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CEO Corner
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Dear Hannah,
For those of you who were able to attend our free stress management webinar the other day, we learned a couple of things. One is that we are all under more stress than ever. And two, that physical exercise is one of the best stress reducers available. With that in mind, the MSCPA is excited to bring back our popular Fitness Challenge to help you stay healthy and active over the next few months. Sponsored by ConnectPay, this friendly competition is a great way for your office to come together as a team to out-step other challengers!
The fifth annual Fitness Challenge will begin at 12:00 a.m. on Thursday, February 4, and end at 11:59 p.m. on Thursday, April 15. If you plan to participate, please make sure your team captain has signed up your team by Wednesday, February 3. Steps will be tracked using the ChallengeRunner app or by manually inputting them via ChallengeRunner.com. To sign up and to join/create your team, click here.
Team totals will be calculated by average steps, and teams can include up to 50 participants (individuals are encouraged to sign up as well). Awards 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.
Please contact Hannah Naranjo at hnaranjo@mscpaonline.org if you have questions or need assistance. We have also compiled this FAQ sheet that covers all the essential information you need. We hope this challenge brings some stress relief to you during busy season and gives you a jump-start to stay active throughout 2021!
And finally, congratulations to AAFCPAs on winning last night’s Virtual Trivia Night, and thank you to ConnectPay for sponsoring the event!
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.
Click here to update your information! Your login information is:
Username: 106037
Password: 106037, plus the first letter of your last name, capitalized (for example, 12345E)
| Get Involved
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Virtual Small Firm Roundtables (1/25 – 1/29)
Our January small firm roundtables kick off next week! Join us 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 moderated by Jennifer Mendonca, a partner in the Public Finance Department of Locke Lord LLP and the president of Boston Women in Public Finance, 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 Mark Kim, CEO of Municipal Securities Rulemaking Board (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.
Email Jill Foley at jfoley@mscpaonline.org with any additional topics you would like to discuss. 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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| Virtual CPE
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Next Generation Excel Reporting (1/26)
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Learn best practices for preparing and automating your Excel-based report, including building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot and more. REGISTER
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Excel - Using PivotTables for Data Analysis (1/29)
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| Discuss the importance of PivotTables for analyzing data, learn how PivotTables can make analyzing data an easy task for all accountants, review the step-by-step process to create PivotTables and PivotCharts and more. REGISTER
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Excel - Create KPI Dashboards for Maximum Impact (2/3)
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Examine how to build robust dashboards for analyzing key metrics in Excel, analyze how to import data and set up calculated fields and columns, learn how to create key performance indicators (KPIs) for the dashboards, master how to add charts and eye-catching visuals with PowerView and more. REGISTER
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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
- Faculty (Accounting) - Bristol Community College
- Controller - Emerson Swan
- Tax Planner/Associate Financial Advisor - Apella Capital, LLC
- CPA/Enrolled Agent - Joseph J. Szela & Associates, PC
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Per Diem Job Postings
- Seasonal Tax Preparer - Scappini & Pina, P.C.
- Senior Tax Preparer- Susan E. Gallant, CPA, MST
- Tax Preparer - Coval Anderson Coval LLC
- Seasonal Tax Accountant - Doug J. Murstein, CPA & Associates, Inc.
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| Member News
| FENTON QUINN, PC, Pittsfield, announced that CHRISTINE ARACE, CPA,
joined as a partner.
KATZ, NANNIS + SOLOMON, PC, Waltham, announced that SEBASTIAN (SAM) MALATOS, CPA, was promoted to partner. The firm also announced that:
- MAXWELL ASHLINE joined as an audit senior;
- ALEXANDRA BERBERIAN rejoined as a tax supervisor and STEPHANIE LEE rejoined as a tax manager;
- EDDIE MITCHELL joined as a tax senior; and
- ELIJAH WENDEL joined as an intern.
SAMET & COMPANY PC,
Chestnut Hill, announced that the firm was named one of 2021’s “America’s Best Tax and Accounting Firms” by Forbes.
The firm also announced that:
- JAMES ALEXANDER
and
RISE FANGER, CPA,
were promoted to managers;
- CHRISTIAN ANDREWS, STEFANI FRANKLIN, BRETT JENNINGS, DANIEL MCKILLOP
and
KELLY O’CONNOR joined as staff associates;
- LIBBY GAJEWSKI, ANTHONY LORUSSO and
HAYLEY PAYNE, CPA, were promoted to senior associates;
- ERIN KIRKALDY
was promoted to supervisor;
- TAYLOR NETTLESHIP, CPA,
was promoted to director; and
- SARINA SHINKO was promoted to staff associate.
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Reactivate 501(c)7 Exempt Status
Zoho
Education Planning
Massachusetts Department of Revenue (DOR) - one -15 Estimate Tax Payments
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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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MENTAL HEALTH SURVEY FOR
SUMNEWS
ARTICLE
The MSCPA is currently working on an article for an upcoming issue of
SumNews
that focuses on mental health during the pandemic and are helping the author collect data. If you are interested, please fill out this anonymous brief survey to help us gather the data.
TAKE THE SURVEY
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| UPCOMING COMMITTEE MEETINGS
- Management of an Accounting Practice (1/28)
- Government
Accounting & Auditing (2/12)
- Accounting & Auditing (2/17)
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| VOLUNTEER OPPORTUNITIES
CPA Auditor - Greater Boston Chapter of American Society of Safety Professionals
Advisor/Preparer - Massachusetts PTA
Treasurer - Friends of Spy Pond Park
CPA or Accountant - Safety for NonProfits, Inc. (S4NP)
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105 Chauncy Street, 10th Floor, Boston, MA 02111
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