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Dear Hannah,
We’re knee-deep in the Society’s “busy season,” and I’ve loved seeing so many of you at our events and conferences! I’m constantly reminded of how outstanding our members are, and we want to recognize your accomplishments. With that in mind, I’d like to remind you that nominations are open for the 10th Annual Women to Watch Awards! We’re looking to celebrate women at all levels in their careers, for both public accounting and industry. If you know someone we should honor, please submit a nomination by Monday, July 2. We are looking for women who are:
- Role models/mentors;
- Distinguished leaders in her firm/company;
- Committed to her profession;
- Active in her community; and
- Dedicated to being her best self – both in and out of the office.
Winners will be selected by a judging panel and presented with their award at the MSCPA Women’s Leadership Summit on October 25. To nominate an outstanding woman, click here. Please note that including a letter of recommendation is not required but recommended and will strengthen your submission.
Have a great weekend!
Amy Pitter
MSCPA President/CEO |
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| Estate and Life Planning Issues for the Middle Income Client (6/11) |
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.
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| Women's Golf Outing and Golf Clinic - Last Chance to Register! (6/12) |
Enjoy a day of golf and networking at Juniper Hill Golf Course! Play 9-holes in the tournament or brush up your skills in our Golf Clinic. Both groups will come together after for networking, lunch and awards. To register for the Golf Clinic, click here.
*Sponsorship opportunities are still available. If you are interested in sponsoring this event, please contact Kristin Wells. |
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| Tax Season: The Top Planning Ideas and Navigating the IRS Appeals Process (6/13) |
Be the hero for your clients! In this course, you'll discover practical tax-saving ideas for clients of all ages, explore new ideas for financial planning for retirement, creative charitable giving, using defective grantor trusts and many more tax-planning techniques!
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| Government Accounting & Auditing Conference - One Week to Register! (6/15) |
| Join us next Friday in Framingham for one of our most popular conferences! We will also be offering a live broadcast version of this conference, so you can learn from home or the office. You can view the full agenda here. |
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| Real Estate Conference (6/18) |
Take your knowledge to new heights! The building blocks to this one-day conference include tax reform’s impact on real estate, blockchain, tangible property regulations and much more!
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| Sip & Socialize: A Networking Event for CPAs & Lawyers (6/20) |
Spark new leads in a relaxed setting with like-minded CPAs and lawyers who want to follow-up and help you expand your business. This event will be in held in Boston. Details on venue to come!
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| Save the Date: Karter Kup Tennis Tournament (8/23) |
| Wind up for the Karter Kup Tennis Tournament on the grass courts of the Tennis Hall of Fame in Newport, RI! All members and non-members are welcome to play. Sign up as an individual or foursome. This is a fun day on the courts and all levels are encouraged to participate. Email Brendan Sullivan with questions. |
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| Save the Date: MSCPA Bowling Tournament (11/7) |
Save the date! This year's MSCPA Bowling Tournament, sponsored by the Young Professional Committee, will be on Wednesday, November 7 at Lucky Strike in Somerville from 6:00 - 8:00 p.m. Link to register coming soon!
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| Boston Pride Parade Pre-March Breakfast at EY- Tomorrow! |
| Join the MSCPA at EY's Boston office for a celebratory pre-Pride Parade breakfast tomorrow! The MSCPA and EY are actively working with the parade organizers to position the accounting firms together in the parade line up. As part of the MSCPA’s diversity and inclusion initiative, this event is one example of how we are reaching out to different communities to integrate them into our profession. Please contact Zach Donah if your firm plans to march. |
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| MSCPA Day of Service - Last Chance to Sign Up! |
The MSCPA Day of Service is one week away! Come together with your colleagues for the the CPA Day of Service next Friday, June 15. Choose an organization in your area to help, or join the Society at Cradles to Crayons. To sign up to volunteer, please fill out this form. The deadline to register for the event is today.
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| Volunteer Requests |
- Treasurer - Documentary Educational Resources
- Board of Directors, Treasurer - Atlantic Symphony Orchestra
- Leader, Financial Review - ATD Greater Boston
- Treasurer- Boston Strong Disaster Relief, Inc
- Accountant/Board Member - Unitas Ensemble;
- Treasurer for the Board of Directors - Sociedad Latina; and
- More!
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| Upcoming Nonprofit Roundtables (6/26) |
- Nonprofit Roundtable - Metro West (6/26)
- Nonprofit Roundtable - Western Mass (6/26)
- Nonprofit Roundtable - North Shore (6/26)
- Nonprofit Roundtable - South Shore (6/26)
- Nonprofit Roundtable - Greater Boston (6/26)
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| Industry Roundtable: A Discussion for Members New to Industry (6/27) |
Join the MSCPA and other members who have recently moved from public accounting to industry. Earn 1 CPE credit while we discuss ways to maintain your CPA license and track CPE, transition challenges, tools to expand your network and how the MSCPA can help!
