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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals

President's Message

The Glass Is Half Full

January 29, 2010

By Donna Bumgarner, CPA

15_pres_sm_1.jpgOur chapter’s 2010 Honorees Night Jan. 28 had many highlights, including the awarding of 17 scholarships to students from local universities and community colleges; presenting the Lifetime Achievement Award to past chapter president Patricia Janes; and the evening’s keynote speaker, CalCPA Chair Andrea Cope, enlightened us with her comments about CalCPA from a state perspective. We also honored our past chapter presidents, a great many of whom were in attendance. Kudos go to the efforts of Ben Towne and Roger Laux, who organized the event with their committee.

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Chapter News

Member Anniversaries

Congratulations to Silicon Valley San Jose Chapter members celebrating anniversaries this month.

Estate & Trusts Committee: Roth IRA Conversions

Join us at our next meeting as certified estate planning specialist Richard Dayton, of The Dayton Law Firm, shares his insight of Roth IRA conversions and IRA inheritance trusts. Dayton is a Certified Estate Planning Specialist and his practice, headquartered in San Jose, provides expert legal care with empathy for individuals, families and businesses. Practice areas include elder care, business succession planning and incorporation with a specialization in estate planning.

Date: Thursday, Feb. 18
Register today.

CalCPA News

Member Discount: CCH Tax Guides

Pre-order your 2010 U.S. Master Tax Guide and Guidebook to California Taxes today and save as much as 40 percent. To order, call (800) 922-5272 or go online.

Get Involved: Serve on a CalCPA State Committee

Serving on a state committee gives you the opportunity to work with other professionals on projects that increase members’ technical knowledge; enhance the profession’s image; influence regulations and legislation; draw the best and brightest into accounting; and study the CPA’s role in local, national and global economies. Join a state committee and experience the many benefits, while building leadership skills and making valuable personal and business contacts.

Complete an application today. Committee assignments will be finalized in May.

CalCPA Member Logo

The CalCPA member logo provides a recognizable symbol of membership in the California Society of CPAs. This logo is designed to fit our members’ website, business card, stationery and collateral material needs. Only CPA members may use the member logos. If the CPA member is in a public accounting firm, all CPAs in the firm must be CalCPA members before the member logo may be used.

Further instructions on logo use and to download the logos is available online.


 
Chapter Events
 
Save The Dates

June 17: Ninth Annual Estate Planning Symposium
Sponsored by the Silicon Valley San Jose and Peninsula Silicon Valley chapters.

June 4 and July 9: ERISA
Learn about current 401(k) regulations and issues with benefit plan audits, parts I and II.
Time: 8-10 a.m.
Location: CBIZ, 84 S. 1st St, 3rd FL, San Jose

 
Items of Interest
 
Monthly Archives
 
local interest groups

From technical committees to discussion groups, the Silicon Valley San Jose Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

 
Classifieds
 
Education Foundation Courses/Conferences
 
Contact Us
Program Associate:
Stephanie Stewart
(408) 983-1122

Bulletin Editor:
Steve Grimaud

Program Director:
Vince Chin
(916) 551-2963

Chapter Leadership