Stuart Kessler Receives American Institute of Certified Public Accountants’s PFP Lifetime Achievement Award

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LAS VEGAS, Nevada, June 11 — The American Institute of Certified Public Accountants issued the following news release: Stuart Kessler, CPA/PFS, has received the American Institute of CPA’s(AICPA) Stanley H. Breitbard Lifetime Achievement in Personal Financial Planning Award. This is only the third lifetime achievement award in personal financial planning ever given by the AICPA. The presentation took place at […]

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Art of Accounting: Tax Season Crunch Time Suggestions To Keep Staff Motivated | Accounting Today

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By Edward Mendlowitz Published March 25 2019, 2:02pm EDT We are down to the last three weeks of tax season. Think about how many clients you will be helping, how much your younger staff will be learning, how many clients you will be speaking to, and how much money you will make. How much better […]

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A Short Conversation with J. Michael Kirkland, CPA, CGMA, Accountants Club of America President for 2018 – 2019

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A Short Conversation with J. Michael Kirkland, CPA, CGMA, Accountants Club of America President for 2018 – 2019 What is your vision for ACA in the coming year? I hope to grow this organization.  As someone in the press said a few years ago, ACA is one of New York’s best kept secrets.  I want […]

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Edward Mendlowitz | 2018 Folio Eddie and Ozzie Awards

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On 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!  

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Wealthy Must Do Careful Assessment Before Moving To Lower-Tax State | Financial Advisor

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SEPTEMBER 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 […]

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ACA Members – The Top 100 Most Influential People in Accounting | Accounting Today

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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 […]

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CPA Journal’s Max Block Award – Walter Primoff

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From 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 […]

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NYSSCPA Elects BDO’s Jan Herringer as President | Accounting Today

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The 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 […]

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The Right Trust Can Yield Tax Advantages For Wealthy Clients

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APRIL 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 […]

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Art of Accounting: ‘What’s a CD?’

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Early on in my career I met with a widow to review her finances and plan her cash flow after her husband’s death. One of her two daughters was also at every meeting. I knew the husband very well, but had never met his wife or children, and was aware of her being very risk […]

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