Sacramento Chapter
A blog for and by a community of professionals
Archive for the ‘Chapter News’ Category
July 26th, 2010
Join us Thursday, Sept. 9, as John M. Lacey, accounting professor at California State University, Long Beach, provides the lowdown on this hot topic.
Registration details coming soon.
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July 26th, 2010
Come and join the New Members & Emerging Professionals for a fun evening of bowling and networking at Capitol Bowl; 900 W. Capitol Ave.; West Sacramento.
Keep an eye out for registration details.
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July 26th, 2010
The golf tournament is fast approaching—Thursday, Aug. 26 at the Morgan Creek Golf and Country Club in Roseville. Plans are being finalized for a fun-filled day of golf, networking and fund-raising for the chapter’s scholarship fund! Register today!
Also, you can support your chapter by being a sponsor or donating a drawing or cash prize. Contact Sandy Hongo at (916) 563-7790 or Dana Agosti at (916) 551-2961 for more information.
Register online.
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July 26th, 2010
Join us as Dan Cairns, of The Cairns Financial Group of Wells Fargo Advisors, LLC, will discuss the concept of financial physics—what is the linkage between levels of economic activity and market valuation?
Contact chapter program associate Dana Agosti to register.
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July 26th, 2010
Ken Fagan passed away July 9 after a four-year battle with cancer. He provided tax and accounting services in the Sacramento area for more than 40 years, and also taught accounting at Sacramento State for many years.
Harry Straine, a chapter life member and a member of CalCPA since 1953.
Mavis Heyward, a CalCPA member since 1985.
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July 26th, 2010
We are looking to re-launch our Redding and Chico discussion groups—and are in need of members to lead and coordinate groups. The time commitment is approximately two to three hours a month, including the meeting, during a month that there is a meeting.
If you are interested, contact chapter program associate Dana Agosti or Patrick Rogan.
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June 22nd, 2010
Keep an eye on our website for details on our upcoming July meeting.
Our August meeting will address the personal aspects of being a seller or merger candidate in transitioning a firm into others’ hands. We will interview a CPA/sole practitioner who recently merged his practice into a large regional firm. We’ll also discuss issues that arose during the process and helpful tips.
Date: Wednesday, Aug. 4
Time: 7:30 – 8:45 a.m.
Speakers: Mark Fowler, CPA (Inactive), CMC and Irwin Pomerantz, CPA
Location: L Wine Lounge and Urban Kitchen; 1801 L St., Suite 50; Sacramento
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June 22nd, 2010
Join us as guest speakers discuss Sacramento’s political and economic climate, as well as the keys to success in challenging economic times.
Date: Nov. 11
Info: Download flier
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June 22nd, 2010
Join us as Carly A. Roberts, an attorney with Morrison & Foerster, LLP, discusses how a change in residency can be used as an effective estate-planning tool, including a discussion of California residency connections that are often overlooked or marginalized by taxpayers attempting to change their state of domicile and residence. She will also discuss the latest developments pertaining to California’s taxation of trusts and recent efforts to amend California’s statutory provisions for taxing trusts.
Date: Tuesday, July 20
Time: 7:30–8:45 a.m.
New Location: Lumberjacks Restaurant; 1030 Howe Ave.
CPE: 1 hour
RSVP: Chapter program associate Dana Agosti
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June 22nd, 2010
Date: End of July
Topic (tentative): American Recovery and Reinvestment Act
Info: Nonprofit Committee Chair Joe DeBiasio
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