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CEO Corner
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Dear Hannah,
Many of you are still heads down for busy season, but I wanted to highlight a couple of things that are underway.
We’re happy to share that the state and federal filing date for personal returns has been extended to Monday, May 17. The AICPA is still lobbying for additional relief that would include estimates, trusts, etc., and we will work to ensure Massachusetts follows any additional federal action. We will send you alerts as we get important updates and provide in-depth details in our weekly Legislative Brief.
While you are in your busy season, we are getting ready for our new membership year, starting on May 1, and reflecting on what we accomplished together last year to help members through these turbulent times, including:
- Providing 15 hours of complimentary, relevant and timely CPE. We will soon launch a
new CPE PLUS offering featuring over 20 hours of free learning for members.
- 6,000 HUB posts and 6,000 members using the HUB. We also launched
new members-only roundtables to connect with peers for free.
- Successfully advocating for short-term pandemic-related relief,
including securing an essential service designation and extensions of several tax filing deadlines and the CPE and license renewal date. We also championed long-term governing changes to provide for firm mobility, non-CPA leadership
and other important measures to help you prosper in the profession.
- Introducing the
free HR Hotline
and Pooled Employer Plan
so members can set up retirement plans with less red tape and lower costs.
- Switching fun events like
Trivia Night,
the
Fitness Challenge
and our
first-ever 5K walk/run
(happening tomorrow!) to a virtual format to help members find some stress relief.
We look forward to providing even more member value in 2021 as you reinvest in your continued success via your MSCPA membership. Stay tuned for exciting developments in the coming months!
Finally, the killings in Atlanta this week are a sharp reminder of the escalation in violence against the Asian American and Pacific Islander community. The MSCPA stands united with our members against racial violence of any kind.
Take care,
Amy Pitter
MSCPA President/CEO
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MSCPA Fitness Challenge
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Top Teams This Week
Individual:
James DeLuca - 628,602 average steps
2-10 Participants:
Gotta Run - 1,263,349 average steps
11-20 Participants:
MSCPA - 399,866 average steps
21-30 Participants:
Meyers Brothers Kalicka, P.C. - 344,193 average steps
31-50 Participants:
O'Connor & Drew - 375,344 average steps
We love seeing you in action! Share your progress and take photos of you and/or your team staying active by tagging
@MASocietyofCPAs and using the hashtag
#MSCPAFitnesschallenge
to be included on our website, in Friday@Five and
SumNews! Please send your photos to Hannah Naranjo. We know many of you are working remotely, so this is a great opportunity to get creative (ex. send a photo from a nature walk or your workout setup from home). To view photos of your competition, click here.
If you have questions, visit mscpaonline.org/fcfaqs.
| Get Involved
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MSCPA Educational Foundation 5K Fundraiser (3/20)
LAST CHANCE TO SIGN UP! Join
our first-ever virtual 5K (3.1 miles) tomorrow, March 20! To sign up as an individual or register a team and learn how to submit your results, click here. Teams with the most active participants will be featured in SumNews
magazine. To learn how to set up a team, click here. We'll also be providing a running playlist to help participants "get in the zone" throughout the 5K!
As part of your registration, your $25 donation to the MSCPA’s Educational Foundation will help fund scholarships and CPA Exam vouchers to worthy accounting students in Massachusetts!
SIGN UP NOW
Share your participation on social media by using the hashtag #MSCPAVirtual5K.
Please note: If you are unable to participate tomorrow, you can submit a time until April 3.
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New to Industry Virtual Roundtable (3/23)
LAST CHANCE TO REGISTER! If you recently left public accounting for industry, this roundtable is for you! Join us next Tuesday, March 23 and earn one CPE credit while discussing:
- Managing a remote team;
- Transition challenges;
- Tools to expand your network; and
- How the MSCPA can help.
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 Networking Events
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Celebrate the end of tax season with your colleagues and friends at our After Tax Season Game Night on Thursday, April 29! We will be hosting a virtual evening of games, networking and fun! Your hard work throughout busy season deserves to be recognized and we can't wait to celebrate your accomplishments! REGISTER
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Join us for an evening "at" the theater! We’ve lined up some of Broadway’s biggest stars for a unique night to enjoy some music and get to know the people from the big stage! Tamar Greene (George Washington from
Hamilton)
and Jenny Dinoia (Elphaba from
Wicked)
will do a Q&A with us and perform some songs. Then John Perkins, a member and the CFO of the Boch Center, will discuss what Broadway in Boston has been like during the pandemic, and what we can expect when it’s over. REGISTER
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| Member News
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Karen Chan, CPA, CVA, MSA
Supervisor at ALL CPAs
Read our interview with Karen from the March issue of
SumNews
to learn what she loves most about her work and firm, how the pandemic has affected her work productivity and more. MEET KAREN
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| AAFCPAs,
Boston/Waltham/Wellesley/Westborough, announced that
SANDRA SIMONSEN and
YOSHODA SOOKRAJ joined the firm’s business process and IT consulting practice. The firm also announced that:
- BRITTANY ADRIKO
is the recipient of the firm’s peer nominated Team Spirit Award;
- KATIE BELANGER, CPA,
joined the Board of Directors of Catie’s Closet;
- BRITTANY BESLER, MBA, CPA, ESQ., TRACY LEMAIRE, CPA, MBA, RICHARD O’NEIL, CPA, KAITE NOLL and
LAURIE SCHNEIDER
are recipients of the firm’s peer nominated Client Service Excellence awards;
- MICHAEL BLACKMAN and
KEVIN SULLIVAN were promoted to audit supervisors;
- ERNEST CARRUTHERS, CPA, MST,
and
TYLER CHAMPAGNE, CPA, MSA, were promoted to tax managers;
- JILLIAN CASH
joined as marketing coordinator;
- KEVIN CASSIDY, CPA,
and
MATT LOUGEE
were promoted to tax supervisors;
- ALLISON CREE, CPA, MSA, was promoted to manager;
- KELLI FILIPPONE was promoted to marketing supervisor;
- JACK FINNING, CPA, CGMA, CBEC,
earned the Certified Business Exit Consultant® designation;
- JACKIE GAUDET was promoted to talent manager, rewards and systems;
- PATRICK HUEGEL
was promoted to senior marketing manager;
- LAURIE LOCKWOOD
was promoted to senior administrative assistant;
- TYLER NOGA
and BRENDON ROBIDOUX were promoted to consulting accounting managers;
- AMY QUINN
was promoted to talent manager, acquisition and engagement; and
- MARYKATE SHAFIQ
was promoted to tax project specialist.
