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CEO Corner
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Dear Hannah,
With the end of 2018 in sight, many of our members in public accounting are talking about charitable giving with their clients, and it's a complex, yet important topic. Understanding the client's perceptions of these discussions before you meet will help CPAs plan the best way to advise them, which ultimately strengthens the relationship. That is why we have partnered with the Boston Foundation, The Philanthropic Initiative and the Boston Estate Planning Council to present
"The Philanthropy Talk: How Do I Do It & Why Do I Have To?"
on Tuesday, December 11 from 8:00 – 10:00 a.m.
This free event is open to all members and includes a presentation of key findings from the 2018 U.S. Trust Study of The Philanthropic Conversation: Understanding Advisor Approaches & Client Expectations,
which explores advisors' approaches to philanthropic conversations with their high-net-worth clients, examines clients' perceptions of these discussions and shows trends since this research was last conducted in 2013. The event will take the study's findings as a launching pad for a panel of professional advisors, a donor dialogue and a Q&A session. Breakfast will be provided, and one CPE credit is available. To register for the event, click here.
Also this week we learned that KPMG LLP was awarded the We Are Boston Corporate Leadership award by Mayor Walsh and the Mayor's Office for Immigrant Advancement! On behalf of the MSCPA, congratulations to everyone at the firm for achieving this important award. Promoting diversity and inclusion in accounting is a major initiative for the Society, and I'm proud of the work KPMG is doing to encourage and embrace diversity in our profession. Congratulations!
Lastly, the MSCPA will be closed next Thursday and Friday for the Thanksgiving holiday. The next issue of Friday@Five will be on Friday, December 1. I wish you all a wonderful holiday!
Amy Pitter
MSCPA President/CEO
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Need to Find a Qualified Business Appraiser
Business Interest Limitation
Fiscal Year Sep Contribution
2019 Alimony Deduction
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#GivingTuesday
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Join Us for #GivingTuesday
It's that time of year again! We hope that when you consider where to donate on November 27 for #GivingTuesday, you consider the MSCPA Educational Foundation. Help us fuel the pipeline, diversify the profession and expand the horizons of students across the Commonwealth. DONATE
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| Get Involved
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Last Chance to Join the MSCPA Board of Directors!
We are looking for three members to join our Board of Directors in 2019 and help guide the strategic direction of the MSCPA. Our goal is to have a Board that reflects the diversity of our membership and the many ways members can engage with the Society. If you would like to be a leader at the MSCPA and are ready to make the commitment, please consider nominating yourself.
Nominations close today and will then be reviewed by the MSCPA Nominating Committee. NOMINATE
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Last Chance to Take the Massachusetts Taxpayer Behavior Impact Survey!
The MSCPA administers a periodic survey to gauge current and anticipated taxpayer behavior to help the Department of Revenue (DOR) predict monthly revenue collections. Please provide your input on client trends, as a representative sample of all Massachusetts taxpayers. This information will be critical in allowing state officials to better understand the current deficit and to project revenues moving forward. It is important to note that no specific member information will be used for this report.
This poll will close next Tuesday, November 20 at 5:00 p.m.
TAKE THE SURVEY
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Upcoming Committee Meeting
- Accounting & Auditing (11/21)
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| #MemberMonday
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| SumNews
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The November Issue of
SumNews
Is Here!
Learn how to talk to your clients about charitrable giving; view the new CPATrack.com; check out the latest Buzz; view photos from some of our recent events and more! Click here to view the November issue of SumNews.
READ THE ISSUE
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Be in
SumNews!
The MSCPA is looking for members to feature in the Member Spotlight section of
SumNews.
If you, or someone you know, have a special skill or hobby inside or outside of the office, or a unique story to share, please contact Elizabeth Emanuelson at eemanuelson@mscpaonline.org. To view the most recent spotlight, click here.
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Conferences
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Stay on par with all of the changes affecting firms and businesses in Massachusetts and beyond! Join us at Mohegan Sun for three days of learning, networking and growth (for both you and your practice). This conference features several speakers on the 2018
AICPA/CPA Practice Advisor's Most Powerful Women in Accounting list and
Accounting Today's Top 100 Most Influential People in Accounting list - you don't want to miss them! REGISTER
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Sue Smith is BACK! We have brought back one of our most popular speakers to discuss with you some of the most prolific issues that are affecting our industry right now. In this one-day conference, tax advisors will be fully updated on the most important legislative and regulatory developments of the season as well as major trends and changes. Join us in Norwood (or via broadcast) on Thursday, December 6 or in Westborough on Friday December 7!
REGISTER (NORWOOD)
REGISTER (WESTBOROUGH)
REGISTER (BROADCAST)
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CPE
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Multistate Income Tax (12/4)
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Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities. With the rate of change, you can't afford to be outdated with your knowledge of this critical tax area. REGISTER
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Financial Modeling + Corporate
and Project Valuation (12/5)
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In this course, you'll learn the key principles to create an effective financial model and learn to build-out a fully dynamic, three-statement financial model. After gaining these skills, we'll use our model to learn how to value a company or project using the discounted cash flow (DCF) and multiples approach. REGISTER
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| Featured Member Benefits
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Harlem Globetrotters (12/26)
The Original Harlem Globetrotters are bouncing their way back to TD Garden for two shows on Wednesday, December 26 at 1:00 p.m. and 6:00 p.m. Discounts are available on most seating options.
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FREE CPE Tracker
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. VIEW YOUR CPE TRACKER
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Member News
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JOHNSON O'CONNOR, Wakefield, announced that:
- MELANIE ARIAS
and
CHAD SHER joined as accounting associates on the Client Accounting Services team;
- DIEU VU
joined as a staff accountant in the tax department; and
- The firm volunteered at the Food Project, a nonprofit organization that creates a thoughtful and productive community of youth and adults from diverse backgrounds who work together to build a sustainable food system.
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Board Finance Committee - Massachusetts Reading
Association
Board Member -
The Welcome Project
VITA Tax Preparer - Springfield Partners for Community Action
Treasurer, Board
of Trustees - Meridian Academy
Assistant Treasurer - Royall House & Slave Quarters
Board Member - ProGente Connections
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JOB POSTINGS
Director of Finance/Controller - Private Foundation
Senior Tax Accountant - Ann M. Irons, CPA, LLC
Senior Valuations Analyst - Edelstein
& Company LLP
Director of Internal Audit - Wellington Management Company
Audit - Advanced Staff or Senior -
PKF, P.C.
Governmental Accounting Standards Board (GASB) Part-Time Board Member/Auditor - GovHR USA
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Tax Preparer -
Luca, Deblasio
& Company, Inc.
CPA - Gregory M. Eliasen, CPA, P.C.
Tax Accountant - Berkowitz & Associates CPAs
Accountant - Jeffrey E.
Dorenfeld, CPA
Tax Preparer - Michael J. Raymond, CPA
Experienced Tax Preparer (40 hours/week) -
Vesey & Weeks, PC
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