News & Events





2016 CSUN Awards Banquet

Date: 16 Jan 2017
Announcements,CSUN
BAI continues to strengthen its ties with its Alma Mater by participating in this year's CSUN Awards Banquet! Taking place at the Castaway Restaurant, BAI staffers Cisco and Vaheh were in attendance for the nights festivities. The event was hosted by the Accounting Association in cooperation with Beta Alpha Psi, the Management Information Systems Association, and the Association of Latino Professionals...

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2016 Management Retreat

Date: 16 Jan 2017
Announcements
It has become a traditional that won't soon be broken, as BAI embarked on its 21st annual Management Retreat in Pismo Beach, CA! The BAI staff was able to reflect on its efforts during the harsh 2016 busy season while relaxing at one of California's most pristine destinations. The annual retreat has produced some of BAI's most innovative ideas concerning company efficiency, work-life...

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Congrats to Francisco Vasquez!

Date: 16 Jan 2017
Announcements,CSUN
The youngest CPA at BAI is now officially licensed! Subsequent to passing all four parts of the CPA Exam, Cisco needed additional college units in order to comply with the new 150 unit requirement for California CPA licensing. He subsequently enrolled in the CSUN Masters in Accountancy program and earned the additional college credit required for licensure. We wish Cisco continued success in his professional...

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BAI Graduates from CSUN!

Date: 16 Jan 2017
Announcements,CSUN
BAI had two of its full time staffers walk the stage at the 2016 CSUN David Nazarian College of Business and Economics Commencement Ceremony! We are proud to announce two more degrees from the firm's alma mater! Cisco received his MS in Accountancy degree and Vaheh received his BS in Accountancy degree (pictured above). Each had the chance to reflect on their accomplishment and enjoy the ceremony...

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18th Annual CSUN Distinguished Alumni Awards

Date: 21 Apr 2016
Announcements
BAI proudly attended the 2016 CSUN Distinguished Alumni Awards Gala held on April 16th at the Four Seasons Hotel in Westlake Village, CA! The CSUN Alumni Association holds the event annually in recognition of alumni who have left a permanent impression on their respective fields and communities. BAI staffers and respective CSUN alumni in attendance included: Kevin Breard, Vince Alvarez, Amy Hagiu,...

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Rebroadcast of our 2015 Hot Topic Seminar

Date: 23 Feb 2016
Announcements,Seminars
Back by popular demand is a rebroadcast of our standing room only 2015 Seminar. Hot Topics in Broker-Dealer Audits Insider Trading after the Newman Decision The SEC’s Proposed Changes to Form ADV Pitfalls of Trading Private Company Shares Cybersecurity Date: Wednesday, March 2, 2016 Time: 9:00 a.m. - 11:30 a.m. (pst) To register please click here Please Note: You must have...

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BAI Welcomes Albert Tan

Date: 08 Feb 2016
Announcements,CSUN
A big welcome to intern Albert Tan, who began at Breard in mid-January. A senior at CSUN majoring in accounting, Albert is a science buff. He loves what he calls the ‘scientific nature’ of auditing in that it reflects the scientific method (the client presents a hypothesis— the firm’s books—and after the auditing process, the auditor reaches a conclusion.) In addition to his internship at Breard,...

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Where’s My Refund?

Date: 29 Jan 2016
Announcements
The IRS continues to strongly encourage the use of e-file and direct deposit as the fastest and safest way to file an accurate return and receive a tax refund. "As February approaches, more and more taxpayers want to know when they can expect their refunds," said IRS Commissioner John Koskinen. Taxpayers have the option to call the IRS and ask for an update, but who has 2 hours to spare nowadays?...

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Broker-Dealers to Obtain EDGAR Access Credentials for Submission of X-17A-5 Part III Annual Reports and Amendments

Date: 19 Jan 2016
Announcements
Big News! The SEC has issued a notice authorizing broker-dealers to file their annual audit reports electronically through the Commission's Electronic Data Gathering, Analysis and Retrieval (“EDGAR”) System.  For steps on filing please see the Resources tab.

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BAI Gives Back!

Date: 10 Dec 2015
Announcements
“When we give cheerfully and accept gratefully, everyone is blessed.” - Maya Angelou As the Holiday season approaches, BAI wanted to show its appreciation to the surrounding community by donating a few hours of their weekend to less fortunate families. On Saturday December 5th, several of the BAI-staffers were in attendance to support the 2015 MEND (Meet Each Need with Dignity) Christmas...

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