BAKER NEWMAN NOYES,
Boston/Woburn, announced that the firm was ranked the “25th
Largest Accounting Firm in Massachusetts” by the Boston Business Journal,
up from #31 in 2020. The firm also announced that:
- JAMES GUARINO, CFP®, MST,
was quoted in a
Newsweek
article on last-minute moves that can boost your tax refund and in an article from
The Street
on the best tax planning ideas for 2020; and
- LEANNE SCOTT, JD, LL.M,
was quoted in an article in Tax Notes
about a potential SALT cap repeal.
EDELSTEIN & COMPANY LLP,
Boston, announced that the firm was named the “15th
Largest Accounting Firm in Massachusetts” by the
Boston Business Journal and was named a “Top New England Firm” by
Accounting Today.
The firm also announced that JONATHAN GORSKI, CPA,
participated in the "2021 Healthcare Industry Update: Eliminate Risk and Overcome Challenges" webinar in February and SALONG (SAM) JAMIR was promoted to audit associate.
GRAY, GRAY & GRAY, LLP,
Canton, announced that the firm was ranked as the eighth largest independent accounting firm in New England by
Accounting Today.
JOHNSON O'CONNOR, Wakefield, announced that
EMILY WOOSTER
joined as a senior accountant in the tax department. The firm also announced that:
- ALEXIA BAERINGER
joined as a staff accountant;
- ELIZABETH DANCO
joined as an accounting associate in the client accounting services department;
- RACHEL PIPER
joined as a supervisor in the client accounting services department;
- JOE WARRINO was a featured speaker at the Tech4 Virtual Conference from March 1 – 3; and
- The firm also held its annual Red Sox Charity Home Opener this year, proudly supporting Citizens Inn in Peabody.
LGA, LLP, Woburn, announced that JOSEPH ALIBALI
joined as a business advisory services associate and
KAREN BARNARD
joined as an outsourced management accounting manager.
O’CONNOR & DREW, P.C.,
Braintree, announced that
RYAN SHEEHAN, CPA,
was promoted to audit manager. The firm also announced that:
- NELIA KRUGER, CPA,
presented to the Massachusetts State Community Colleges on CARES Act compliance in February;
- ELIZABETH RUSSO
joined as an outsourced accountant to support the firm’s outsourced accounting and controller practice; and
- MADISON STUDLEY
rejoined the firm to help during tax season and will transition to staff accountant in May.
ROSELLI, CLARK & ASSOCIATES,
Woburn, announced that
BRANDEN YOUNG,
audit senior, recently obtained his CPA license.
SHARE YOUR NEWS
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Columbia Gas Class Action Settlement, Taxability to the Recipients
ProFx and Massachusetts Paid Family and Medical Leave (PFML)
2021 First Quarter Estimate
Qualified Opportunity Funds (QOF) Initial Investment - What Do I Need to Know?
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| Longest wait
time on hold with the IRS:
|  |  | *See the results in next week’s Friday@Five!
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| Last week's results:
Favorite busy
season snack:
27% Salty please
73% Sweet tooth
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| UPCOMING COMMITTEE MEETINGS
- Marketing (3/23)
- Government Accounting & Auditing (4/9)
- Taxation (4/20)
- Accounting & Auditing (4/21)
- Nonprofit (4/22)
- Management of an Accounting Practice (4/29)
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| VOLUNTEER OPPORTUNITIES
Board Member - ANIKAYA/Akhra, Inc.
Tax Preparation for Low Income Senior Citizens - Rutland Council on Aging
Board Member and/or Finance Committee Member - Waldorf School At Moraine Farm
Advisor/Preparer - Massachusetts PTA
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| JOB POSTINGS
Associate Director (Technical Accounting & Controls) - Repligen
Accounting Associate - BookBub
Senior Accountant (Investment Funds) - Goodwin Law
Accounting Manager - Harvard University, FAS
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| PER DIEM JOB POSTINGS
Season Individual Tax Preparer - Fineman CPA Group
Tax Preparer - Coval Anderson Coval LLC
Seasonal Tax Preparer/Reviewer - Solar & Kilcoyne, PC
Seasonal Tax Preparer - Scappini & Pina, P.C.
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