Taking A Cooperative Approach To Your Legal Issues


On Behalf of | Oct 22, 2012 | Firm News

Cal CPA ABC Mixer at the Sutter Club in Sacramento. The “ABC” stands for attorneys, bankers and CPA’s. The event was so successful this past February that our good friend Dave Motes, who has organized this event for years, decided to do it twice a year. I have co-sponsored this event for a number of years and found it to be an excellent opportunity to meet new people as well as re-connect with long standing colleagues in the Sacramento community.

Also, the Cal CPA Education Foundation invited me to speak at their

annual Tax Update & Planning Conference. I will be speaking in Burbank on November 19th, and then in San Francisco on November 20th to participate in a webcast. The topic will be due diligence in the global environment and will cover FBAR compliance, form 8938, (statement of foreign financial assets) and the duty of a return preparer to inquire regarding a client’s offshore holdings.

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