member milestones

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Announcements

Jim Makofske earned the Certified Financial Manager credential from the Institute of Certified Management Accountants ... Hein & Associates, LLP promoted Larry Schultz, CPA, to audit partner and Scott Appel, CPA, to partner-in-charge

in the firm's Irvine office ... PvBZ, LLP named John J. Feyche manager in the tax department and promoted Sergio Salas to manager and Dmitriy Pinus to senior supervisor ... Kushner, Smith, Joanou and Gregson LLP promoted Stacy Home and Holly Bryant-Lee to audit manager, Ameet Shendrikar to tax manager and Jian Wang to senior tax accountant... Scott Manno and Leena Shanbhag have been admitted as partners with the firm of Rogers, Anderson, Malody & Scott, LLP, in San Bernardino ... Novogradac & Company LLP has admitted William A. Letsinger as a partner ... GBP&B Tax and Business Advisers in San Luis Obispo promoted Mical W. Bovee to senior professional associate and Kathleen J. Gerber, CPA to senior professional associate ... Pasadena-based Jenkins, Bowler & Perkins, LLP promoted Charles L. Kiu, CPA to partner ... Ireland San Filippo named John D. Sensiba managing partner ... Conrad Davis, CPA, Constance Logan, CPA and Brian Yacker, CPA were appointed to the IRS's Information Reporting Program Advisory Committee ... Charles P. Rettig was named to the 1RS Advisory Council ... Wade C. McKnight, CPA joined the San Diego office of J.H. Cohn LLP ... Greenstein Rogoff Olsen & Co. opened a new office in Danville and appointed Mary Kay Foss as director ... Moss Adams promoted Amy Runge to partner in the San Francisco office ... Brown Adams LLP promoted Yunita Citro and Scott Marston to senior accountants ... Bryan Polster was named to the Private Bank of the Peninsula's board of directors.

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Scott Appel

Accomplishments

Travis M. Peeters was inducted into the Golden Key International Honour Society.

Firm News

Orange County-based Haskell & White just opened an office in San Diego County ... Kellogg & Andelson Accountancy Corporation in Sherman Oaks acquired Markman Brecker Associates in Los Angeles ... Wertz & Company LLP merged die tax practice of Tim Torre with its Irvine office ... Concord-based Janet Anderson, CPA purchased the accounting practice of Robert Anderson, CPA, who retired.

Members in the News

Michael Eisenberg talked about what the economic slump means for consumers in the Jan. 26 Wall Street Journal. He also provided tax tips Jan. 31 for MarketWatch and discussed disaster preparedness Feb. 1 for Kiplinger's Personal Finance newsletter ... Pete Palmer and Todd Rounds gave tax tips for people experiencing foreclosures in the Jan. 29 Press Enterprise (Riverside) ... Patricia Cochran talked about CalCPA's Financial Leadership Forum in ajan. 28 article posted on SmartPros ... KNVN-TV (Chico) interviewed Susie Sorenson Jan. 28 about filing 2007 income taxes ... The Jan. 25 LosAngehs Times discussed the roles of Rick Rosas and Brad Oltmanns as the accountants for the Oscars ... The Jan. 22 Investor's Business Daily interviewed Tim Good regarding holding of assets ... KNBC-TV in Los Angeles interviewed Steve Dubenjan. 18 regarding getting ready for tax season ... sec Chief Accountant Conrad Hewitt commented about global convergence Jan. 16 on WebCPA.com ... Buddy Wall and Joseph Kitts discussed the alternative minimum tax in the Jan. 14 North Bay Buaness Journal ... The Jan. 11 San Francisco Business Times profiled David Kühner ... David Motes discussed the importance of talking with a tax expert before donating mutual funds to a college in the Jan. 8 Sacramento Bee... The Jan. 7 Accounting Today interviewed Rod Clarida about tax preparation ... The Dec. 30 Dixon Tribune featured comments from Mitch Freedman regarding keeping important records safe from fire and water damage ... Blake Christian gave tax planning advice in the Dec. 24 San Fernando Valley Business Journal... The Dec. 24 San Fernando Valley Business Journal featured articles by Dan Kravitz ... Jim Vender Spek provided information on how to reduce tax liabilities in the Dec. 23 North County Times ... Stan Anders and Teresa Briggs discussed how Sarbanes-Oxley regulations affect employers in die Dec. 21 Siticon Valley/San Jose Bunness Journal ... Nick Tarlson wrote an article in the January Journal of Accountancy about donor-advised funds ... Blake Christian discussed tax savings engagements in the January Practical Accountant... Teresa Mason talked about the AMT on San Francisco's KGO-TV ... Barry Dolowich writes a weekly tax advice column for the Monterey County Herald ... Greg Lippe writes a column about civic and government activities for the San Fernando Valley Business Journal... Chérie Putman wrote a three-part series on financial planning diat appeared in die October, November and January issues of South Bay Women Magazine ... Dave Tate, CPA, Esq., is a blogger on www.accountingweb.com.

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Patricia Cochran

Send Member Milestones to: editor@calcpa.org