North Bay Business Journal

Monday, September 10, 2012, 5:50 am

Accounting: Santa Rosa CPA publishes retirement guide

Also: SSU to hold accounting career fair


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    Montgomery Taylor, owner and founder of Santa Rosa-based Montgomery Taylor, CPA, and the separate investment management company, Montgomery Taylor & Company, LLC, has published a new book highlighting points important for continued income through retirement.

    Eric Gneckow, Business Journal Staff ReporterPublished by Bookstand Publishing in July, 184-page Before It’s Too Late covers taxes, investments, wealth preservation, risk management and legal documents in a retirement plan approach that embraces the inevitability of planning failures.

    Montgomery Taylor

    Montgomery Taylor

    Mr. Taylor said the book builds on his approach to wealth management, incorporating the accounting and investment side of retirement planning and presenting those combined concepts in an entertaining and conversational style.

    Before It’s Too Late is available through Amazon.com and taxwiseadvisor.com.


    Sonoma State University’s Accounting Forum, the campus’s largest academic club, will host a career fair for aspiring professionals on Sept. 28.

    The event is expected to draw about 300, including 100 students and more than 200 from accounting firms in the North Bay, San Francisco and beyond, according to Joe Standridge, adjunct professor and longtime club adviser.

    The event is a cornerstone of the accounting program’s efforts in connecting students with employers, contributing to a hiring rate of recent graduates that well surpasses 90 percent.

    “These people aren’t there for lip service — they are there to hire,” Mr. Standridge said. “The nice thing about accountants is that they tend to hire a certain number of people each year.”

    The event opens with a job fair at the Cooperage at Sonoma State from 3–5:30 p.m., followed by an dinner and networking session at the DoubleTree Hotel in Rohnert Park from 6–8 p.m.

    Tickets are $350. Further information is available through the group’s website, www.students.sonoma.edu/clubs/accountingforum. Contact Mr. Standridge at joe@standridgetax.com.


    The Internal Revenue Service (irs.gov) has unveiled a new website designed to streamline access to popular resources for both tax professionals and the general public.

    The new design, deployed in late August, features an updated appearance and simplifies access to information in five languages in addition to English.

    An analysis of site usage guided the redesign, and the IRS organized the new site around its most-demanded features.

    The IRS also released a new version of its mobile application “IRS2Go,” which now allows users to request their tax record from their mobile device. They program also allows users to check the status of their refund, see news updates and video tutorials.


    Financial regulators have published a joint notice of an extension to the comment period for the proposed Basel III capital reserve standards for financial institutions, a change that stands to impact a wide swath of operations for financial institutions, including accounting.

    The proposed standards seek to redefine calculating asset risk and addresses issues identified during the financial crisis, removing reliance on credit ratings consistent with the Dodd-Frank Wall Street Reform and Protection Act.

    The comment period, originally scheduled to end on Sept. 7, now will continue until Oct. 22. A number of regulators, including the Federal Deposit Insurance Corp., have hosted seminars on the proposed changes. The American Institute of Certified Public Accountants will hold a series of presentations on the subject in Washington D.C. from Sept. 10–12.


    Submit items for this column to eric.gneckow@busjrnl.com or 707-521-4259.

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