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Los Angeles Chapter

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LA Chapter Technical Committee Calendars

Accounting Principles & Auditing Standards (AP/AS) (Third Thursday)

 February – April -Dark/No Meetings

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Time: 7:30–9:30 a.m.

Location: Gursey Schneider LLP;

1888 Century Park East, Suite 900 (10th floor)

Cost: $15/members; $20/nonmembers; without 3 day RSVP: add $5.

(Includes light breakfast and parking)

For more info contact: Co-Chairs ,Gary Krausz at gkrausz@gursey.com, Vee Cristobal at vee@cristobalcpa.com and Marissa Bueno marissa@randbcpa.com or visit www.calcpa.org/la.

CPA Business Managers – San Fernando Valley (Fourth Wednesday)

March -Dark/No Meetings

BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK

Topic: Long Term Care Insurance
Date: Wednesday, April 28
Speaker: TBA

Topic: Insurance
Date: Wednesday, May 26
Speaker: John Hohman, CAMICO

Topic: CAMICO, Litigation Avoidance
Date: Wednesday, June 23
Speaker: John Hohman, CAMICO
*Note: 2 hour special program
Location: USB, 15821 Ventura Blvd., Suite 670, Encino

Topic: Build Your Revenue Now
Date: Wednesday, July 28
Speaker: Mark Fowler & Barry Pinsky
*Note: 3 hour special program
Location: USB, 15821 Ventura Blvd., Suite 670, Encino

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Time: 7:30–9 a.m.

Location: Marie Callendars Restaurant, 14743 Ventura Blvd., Sherman Oaks

Cost: $15/members; $20/nonmembers; at the door: ADD $5. (Includes breakfast)

For more info contact: Co-Chairs, Norm Lewis at normlewis123@yahoo.com and Barry Pinsky at barry.pinsky@ubs.com or visit www.calcpa.org/la.

Business and Industry (Third Wednesday)

Topic: Moving a Business
Date: Wednesday, March 17
Speaker: Barbara Blackman

BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK

Topic: FASB Update
Date: Wednesday, April 21

Topic: Excel Update
Date: Wednesday, May 19

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Time: 8–9 a.m.

Location: Spitfire Grill, 3300 Airport Ave, Santa Monica

Cost: $15/members; $20/nonmembers; includes breakfast

For more info contact: Chair, Gary Bachrach at gsbachrach@yahoo.com or visit www.calcpa.org/la.

Eastside Technology Users Group (Joint meeting with Pasadena)

*NOTE: This meeting is a joint meeting with the West San Gabriel Valley Discussion Group.

Topic: Effective Email Management
Date: Monday, March 15, 2010
Speaker: Frumi Rachel Barr, Frumi Associates, LLC

 April 19-Dark/No Meetings

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Time: 11:30 a.m./registration

Noon–1:30 p.m./presentation

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

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

Please note fee increase effective Feb 1, 2010
Cost: $16/members; $21/nonmembers (Includes lunch)

Parking fee: $1.50

For more info contact: Co-Chairs, Linda Heineman at linda@llhcpa.com and Barry Hensiek at

barry@hccpa.com, or visit www.calcpa.org/la.

Estate Planning (Second Wednesday)

March & April -Dark/No Meetings 

BELOW ARE FUTURE MEETING DATES NOT YET AVAILABLE ONLINE. PLEASE CHECK BACK.

Topic: Funding Stale Trusts; How Many Years Can I Wait?
Date: Wednesday, May 12
Speakers: Ashely Risner, Esq. & John Jacobson, Esq.

Topic: Estate Planning for N0n-Taxable Estates-Why Bother?
Date: Wednesday, June 9
Speakers: Nelson Handy, Esq. & Mitch Freedman, CPA

Topic: CPA as Trustee-Should You?
Date: Wednesday, July 14
Speakers: Steve Lowe, Esq. & Judge Ed Ross

Topic: Estate Planning with Atypical Spouses (Non resident, Non citizen, Multiple Exes, Pre & Post Nups, ect.)
Date: Wednesday, August 11
Speakers: TBA

Topic: Income Tax Planning & Issues for Fiduciares (Fed & Ca), Including Why You Need to Keep Your Trust Out of California
Date: Wednesday, September 22 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE
Speakers: Bill Downs, CPA & (trust officer)

Topic: FLP Planning in Light of IRS Challenges-Update and Opportunities
Date: Wednesday, October 20 (note date change) *JOINT MEETING WITH THE TAXATION COMMITTEE
Speakers: Bill Weintraub, Esq. & Kip Dellinger, CPA

Topic: A Business Attorney’s View on the Issues that Estate Planners Should Spot *JOINT MEETING WITH THE LA CPA/ATTORNEY COMMITTEE
Date: Wednesday, November 10
Speakers: Attorney William C. Staley
MCLE Credit: 2.0

Topic: Year-End Estate & Gift Update-New Cases, Rulings & Legislation
Date: Wednesday, December 8
Speakers: Andy Katzenstein, Esq.

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For more information about this group, visit calcpa.org/la/estate

Time: 11:30 a.m.–2 p.m.

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

Cost: $40 members/$50 nonmembers; without 3 day RSVP: ADD: $10. (Includes lunch and parking)

For more info contact: Chair, Michael Allmon at mike@mbacpas.com or visit www.calcpa.org/la.

Litigation (Quarterly)

February – April -Dark/No Meetings

Time: 11:30 a.m.–8:00 a.m.

Cost: $30/members; $40/nonmembers; at the door: Add $10.

(Includes lunch and parking)

Location: Singer Lewak Greenbaum & Goldstein, 10960 Wilshire Blvd., Suite 1100, LA 90024

For more info contact: Co-Chairs, Yoon Jin Kim YJKim@tandlaac.com or Mark Adlard madlard@singerlewak.com or visit www.calcpa.org/la.

Management of an Accounting (MAP) (Fourth Wednesday)

February – April -Dark/No Meetings

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Time: 8:00 a.m.–10:00 a.m.

Location: Reish Luftman Reicher & Cohen, 11755 Wilshire Blvd., Los Angeles

Cost: $25/members; $30/nonmembers

For more info contact: Chair, Jonathan Karp at jonkarp@reish.com or visit www.calcpa.org/la.

Nonprofit (January, April, July and October)

February & March-Dark/No Meetings

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Time: 8–10 a.m.

Location: Braille Institute (Weingart Conference Center Room); 741 N. Vermont Ave.; Los Angeles

Cost: $10/members; $15/nonmembers (Includes light breakfast)

For more info contact: Chair, Donella Wilson at dmwilson@ghjadvisors.com or visit www.calcpa.org/la.

Taxation (Every Third Wednesday)

March & April-Dark/No Meetings

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Time: 11:30 a.m./registration

Noon–2 p.m./presentation

Location: Olympic Collection; 11301 Olympic Blvd.; Los Angeles (@Sawtelle)

Cost: $45/members; $50/nonmembers; at the door: ADD: $5.

(Includes lunch and parking)

For more info contact: Co-Chairs, Kip Dellinger at kip@kallmanandco.com and Stuart Ross at stuart_r@srgco.com

LA Young & Emerging Professionals 

 For more info contact: Co-Chairs, Jimmy Campos at jcreinvestments@prodigy.net and Jeff Chen at jcfchen@uclalumni.net or visit www.calcpa.org/la.