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Los Angeles Chapter

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LA Chapter Discussion Group Calendar

Downtown

Topic:  California Sales/Use Tax Update
Date: Thursday, August 20
Speaker: James Kuhl, BOE Audit & Information Section Supervisor, Tax Policy Division

Topic:  1031 Exchanges & Cost Segregation for Commercial Properties
Date: Thursday, September 17
Speaker: Gian Pazzia & Lara Vanian, KBKG Inc. and FNF 1031 exchange Services Inc.

Topic:  California Tax Litigation Update
Date: Thursday, October 15
Speaker: Chris Matarese and Richard Ayoob, Ajalat, Polley, Ayoob & Matarese

Topic: Giving Expert Testimony
Date: Thursday, November 19
Speaker: Shannon Jenkins & Daniel Gold, CFLS, Tredway, Lumsdaine & Doyle attorneys

Topic:  California FTB Personal & Corporate Tax Update
Date: Thursday, December 17
Speaker: Lila Fedler, FTB Outreach, Franchise Tax Board

Download Registration Form

Time: 11:30 a.m.–1 p.m.

Location: Citi Smith Barney, 36th Floor (Conference Room); 444 S. Flower St., Los Angeles, 90017

Cost: $30/member; $40/nonmembers; at door: add: $10. (Includes hot lunch)

Parking info: Location is midway between the Metro stations at 7th & Figueroa and at Pershing Squares 5th St exit. Parking Information on flier.

For more info contact: Co-Chairs, Suzanne Beaudelaire at suzanne.beaudelaire@ey.com and Loni Ang at loni.ang@smithbarney.com or visit www.calcpa/la.

East San Gabriel Valley (First & Third Thursday)

Topic: Property Tax Revaluations In A Depressed Real Estate Market
Date: Thursday, July 2
Speaker: Carol Quan, Special Assistant To The Assesor

Topic: Accounting Update
Date: Thursday, July 16
Speaker: Doug Blensley, CPA

Topic: Banking Bailout
Date: Thursday, August 6
Speaker: Rich Jett, Steller Business Bank

Topic: California Tax Update
Date: Thursday, October 1
Speaker: Lynn Freer, EA

Topic: Federal Tax Update
Date: Thursday, November 5
Speaker: Boyd Hudson, Esq.

Topic: Current Loss Prevention Issues
Date: Thursday, November 19
Speaker: Jeff Hohman, CAMICO

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Time: 8–9 a.m.

Location: Coco’s Restaurant & Bakery; 306 N. Azuza Ave.; Covina

Cost: $12/members; $17/nonmembers (Includes breakfast)

For more info contact: Co-Chairs, Robert W. Marcus at (626) 332-9456 and John Andersen at jqa1@earthlink.net or visit www.calcpa/la.

Hollywood/Beverly Hills (Every Friday)

July 3-Holiday-Happy 4th

Topic: Benford’s Law & Other Fraud Detection Techniques
Date: Friday, July 10
Speaker: Gogi Overhoff, CPA, CFE, Gumbiner Savett, Inc.

Topic:  State & Federal Tax Collection Procedure Update
Date: Friday, July 17
Speaker: Joseph Broyles, Esq.

Topic:  Recent Developments In Pass Through Entity Taxation
Date: Friday, July 24
Speaker: Dan Raiskin, Esq., Raiskin & Revitz

Topic:  Malpractice Prevention Tactics In This Troubled Economy
Date: Friday, July 31
Speaker: Randall Dean, Esq.

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Time: Noon-2 p.m.

Location: Olympic Collection; 11301 Olympic Blvd.; West Los Angeles

Cost: $30/members; $35/nonmembers (Includes lunch and parking)

For more info contact: Chair, Ernest Howard at ernest@efhcpa.com or visit www.calcpa/la.

West San Gabriel Valley/Pasadena (Every Monday)

Topic: 1031 Exchanges
Date: Monday, July 6
Speaker: BarKenneth Harris, Assistant Vice President, First American Exchange Company

Topic: Marketing During Crisis
Date: Monday, July 13
Speaker: Mark h. Fowler, President, Stowe Management Corporation

Topic: FASB Condification
Date: Monday, July 20
Speaker: Kristin Glushon, RIA/PPC
*NOTE: 3rd meeting of the month is a joint meeting with the East Technology Group.

Topic: Secret Techniques of A Business and Tax Attorney
Date: Monday, July 27
Speaker: William Staley, Staley Law

Download Registration Form

Time: 11:30–1:30 p.m.

Location: Beckham Grill Restaurant; 77 W. Walnut Ave.; Pasadena

Cost: $15/members; $20/nonmembers (Includes lunch)

Parking fee: $1.50

For more info contact: Chair, Barbara Feliciano BFeliciano@capeohome.org or visit www.calcpa/la.

*NOTE: 3rd meeting of the month is a joint meeting with the East Technology Group.

San Fernando Valley-Morning (Every Tuesday)

Topic: IRA Trusts and Stretch-Outs
Date: Tuesday, July 7
Speaker: Bill Barry, ChFC, MBA, CRPC, Ameriprise Financial Services

Topic: Living Trusts-Use and Viability
Date: Tuesday, July 14
Speaker: Doron M. Tisser, Esq.

