CalCPA

In the fast-paced world of accounting, receiving a subpoena can be daunting. That’s where knowing how to respond makes all the difference.

Our partners at CAMICO Mutual Insurance walk you through the essential steps to protect your firm and stay compliant when subpoenas come your way. Don’t let legal risks catch you off guard—be prepared and stay ahead!

Get the full breakdown from the article via the link below. 👇

How to Respond to Subpoenas CPA firms are often uncertain about whether or how to respond to a subpoena, as they also need to comply with a number of rules and regulations that are intended to protect client confidentiality. The following Q&A focuses on understanding the nature of subpoenas and how CPA firms can minimize their...

Get ready for the GAAP Update at our A&A Virtual Conference with Jeremy Dillard and David Finkelstein!

In this 75-minute session, current and former PCC members will break down the latest standards, FASB’s post-implementation reviews, and why your input is key. From ASC 842 on leases to ASC 326 on credit losses, we've got it all covered.

Don't miss out! Register now: https://bit.ly/48vvxl6.

Witching for career growth? CalCPA has the magic to boost your skills and expand your network—no spells needed.

Explore our CPE courses and start transforming your career today: https://bit.ly/3C0AN4e.

Last week, CalCPA brought students and firms together for a day of connections and insights into accounting life! Students from Fresno State, California State University, East Bay, San Jose-Evergreen Community College District, and San Diego Mesa College got to experience firm culture firsthand, meet industry pros, and learn more about what a career in accounting looks like.

Huge thanks to our partner firms for opening their doors and making these experiences possible: Sensiba LLP, Price Paige & Company, Boos & Associates, a Professional Corporation, Aprio, BPM, Navolio & Tallman LLP, Abbott Stringham & Lynch, Considine & Considine, Lavine, Lofgren, Morris & Engelberg LLP, Moss Adams Careers!

Didn’t catch the live session? No worries!

Those who joined us got expert insights on property division, post-separation finances, and more. Now it’s your chance to do the same—join the rebroadcast in two weeks and get the tips you need to handle these complex cases with confidence.

Save your spot now: https://bit.ly/48kkivN

Next week, Honore Comfort takes the stage to dive into what’s driving the future of the global wine market. From the challenges of sustainability to the evolving tastes of “Zillennials,” you’ll walk away with strategies to stay ahead. Don’t miss the chance to secure your spot at the forefront of the industry.

Register now: https://bit.ly/4dkAFte

This October, we're thrilled to celebrate three outstanding CalCPA members who have reached an incredible milestone—50 years of being licensed! Their dedication and lasting contributions have shaped the profession we love. 👏

Join us in recognizing Lynn Nixon, Gerald Whittenburg, and John Reho!

In the latest episode of Rise and Stride, CPA, author, and consultant Gene Marks challenges the old mindset of “If it ain’t broke, why fix it?” In today’s fast-changing world, clinging to that could hold you back.

Tune in as he shares why stepping out of your comfort zone is essential for staying ahead in the profession and in business: https://bit.ly/3Yx7izE.

Ep. 31: Out of the Comfort Zone - Rise and Stride We've all heard the saying, "If it ain’t broke, why fix it?" But in today's rapidly evolving business world, that mindset could hold you back. In this episode, speaker, author, consultant and CPA Gene Marks says clinging to that old adage could pu...

Your next big opportunity isn’t in your inbox—it’s at The Old Wagon Saloon & Grill.

Join Silicon Valley’s top attorneys, bankers, and CPAs for a night of networking that could change your career. 🍻 Enjoy complimentary wine, beer, and non-alcoholic drinks, with all proceeds supporting scholarships for future CPAs.

Get your ticket at https://bit.ly/4cC1TeC.

A huge thank you to our incredible speakers—J. Curt Covington, Paul G. Nieffer, Alejandro S Mendez, Lauren Layne, Casey Creamer, David Specht, and Robert L Walker—and attendees who made yesterday’s conference a success!

Your insights and energy were felt throughout the day. If you missed it, don’t worry—you still have a chance to catch the Farmers Tax and Accounting Virtual Conference on Nov. 13: https://bit.ly/4fjH6ON.

Ready to lead? Your chance to make an impact on CalCPA and the entire CPA profession is here!

Nominations are open for the 2025-26 CalCPA, CalCPA Education Foundation, and AICPA Council leadership positions. This is your opportunity to step up, share your vision, and connect with passionate professionals like you.

The deadline to apply is Dec. 2—don’t miss out on this chance to shine locally and statewide!

Get all the details at https://bit.ly/4h53VY7.

Calling all Attorneys, Bankers, CPAs, and Financial Planners! 📢 Join us on October 30 for San Joaquin’s ABC Night in Stockton—where the drinks are great, the conversations are better, and the impact is real.

