AICPA Professional Ethics Executive Committee and Auditing Standards Board adopt new noncompliance with laws and regulations (NOCLAR) requirements for accountants . . . .

I am providing a link to a Journal of Accountancy June 23, 2022, article discussing new PEEC and ASB requirements for CPAs regarding how to handle situations that involve noncompliance with laws and regulations (NOCLAR). These new requirements have been in the works for a few years. It is important to note that the new requirements pertain to both outside (independent) and inside (in-house) accountants and auditors. In certain situations noncompliance with laws and regulations can also relate to CAMs (critical audit matters), and, of course, can raise a whole range of other possible issues including, for example, possible internal investigations and disciplinary actions.

Here is the link to the Journal of Accountancy article, and below that I have provided a partial snapshot of the article: https://www.journalofaccountancy.com/news/2022/jun/peec-asb-issue-new-requirements-cpas-regarding-noclar.html#:~:text=The%20AICPA%20Professional%20Ethics%20Executive%20Committee%20%28PEEC%29%20recently,%28NOCLAR%29%20within%20the%20AICPA%20Code%20of%20Professional%20Conduct

Regarding CAMs (critical audit matters), the following link to a post on my prior blog (auditcommitteeupdate.com) contains links to three or four fairly recent (2019 and 2020) blog discussions: https://wordpress.com/post/auditcommitteeupdate.com/1769

Thanks for reading. Please pass this along to other people who would be interested.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Physical and Mental Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.
  • Fiduciary and other duties and relationships in business entities, corporations, partnerships, nonprofits, family businesses and relationships, professional businesses, and government.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

Brittney Griner July 1, trial in Russia – obviously a biased, kangaroo, political court – #putinthebutcher

See below, from the LA Times on June 27, 2022, reporting that Brittney Griner’s trial is now set for Friday, July 1, 2022. No one can honestly believe that this will be a fair, unbiased trial. It’s obviously a kangaroo court. And whatever the outcome, it is all political. It’s too bad, as the people in Russia could be part of and participants in the worldwide community, but not with #putinthebutcher.

Thanks for reading. Please pass this along to other people who would be interested.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Physical and Mental Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.
  • Fiduciary and other duties and relationships in business entities, corporations, partnerships, nonprofits, family businesses and relationships, professional businesses, and government.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

California SB 1383 – organic waste, recycling, composting, etc., requirements and record keeping (individuals, businesses, food and restaurants, yard debris, landfill, etc.) – see attached SLO Guide

For ease of reference I have attached below a pdf of a San Luis Obispo County Integrated Waste Management Authority Guide to California SB 1383 Short-Lived Climate Pollutants. I have attached the Guide because it is an easy to read overview of SB 1383, some of which is applicable beginning January 2022, and some of which will become applicable over the next two years.

Of course, the attached Guide is a summary, and is simplistic from a legal viewpoint – see, for example, pages 5, 6, 7, and 8, for non-local entities and education agencies, commercial entities, food recovery and donation, and possible waivers. I expect that local and statewide government enforcement will become active. All businesses, landlords, nonprofits, state and federal entities, and individuals will need to become familiar with SB 1383 as it applies to them and to their activities.

Thanks for reading. Please pass this along to other people who would be interested.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

California orders farmers and cities to stop pumping water during drought . . . I would want to secure my water rights and resources, and have a California master plan for sustainability

I would certainly have concerns about both short-term and long-term business sustainability if I was a farmer or in a California business that required larger amounts of water. And I would have a keen interest in knowing about, protecting, and securing my water rights and how the available water is allocated to my business v. others (i.e., who gets it, and why, and securing my business needs), and also knowing about, controlling, and minimizing to the extent possible the related water and delivery costs.