Topic: Major Changes Proposed for Compilations & Reviews
Date: Tuesday, July 21
Speaker: Al Partington, CPA

Topic: TBA
Date: Tuesday, July 28
Speaker: TBA

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Time: Registration/breakfast: 7-8 a.m.; Presentation: 8-9 a.m.

Location: Acapulcos Restaurant, 21326 Ventura Blvd., Woodland Hills

Cost: $15/members; $20/nonmembers (Includes breakfast buffet)

For more info contact: Chair, Peter Magidoff at peter@msgllp.com or visit www.calcpa/la

San Fernando Valley-Evening (First Tuesday)

Topic: Recourse Factoring the Financial Economy
Date: Tuesday, July 7
Speaker: David Nordella, Commercial Finance
Speaker: David Orr of Manufactuers Bank

Topic: When a Client Dies. The effect of Title, Probate, Tax Reporting Requirements.
Date: Tuesday, August 4
Speaker: Howard Bartnoff, CPA, J.D.

Topic: Elder Law and MediCare
Date: Tuesday, September 8
Speaker: Alice Salvo, Esq.

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Time: 7 p.m.–9 p.m.

Location: Airport Center Building, 7100 Havenhurst Ave., Van Nuys, Community Room (downstairs)

Cost: $5/members; $10/nonmembers
Annual Prepay option: $20/members; $40/nonmembers (covers 8-10 meetings)

For more info contact: Co-Chairs, Fred Greenspan at fred@efgcpa.com and David Pennet at davidpennet@la.twcbc.com or visit www.calcpa/la.

San Fernando Valley-Attorney/CPA-Joint meeting with the San Fernando Valley Bar Association (Quarterly) Inaugural Meeting

Date: Tuesday, August 25 (tentitive)

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Time: 11:30–11:45 a.m. Registration,
11:45 a.m.-1:00 p.m. Presentation,
1:00 p.m.-1:15 p.m. Q & A

Location: Monterey at Encino Glen Banquet Hall, 16821 Burbank Blvd., Encino

Cost: $35/members; $45/nonmembers at door: add: $10 (Includes lunch)

For more info contact: Co-Chair, Mel Kohen at mkohn@kkbcpa.com and Zahid Aziz at zaziz@millerward.com or SFV Bar Liaison Carol Newman at CNewman540@aol.com or visit www.calcpa/la.

*NOTE: San Fernando Valley Bar members receive CalCPA member rate. Call 800-922-5272 to register or complete this registration form and e-mail to delia.rincon@calcpa.org or fax 818-246-4017

Santa Clarita (Meets First Friday)

Topic: Secure Communications In The Workplace
Date: Friday, July 10 (Please note date change)
Speaker: Ed Bernstein, Owner, Communications Planning Resources, Inc.

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Time: 7–8:30 a.m.

Location: International House of Pancakes; 24737 Pico Canyon Road; Santa Clarita

Cost: $11/members; $16/nonmembers (Includes breakfast)

For more info contact: Chair, Sonia Stodden at sonia.stodden@dennyllp.com or call (661) 286-8860 or visit www.calcpa/la.

Southeast/Downey (Meets first Thursday of every other month)

Topic: Corporate Fiduciaries-Roles and Responsibilities
Date: Thursday, July 9
Speaker: Karin Finnegan, Vice President & Trust Officer, Farmers & Mechants Trust Company

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Time: 4:45–5:00 p.m. Registration,
5:00 - 7 p.m. Presentation/Networking

Location: Tredway Lumsdaine & Doyle LLP; 10841 Paramount Blvd., 3rd Fl, Downey

Cost: $15/members; $20/nonmembers
(Includes appetizers.  Parking available on streets.)

For more info contact: Co-Chairs, Min Thai at mthai@tldlaw.com and Ilma Avila at ivacpa@charter.net or visit www.calcpa/la.

South Bay/LAX (Last Tuesday)

Topic: Elder Care
Date: Tuesday, July 28
Speaker: Esther Epstein

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Time: 7:30–9:30 a.m.

Location: The Lakes Golf Course; 400 S. Sepulveda Blvd., El Segundo

Cost: $20/members; $25/nonmembers

(Includes breakfast)

For more info contact: Chair, Peter McNeil at peterjmcneil@verizon.net or visit www.calcpa/la.

Torrance (Fourth Wednesday)

Topic: Identifying ROI Opportunities for Clients While Documenting Their Internal Control Environment
Date: Wednesday, July 22
Speaker: Kent Busse, President, Transition/1 MAS

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Time: 6:45am Registration, 7:00a.m.-9:00a.m. Presentation

Location: Honda Corporate Offices, 1919 Torrance Bilvd., Building 100, Torrance, 90501

Parking Info: Please park in visitor parking,
located in front of building 100. No fees.

Cost: $10/members; $20/nonmembers;
at the door: ADD: $5 (Includes continental breakfast)

For more info contact: Co-Chairs, Mark Pribble at mpribble@mdhcpa.com or Beth Bayer at bethbayer@gmail.com.

Westside (Third Tuesday)

Topic: TBA
Date: Tuesday, July 21
Speaker: TBA

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Time: 6:45am Registration
7:00p.m.-9:00p.m. Presentation

Location: Westside Pavilion
(Community “A” Room)
10800 W. Pico Blvd.

Cost: $5/members; $10/nonmembers

For more info contact: Co-Chairs, Katherine Sanders at ksanders@teamsea.com and Jerry Mills (818) 765-1877, or visit www.calcpa/la.