|
|
_139076.jpg) |
|
CEO Corner
|
Dear Hannah,
Greetings from Mohegan Sun! I'm writing to you from our New England Practice Management (MAP) Conference and have spent the last three days networking with 160 firm leaders and learning from industry experts.
The buzz here is about new ways to think about the profession and practice operations. While session topics varied from giving effective feedback to lean tax, all revolve around a simple truth: For a number of reasons, including technology, new generations and globalization, our profession is changing and changing fast. It's increasingly important for firms to be nimble and adaptive, and we're learning strategies to help firms get ready for the future.
It's been wonderful to see many new faces and a diverse crowd, including more women and young, up-and-coming leaders who are gaining skills they'll need to lead their practices. There is great comradery at this event, and I'd like to thank the members of the MAP Committee and Society staff for making this conference a success! For information about the 2019 conference, please contact Julia Ekelund at jekelund@mscpaonline.org.
Lastly, to our members who observe Hanukkah, I wish you a wonderful celebration!
Amy Pitter
MSCPA President/CEO
|
|
|
|
|
Resources for You
|
Advise Your Clients
The AICPA Personal Financial Planning Section podcast produces weekly free episodes on estate, retirement, investment, insurance and tax planning topics from nationally known experts and thought leaders. Subscribe on iTunes or Podomatic to receive unlimited access.
|
|
|
Peer Review Assistance
All peer reviews are done through the AICPA's system, PRIMA, which was launched in 2017. The MSCPA is here to help! To get started in PRIMA, click here. If you have any issues with PRIMA, or any questions about your login or review, please contact Aury Sanchez at 617.303.2408 or asanchez@mscpaonline.org or Beth Lyons at 617.303.2406 or blyons@mscpaonline.org.
|
|
|
| #MemberMonday
|
|
|
Did you catch our profile of Kellyn Campbell, assurance senior at EY on social media this week? We got to know her and highlighted the interview as our second installment of MSCPA's #MemberMonday. If you know someone who should be featured, email Brendan Sullivan!
|
|
| Get Involved
|
Small Firms Roundtables
- Woburn (12/4)
- Braintree (12/4)
- Westborough (12/4)
- Brookline (12/5)
- Pittsfield (12/5)
|
|
|
Nonprofit Roundtables
- Boston (12/12)
- Metro West (12/12)
- North Shore (12/12)
- South Shore (12/12)
- Western Mass(12/12)
|
|
|
|
|
|
Upcoming Committee Meeting
- Litigation Consulting & Business Valuation (12/3)
|
|
|
| Networking Events
|
|
|
Photos: Emerging Leaders Summit
|
|
|
On Friday, November 16, young professionals gathered at the Revere Hotel in Boston to learn how to enhance their business, networking, communication and leadership skills! The event was followed by a reception with cocktails, light bites and professional headshots. If you would like to receive your headshots from this event, email Hannah Naranjo at hnaranjo@mscpaonline.org.
Thank you to our sponsors:
Deloitte, MFA Companies and UBS!
| |
|
|
|
Save the Date: Firm Administrator/Operations Manager Lunch (1/11/2019)
|
|
|
If you're in charge of firm operations, HR or professional development, this is the event for you! You're invited to the MSCPA's Firm Admin/Operations Luncheon on January 11 at McLane Middleton in Woburn from 12:00 – 2:00 p.m. This free luncheon will give you the opportunity to participate in roundtable discussions, meet with the MSCPA staff and network with other firm administrators. REGISTER
| Conference
|
|
|
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.
Our Norwood and Westborough events have sold out, but we invite you to join us via broadcast on Thursday, December 6!
|
|
| CPE
|
|
|
Multistate Income Tax (12/4)
|
|
|
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
|
|
|
|
|
|
|
|
Financial Modeling + Corporate and Project Valuation (12/5)
|
|
|
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
|
|
|
|
Member News
|
DGC (DICICCO, GULMAN & COMPANY LLP), Boston/Woburn, announced that the firm will hold an event called, "The Future of Work - Disruption and Stretching the Dollar for Entrepreneurs" next Thursday, December 6. JON BUTLER, CPA,
partner of DGC will be the moderator.
GREG O'GORMAN,
partner of CRR,
Wakefield, passed away on November 14, 2018. Our thoughts are with the O'Gorman family and his colleagues at this time.
MATRIX FINANCIAL, LLC, Wellesley, announced that
LEANNA POLIDORO, CPA
graduated from the AICPA Leadership Academy in October.
MEYERS BROTHERS KALICKA, P.C., Holyoke, announced that LISA WHITE, CPA
joined as tax manager.
ROBERT C. ALARIO, CPA, P.C.,
Leominster, announced that
MARK GORDON, CPA
joined as audit manager.
RODMAN CPAs, Waltham, announced that ALISON KUCZYNSKI, CPA
was appointed to tax specialist and that
WILLIAM TETREAULT joined as an associate in the tax department.
SCHWARTZ & SCHWARTZ, PC,
Woburn, announced that PHOENIX HE
joined as a staff accountant.
SHARE YOUR NEWS
|
|
|
|
|
 |
Form 8960 Net Investment Income Tax NIIT
2019 Alimony Deduction
Out of State Personal Property
Recommendation for Tax Prep and Consulting for a Small Business
|
|
|
|
Auditor and/or Board Position - ITC
Board Finance Committee - Massachusetts Reading
Association
Board Member -
The Welcome Project
VITA Tax Preparer - Springfield Partners for Community Action
|
|
|
|
|
Senior CPA/Tax Professional - Apple & Albano PC
Senior Accountant - O'Brien, Riley & Ryan, P.C.
CPA/Senior Accountant/Tax Preparer - Joseph B. Cohan & Associates, PC
Staff Accountant - DePaola, Begg & Associates, P.C.
|
|
| |
Tax Associate - Howland Capital Management
Experienced Tax Preparer - Chiuve & Company, P.C.
Tax Preparer - O'Brien, Riley & Ryan, P.C.
CPAs - NorthGate Advisors, Ltd.
| |
|
We recently re- vamped our online classifieds for firms looking to acquire or sell their firms. Now you can learn critical information about the process that will help you determine your next step! For more information, click here or contact Kristin Wells.
|
|
|
|
|
|
|
|
|
Click here to unsubscribe from Newsletters - Friday@Five messages.
Click here to manage your email preferences.
|
©2018 mscpaonline.org | Massachusetts Society of CPAs
105 Chauncy Street, 10th Floor, Boston, MA 02111
|
|
_89870.png)
