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 […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-05-03 10:26:592018-05-03 10:26:59Art of Accounting: ‘What’s a CD?’
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 […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-03-25 09:15:492018-03-25 14:15:33Non-CPA Firm Ownership: From Nice to Have to Have to Have
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 […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-03-20 13:30:262018-03-20 13:30:45Art of Accounting: Training A New Tax Specialist | Accounting Today
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 […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-03-08 16:09:382018-03-08 16:25:25How To Keep Your Tax Preparer From Hating You | USA Today
Not a good way to start Tax Season 2018. An angry and frustrated National Taxpayer Advocate Nina E. Olson has slammed Congress hard in the Taxpayer Advocate Service 2017 Annual Report to Congress. After a series of IRS budget cuts over the last several years, Olson says she sees the daily consequences of reduced funding […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-02-09 09:55:192018-02-09 21:48:45NYSSCPA Announces Member Nominees for 2018-2019 Board of Directors
TUESDAY | FEBRUARY 6 BUSY SEASON MANAGEMENT Do you make them feel important? By Ed Mendlowitz Tax Season Opportunity Guide Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are. […]
https://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.png00Cherylhttps://accountantsclubofamerica.org/wp-content/uploads/2024/09/acalogo__1_-removebg-preview-300x62.pngCheryl2018-02-07 17:01:412018-02-06 17:04:35Voices of the Profession: Sal Collemi | The CPA Journal
Art of Accounting: ‘What’s a CD?’
/in Blog, Members in the News, News/by CherylEarly 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 […]
Non-CPA Firm Ownership: From Nice to Have to Have to Have
/in Blog, Members in the News, News/by CherylBy 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 […]
Art of Accounting: Training A New Tax Specialist | Accounting Today
/in Blog, Members in the News, News/by CherylBy 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 […]
How To Keep Your Tax Preparer From Hating You | USA Today
/in Blog, Members in the News, News/by CherylSallie 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 […]
AICPA’s Professional Ethics Executive Committee (PEEC) | Audit Conduct
/in Blog, Members in the News, News/by CherylAICPA’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.
Underfunded IRS Swamped with Problems | CPA Trendlines
/in Blog, Members in the News, News/by CherylNot a good way to start Tax Season 2018. An angry and frustrated National Taxpayer Advocate Nina E. Olson has slammed Congress hard in the Taxpayer Advocate Service 2017 Annual Report to Congress. After a series of IRS budget cuts over the last several years, Olson says she sees the daily consequences of reduced funding […]
NYSSCPA Announces Member Nominees for 2018-2019 Board of Directors
/in Members in the News, News/by CherylCongratulations to Sal Collemi on his nomination to become a Vice President of the New York State Society of CPAs.
8 Ways to Delight Tax Season Clients | CPA Trendline
/in Blog, Members in the News, News/by CherylTUESDAY | FEBRUARY 6 BUSY SEASON MANAGEMENT Do you make them feel important? By Ed Mendlowitz Tax Season Opportunity Guide Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are. […]
Voices of the Profession: Sal Collemi | The CPA Journal
/in Blog, Members in the News, News/by CherylVoices of the Profession: Sal Collemi