With appetizers, connections, and a chance to support future CPAs through the San Joaquin Scholarship Fund, this is the event you don’t want to miss.

Bring a friend, your business cards, and your A-game: https://bit.ly/3B5CI6U.

A huge shoutout to everyone from CalCPA San Francisco Chapter and CalCPA Peninsula Silicon Valley Chapter who laced up and joined us for the Twin Peaks and Sutro Loops hike! It was an amazing mix of fresh air, great company, and even better connections.

Introducing the fourth group of honorees in the 2024 Next Generation in Accounting program, an inspiring partnership between the San Francisco Business Times and CalCPA.

Discover the remarkable stories of these talented individuals and nominate the next winner here: https://bit.ly/4dRaGtB.

Big congrats to our newest CPAs who passed the test and officially joined the ranks last month! 🥳 They’re ready to make waves in accounting, and we’re so excited to see what they’ll achieve.

Curious to see the full list of new licensees? Check it out through the California Board of Accountancy: https://bit.ly/47zZMpH

Following an extensive global search, the Board of Directors of the Association of International Certified Professional Accountants has named Mark Koziel, CPA, CGMA, as the organization’s next CEO. Koziel will succeed Barry Melancon, CPA, CGMA, who will retire at the end of 2024. Read more here. https://bit.ly/4f4EPXE

Congratulations to California CPAs Hailey Gomillion and Sugam Sharma for being selected to join the 2024 AICPA Leadership Academy!

These two exceptional leaders were chosen from a highly competitive group for their standout leadership skills, dedication to the profession, and vision for the future of accounting. This prestigious program, taking place in December, will further refine their leadership potential and help them make an even bigger impact in their work and communities.

We’re excited to see Hailey represent CalCPA as she takes this exciting step forward.

Last chance to join us in person for the Farmers Tax and Accounting Conference 2024! 🌾

Don’t miss the Economic Reality for California Agriculture session, where J. Curt Covington will break down how global market shifts and commodity prices impact local farms. Discover economic forecasts and the role of technology in shaping the future of agribusiness.

Can’t make it? The virtual event is just a few weeks away!

Get the insights you need to help your clients navigate the future of California agriculture: https://bit.ly/3ZQot0d.

This Indigenous Peoples Day, we celebrate the impact of Indigenous voices in accounting. Their leadership and expertise continue to inspire and elevate our profession.

Shout out to the California-based firms featured in Accounting Today's 2024 Best Accounting Firms for Women list!

From their commitment to workplace equality to fostering growth and leadership opportunities, these firms are setting the bar high.

🌟 Realize CPA, LLP – San Francisco
🌟 C&D LLP C&D LLP – Solvang
🌟 Gish Seiden – Woodland Hills

Cheers to these trailblazers for creating empowering environments where women thrive in the accounting profession. Keep leading the way!

The 2024 Best Firms for Women Our annual ranking of the most female-friendly workplaces in accounting.

Let’s take networking up a notch. 🌿 Join us on October 24 at The Garden in Walnut Creek for East Bay’s ABC Night.

Here, every connection means more—fueling scholarships for future accounting pros while expanding your network with like-minded professionals. It’s more than just a night out; it’s a way to give back and move the profession forward.

Ready to make an impact? Register now: https://bit.ly/4esK0jX.

⏰ Don’t let this rate slip away!

Today’s the last day to book your room for the Wine Industry Conference 2024 and get that special rate. From labor challenges to tax and accounting, we’re covering everything you need to know about the wine industry this year—and you don’t want to miss it. 🍷

Lock in your spot and grab your room now: https://bit.ly/4eVsGUA.

Ready to elevate your expertise in family law? Don't miss the Family Law Conference 2024 this October, featuring a spotlight session on Case Law Update led by Garrett C. Dailey.

Gain crucial insights into recent court decisions and their real-world impact. Whether you're in LA or tuning in virtually, this session is packed with practical knowledge to help you make sharper, more informed decisions in your practice.

Register now: https://bit.ly/3YQDu1x

Stay ahead this tax season! 📢

The Titans of Tax Tour is your go-to for the most comprehensive tax update, covering both federal and California-specific changes. Whether you choose to attend one day or both, you'll get the critical insights needed to prepare for the season ahead.

Day 1: Individual Tax Planning
Day 2: Business & Estate Updates

Don’t miss this chance to get the latest from the IRS, FTB, and more.

👉 Explore dates and register now: https://bit.ly/4gSRmix

Our Forensic Services Section Joint Meeting on Friday brought together experts from across the accounting profession. From deep dives into forensic strategies to real-world case studies, attendees walked away with fresh perspectives and practical tools to take back to their firms.

Thank you to our speakers and everyone who participated—your expertise and engagement continue to push our profession forward. Stay tuned for the next opportunity to connect and keep the momentum going!