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Central Coast Chapter

A blog for and by a community of professionals


President's Message

Embracing Change

September 1, 2010

By Karan Pohl

5_pres_sm_1Can you believe it is September already? Where did the summer go? For me, September signals the beginning of fall—a season of transition and change. Now, some would grumble about summer departing so quickly. But I enjoy the changes in the weather, the heralding of winter and the upcoming holidays. It really is a matter of perspective and how one reacts to change that determines whether this is a period of discontent or possibilities. Do we ignore change, fight it, embrace it or perhaps a combination thereof?

Read the rest of this entry »

Chapter News

SLO Tax Roundtable Meetings

Please note: We will soon announce our new meeting location.

Sept. 17: Circular 230 Draft Review
Oct. 22
: IRS and FTB Audits
Nov. 19
: Mortgage Interest, Loan Modifications, Foreclosures and Real Estate Issues
Jan. 21
: IRS/FTB Liaison Meeting Report

Info: Debbie Wacker or Rita Williams.

New Event: PFP Discussion Group

If personal financial planning is something you’re interested in, be sure to come to our discussion group’s next meeting, Sept. 15, at Coast National Bank in San Luis Obispo.

For more information, contact Brooke Salvini.

Grassroots Legislative Committee Update

By Chris Raymer, CPA

Are you interested in politics? Well, neither am I. What I am passionate about, though, is having an impact on the legislative process to positively affect the direction of the California accounting industry. After years of CalCPA focusing its legislative efforts mostly in Sacramento, a philosophical change has occurred to start empowering us to reach out on a local level.

As the chapter’s new Grassroots Legislative Committee chair, I am looking to organize a team of people who are interested in building relationships with our local state legislators and their staff. Your commitment level can be as much or as little as you desire, and since this is the inaugural year of this team, your input will help steer the direction in which we can best communicate with our elected officials.

If you are interested in joining or have questions about the team, please contact me so we can move forward and make an impression on the local candidates before November!

CalCPA News

CalCPA Accounting Education Scholarships

Did you know that CalCPA administers two scholarship funds—one for fifth-year students committed to following California’s Pathway 2 to CPA licensure and the other for students pursuing a master’s degree in accountancy or taxation?

Well, we do—and the application deadline—Sept. 30—is fast approaching.

For criteria regarding both scholarships and to download the application, visit our website.


Save The Dates

Sept. 20: QuickBooks Update
Speaker: Suzanne Atkinson, CPA
Location: Embassy Suites

Sept. 24: SLO Tax Roundtable
Topic: Circular 230 draft review; Update from Tax Committee Meeting

Oct. 26: Annual Attorneys, Bankers and CPA Mixer
Location: Ventana Grill, Pismo Beach
Time:5:30–7:30 p.m.

Nov. 9: Student Night-Transitioning from Social Networking to Business Networking
Speaker: Clar Rosso, CalCPA COO
Location: San Luis Obispo Country Club

Dec. 8: Technology Update
Speaker: David Cieslak, CPA
CPE: 2 hours
Location: The Cliffs

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the Central Coast 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

Program Associate:
Rita Williams
(805) 571-1558

Program Director:
Kay Coffin
(559) 876-3800

7127 Hollister Ave. #318; Suite #25A
Goleta CA 91137

Chapter Leadership