Long-term however, as it is a possibility that drought or at least water resource availability will be issues and problems or possible problems year-to-year, I would also want and would expect that there would be an overall California long-term plan for sustainability that would cover not only water resources and storage (including expanded resources and storage) but also other optics such as wild fires (and related house and building insurance), business development and keeping businesses and jobs in California, housing costs and construction (including single family housing), certain aspects of health and healthcare (including mental health), etc. I’m not aware that any such sustainability plan or blueprint exists although California has 236 agencies, commissions and departments. But these are topics for other posts.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

The bumble Bee falls within the definition of fish as an endangered or threatened species (and so may other invertebrate) under the California Endangered Species Act, leading to a lot of ramifications and uncertainty . . .

I have pasted below copies of pages 1, 2, 3, and 35 from the May 31, 2022, California Court of Appeal decision in Almond Alliance of California, Plaintiff and Respondents v. California Fish and Game Commission, Defendant and Appellant, with Xerces Society for Invertebrate Conservation as an Intervener and Appellant. I have also provided below a pdf of the complete 35-page decision.

The short version is that the Court of Appeal found that the bumble bee, a terrestrial invertebrate, or more specifically, four species of the bumble bee, including the Crotch bumble bee, the Franklin bumble bee, the Suckley cuckoo bumble bee and the Western bumble bee, are or can be protected as endangered or threatened species under the definition of fish under sections 2061 and 2067 (and also possibly under section 2068) of the California Endangered Species Act (California Fish and Game Code section 2050, et seq.).

Please note that this decision might be appealed, or not. But it is now the current law in California. The Court also stated that it was affirming and expanding on its decision in California Forestry Association v. California Fish and Game Commission (2007) 156 Cal. App. 4th 1535, 1552.

Perhaps more important from a long-term or broad perspective, the Court also stated at page 35 of 35 of its decision: “For the foregoing reasons, we agree with the [California] Department [of Fish and Game] and the [California Fish and Game] Commission that the Commission may list any invertebrate as an endangered or threatened species under [sections] 2062 and 2067, if the invertebrate meets the requirement of those statutes, and thus may also designate any invertebrate as a candidate species under section 2068, if the species or subspecies may otherwise qualify as an endangered or threatened species.” Thus, the decision in Almond Alliance of California most likely is and will become even more significant and expansive for additional species.

This topic and other similar topics also can go into any number of different directions including, for example, the effects upon the bees of broad-based temperature or climate change and drought or lack of water resources, the difficulty or perhaps impossibility of identifying causation for species disappearance, ESG (if ESG becomes a more important legal or duty-related item), aspects of entity sustainability and governance, each species tends to populate a particular geographic area but obviously there are no walls or fences within which a species must stay, entity reputation, branding and communications, and perhaps audit and auditing, in addition to other areas and issues.

I make one additional note or view: California has over 200 agencies, departments and commissions, including, for example agencies, departments and commissions for business and economic development, jobs, housing, and labor and employment. When one California agency, department or commission takes a position on a matter, there appears to be either no or very little evaluation of the positive or negative impacts of that position on the missions and purposes of other California agencies, departments and commissions – or, if the potential impacts are taken into consideration, those discussions and deliberations cannot be found or are very difficult to find. I would encourage a risk management approach that uses an evaluation-of-the-whole approach, including to minimize the possibility of unplanned or unanticipated significant impacts.

Below are pages 1, 2, 3 and 35 from the decision in Almond Alliance of California v. Fish and Game Commission, and also a full pdf copy of the decision. I expect that this decision will have very significant, and broad ramifications.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

Definition of “Governance” updated . . .

I have updated my slide for the definition of “Governance” – see the screenshot below. I could shorten the definition; however, if I did, the definition would become more vague. There is no universally accepted definition for “Governance.” Please do pass this along to other people who would be interested.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

Have you heard of the California Climate Adaptation Strategy . . . I hadn’t

On April 4, 2022, from the Office of Governor Newsom, there was an announcement that California has launched an updated Climate Adaptation Strategy to Protect Communities from Accelerating Impacts. I hadn’t heard anything about the Strategy. The Climate Adaptation Strategy has a website under the State of California. There is also a Committee with eleven members. I just noticed this today – so . . . I have some reading to do.

