MEMBERS IN THE NEWS CNBC quoted Larry Pon in an April 11 article on what to do if you can ’ t pay your taxes by April 18 and Accounting Today quoted Pon in an April 12 article on do ’ s and don ’ ts for advisors and their clients as Tax Day approaches … Accounting Today published an article April 13 co-authored by Chris Vanover on how entrepreneurship can drive innovation in auditing … The Tax Adviser published an article March 1 co-authored by Christina Figueroa and Mary Kay Foss on current developments in taxation of individuals … Annette Nellen coauthored a March 13 article in The Tax Adviser on software tracking and reporting for basis of digital assets … MarketWatch ’ s The Moneyist column quoted Rob Seltzer and Janet Lee Krochman May 3 about investing in stocks … Accounting Today quoted Okorie Ramsey about becoming AICPA chair in a May 25 article . www . calcpa . org JULY 2023 CALIFORNIA CPA 7
CalCPA Leadership Institute
Application Period Open
Strong leaders in strategic positions are key to CalCPA ’ s continued success . CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers .
Participants will grow as volunteer and business leaders as they focus on improving leadership behavior , as well as critical thinking and management skills .
Participants will spend 35 hours discussing , analyzing , reflecting and building their leadership skills . Among the key concepts that will be covered include leadership fundamentals , personal leadership styles , strategic planning and goal setting , client management and managing people .
For more information and application — due Aug . 30 — visit calcpa . org / leadership .
CONFERENCE CORNER
July 13-14 : Estate & Trust Planning
Designed for CPAs , attorneys and financial professionals involved in estate and gift tax planning , our conference is an opportunity for estate planning professionals to delve into a wide array of sessions featuring the latest trends and critical topics shaping the industry .
Discover new developments that are shaping the industry and gain a deep understanding of how changing interest rates can impact your planning strategies . Explore critical topics such as portability , taxable vs . fiduciary income , funding issues and drafting traps to ensure your clients ’ estates are protected . Our expert speakers also will being you up to speed on international and California tax issues ; planning ideas for ultra net worth individuals ; IRS audits ; and navigating GST issues and property taxes , among other hot topics .
Along with increasing your knowledge , you can increase your connections if you attend in-person and join us at a networking reception on the evening of June 13 .
Secure your spot today and register for our in-person event in San Diego or attend virtually : calcpa . org / estate .
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member milestones
MEMBERS IN THE NEWS CNBC quoted Larry Pon in an April 11 article on what to do if you can ’ t pay your taxes by April 18 and Accounting Today quoted Pon in an April 12 article on do ’ s and don ’ ts for advisors and their clients as Tax Day approaches … Accounting Today published an article April 13 co-authored by Chris Vanover on how entrepreneurship can drive innovation in auditing … The Tax Adviser published an article March 1 co-authored by Christina Figueroa and Mary Kay Foss on current developments in taxation of individuals … Annette Nellen coauthored a March 13 article in The Tax Adviser on software tracking and reporting for basis of digital assets … MarketWatch ’ s The Moneyist column quoted Rob Seltzer and Janet Lee Krochman May 3 about investing in stocks … Accounting Today quoted Okorie Ramsey about becoming AICPA chair in a May 25 article . www . calcpa . org JULY 2023 CALIFORNIA CPA 7