Members in the News!

See who’s been in the spotlight

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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Non-CPA Firm Ownership: From Nice to Have to Have to Have

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By  Joanne S. Barry, CAE March 2018   The idea that CPA firms would allow non-CPAs to own a minority stake in a CPA firm and then refer to these non-licensees as “partners” was once a hotly debated topic within the profession. Now, nearly 25 years after Nebraska became the first state to do so, allowing non-CPAs […]

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Art of Accounting: Training A New Tax Specialist | Accounting Today

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By Edward Mendlowitz Published March 19 2018, 10:46am EDT The following is some of the advice I give when I train or mentor a new tax specialist: To build awareness of what they need to know, they need to peruse every journal or tax service they subscribe to. (If you are not going to go […]

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How To Keep Your Tax Preparer From Hating You | USA Today

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Sallie Mullins Thompson and Anil Melwani (Manhattan/Bronx) Published 8:32 a.m. ET Feb. 26, 2018 | Updated 8:36 a.m. ET Feb. 26, 2018 How to keep your tax preparer from hating you Tina Orem, NerdWallet.comPublished 8:32 a.m. ET Feb. 26, 2018 | Updated 8:36 a.m. ET Feb. 26, 2018 With tax deadline approaching, the number one question to […]

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AICPA’s Professional Ethics Executive Committee (PEEC) | Audit Conduct

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AICPA’s Professional Ethics Executive Committee (PEEC) held an open meeting on 2/13/18. Highlights appear in Cathy Allen’s blog, Click here to read.

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