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Jeff Coleman, Chad Van Houten, Donae Caravalho, and Jeff Bowman will attend a two-day seminar about farm income tax, estate and business planning from July 30-31. Hosted by the Iowa State Center for Ag Law & Taxation, this seminar is designed to provide attendees with a comprehensive and practical understanding of major agricultural tax, estate, and business planning issues. Jeff Bowman, CPA and Principal, says, "I'm excited because they have an excellent panel of national experts to talk about current updates from tax court cases and IRS rulings that impact our ag clients. It's also a great chance for our team to brainstorm and discuss some of the most complicated technical client issues that we deal with in regards to business entities and tax planning."
With profound sadness we announce that Galen Gray, CPA, passed away on June 25 after a brief, yet valiant, battle against cancer. Galen was dedicated to public accounting and his clients for over 40 years - a true example of hard work, dedication and success. As client service manager, he provided tax and accounting services to many clients. He was a CSU Stanislaus alum and a member of the AICPA and the CAL Society of CPAs. Galen is deeply and dearly missed by his Grimbleby Coleman family and friends.
We are proud to announce our Team Level sponsorship of Battle of the Paddles 2015, an event in support of Stanislaus County youth, at 6 p.m. Oct. 9 at the Modesto Centre Plaza. Teams will go head-to-head in ping pong for championship bragging rights! Fun seekers can try their hand at darts, play a variety of competitive and non-competitive games and activities, or just enjoy artwork by the club's kids. Better yet, you could participate as a featured table or paddle sponsor! For more information about becoming a sponsor, view or download the PDF.
In June, Lisa Mazza, CPA and Principal, attended the National Association of Women Business Owners (NAWBO) meeting in San Francisco with client Erica Hughes of True Strength Wellness. Lisa is excited to have recently joined the SF Chapter and mentions, "the NAWBO mission is to help entrepreneurial women succeed in business - through education, connections and by providing support for each other." Erica Hughes recently founded True Strength Wellness, which aims to assist in finding addiction treatment for individuals and their loved ones.
Linda Bossard, EA and USTCP, has accepted a three-year board position as Treasurer for the McHenry Mansion. Linda will utilize her extensive Quickbooks and bookkeeping expertise, expressing that "this is my chance to do something that has value for the foundation and allows me to take an active role in our community." Additionally, "the McHenry Mansion has a great group of passionate board members -they are lovely people!"