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Contributed by Crystil Turner
Inland Empire
Patricia Stover: Ganesha High School
Susan Cross Hume and Heather McGee: Pomona High School
Tracy Wirtes and Heather McGee: Garey High School
Robert Tormey: Diamond Ranch High School
San Diego
Carol Chrisopolous: Madison High School
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Contributed by Crystil Turner
Peninsula
Kara Singleton and Erin Hastings gave a basic workshop and parenting workshop, respectively, to Family Crossroads.
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Contributed by Crystil Turner
As 2010 kicks off, so does the spring semester. CalCPA recently sent an e-mail reminder to educators and schools that promoted our student outreach programs. We look forward to another busy year as the visit requests come rolling in. Watch for upcoming presentation opportunities in your chapter.
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Contributed by Crystil Turner
We would like to give a big “thank you” to all the CPAs who attended CPA Day at the Capitol Jan. 20. Through wind, rain and hail, we had more than 130 members participate in a very successful day. One of the items discussed with legislators was financial literacy, and as a result several of the district offices have already been in contact with CalCPA to schedule a Dollars & Sense workshop for their constituents. Keep up the great work!
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Contributed by Crystil Turner
Assembly member Kevin de León is working with the Los Angeles Community Development Department and Los Angeles City Council member Ed Reyes are organizing a Volunteer Income Tax Assistance event and are in need for five volunteers who are fluent in Spanish and are willing to take the IRS exam online. Passing the test is a requirement to participate in this VITA event, where volunteers provide tax advice to low- to moderate-income people who cannot prepare their own tax returns.
Volunteers are allowed up to two attempts to pass the test each tax season. You can register for the exam online. When you arrive to this website, there will be option for you enter a Practice Lab for TaxWise Online, as well. The password to enter the Practice Lab is learntwo.
If you are interested, please contact Crystil Turner at your earliest convenience.
VITA Event
Date: Saturday, Feb. 27
Time: 9 a.m.–1 p.m.
Location: Cypress Park Family Source Center; 929 Cypress Ave.; Los Angeles
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Contributed by Crystil Turner
The AICPA is seeking 15 CPAs to assist with judging the different competitions at the Business Professionals of America national leadership conference May 5–9 in Anaheim.
The length of time can be as minimal as half a day and as much as the full conference depending upon how many sessions each CPA is interested in judging and is available for both the preliminaries and the finals.
BPA is a student organization that supports middle and high school and college students interested in business careers. Each year, students compete at regional and state levels to demonstrate their skills in more than 60 business areas. The winners of the state contest are invited to the National Leadership Conference, where a number of the contest events are judged by local business leaders to impart a “real world” experience to the students.
If you are interested in participating, please contact Crystil Turner.
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Contributed by Crystil Turner
Volunteers are needed to help prepare income taxes for low-income individuals with the Volunteer Income Tax Assistance (VITA) program hosted by People’s Federal Credit Union, a division of Self-Help FCU in West Oakland. Your help is especially needed to help families claim the Earned Income Tax Credit (EITC) and receive all the refunds they are due.
Volunteer tax preparers will be asked to:
- Work three hours per week during the tax season (Jan. 27–April 15);
- Complete a free self-paced online course on federal tax law (estimated 25 hours) and pass an exam; and
- Attend a classroom training/orientation session at the end of January.
We are looking for individuals with ttax preparation skills or a willingness to learn; good computer skills; and Spanish language skills are a plus.
The tax site is located at Mandela Gateway, one block from the West Oakland BART station.
Volunteers are needed Wednesdays and Thursdays, 5:30–8:30 p.m., and Saturdays, 9:30 a.m.–2:30 p.m.
If you are interested in volunterring, please contact Crystil Turner.
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Contributed by Crystil Turner
Volunteers needed as tax preparers for the following dates: February 20th, March 13th , and April 10t, 4-7 pm. Bi-lingual a plus!
Volunteers with tax experience and familiarity with tax laws are needed to provide a free Tax-Aide program for St. Barnabas Senior Services in Los Angeles.
AARP Tax-Aide is a free program run by the AARP Foundation to guide people with low to moderate incomes through their taxes, making sure they receive all the deductions and credits they’re entitled to. It is the nation’s largest free, volunteer-run tax assistance and preparation service. The AARP trains their volunteers to provide tax advise and assist in filing tax forms.
If you can volunteer, contact Crystil Turner.
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Contributed by Crystil Turner
AICPA Chair Bob Harris recently testified before the House Small Business Committee during a hearing on the impact of financial regulatory restructuring on small businesses and community lenders. In his testimony, Harris mentioned the profession’s volunteer efforts, 360 Degree of Financial Literacy and Feed the Pig, as well as cited Lisa Baskfield’s financial education efforts for the military, all of which would be impacted by the creation a Consumer Financial Protection Agency.
You can view his testimony on YouTube.
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Contributed by Crystil Turner
Thanks to members like you, our success with California libraries continues to grow! More and more libraries are signing up for one or more financial literacy workshops for their patrons. Newest to the game: Burlingame library has signed up for a four-part series to take place in September; Santa Clara is scheduled for a workshop in November and Redondo library has begun coordination for their workshops.
Why the success? First, libraries have free presentation space that can accommodate a good sized crowdand have the ability to show PowerPoints and DVDs. Second, libraries have a built-in audience, so they are not solely reliant on the marketing they do with the community to bring a crowd. And finally, most libraries have a need to supply the community with workshops and services, but do not have the money to pay for services and materials. Because Dollars & Sense is free, it is a perfect fit.
Thus far, these presentation requests have resulted solely by word of mouth. One way is through members and staff approaching their local libraries, and telling them about the program … that’s it! If this is something you would be interested in bringing to your community, please visit your local library and tell them all about the D&S workshops.
More information, including content for all workshops, is available on CalCPA’s website.
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