some bowling and of course network at the best Orange County hotspots.

We would love to hear your ideas for fun YEP events and invite you to send them to chapter program associate Nancy Wilson.

There’s Power in Numbers: Attend CPA Day at the Capitol

amaragoni — Thu, 01 Dec 2011 23:14:03 +0000

You are invited to join other CalCPA members from across the state Jan. 18 for CPA Day at the Capitol and meet with key decision makers responsible for developing and implementing public policy that can affect everything from your profession to your personal life.

Help legislators understand the issues facing California CPAs and sign up to attend CPA Day at the Capitol. How can your presence help? Take a look at our successful 2011 advocacy efforts for an idea.

Don’t underestimate the importance of your presence!

CalCPA Committees—Connect • Share • Grow

noelbacani — Thu, 01 Dec 2011 22:57:32 +0000

Thinking about how to use your talents at the statewide level? We have an answer: The application period is open to serve on our CalCPA committees for 2012-13. From estate planning to technology, and from personal financial planning to taxation, there’s sure to be 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. 31 and committee appointments will be made in January.

Learn more and apply online.

Become an Education Foundation Trustee

noelbacani — Thu, 01 Dec 2011 22:56:46 +0000

The CalCPA Education Foundation is accepting applications for positions on its board of trustees. Applicants should be a CalCPA member; have proven leadership skills; understand the importance and benefit of continuing education upon the profession; and has demonstrated good business insight through one or more of the following roles: decision maker in firm or company; manager of people/human resources; managing partner; CFO; managing consultant; or educator. Applications are due Dec. 16.

More information and applications are available online.

If state-level leadership isn’t your calling right now, there are plenty of opportunities at the chapter level—from board member to committee chair—to step up and showcase your skills. Find more information online.

B&I Holiday Wine Tasting

noelbacani — Thu, 01 Dec 2011 22:52:33 +0000

Come celebrate this year’s growth of the Business & Industry Interest Group, mix and mingle with your colleagues and enjoy selected wine varieties. Our special speaker/host is Ed Manetta, owner of Reserve Wine Bar and Shop Inc., who has worked in the wine industry for more then 15 years. Manetta is a sommelier and teaches wine classes at UC Irvine.

Event cost includes tasting of four varieties. Seating is limited to 28—so register today.

Date: Monday, Dec. 12

Register online.

Fall Seminar Series Raises Thousands for Chapter Scholarships

noelbacani — Thu, 01 Dec 2011 22:51:53 +0000

The chapter’s 25^th Annual Fall Seminar Series, which ended Nov. 8, was a big success, raising more than $16,000 for the chapter’s scholarship fund.

If you haven’t attended the series yet, plan on it next year! The series starts in September each year and meets 6–9 p.m. on consecutive Tuesdays (except for those weeks with tax deadlines). It is a convenient, inexpensive way to earn 21 CPE credits and get the most up-to-date tax updates available. Plus, we always try to have a cocktail reception or two prior to class.

Special thanks to this year’s sponsors: Century Group; NPC; Thomson Reuters; Tredway Lumsdane & Doyle; and Wealth Management Network.

Become a CalCPA Officer or Education Foundation Trustee

jwhitmont — Tue, 27 Sep 2011 21:50:19 +0000

California CPAs are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?

The CalCPA Nominations Committee is accepting nominations for 2012–13 CalCPA officers and council members at large. Officer positions include chair, first vice chair, treasurer and two vice chairs. Three CalCPA Council members at large also will be elected, as well as five AICPA Council positions. Applications are due Dec. 1.

And the CalCPA Education Foundation is accepting applications for positions on its board of trustees. Applicants should be a CalCPA member; have proven leadership skills; understand the importance and benefit of continuing education upon the profession; and has demonstrated good business insight through one or more of the following roles: decision maker in firm or company; manager of people/human resources; managing partner; CFO; managing consultant; or educator. Applications are due Dec. 16.

More information and applications are available online.