|
|
_1753359.png) |
CEO Corner
|
Dear Hannah,
Greetings from my home office! This afternoon we wrapped up our successful 2020 New England Practice Management (MAP) Virtual Conference. While I missed hanging out with all of you and wandering through the halls to greet friends old and new, it was wonderful to connect this week from our homes and offices across the state.
More than 100 firm leaders, emerging leaders and firm operations staff joined the event to hear from experts in the accounting industry. Conversations centered around the pandemic, of course, and how you can continue to run your firms successfully and efficiently, while providing the services your clients need and continuing to connect with and support your staff.
This conference was developed by the MSCPA’s Management of an Accounting Practice (MAP) Committee, and I’d like to thank them, our wonderful sponsors and Society staff for pivoting to this virtual format and providing a conference full of stellar content and networking opportunities. I was pleased to see so many of you take part in the roundtables and networking events, allowing you to continue to connect and learn from colleagues in this virtual environment. You can learn more about the MAP Committee here.
We received positive responses from attendees on so many of the sessions, including Jennifer Wilson talking about building culture in a remote environment, John Higgins showing attendees how to leverage Microsoft Office 365 and Teams and Jina Etienne discussing how firms can jump-start their diversity and inclusion journeys. To continue any conversations or discussions you had at MAP, you can pick up right where you left off in The HUB at any time!
I want to remind everyone that we are currently conducting our MSCPA 2020 Member Needs Assessment Study. The deadline to submit your survey is this Monday, November 23,
so please take 10 minutes or so to fill it out. Your feedback is critical as we continue to provide you resources and programs that are relevant and beneficial to you and the profession. In appreciation of your participation, you will have an opportunity to enter a drawing for a chance to win one of 10 $50 Amazon gift cards. There are only a few days left, so we’d love to hear from more of you!
Next week’s Friday@Five will be sent out on Wednesday, before the Thanksgiving holiday weekend. Talk to you then!
Have a great weekend!
Amy Pitter
MSCPA President/CEO
|
|
|
|
|
Featured Virtual Conference
| |
SUE SMITH, CPA, RETURNS next month! We have brought back one of our most well-known speakers to discuss with you some of the top tax issues you need to know! This conference will provide updates on the most important legislative and regulatory developments as well as major trends and
changes in the case law. Register for the date that works best for you!
REGISTER | DECEMBER 9
REGISTER | DECEMBER 10
REGISTER | DECEMBER 11
|
|
|
| Get Involved
| CPAS: Caregiver-Parent Alliance Support Group (12/2)
Our next CPAS: Caregiver-Parent Alliance Support Group meeting is less than two weeks away! Join us on Wednesday, December 2 to discuss challenges, successes, questions, resources and more during this unprecedented time. This series is a great opportunity to learn from and connect with your peers who are experiencing similar challenges. REGISTER
Please note: A Zoom link will be provided to all registrants prior to the event.
| |
|
Get Involved Webinar (12/3)
Join us on Thursday, December 3 for a
FREE
30-minute webinar to learn how you can get the most out of your MSCPA membership! We'll be covering who we are, what we have to offer and how you can get involved. You'll learn about our webinars, seminars, committee meetings, roundtables, networking opportunities, programs, resources and more. REGISTER
|
|
|
|
|
Technology Roundtable: Making the Office-to-Home Connection Safely and Securely (12/3)
Join us on Thursday, December 3 as tech experts Konrad Martin, president and CEO, and Vinny Vittorio, director of business development at Tech Advisors will address common concerns and hidden dangers, as well as share best practices that are working in Massachusetts CPA firms. They will discuss working securely from home, returning safely to the office, engaging in a virtual world and much more! Attendees will earn one CPE credit. REGISTER
|
|
|
Virtual CPE
|
|
|
Discuss the importance of maintaining clear IOLTA accounts and the consequences of having account discrepancies, hear from experts on how to begin an IOLTA accounting practice in your firm and determine whether this niche is a way to grow in your firm. REGISTER
|
|
|
|
|
|
|
|
Personal Leadership and Time Management: Work Smarter, Execute Faster and Lead a Balanced Life (12/3)
|
|
|
Learn which decisions accelerate your success, increase your engagement, reduce your stress, prevent burnout and restore the feeling of balance. You’ll also master a decision-making system that can help you achieve more, overcome obstacles and help you face the challenge of creating balance in today’s “always on” virtual business environment. REGISTER
|
|
|
|
|
How to Identify, Explain and Present Pertinent Financial Information to Non-Accountants (12/8)
|
|
|
Stay-up-to-date with the latest developments at the GAO, OMB, AICPA and FASB, as well as with your accounting and auditing skills and current requirements, learn how to prepare for major changes on the horizon and more. REGISTER
|
|
|
|
Member News
|
EDELSTEIN & COMPANY LLP, Boston, announced that
JESSE GILLETT, CPA, received the AICPA’s Forensic and Valuation Services Standing Ovation Award. The firm also announced that they held their annual State of the Firm: How Our Differences Make Us Stronger virtual event on November 12.
