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COMMUNITY ASSOCIATION TREASURER'S HANDBOOK
NEW 1997 EDITION!



Community Associations Treasurer's Handbook

The complete, up-to-date accounting, income tax and reserve study guide, written in clear, concise"lay language" for California community association Board members and industry professionals. Practical advice on...

  • NEW FOR 1997! Protecting Your Reserves--Spotting the Troubled Bank, Alan Crandall, California Bancshares Inc., A U.S. Bancorp Company, San Ramon, CA, provides vital information on finding a "safe haven" for the association's money.

  • NEW FOR 1997! Financial Accounting Requirements--A look at AICPA's "CIRA Guide" (including changes through May 1996) and its implementation--what have community associations been doing since the effective date of this 10-year-in-the-making publication which first became mandatory for (generally) December 31, 1992 fiscal years ends?

  • NEW FOR 1997! Bank Loan Options & Investment of Association Funds--safety versus return issues, alternative investment vehicles, etc. by Michael Kennedy, Sr. VP, Sunrise Bank of California, San Francisco, CA

  • NEW FOR 1997! Insurance Update--Insurance tips and traps by Monty Hollingsworth, Hollingsworth Insurance, Novato, CA, including property, liability-general, liability-directors and officers, earthquake, fidelity bonds and other vital coverages.

  • NEW FOR 1997! Income Taxes Update--What to do now to protect your association's reserve and lawsuit settlement funds in light of the San Diego-area audits of more than 50+ community associations by the Internal Revenue Service (IRS). An in-depth analysis of the IRS position(s) is presented.

  • NEW FOR 1997! Reserves Update--A look at the "percent reserves are funded" disclosure--what have community associations been doing since January 1, 1992? What does the law require? What are the risks of presenting a possibly "legal" but overly optimistic view of the current replacement reserve fund picture?

  • NEW FOR 1997! Statistics Update--Statistics on California community associations, including size (in units), age, number and location (by county), development type (condo, PUD, timeshare, condo conversion, etc.), management (self, on-site, off-site), etc.

    Levy & Co., CPAs 1611 Telegraph Ave., Suite 1450, Oakland, CA 94612, (510) 465-2073

  • Bonus section on California community association statistics by county, including association data on number, size, age, development type and geographic distribution

    About the Author

    David H. Levy, MBA, CPA, is the founder and managing partner of Levy & Co., CPAs, serving more than 900 California community associations since 1986.

    He is the publisher of the Community Association Reporter, an educational newsletter for association Boards published quarterly since 1989. Mr. Levy also conducts seminars with leading industry professionals on association legal, financial and management topics each year.


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    Levy & Company, CPAs, 1611 Telegraph Ave., Suite 1450, Oakland, CA 94612, (510) 465-2073


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