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CEO Corner
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Dear Hannah,
It’s hard to believe that we only have one big conference left before busy season — our Nonprofit Virtual Conference January 21-22.
Thanks to a great slate of speakers and topics, our annual State Tax Virtual Conference this week was a hit. I always love to hear from the Department of Revenue — especially ahead of tax season — and I appreciate the opportunity to hear the perspectives of Karl Frieden, with the Council on State Taxation, and Joe Crosby, with MultiState Associates, Inc., on trends in tax policy at the state and national level. I really enjoyed my conversation with State Sen. Adam Hinds, and I am pretty sure I heard
him agree with me that it makes no sense to impose a tax on professional services! Thanks to all who attended and a special thanks to our Learning and Development team for another great event.
We do have a few interesting things happening before you go “heads down” for busy season. We are going to be holding two webinars in the first week in February explaining the MSCPA pooled employer plan (PEP) — one on Monday, February 1, at 8:00 a.m. and one on Thursday, February 4, at 3:00 p.m. If you are a sole practitioner or a smaller firm (maybe fewer than 25 employees) please try to attend one of these sessions. Through our group purchasing power, we will have the ability to offer you a retirement plan that was previously only available to larger enterprises. If you have considered this as a staff benefit but were deterred by the cost or the amount of work, this could really change things up.
We know mental health issues continue to be a major issue for our members. With that in mind, we are offering a Mental Health and Stress webinar on Tuesday, January 19, at 12:00 p.m. that will be free for members and offer one CPE credit. We also have a night of fun, networking and firm camaraderie planned at our January 21 Virtual Trivia Night. We have no cap on registrations, so come one come all!
Finally, we will be closed on Monday, January 18, in observance of Martin Luther King Jr. Day. There are so many amazing quotes attributed to Rev. King, but today I am reminded that he said, “Darkness cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that.”
Have a great weekend!
Amy Pitter
MSCPA President/CEO
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Update Your Profile
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Stay in touch and have a cup on us!
There is so much happening at the MSCPA, and we don’t want you to miss out if you make a career change. Please take a moment to provide your personal email address (in addition to your work email address).
Do this by Friday, February 12,
and we’ll send you a $5 Dunkin' gift card to help keep you warm and caffeinated during busy season.
| Get Involved
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2021 MSCPA Fitness Challenge
Sign up for our 5th
annual MSCPA Fitness Challenge to help you stay active this tax season and winter!
This year's challenge will run from Thursday, February 4 –Thursday, April 15. Gather your coworkers and sign up a team by 11:59 p.m. on Wednesday, February 3. Team totals will be calculated by average in ChallengeRunner, and teams of up to 50 participants can sign up (individuals too!). Award categories will be based on the following team sizes and we'll also have an overall winner:
- 1 (Individual Team);
- 2 – 10 Team Members;
- 11 – 20 Team Members;
- 21 – 30 Team Members; and
- 31 – 50 Team Members.
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Virtual Small Firm Roundtables (1/25 – 1/29)
Join us this month as we discuss upcoming tax season preparedness, PPP forgiveness application status, staff morale in a virtual office and so much more! Please limit your registration to the location that best fits your geographical area:
Attendees will earn one CPE credit.
Please note:
This is an interactive roundtable and a large portion of the event will be an open discussion, so participation is highly encouraged. Registrants will also receive a Zoom link prior to the roundtable.
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Technology Roundtable: How AI & Machine Learning Make Tax Season Less Taxing (2/2)
Tax season is a lot of work, especially if you’re doing it manually. The tax process of the future is automated, using artificial intelligence and machine learning. In this virtual roundtable, we’ll discuss how to get started on the tax automation journey and how cloud accounting plays a central role in the process. Attendees will earn one CPE credit. REGISTER
Please note:
Registrants will receive a Zoom link prior to the roundtable.
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The Voice of the Audited Financial Statements in the Municipal Market (2/9)
Co-hosted by the Boston Women in Public Finance and the MSCPA, this interactive panel discussion will focus on the use of audited financial statements in the municipal market, including both investor considerations and the securities laws implications of their use. We'll also discuss the decisions and processes used in preparation of these statements and the implications of late or inaccurate statements. Panelists will include a cross section of municipal market participants, including MSRB. Attendees will earn one CPE credit. REGISTER
Please note: A zoom link will be provided to all registrants prior to the event.
