|
|
_1691481.jpg) |
CEO Corner
|
|
Dear Hannah,
It seems we are all facing one deadline after another, but please don’t forget that next
Wednesday, September 30,
is the deadline for even-year licensees to fulfill your CPE requirements and renew your license with the Board of Public Accountancy. You can access the online renewal portal here.
Thanks go to our government affairs team of Zach Donah and Larry Liuzzo, who successfully advocated on your behalf for this deadline extension because of COVID-19. Kudos to them!
Don’t forget that you can use the
CPE Tracker — free for all members — on our website to check your CPE credits now and prepare to finalize your requirements. When ready, you can simply save your record as a PDF and upload it to the Board of Accountancy’s website. To visit your Tracker, click here. If you have questions, there is a simple explainer here.
Another reminder this week: We’ve been gratified by the great response to our compensation and benefits survey for public accounting firms in the state.
The survey closes this Monday, September 28, and we don’t want any firms to miss out.
We know how beneficial the results will be to you, as we document current average pay levels and benefits offered in Massachusetts, so please take the time to complete the survey now. Firm leaders: If you misplaced your unique link, you can email Elizabeth Emanuelson and she will provide it to you, but please don’t wait!
Some of you have asked about confidentiality. I want to assure you that survey participation is completely confidential. In fact, we are working with an independent association researcher, Kevin Whorton, to develop the survey and analyze the results. Kevin has done many of these surveys for other organizations and understands the importance of protecting confidentiality in the report, including from our survey sponsor. Kevin will store and analyze the data, protecting the privacy of all participants.
I wish to send a huge thank you to our sponsor, Integrated Partners, for their support of this important project. And thanks to all of you and your firms for helping us gather this important information about pay and benefits.
Have a great weekend! For those of you who are observing Yom Kippur, I hope you have a meaningful fast and a very happy new year.
Amy Pitter
MSCPA President/CEO
|
|
|
|
|
Featured Virtual Conferences
| |
Join us on Wednesday, October 28 for our Women's Leadership Virtual Summit! You'll hear inspiring presentations from
Laura Gassner Otting,
founder and chief catalyzing officer at Limitless Possibility and a best-selling author,
Samantha Bowling, CPA, CGMA,
partner at Garbelman Winslow CPAs and
Elizabeth Byland,
professor and director at Virginia Commonwealth University. We'll also present our 2020 Women to Watch Award winners. A link to the full recording will be emailed to attendees after the conference. REGISTER
|
|
|
| |
|
_1678889.jpg) |
Join us on Tuesday, November 10 for our Real Estate Virtual Conference! We'll be discussing tax legislative and policy outlooks, cash retention strategies for real estate investors, opportunity zones, the impact and importance of blockchain, a Boston planning update and much more! A link to the full recording will be emailed to attendees after the conference. REGISTER
|
|
|
_1678907.jpg) |
So much has changed in 2020, and it’s never been more important for firm leaders to have the tools you need to rise to the top! We’ve added
customized tracks for emerging leaders and firm operations staff – to arm them with information on changes in the accounting industry and the latest trends, so they can help move their firms forward! A link to the full recording will be emailed to attendees after the conference so you can watch all concurrent sessions and make the most of your experience!
We're also offering
complimentary exhibit hall passes for members looking to connect with solution providers and browse vendor content, but do not plan to attend educational sessions for CPE credit. Sending your team? Group pricing is available by calling us at 617.556.4000.
REGISTER
|
|
|
| Get Involved
|
New to Industry Virtual Roundtable (10/15)
Did you recently leave public accounting for industry? Join us for our FREE New to Industry Virtual Roundtable. 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.
|
|
|
Regulated Investment Companies Committee Meeting (10/21)
Join peers from public accounting, asset managers and service providers for an update from the MSCPA Regulatory Investment Companies Committee!
Earn two CPE credits while discussing:
- An update from the Securities and Exchange Commission (SEC);
- The Deloitte fair value survey results; and
- The asset managers pre-election outlook.
|
|
|
|
|
|
|
Virtual Networking Events
|
|
|
Winners: Virtual Trivia Night
|
|
| Over 100 members came together last night for our virtual trivia event! Congratulations to our first place winning team: Tuckies Ladies and Sam
(Sam Malatos, Amanda Mattero, Emma Parmentier, Shelagh Pinard-Shippen, Olivia Retelle and Ryan Tucker from Katz Nannis + Solomon PC)! Thanks to Trivia Hub for hosting and to all our participants!
| |
| |
Join us on November 5 for a virtual happy hour! Sit back and enjoy craft brews and cheese pairings led by a craft beer expert from City Brew Tours. Network with fellow CPAs and accounting professionals as you identify the best tasting combinations from the comfort of your home. Cost is $50 for members and $70 for non-members. Your registration includes two craft beers, three gourmet cheeses, three chocolate treats and a koozie. All samples will be shipped to you prior to the event. The deadline to register is October 19.
Our virtual happy hour is sponsored by Brookline Bank and UMass Lowell Manning School of Business. REGISTER
|
|
|
| Virtual CPE
|
|
|
Protecting Tax Information - Cybersecurity for the Tax Professional (9/28)
|
|
| Identify risks to exposure that exist in tax practices through the use of electronic systems, learn the importance of encryption and how to implement encryption systems available for computers, smartphones and tablets, understand why reusing passwords poses an unacceptable security risk to client information and more. REGISTER
|
|
|
|
|
Tax Research - Sources, Methods
and Documentation (9/29)
|
|
| Understand common tax terminology, locate and evaluate relevant authority on federal tax matters for application of reliance standards in Sec. 6694, FIN 48
and section 10.34 of circular 230, learn how to clearly communicate results of your research, recognize abusive tax transactions and how to avoid penalties.
