Financial Planning Association of San Francisco Newsletter
August 2014

Next Meeting At:

The City Club, 155 Sansome Street, San Francisco
Tuesday, August 12, 2014
11:30 am – 1:30 pm

Topic: Tax Issues for the Self-Employed

Speakers: Bob McGrath, CPA, Tax Advisor & Krissy Rhoades, CPA, Tax Senior Manager, Burr Pilger Mayer, Inc. (BPM)

Program Description: Self-employed individuals face unique tax issues ranging from annual tax planning to transactional issues such as exit strategies or bringing on new co-owners. This program is designed to give the audience a deeper understanding of high-level tax planning strategies for owners of closely held businesses including sole proprietors, general partners of partnerships and active members of LLCs. Continue reading about Bob and Krissy’s presentation

Register Today!


Thirsty Thursday Member Social Mixer
July 17, 2014, 5:30 pm – 7:30 pm Blanc et Rouge, 2 Embarcadero Center, SF

Come ready to network, have fun and share ideas over drinks and appetizers at Blanc et Rouge.

This is a free event for members. Please note that there is no agenda and you only pay for what you eat and drink.

We hope to see you there!


Chapter News

Strategic Planning Board Offsite

On June 27th, your FPA SF board met up at Fort Mason for a half-day of goal setting and problem solving equally balanced with quality bonding and a rousing game of cornhole. Watch for the August edition of the Planner for a recap of the meeting!

strat plan mtg in the air


FPA SF Committee Vice Chair Positions

Board succession planning and committee continuity is very important to us, so this year we are adding a Vice Chair position for each committee. This role is perfect for those interested in being in a Board position, but want to learn more about the committee and responsibilities of the Board position well before the current Director rolls off the Board. Contact the committee’s Director for more information.



San Francisco Financial Planning Day
Saturday, October 25, 2014, 9:00 am – 4:00 pm
San Francisco Public Library

More details to follow soon…


The 2014 Far West Roundup Posse – Bob Finke, Dennis Hoffman, Beth McClelland, Kian Nobari, Ken Perine, Andrea Roland, Johnny Roland, Mary Rose, Don St. Clair and Dave Yeske – is pleased to announce that the registration for our 25th Anniversary Roundup in open. Yes, you got it! No more paper registrations and checks, and still one of the best deals in town for all the education, fun, networking AND CE credits you can obtain in one place. Following tradition, the event will take place at UC Santa Cruz’s College 8, this year from August 14 through August 17. From the great line up of speakers and all the emails we have received from interested advisors, this Roundup is very likely to sell out. So you old timers: don’t wait to the last minute!

For more information and to register, go to our Events page.

-Kian Nobari, “Arrangements Dude”


Upcoming Events

5:30 pm – July 17, 2014

Topic: Thirsty Thursday Social Mixer
No registration required

11:30 am – August 12, 2014
Topic: Tax Issues for the Self-Employed
Speaker: Bob McGrath & Krissy Rhoades, Burr Pilger Mayer, Inc.

4:00 pm – August 14 – August 17, 2014
Topic: FPA Far West Roundup (25th Anniversary)

4:00 pm – September 9, 2014
Topic: Best Practices for Cross-Generational Planning & Communication
Speaker: TBD

6:00 pm – September 9, 2014
Topic: Member Appreciation Event

Please visit the chapter’s website for additional information on the above events and discounted programs offered by our Allied Professional Organizations.