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New to Industry Virtual Roundtable (2/11)
If you recently left public accounting for industry, this roundtable is for you!
Join us next Thursday, February 11 and earn one CPE credit while discussing:
- Ways to maintain your CPA license and track CPE;
- Transition challenges;
- Tools to expand your network; and
- How the MSCPA can help!
REGISTER
Please note: A Zoom link will be provided to all registrants prior to the event. Video participation for this session is optional, but highly encouraged.
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SumNews
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The January 2021 issue of
SumNews
is here! Click through our digital edition now to welcome Kara Kieran as COO of the MSCPA, learn how the Society focuses on helping members in 2021 and so much more! We also spotlight MSCPA members
Yolanda Rego, CPA, MST,
and
Sarah Rose Stack.
READ NOW
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| Career Center
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Shovel up savings! Save 25% on your job posting or any posting package! Offer is valid through 11:59 p.m. on January 31, 2021. May not be combined with any other offer(s). Jobs expire within one year of purchase, so remember to use all your jobs in your package. Use code
SHOVEL
to redeem this offer. If you have any questions or need assistance, contact Kara Kieran.
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Job Postings
- Senior Vice President of Finance & Administration - Arts Consulting Group (ACG)
- Where People Really Count! - Edelstein & Company LLP
- CPA/Enrolled Agent - Joseph J. Szela & Associates, PC
- Senior Staff Accountant/Auditor - Cullen Murphy & Co., P.C.
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Per Diem Job Postings
- Senior Tax Preparer- Susan E. Gallant, CPA, MST
- Tax Preparer - Coval Anderson Coval LLC
- Seasonal Tax Accountant - Doug J. Murstein, CPA & Associates, Inc.
- ProSeries Tax Preparer - Peter B. Plumb, CPA
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| Member News
| AAFCPAs, Boston/Waltham/Wellesley/Westborough, announced that the firm was named one of 2021’s “America's Best Tax and Accounting Firms" by Forbes.
The firm also announced that:
- MR. ANDERSON,
the firm's certified ethical hacker, earned the Amazon Web Services Certified Solutions Architect Professional Credential;
- CIPRIAN BARNA, CPA, MST,
joined as a partner in the firm’s business tax practice;
- KATIE BELANGER, CPA,
participated in a Nonprofit Executive Power Hour in December;
- JOHN BUCKLEY, CPA, CGMA,
joined the Board of Directors of the Worcester State University Foundation;
- CIRO CASTALDI, MBA, ERICA DOVE, ANGIE LU, CPA, MSA, KAITE NOLL
and
JACKIE PERRY
were promoted to supervisors;
- CHRIS CONSOLETTI, ESQ., ALLISON CREE, MSA, TONY DELLO STRITTO, CPA, MST,
and
KEVIN QUINN
were promoted to managers;
- CARLA MCCALL, CPA, CGMA,
was named one of 2020’s Most Powerful Women in the Accounting Profession by the AICPA and CPA Practice Advisor magazine. McCall also hosted FEI Boston’s “A Closer Look” in December;
- NICHOLE REILLY, CPA,
was awarded the second annual Joel Aronson Character Award;
JOYCE RIPIANZI, CPA,
participated in a webinar on how companies are leveraging technology through the pandemic in November;
- AMY STAUNTON, CPA, was promoted to consulting CFO in the firm's managed accounting solutions practice; and
- The firm’s #GivingTuesday employee match donated over $32K to charities.
BAKER NEWMAN NOYES, Boston/Woburn, announced that the firm was named one of 2021’s “America's Best Tax and Accounting Firms" by
Forbes.
The firm also announced that:
- MARK AUDI, CPA, participated in a panel discussion on industry recruiting practices during
CPA Practice Advisor’s “Ensuring Success” annual conference;
- JAMES GUARINO, CPA, PFS, CFP, MST,
was interviewed by
Accounting Today and
The Street
for articles on 2020 year-end tax planning, by
CNBC for an article on tax filing and by
MarketWatch
for an article on saving for retirement;
- DREW NAGUS, CPA,
was interviewed by
Thomson Reuters for an article on the Financial Accounting Standards Board’s revisions to lease accounting rules;
- LEANNE SCOTT, JD, LL.M.,
was interviewed by the
Boston Business Journal
for an article on Massachusetts lawmakers pushing for higher tax deductions for business owners; and
- ASHLEY YANTZ, CPA, MSA,
joined as a tax manager;
- The firm released a 2020 year-end podcast series, “BNN Tax Snacks,” with episodes focused on individual income, state and local and estate tax issues, as well as the Paycheck Protection Program, pass-through entities and net operating losses.