O’CONNOR & DREW, P.C., Braintree, announced that BRANDI RELF
joined as an audit supervisor specializing in employee benefit plan audits. The firm also announced that:
- AARON BLUMENSTOCK
joined as an IT security analyst;
- KEVIN CARNES, CPA, CVA, principal, presented to American Financial Services Association (AFSA) Commercial Credit Committee on the current status of the auto dealer industry;
- DAVID COPPOLA, CPA
and
MELANIE DEAN, CPA, recently completed a year-long management training program with CrestCom which focuses on soft skills;
- JOSHUA ESTANO joined as an IT auditor;
- GREG HAAPAOJA and
MICHAEL HAMMOND
presented at the ISACA New England Annual General Meeting on the importance of password management and gave a demo on how OCD Tech cracks passwords as part of their IT security engagements;
- RYAN SHEEHAN, CPA,
recently completed a year-long management program with the Vistage Key Group;
- LESLIE WEINSTEIN
joined as a senior IT security analyst; and
- The firm's tax department attended the 2020 annual AICPA National Tax Conference virtually on November 16 and 17.
TONNESON + CO, Wakefield, announced that JESSICA CLANCY, CPA,
joined as tax managing director. The firm also announced that:
- It was one of three firms worldwide named "Member Firm of the Year 2020" by Geneva Group International (GGI). The award was presented during GGI’s World Conference on November 4;
- The firm donated 40 bags of clothing to Catie's Closet and 218 pounds of food to Merrimack Valley Food Bank, Inc. through the firm’s fall clothing and food drive; and
- The firm was a sponsor of the Mass Mentoring Partnership Virtual Cheers for Champions event held on October 29.
|
|
|
|
|
 |
2020 COVID IRA Distributions
Preparer for Form 706
Preparing 1099s
PPP Forgiveness - C Corp 9.30 Year-End
|
|
|
|
PPP FINAL GUIDANCE: SAFE HARBOR FOR LOAN PARTICIPANTS
The IRS issued guidance clarifying the deductibility of PPP loan expenses. Although this is unlikely to happen before the end of the calendar year, the AICPA continues to advocate Congress for a legislative solution that would make PPP expenses deductible, and we are eager to support their efforts on your behalf.
LEARN MORE
| |
|
This week's Legislative Brief offers updates on the Massachusetts Senate passing their $46 billion fiscal year 2021 budget, Governor Baker announcing a $10 million fund to community foundations for COVID-19 relief and more.
| |
|
Audit and Tax Professional - Joseph B. Cohan & Associates
CPA/Enrolled Agent - Joseph J. Szela & Associates, P.C.
Staff Accountant - O'Brien, Riley & Ryan, P.C.
Senior Accountant/CPA - Confidential
| |
|
CPA (Strong Accounting Background) - Fineman CPA Group
Tax Season - O'Brien, Riley & Ryan, P.C.
Tax Preparer - Lisa A. Babineau CPA, LLC
Tax Preparer - Coval Anderson Coval LLC
| |
|
Accountant and Bookkeeper (Treasurer) - Greater Newburyport Bura, Kenya Alliance, Ltd.
Board Treasurer - The Crispus Attucks Children's Center
Board Treasurer - Lyracle
CPA - The Loop Lab
|
|
|
|
|
|
|
|
|
Click here to unsubscribe from Newsletters - Friday@Five messages.
Click here to manage your email preferences.
|
©2020 mscpaonline.org | Massachusetts Society of CPAs
105 Chauncy Street, 10th Floor, Boston, MA 02111
|
|