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| Members & Firms on the Move |
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- AAFCPAs, Westborough/Boston/Wellesley, announced that CHERYL SARAFIAN joined the firm as controller of Internal Finance. The firm also announced that:
- COURTNEY BLAIR, KYLE BOURKE, JOHN CASASSA, IRVING EGGLESTON, HECTOR ELIZONDO-LOZANO, SHANSHAN GUO, EMMA HALL, JORSSA JOSEPH, FRANK LANDRIO, HUITING LIN, ALYSSA NORTON, MICHAEL OLIVEIRA, SHUYUE (VIVIAN) PEI, JEANINE PHAM, KIMOY PHILLPOTTS, CARLIE REED, WILLIAM SAENGTHAVY, JR. and NICOLAS SAINT JEAN, JR. joined the firm as staff accountants;
- JOHN BUCKLEY, CPA, CGMA along with AAFCPAs’ client Sally Bachofer, executive director, City on a Hill Charter Public Schools, will present an educational workshop entitled, “Training Your Board to be Better Fiduciaries” at the National Charter Schools Conference in Austin, Texas from June 17-20;
- DAVID CONSIGLI, JR., CPA, ABV, CDFA, CPVA, director of business valuation services, was awarded the Certified Patent Valuation Analyst (CPVA) and Certified Divorce Financial Analyst® (CDFA) credentials;
- CHRISTOPHER GENDRON, MATTHEW HUTT, CPA, CGMA, ROBYN LEET, COURTNEY MCFARLAND, CPA, MSA and CHARLES WEBB, CPA, CHFP presented three educational sessions at HFMA Conference Sharing Expertise with New England Community Health Centers;
- MATTHEW HUTT, CPA, CGMA and COURTNEY MCFARLAND, CPA, MSA, presented educational trainings on Medicaid Cost Report Preparation and 340B Program Compliance for the Massachusetts League of Community Health Centers members;
- JAMES JUMES, MBA, M.Ed. and ROBIN KELLEY, CPA, CITP, CGMA, CSPM, CCSFP earned a SOC for Cybersecurity Services Certificate from the AICPA;
- VASSILIS KONTOGLIS, manager, Business & IT Advisory, presented educational Cybersecurity sessions at Housing Partnership Network and National Jewish Cemetery Association meetings;
- AMANDA PELCHER, manager, presented a workshop on Nonprofit Financial Statement Framework for the Worcester Community Foundation;
- JUSTIN SOLOMON joined the firm as IT helpdesk analyst;
- CHARLIE WEBB, CPA earned the Certified Healthcare Financial Professional (CHFP) credential;
- Three teams will participate in 8th Annual MSCPA Day of Service, volunteering at MSPCA-Angell, Mass Audubon and Baypath Humane Society; and
- The firm hosted its XPX New England’s spring event for Businesses Considering Transition.
- PwC, Boston, announced that JOSEPH FAVA, CPA, CHRISTOPHER PISCIOTTA, CPA and DAVID SWERLING, CPA were named partners of Assurance. The firm also announced that NATALIE MCPARLAND, CPA was named partner of Tax.
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| 2018 National MAP Survey |
The 2018 PCPS/CPA.com National MAP Survey is now live! Participate in this survey and see how your firm stacks up with the rest of the profession. The newly redesigned survey analyzes everything from your firm's profitability, to billing rates, to salaries. All respondents will also receive a free personalized summary report. This survey will close on July 16.
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| CPE Tracker - Track Your CPE for Free! |
| Easily organize and track your CPE for free, from anywhere! All MSCPA members have access to the CPE Tracker, our exclusive member benefit. The Tracker automatically inputs CPE credits taken with the MSCPA, and you can manually enter and manage ANY third-party CPE. You can check your progress any time, and easily report your hours to the Board of Public Accountancy. It’s that simple! |
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| CPA Review Course Auction |
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| Planning to sit for the CPA Exam? Don’t miss out on your chance to save significantly on review courses from Roger CPA and Surgent CPA! Click here to participate in the MSCPA’s online auction. All proceeds benefit the MSCPA Educational Foundation’s scholarship program. Take advantage of this wonderful opportunity as this auction will end on June 28! |
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| Job Postings |
- Tax Manager within Healthcare Department - Edelstein & Company LLP
- Staff Accountant - Confidential
- Accounting Manager - Mass Insight Education & Research
- Staff Tax Accountant - 1040 - CPA/EA Candidate - Schwartz & Schwartz, PC; and
- More!
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| Per Diem Job Posting |
- Audit Staff - Melissa A. Gilroy, CPA
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- CT PE Tax
- Job Related Education Expenses Question
- Sample Job Descriptions for Office Manager
- Massachusetts Tax Assessment
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©2017 mscpaonline.org
Massachusetts Society of CPAs
105 Chauncy Street, 10th Floor, Boston, MA 02111
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