Sacramento Chapter
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Archive for the ‘Chapter News’ Category
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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May 25th, 2010
Tighten your spikes and get your swing in check for the chapter’s 47th annual Golf Tournament. In addition to spending a great day on the greens, you’ll be helping us raise funds for our chapter scholarship program—$14,500 in scholarship funds were awarded to area students in early 2010! The tournament will include lunch, dinner, fantastic raffle prizes and networking opportunities.
Date: Thursday, Aug. 26
For more information on registration or sponsorship opportunities, contact chapter program associate Dana Agosti.
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May 25th, 2010
With its numerous public charities, private schools and membership organizations, Sacramento has served as a great location from which to operate hundreds of nonprofits. For this reason, the chapter is revitalizing its Nonprofit Committee, designed to provide education and networking to chapter members involved in or wanting to learn more about the nonprofit sector. Discussion topics are being finalized, so whether the new IRS Form 990 or FAS 157’s impact on nonprofits has you scratching your head, join the committee and get the topics you want addressed known.
For more information, contact committee chair Joe DeBiasio. To ensure you receive future committee notices, log into your CalCPA member account and add the Nonprofit Committee as one of your interests or update your member profile to indicate your nonprofit interest.
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March 26th, 2010
President: David R. Chavez, Chavez, Kirstien & Company
Vice President: Anjela V. Dyatlov, Moss Adams LLP
Secretary/Treasurer: David D. Boyce, Brown Fink Boyce & Astle, LLP
Past President: Patrick D. Rogan, Cosumnes River College
Directors:
Milla Austin, CCH
Carey L. Buck, Macias Gini & O’Connell, LLP
Tim Foote, Foote Accountancy
Perry Ghilarducci, Avaunt Ltd. CPAs & Consultants
Dean Richardson, Dean Alan Richardson CPA, Inc.
Stuart E. Robken, Robken & Company
Bridget A. Sanders, Perry -Smith LLP
Annette M. Stalker, Ueltzen & Company, LLP
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January 4th, 2010
Are you looking to expand your connections? Then don’t miss our second annual ABC Mixer, which brings together attorneys, bankers, CPAs and other financial professionals. We’re expecting upward of 300 professionals, so register early. And keep in mind that net proceeds will benefit our chapter’s scholarship fund.
Date: Tuesday, Feb. 2
Register online.
Info: David Motes or Rob Wallace
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October 23rd, 2009
This special event will feature diverse speakers who will discuss the many career options for CPAs, their experiences and how they arrived at where they are today. The event also will provide opportunities for students to meet with many Sacramento-area CPAs and firms.
Additionally, luncheon sponsorship packages are available to fit any firm’s budget. Sponsorships range from $50 student sponsorships to $500 event sponsorships. Most of the sponsorships include a booth at the event. For more information, contact Serena Tomato.
Date: Nov. 18
Speakers: Andrea Cope, CPA, CalCPA chair; Toosje Koll, CPA, managing director, Resources Global Professionals; Marie Allen, CPA, CFE, IRS revenue agent; and Andrew Le, tax associate, Reznick Group
Register online.
Note: This event is free to students. Students should obtain a registration form from their accounting professors and mail, fax or e-mail the form to Serena Trovato; Program Associate; CalCPA Sacramento Chapter; 1201 K St., Suite 1000; Sacramento, CA 95814. Fax: (916) 441-5354
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October 23rd, 2009
The governor of Nevada recently approved Nevada Senate Bill 350, which was effective Oct. 1, 2009. The bill creates two new types of business entities: a restricted limited liability company (restricted LLC) and a restricted limited partnership. We will focus on LPs for simplicity; however, the following discussion also applies to restricted limited liability companies.
The restricted LP is an ordinary Nevada LP that elects to be restricted by checking the appropriate box on the Certificate of Partnership. Once the election is made, unless otherwise stated in the Certificate of Partnership, the LP cannot make any distributions to the partners with respect to their partnership interest until 10 years after the formation of the LP or amendments of the Certificate of Partnership of an existing partnership are made. The 10-year lock-in is a ceiling and a default restriction period that can be reduced by stating a shorter restriction period in an attachment to the Certificate of Partnership. The limited partnership agreement must also state the additional restrictions.
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October 1st, 2009
This event will feature speakers who will discuss the many career options for CPAs, their experiences and how they arrived at where they are today-all toward positively affecting the life and career path of students.
If you are interested in being a sponsor of this event, contact chapter program associate Serena Trovato.
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