Essentials of Personal Financial Planning | The CPA Journal

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By  Edward Mendlowitz, CPA/PFS, ABV December 2017 Many CPAs and most tax specialists perform personal financial planning (PFP) services; the AICPA estimates that more than 100,000 of its members perform some form of PFP for clients. The AICPA tried to unify and formalize PFP services with a credential—the Personal Finance Specialist (PFS)—but it doesn’t seem to […]

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SEC looks at blockchain technology for accountants and eyes initial coin offerings | Accounting Today

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By Michael Cohn Published November 14 2017, 3:54pm EST The Securities and Exchange Commission is taking a close look at the trend toward blockchain technology, including the burgeoning investments in bitcoin and initial coin offerings. “In the near term, our interest in blockchain technology applications stems from the fact that the sponsors of this work […]

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Art of Accounting: Easing tax season workload compression | Edward Mendlowitz, Accounting Today

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By Edward Mendlowitz Published November 13 2017, 11:45am EST Last week I conducted a breakfast meeting of the Withum Partners’ Network and I was asked a question that was not answered, so I’ll answer it in this column. Before I start, this meeting used a format I had never employed before. It was a “show […]

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NCCPAP Women Honor the Late Susan Gallo | NCCPAP

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On November 2, 2017, NCCPAP participated in theAccountants Club Of America 90th Anniversary Gala at the Union League Club in New York City. The theme of this historic event was Celebrating Women of Achievement in Public Accounting. To commemorate this event, NCCPAP paid tribute to the late Susan Gallo, CPA. She had been in public accounting for […]

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Accounting firms wouldn’t get low tax rate under reform bill | Accounting Today

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By Michael Cohn Published November 03 2017, 3:58pm EDT The tax reform bill introduced by House Republicans doesn’t give the low 25 percent income tax rate for pass-through businesses to accounting firms and other professional service firms, and the rules for getting around it are complicated. “The anti-abuse provisions for the reduction in the pass-through […]

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Accountants Club of America Celebrates 90th Anniversary | Accounting Today

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By Michael Cohn Published November 03 2017, 4:43pm EDT The Accountants Club of America marked its 90th anniversary with a gala dinner in New York on Thursday night. ACA president Robert Fligel kicked off the proceedings, pointing to the club’s long history in the accounting profession and in New York City. “This is going to […]

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IMA CEO Jeff Thomson Favors Accountants Over Robots | Accounting Today

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By Michael Cohn Published October 03 2017, 9:01am EDT Institute of Management Accountants president and CEO Jeff Thomson unveiled a new campaign to emphasize the value of management accountants as more jobs fall prey to robots and automation. During a speech Monday at a meeting of the Accountants Club of America in New York, Thomson […]

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90th Anniversary Parking and Room Reservation Information

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Parking: ICON Parking Garage 560 Third Avenue – Between 37th and 38th Streets on the west side of Third Avenue The Union League Club is two blocks away at 38th E. 37th Street (between Park and Madison Avenues) 12 hrs.  $25.00 24 hrs. $28.00 Room Reservations: Please call The Union League Club main number 212 […]

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Ed Sirlin – Signature Bank

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New York Law Journal Reader Ranking Survey, Signature Bank once again ranked among the Top 3 of several key categories.

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