Friday@Five has arrived!

CEO CORNER

Dear Hannah,

In the middle of tax season and back-to-back snowstorms, here’s something to look forward to: our Party on the Pier! I’m thrilled to announce that registration is now open for the 2018 MSCPA Annual Meeting and Networking Reception: Party on the Pier, which will be held at the stunning New England Aquarium’s IMAX Theatre on May 3.

This event will bring together over 200 CPAs and accounting professionals from across the state for an evening of networking, cocktails and fun. Our Party on the Pier also kicks off our new membership year by recognizing newly-certified CPAs, welcoming our new Board of Directors, acknowledging outgoing Board members and presenting a State of the Society update. Whether you’re looking to build your network, or simply for a fun night out, this is the place to socialize and meet new contacts while enjoying views of Boston’s historic harbor and skyline. For details and registration, please visit our website.

Have a great weekend and Saint Patrick’s Day - may the luck of the Irish be with you!

Amy Pitter
MSCPA President/CEO

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NEW TAX SEASON RESOURCE

Download the PCPS Trusted Client Adviser’s Identify & Prioritize Tool

During busy season, use your client meetings to ask questions that identify additional opportunities. Use these sample questions to develop your role.

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MEMBER NEWS

Members & Firms on the Move

AAFCPAs, Westborough/Boston/Wellesley announced that MR. ANDERSON, MCSE, CCNP, CISSP joined the firm as manager, Business & IT Advisory, “white hat” ethical security hacker and business continuity advisor. The firm also announced that:
- ALISA AYRES joined as administrative assistant;
- JONATHAN BLOOM, CFP® and AMY MORRISON, CPA were appointed to the Board of Directors at The Whole Child, Inc.;
- CARMEN GRINKIS, PhD, CLTC, CFP® presented on the evolution of risk management within financial planning at the Pinnacle 2018 Winter Summit, March 6-8 in St. Augustine, Florida;
- CARLA MCCALL, CPA, CGMA served as a professional mentor for Bizwomen Mentoring on February 12;
- THOMAS MULDOON, CPA, CGMA and MATTHEW TROIANO, CPA presented an educational workshop titled, "Fiduciary Responsibility of the Board & How to Read Nonprofit Financial Statements" on March 9, organized by the Foundation for MetroWest;
- MARYLOU SUDDERS, secretary, Executive Office of Health & Human Services (EOHHS) will serve as Keynote Speaker for the firm’s 10^th Annual Nonprofit Educational Seminar & Reception on April 26 at the Newton Marriott;
- LAURA TOMLIN joined the firm as executive assistant; and
- RICHARD WEINER, CPA, MST presented on February 27 to XPX New England members on how the Tax Cuts and Jobs Act (H.R. 1) will impact business owners.
ALKON & LEVINE, P.C., Newton, announced that:
- JEFF LEVINE, CPA has appeared on Channel 25 and NBC News in news segments covering the new tax law and was quoted in the Washington Post;
- KRISTINE PRATT has joined the firm as the firm administrator; and
- The firm was selected by the Newton Tab as one of the area’s best accounting firms.
GRAY, GRAY & GRAY, LLP, Canton, was recently ranked as the fastest growing accounting firm in New England by Accounting Today magazine.
JOHNSON O'CONNOR, Wakefield, announced that:
- ALEXANDER APARO, CPA, staff accountant and SHAYNA MORRIS, CPA, senior accountant, will be presenting to an audit class at Salem State University on certified public accounting;
- PAUL DRINKWATER, CPA, supervisor, presented an "Understanding Your Income Taxes" workshop at the request of CFA Society Boston; and
- SUSAN SPENCER, QKA joined as a manager in the Retirement Plan Services practice.
MARK DIETRICH, CPA/ABV, Framingham, announced that his article on how the new tax reform bill affects the valuation of C Corporations and S Corporations was featured on the cover of Business Valuation Update's February 2018 edition. Dietrich will be speaking at both the Virginia Society of CPAs' Business Valuation Conference and the American Society of Appraisers' Business Valuation Conference in the fall.
UPLAND ADVISORY LLC, Newton, announced that LYNDA SCHWARTZ, CPA, CFF, CGMA was appointed to the AICPA's Forensic and Litigation Services Committee.

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MSCPA FITNESS CHALLENGE

Top 3 Teams This Week

Boston Bound - 844,998 average steps
Gorton & Company - 593,802 average steps
Marcus Benson - 590,522 average steps

We love hearing about your progress! Keep sending us photos of you, your team or your walking routine and share them with us using #MSCPAfitnesschallenge! If you haven't already, please send your team photo to Hannah Naranjo at hnaranjo@mscpaonline.org. To view the photo gallery, click here (password: fitness).

If you have questions, visit mscpaonline.org/fcfaqs.

Thanks to IFP/Harbor Strategies Group for sponsoring!

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GET INVOLVED

Tax Season Op-eds: Call for Members

We're looking for CPAs who are interested in authoring pre-written op-eds, one on family taxes and another one on being savvy about your side hustle this tax season, which will run in their local newspapers. If you are interested, please contact Hannah Naranjo.

CONTACT

Become a Firm Ambassador

We’re revamping our firm ambassador program and looking for new volunteers. Ambassadors will serve as the link between the MSCPA, young professionals and your firm. This is a great opportunity to gain exposure to new networks, receive recognition and get the inside scoop on all things MSCPA. For more information on this program, click here or contact Kara Kieran.

MORE INFO

Save the Date: Day of Service (6/15/18)

Come together with your colleagues for the the CPA Day of Service! On June 15, MSCPA members from across the state will volunteer at local organizations within their communities. It feels good to give back! To learn more, click here.

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Volunteer Requests

Bookkeeper and/or CPA - Come Unity
CPA Assistance and Possible Board Member - Cambridge Environmental Literacy Project
Board Treasurer - James Pappoutsakis
New Nonprofit Tax Preparation - Italian School for Children Boston

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NETWORKING EVENT

Save the Date: YP After Tax Season Bash (4/25)

Celebrate the end of tax season at the MSCPA's Young Professional After Tax Season Bash on Wednesday, April 25 at Hopsters in the Seaport. The upstairs beer hall has been reserved. Ticket include appetizers and two drink tickets. All attendees must register by Friday, April 20.

View all of our spring networking events!

LEGISLATIVE UPDATES

Refunds Changed from Direct Deposit to Paper Check

The DOR recently released a number of income tax refunds via paper check where direct deposit had been requested on the tax returns. The DOR sometimes changes the refund delivery method from direct deposit to paper check as an additional security measure, and this action was taken in an effort to honor these early refund requests quickly. These releases will happen periodically through the filing season.

Corporate Estimated Payments and Prior Year Overpayment Credit

Massachusetts law changed this year [TIR 17-5] requiring C corporations to file returns by the 15^thday of the fourth month after the close of the taxable year, lining up with the federal return. No changes were made to estimated tax payment due dates for corporations, but it’s important to check dates for overpayment credits to avoid penalties. You can find more information on estimated payment due dates and prior year overpayment credit dates on the website.

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CAREER CENTER

Job Postings

VP Finance/Controller - BioInnovation Labs LLC
Fiscal Manager in Training - Community Action Programs Inter-City, Inc.
Branch Manager - TD Ameritrade
Paraplanner - Shepherd Financial Partners

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Per Diem Job Postings

Seasonal Tax Professional - Robert S. Fineman PC
Per Diem Tax Preparer - Karen M. Saporito, CPA
Individual and Business Tax Return Preparer - Nicholas A. Papakyrikos, CPA, PC

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