I do believe that it is good that Director Dee Dee Myers, of the California Governor’s Office of Business and Economic Development is one of the Committee members, in addition to Planning and Research, Emergency Services, Housing, Natural Resources, Health and Human Services, Labor & Workforce Development, California EPA, Transportation Agency, Food and Agriculture, and the California Energy Commission (hopefully this includes the electrical grid and infrastructure). I am a bit surprised to not see Cal Fire or the Department of Forestry and Fire, and I would also specifically add water resources and infrastructure including the strategy for building more storage and reservoirs.

Below is a partial scan of the California Climate Adaptation Strategy website – it sounds like this is going to become a big deal soon, or maybe it already is. As we also need businesses and jobs, business also should be or become involved.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

Updated Risk, Uncertainty and Achievement Management Process – 11 Steps

I also posted the below 11-step updated risk, uncertainty and achievement management process slide to my trust, estate, conservatorship, elder and dependent adult abuse, litigation, etc. website at https://wordpress.com/post/californiaestatetrust.com/2582

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.

Tate Article: A Primer for Private Board Oversight of Internal Investigations – Private Directors Association

I have pasted below the two pages of my article for the Private Directors Association: A Primer for Private Board Oversight of Internal Investigations. The article is short in length on this topic because of the Monthly Newsletter constraints; however, you should find it useful.

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, Founder, Shareholder and Investor; Trust, Estate, Probate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, and Contentious Administrations, etc.
  • Mediator and Dispute Resolution
  • D&O, Governance, Workplace/Employment, Officers, Boards, Investigations, IP, Auditing and Internal Controls, Law, Legislation, Communications, Authority, Duties, Responsibilities, Rights and Liability, Risk and Success Management, and Dispute Resolution and Mediation, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing as an attorney in California only.

Mayor Breed has important School Board decisions to make – John Trasviña would be a great choice for San Francisco School Board member

If you follow major San Francisco news, as I do along with other major California news and developments, you are aware that the San Francisco voters recently recalled three San Francisco School Board members. It is Mayor Breed’s position to now appoint three new members to the San Francisco School Board. There are a lot of related internet stories that you can read – below I have included links to two news posts.

In my view the School Board ran into difficulty because it lost sight of its primary mission to educate students on the subject matters and in a manner that will prepare and help to prepare them to be successful, productive, and critical thinking individuals and members of society as they grow and mature and throughout their lives.

John Trasviña would be a great appointment to the School Board. I cannot list all of John’s qualifications, positions held, and accomplishments. However, if you don’t know him or of him, John is a native of San Francisco and attended Lowell High School, in addition to Harvard and Stanford. He has served in many positions of executive leadership and as an attorney both locally and in Washington, D.C. He also previously served in a high executive position in the Clinton Administration (Office of Fair Housing and Opportunity) and as Dean of the University of San Francisco School of Law. John is committed to education, helping people and excellence. And he is openminded to differing views. And there is much more, but I will keep this short. John Trasviña would be a great appointment to the San Francisco School Board.

The following are two additional links to news discussing Mayor Breed’s position to appoint three new San Francisco School Board members:

https://www.nbcbayarea.com/news/local/san-francisco/mayor-breed-seeking-new-school-board-commissioners-following-successful-recall-election/2814411/

https://sanfrancisco.cbslocal.com/2022/02/17/san-francisco-school-board-recall-vote-mayor-breed/

* * * * * * *

Best to you,

David Tate, Esq. (and inactive CPA)

  • Litigation, Disputes and Trials – Business, Contract/Commercial, Owner, and Founder; and Trust, Estate, Elder/Dependent Abuse, Conservatorships, POA, Real Property, Health and Care, Contentious Administrations, etc.
  • Mediator
  • D&O, Governance, Workplace, Boards, Committees, and Executives, Investigations, Internal Controls and Auditing, Law, Laws and Legislation, Responsibilities and Duties, Rights, Liability, and Damages, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that doesn’t mean that I don’t or might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Thank you for reading this post. I ask that you also pass it along to other people who would be interested as it is through collaboration that great things and success occur more quickly. And please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My two blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing as an attorney in California only.