BERRYDUNN, Portland, ME, announced that the firm merged with Connecticut-based healthcare compliance, consulting and credentialing firm VantagePoint Healthcare Advisors (VantagePoint), effective January 1, 2021.
DELOITTE, Boston, announced that
SUSAN ESPER, CPA, partner, was interviewed by Bloomberg News “Baystate Business” about its Board Ready Women program that helps women get seats on corporate boards.
GRAY, GRAY & GRAY, LLP,
Canton, announced that the firm's wealth management affiliate
GRAY EQUITY MANAGEMENT, LLC,
has launched a new name:
GRAY PRIVATE WEALTH, LLC.
The firm also announced that JUSTIN KLUNDER, CFA,
was elected a partner at
GRAY PRIVATE WEALTH, LLC.
JOHNSON O’CONNOR, Wakefield, announced that
GINA GIANGREGORIO
joined as a senior accountant in the firm’s attest department.
O'CONNOR & DREW, P.C.,
Braintree, announced that the firm was named one of 2021’s “America's Best Tax and Accounting Firms" by
Forbes.
The firm also announced that:
- JOEL DABADY
joined as an IT security analyst;
- JOSHUA ESTANO
joined as an IT auditor;
- JILL KAMPERIDES’ article titled “A Crash Course in Splunk and Security” was selected as one of just 10 articles to make
Pentest Magazine’s ‘Best of 2020’ edition; and
- The firm was chosen as one of the five host firms for the AICPA's George Willie Ethnically Diverse Student Scholarship & Internship Program. The program provides internships and a scholarship for five promising accounting students from ethnically diverse backgrounds.
PKF, P.C.,
Boston, announced that
MIKE MINTON, CPA,
and
DAVID MUGWE, CPA,
were promoted to supervisors and
JOSE TARRIO, CPA,
and
AMANDA WOLFE, CPA,
were promoted to directors.
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Referral for Business Valuation
Land Assets in an S Corp
Estate Tax Return Checklist
Private Foundations
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ESSENTIAL TAX SEASON UPDATE WEBINAR (2/1)
The new Consolidated Appropriations Act (CAA) was signed into law on December 27, 2020, which affects a significant number of taxpayers retroactively and in material ways. The Act contains many changes to the Internal Revenue Code and to the Small Business Administration’s PPP program.
Sue Smith, CPA, will provide what you need to know about this complex legislation and how it relates with the Cares Act provisions. By attending this webinar, you'll understand the new tax changes and PPP loan rules contained in the CAA, learn the latest enacted tax law changes and discuss strategies and techniques to use in light of tax changes. Attendees will earn four CPE credits.
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UPCOMING COMMITTEE MEETINGS
- Taxation (1/19)
- Accounting & Auditing (1/20)
- Management of an Accounting Practice (1/28)
LEARN MORE
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NOMINATE A "RISING STAR" OR "MEMBER SPOTLIGHT"
Do you know someone from your firm who is doing something innovative in the accounting industry, quickly advancing in the profession, or who has an interesting background or unique hobbies outside the office? We're looking for members to feature as a "Member Spotlight" or "Rising Star" in upcoming issues of
SumNews.
To nominate a Member Spotlight, click here. To nominate a Rising Star, click here.
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| MSCPA LEGISLATIVE BRIEF
This week's Legislative Brief offers news on the recent passing of an act to Modernize Public Accountancy by Governor Baker,
Massachusetts tax implications regarding PPP income and expense conformity and more.
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| VOLUNTEER OPPORTUNITIES
Treasurer - Friends of Spy Pond Park
CPA or Accountant - Safety for NonProfits, Inc. (S4NP)
Accountant & Bookkeeper - Treasurer - Greater Newburyport Bura, Kenya Alliance, Ltd.
Board Treasurer - Lyracle
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105 Chauncy Street, 10th Floor, Boston, MA 02111
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