Board of Public Accountancy Meeting

Date:

Friday, 11/18/2022

Start Time:

08:30 AM

Place:

Virtual Videoconference Meeting: Zoom Webinar and In-Person Location: Queen Liliuokalani Conference Room, King Kalakaua Building, 335 Merchant Street, 1st Floor, Honolulu, HI 96813

Agenda

BOARD OF PUBLIC ACCOUNTANCY

Professional and Vocational Licensing Division

Department of Commerce and Consumer Affairs

State of Hawaii

 

AGENDA

 

Date:                     November 18, 2022

 

Time:                    8:30 a.m.

 

In-Person             Queen Liliuokalani Conference Room

Meeting                HRH King Kalakaua Building

Location:              335 Merchant Street, First Floor

                        Honolulu, Hawaii 96813

 

Virtual                   Virtual Videoconference Meeting – Zoom Webinar (use

Participation:       link below)

                              https://dcca-hawaii-gov.zoom.us/j/96949965113

 

Phone:                  +1 (669) 444-9171 

Meeting ID:          969 4996 5113

 

Agenda:                Posted on the State electronic calendar as required by Hawaii Revised Statutes (“HRS”) section 92-7(b).

 

If you wish to submit written testimony on any agenda item, please email your testimony to accountancy@dcca.hawaii.gov or by hard-copy mail to Attn:  Board of Public Accountancy, P.O. Box 3469, Honolulu, HI 96801.  We request submission of testimony at least 24 hours prior to the meeting to ensure that it can be distributed to the Board members.

 

INTERNET ACCESS:

 

To view the meeting and provide live oral testimony, please use the link at the top of the agenda. You will be asked to enter your name. The Board requests that you enter your full name, but you may use a pseudonym or other identifier if you wish to remain anonymous. You will also be asked for an email address.  You may fill in this field with any entry in an email format, e.g., *****@***mail.com.

 

Your microphone will be automatically muted. When the Chairperson asks for public testimony, you may click the Raise Hand button found on your Zoom screen to indicate that you wish to testify about that agenda item.  The Chairperson will individually enable each testifier to unmute their microphone. When recognized by the Chairperson, please unmute your microphone before speaking and mute your microphone after you finish speaking. 

 

PHONE ACCESS:

 

If you cannot get internet access, you may get audio-only access by calling the Zoom Phone Number listed at the top on the agenda. 

 

Upon dialing the number, you will be prompted to enter the Meeting ID which is also listed at the top of the agenda.  After entering the Meeting ID, you will be asked to either enter your panelist number or wait to be admitted into the meeting.  You will not have a panelist number.  So, please wait until you are admitted into the meeting. 

 

When the Chairperson asks for public testimony, you may indicate you want to testify by entering “*” and then “9” on your phone’s keypad.  After entering “*” and then “9”, a voice prompt will let you know that the host of the meeting has been notified.  When recognized by the Chairperson, you may unmute yourself by pressing “*” and then “6” on your phone.  A voice prompt will let you know that you are unmuted.  Once you are finished speaking, please enter “*” and then “6” again to mute yourself.

 

For both internet and phone access, when testifying, you will be asked to identify yourself and the organization, if any, that you represent.  Each testifier will be limited to five minutes of testimony per agenda item.

 

If connection to the meeting is lost for more than 30 minutes, the meeting will be continued on a specified date and time. This information will be provided on the Board’s website at http://cca.hawaii.gov/pvl/boards/accountancy/meeting_schedule/.

 

Instructions to attend State of Hawaii virtual board meetings may be found online at https://cca.hawaii.gov/pvl/files/2020/08/State-of-Hawaii-Virtual-Board-Attendee-Instructions.pdf.

 

1.               CALL TO ORDER, PUBLIC NOTICE, QUORUM – HRS §92-3 Open Meetings and HAR §16-89-70 Oral testimony

 

2.               CHAIR’S REPORT

a.               Announcements

b.               Approval of the Minutes of the September 30, 2022 Meeting

c.                Proposed Revisions to the UAA Model Rules

 

3.               EXECUTIVE OFFICER’S REPORT

a.               2023 Legislative Session

 

4.         STANDING COMMITTEE REPORT

a.               Examination Committee

1)               CPA Evolution Transition Recommendations from NASBA

2)               22Q3 Score Release

3)               Candidate Care – Quarterly Report July – September

4)               Request for Exam Credit Extension

i.       Tyler Cox

 

5.               APPLICATIONS

 

The Board may move into Executive Session in accordance with HRS §92-4 and §92-5(a)(1) and (4) “To consider and evaluate personal information relating to individuals applying for professional or vocational licenses cited in section 26-9 or both;” and “To consult with the Board’s attorney on questions and issues pertaining to the Board’s powers, duties, privileges, immunities, and liabilities;”, (Board will vote in Open Meeting.)

 

a.               CPA License Applications

1)               Jennifer Tobey

2)               Brandy J. Stuart

3)               Kalina X. Li

4)               Summer K. C. Plourd

5)               Nikole A. Wells

6)               Kelley M. L. Gould-Ogomori

7)               Kelli A. Crawford

8)               Suzanne M. Schiffler

9)               Kelsen M. Ikenaga

10)            Lindsey D. Hoffman

11)            Michaela R. Fitzgerald

12)            Jessica L. Drury

13)            Arpanreet Singh Grewal

 

b.               Ratification of CPA Permits to Practice

1)           Chloe M.Y. Honbo                              CPA-6123

2)           Christine M. Carmazzi                        CPA-6121

 

c.                Ratification of Firm Permits to Practice

1)           BSA Consulting LLC                          FPTP-1353

2)           Laulea Consulting LLC                       FPTP-1354

3)           JL & Associates LLC                          FPTP-1355

4)           Kyler R. Tanaka                                  FPTP-1356

 

d.               Approval of Firm and Trade Names

1)               Cannabis CPA Limited – Deferred from August 26, 2022 and September 30, 2022 meeting

2)               Taxwise CPA Services LLC – Deferred from September 30, 2022 meeting

3)               LTS CPA LLC – Deferred from September 30, 2022 meeting

4)               Takamatsu & Co CPA Inc.

5)               Forvis, LLP

 

 

6.               NEXT MEETING         Friday, January 27, 2023

                                    8:30 a.m.

                                    King Kalakaua Conference Room

                                    HRH King Kalakaua Building

                                    335 Merchant Street, First Floor

                                    Honolulu, Hawaii 96813

 

7.         ADJOURNMENT

 

                                                    

11/10/2022

 

 

If you need an auxiliary aid/service or other accommodation due to a disability, contact

Ms. Lee Ann Teshima, Executive Officer, at (808) 586-2695 or accountancy@dcca.hawaii.gov as soon as possible, preferably within two (2) business days of the meeting.  If a response is received after that date, we will try to obtain the auxiliary aid/service or accommodation, but we cannot guarantee that the request will be fulfilled. 

Upon request this notice is available in alternate formats such as large print, Braille, or electronic copy.