Joanne Barry Executive director and CEO, NYSSCPA As head of one of the largest and most influential state societies, Barry is a major voice for strong professional education, vigilance in maintaining accounting’s integrity in its public service role, and more inclusion for women and minorities. Career Highlights: Executive director and CEO, New York State Society […]
Edward Mendlowitz | 2018 Folio Eddie and Ozzie Awards
/in Members in the News, News/by CherylOn October 9, 2018 the 2018 Eddie and Ozzie Awards were announced by Folio Magazine. Edward Mendlowitz’s Accounting Today column won the award in the B2B > Banking / Finance Category. Congratulations Ed!
Wealthy Must Do Careful Assessment Before Moving To Lower-Tax State | Financial Advisor
/in Members in the News, News/by CherylSEPTEMBER 17, 2018 • JEFF STIMPSON Some high-net-worth clients are being hit hard in high-tax states by added burdens from reform — some even to the point of packing up for supposedly lower-tax states. Many clients are impacted chiefly by the new $10,000 state and local tax and property deduction cap of $10,000, especially in the nation’s […]
ACA Members – The Top 100 Most Influential People in Accounting | Accounting Today
/in Blog, Members in the News, News/by CherylJoanne Barry Executive director and CEO, NYSSCPA As head of one of the largest and most influential state societies, Barry is a major voice for strong professional education, vigilance in maintaining accounting’s integrity in its public service role, and more inclusion for women and minorities. Career Highlights: Executive director and CEO, New York State Society […]
It bears repeating: Now is a great time to be an accountant | Accounting Today
/in Blog/by CherylBy Daniel Hood Published August 31 2018, 10:26am EDT Amid all the worries about staffing shortages and succession issues; amid the din of doomsayers prophesying disintermediation by blockchain, artificial intelligence or worse; amid the clamor of ever-more demanding staff and clients; amid the tightening competition from within the profession and without; amid the endless pressure […]
CPAs Fight to Protect Part of Their Turf | Wall Street Journal
/in Blog/by CherylSome CPAs are fighting with their trade group about who gets to value complex assets for companies Some CPAs are objecting fiercely to a proposal by their main trade group to allow people from outside their ranks to be credentialed to help companies value complex assets. PHOTO: ISTOCK By Michael Rapoport Updated Aug. 20, 2018 5:17 p.m. […]
MPs Grapple With Changing Firms and Technology – ACA July 19, 2018 Event | Accounting Today
/in Blog, Events, Past Events/by CherylBy Michael Cohn Published July 19 2018, 4:46pm EDT A group of managing partners of three New York-area accounting firms discussed the challenges they are facing and some of the new trends during a meeting Thursday of the Accountants Club of America. One of the trends is artificial intelligence. “As a small firm, we’re just starting […]
CPA Journal’s Max Block Award – Walter Primoff
/in Members in the News, News/by CherylFrom the CPA Journal Editors to Walter Primoff – What an awesome accolade! Congratulations! “I am pleased to extend my congratulations to you, as you are the recipient of The CPA Journal’s 2017 Max Block Award for the outstanding article in the category of News & Views/Opinion for your article, The Equifax Data Breach, published in the December issue” To read the article – click […]
NYSSCPA Elects BDO’s Jan Herringer as President | Accounting Today
/in Blog, Members in the News/by CherylThe New York State Society of CPAs has elected Jan Herringer, a partner at BDO USA LLP, as president, effective June 1. Herringer has been a member of the NYSSCPA since 2005. One of her goals as president will be diversity and inclusion within the profession, expanding the work of the NYSSCPA Diversity and Inclusion […]
Art of Accounting: Tooting your horn | Accounting Today, Edward Mendlowitz
/in Blog/by CherylBy – Edward Mendlowitz Published – June 18 2018, 3:34 pm EDT One thing I am good at is leveraging something I did. Leverage in this case means benefiting additionally from what you’ve done. There are also many ways to use leverage. Here are some things I’ve done. • If I have completed a particularly complicated […]
The Right Trust Can Yield Tax Advantages For Wealthy Clients
/in Blog, Members in the News, News/by CherylAPRIL 30, 2018 • JEFF STIMPSON High-net-worth clients with estates worth more than $11.18 million per taxpayer must still pay estate taxes under reform. Such clients looking to pass on wealth may now want to look at non-grantor trusts, potentially more attractive due to the Tax Cuts and Jobs Act. In a non-grantor arrangement, the trust owns […]