REGISTER
| |
|
|
|
UFR Training and State Compliance (10/1)
|
|
| Learn how to prepare the Uniform Financial Statement, discuss Schedule B program definitions and general types and examine specific requirements as outlined in the manual, including Chapter 257, discuss the impact of COVID-19 funding and changes to the 2020 Audit and Preparation Manual and more. REGISTER
|
Career Center
| |
Last chance to save 25% on your job posting or any posting package in our Career Center! Offer is valid through 11:59 p.m. next Wednesday, September 30, and 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
LEAF
to redeem this offer. If you have any questions or need assistance, contact Kara Kieran.
|
|
|
| |
|
Job Postings
- Tax/Accounting Professional - Anthony & Dodge, PC
- Assistant/Associate Professor of Practice, Accounting (NTT) - Merrimack College
- Controller - Working with High-Tech Entrepreneurs (Part-Time or Full-Time) - Swifton CFOs LLC
- Controller - Confidential
|
|
|
Per Diem Job Posting
- Experienced Auditor (One-Time Project) - Stone & Company, LLC
- CPA - Fineman CPA Group
|
|
|
|
|
|
| Member News
|
|
Mike Brown, JD, CPA
Vice Chair and Managing Director, Boston FInancial Management
Read our interview with Mike from the September issue of SumNews
to learn about his experience being an MSCPA member for 40+ years, his current role and more. MEET MIKE
|
|
|
|
|
|
|
|
|
BAKER NEWMAN NOYES,
Boston, announced that SCOTT MCKENZIE, CPA,
joined as managing director of the firm’s transaction advisory services practice.
DGC (DICICCO, GULMAN & COMPANY LLP),
Boston/Woburn, announced that
KATHERINE (KAPPY) FREUND; DAVID LOWE, CPA, MSA; JUDITH MEIER, CPA, CGMA;
and
JAMES SALERNO, CPA were promoted to principals. The firm also announced that
RICK STROUT, CPA was appointed as overseer for the board of trustees by the Boston Architectural College and TIMOTHY WHELAN
was promoted to manager.
DOUCETTE & DOUCETTE, CPAs, LLC,
Franklin, announced that
MARY DALY, MSA joined as a senior accountant.
JOHNSON O’CONNOR,
Wakefield, announced that
SANDRA KNIGHT
and
JOSEPH WARRINO
joined as partners in the firm’s technology solutions department. The firm also announced that:
- SHIH-YUN (SALLY) CHEN, CPA, MST joined as a supervisor and
SPENCER SHAPIRO, CPA, MSA joined as a staff accountant in the firm’s tax department;
- DAVID DIMARE, RACHEL MCAFEE
and
KARINA TOMLINSON joined as staff accountants; and
- GINA MEROLA
joined as an operations staff in the firm’s operations department.
S&G, LLP,
Worcester, announced that SAMANTHA JEPSON, CPA
and ERIC THANAS were promoted to supervisors.
SHARE YOUR NEWS
|
|
|
|
|
 |
IRA to Roth IRA to Reverse All
Gifting Shares of Stock in a Closely-Held Business
PPP Loan Forgiveness Safe Harbor
Film Productions Section 1.181-2 Election to Deduct Production Costs
|
|
|
| CPA EXAM CREDIT EXTENSION
Because of the current declared state of emergency in Massachusetts, all credit for passage of any part of the CPA Exam that expires anytime from April 1, 2020 to December 30, 2020 will be extended until December 31, 2020. All notices to schedule (NTS) that expire from April 1, 2020 to December 30, 2020 will be extended until December 31, 2020.
| |
|
NEW ENGLAND STATE AND LOCAL TAX VIRTUAL FORUM (11/17 - 11/20)
In response to COVID-19, the New England State and Local Tax Forum is now a virtual conference over three afternoons at a reduced rate. This Forum provides an annual update on significant state and local tax developments from across the nation with a particular focus on New England. To view the agenda, click here.
REGISTER
| |
|
GET RECOGNIZED IN
SUMNEWS!
Were you recently promoted, have a hobby outside of the office, or are you an expert on certain topic? Be recognized in an upcoming issue of
SumNews magazine! The Society is always looking for members to highlight in the Rising Star and Member Spotlight sections of the magazine, and we love to feature articles on timely topics written from MSCPA members. For more information, contact Elizabeth Emanuelson.
| |
|
MEMBER BENEFIT: HR HOTLINE
This benefit gives members in charge of HR decisions a free, 30-minute, private consultation with HR guru Laurie LaBrie, SPHR, SHRM-SCP. You can learn more about the hotline here.
LaBrie will also answer non-confidential questions from members, and we will feature those questions and responses in our publications. Questions can be submitted anonymously. If you have a question for her, please email Hannah Naranjo.
| |
|
This week's Legislative Brief offers updates on next month's economic roundtable on the fiscal state of Massachusetts, how Massachusetts voters can request a ballot online, the upcoming CPA license renewal, CPE deadline and more.
| |
|
Advisor - Life Skills Haiti Foundation, Inc
Treasurer - Mission Hill Link, Inc
Board Treasurer - Lyracle
Treasurer - Friends of Spy Pond Park
|
|
|
|
|
|
|
|
|
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
|
|
