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Los Angeles Chapter

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LA Chapter Technical Committee Calendars

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

Topic: Quick Books Tips And Update
Date Change: Thursday, July 16
Speaker: Linda Heineman

Download Registration Form

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)

Topic: Tax Free Retirement: A Discussion of How Clients Can Make the Most of Their Distributions
Date: Wednesday, July 22
Speaker: Derek Butler, CWS, LUTCF, FSS, CSA

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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: Greening Your Business
Date: Wednesday, July 15
Speaker: Ron Stone

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Time: 8–9 a.m.

Location: Spitfite 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)

Topic: FASB Condification
Date: Monday, July 20
Speaker: Kristin Glushon, RIA/PPC

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

Download Registration Form

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)

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)

Topic: Managing and Avoiding Conflicts in Estate and Trusts
Date: Wednesday, July 8
Speaker: Paul Fisher

Topic: California Law Issues in Estate Planning (Property Character, no Contest Provisions, Income Taxes, etc.)
Date: Wednesday, August 12
Speaker: Jim Birnberg, Esq.

Topic: Estate Planning/Income Tax Issues for Non-Traditional Couples
Date: Tuesday, September 1 (Please note date change. Joint meeting with Taxation Committee)
Speakers: TBA

Topic: Estate Planning in a Low Interest Rate Environment (GRATS, Installment Sales, Loans)
Date: Wednesday, October 21 (Please note date change.  Joint meeting with Taxation Committee)
Speakers: Jonathan Lurie, Esq.

Topic: PFP 101 and Estate Planning 101
Date: Wednesday, November 11  (Joint meeting with Personal Financial Planning Committee)
Speakers: Jennifer Honey, Esq. and Maureen Cronin, CPA

Topic: Year-End Estate & Gift Update: New Cases, Rulings & Legislation
Date: Wednesday, December 9
Speakers: Andy Katzenstein, Esq.

Download Registration Form

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)

Dark -

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)

Dark-July & August

Next Meeting: Wednesday, September 17
Topic: Computer/Programs-Tentitive

Download Registration Form

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)

Topic: Audit Standards-The Nonprofit CFO’s Perspective
Date: Wednesday, July 15
Speakers: Adam Jones and Anne Freiermuth

Download Registration Form

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)

Topic: IRS Enforcement In The Tax GAP Environment
Date: Wednesday, July 15
Speakers: Dennis Perez, Esq., Hochman, Salkin, Rettig, Toscher & Perez

Topic: Employee Development Department Liaison-Tentative Topic
Date: Wednesday, August 19
Speakers: TBA

Topic: Estate Planning/Income Tax Issues for Non-Traditional Couples
Date: Tuesday, September 1 (Please note date change & same fee schedule as Estate Planning.  Joint meeting with Estate Planning)
Speakers: TBA

Topic: Estate Planning in a Low Interest Rate Evironment (GRATS, Installment Sales, Loans)
Date: Wednesday, October 21 (Please note date change & same fee schedule as Estate Planning.  Joint meeting with Estate Planning)
Speakers: Jonathan Lurie, Esq.

Topic: 14th Annual Tax Night Program
Date: Wednesday, November 4
Speakers: Nina E. Olsen, National Taxpayer Advocate, U.S. Department of the Treasury

Topic: IRS Liaison Meeting
Date:  Thursday, December 10
Speakers: TBA

Download Registration Form

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

Young Emerging Professionals

The Los Angeles committee’s goals are to: 1) Help young people in their development as professionals and citizens of their communities, 2) Attract quality people into the profession, and 3) Develop leaders that will help guide the future of Cal CPA and the profession.

For more info contact: Co-Chairs, Beth Bayer at bethbayer@gmail.com and Jeff Chen at jcfchen@uclalumni.net or visit www.calcpa.org/la.