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AAA-CPA fall meeting sponsor spotlight
BNY Mellon Wealth Management    Share    Share on FacebookTwitterShare on LinkedinE-mail article
BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, private banking services, charitable gift programs, endowments and foundations. It is among the top 10 U.S. wealth managers with about $168 billion in private client assets and an extensive network of offices in the U.S. and internationally.





Designed by members for members: Join our regional conference planning committees
AAA-CPA
Calling all Southwest and Northeast members: We want your input for the 2013 regional conferences. In January and May, AAA-CPA will hold our annual regional conferences. The January meeting will be in Austin, Texas, and the May meeting will be in Hershey, Pa. To give you the most current, most needed education, these programs are designed by members for members. Be a part of the planning process and help us exceed your needs. Please contact Melissa Benowitz, meetings administrator, at meetings@attorney-cpa.com by Friday, Sept. 28 if interested.

Looking for education hours? Look no further ... we've saved you a seat
AAA-CPA    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Join us at the AAA-CPA Fall Meeting and Education Conference on Nov. 7-11 at the PGA National Resort & Spa in Palm Beach Gradens, Fla., for exceptional education programming. The program will offer 16 hours of CPE and CLE/MCLE on a 50-minute hour track and 13 CLE/MCLE on a 60-minute hour track, including four hours of accounting and auditing and two hours of ethics. Here are some of education session topics:
  • What Every Lawyer and CPA Needs to Know About Client Trust Accounts
  • Forensic Accounting: The Truth Behind the Numbers
  • Emerging Technology for Today's Practitioner
Registration is now open, so reserve your spot today and go to the head of the class.

Click here for details about the conference and to register today.


New practitioner priority service for campus correspondence examinations
Internal Revenue Service
Tax professionals responding to campus correspondence examination telephone calls and/or correspondence can take advantage of a new service beginning April 2. Tax professionals can access the CCE Practitioner Priority Service by calling the practitioner priority service toll-free number and selecting the correspondence examination option. Additional prompts, based on the telephone number on the letter they are calling about, will direct the call to the small business/self employed examination or wage and investment examination line. The CCE Practitioner Priority Service will address up to five clients per call and transfer or refer issues outside the campus correspondence examination scope to the appropriate Internal Revenue Service functions. The CCE Practitioner Priority Service prioritizes calls to improve tax professionals' experiences.

CCE Practitioner Priority Service toll-free number: 1-866-860-4259
SBSE: Monday–Friday, 7 a.m.–7 p.m., local time
W&I: Monday–Friday, 8 a.m.–8 p.m., local time
Alaska and Hawaii — Pacific time

The CCE Practitioner Priority Service number is for tax professional use only.


AM&AA 2013 winter conference, Jan. 14-17
Alliance of Merger & Acquisition Advisors®    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The AM&AA winter conference, The Middle Market: Our World of Opportunity in 2013, will be held Jan. 14-17 in Miami at the Miami Hilton. This will be a global conference for middle market M&A professionals, including executives from preeminent investment banks and intermediaries, private equity investors, lenders, CPAs, attorneys, business valuators, CFO's, additional C-suite executives and other advisors. Please click here for more information.



Domenick R. Lioce receives high peer rating
AAA-CPA    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Domenick R. Lioce, Esq., CPA, president-elect of the AAA-CPA, from West Palm Beach, Fla., has achieved a peer rating of 5.0 of a possible 5.0 with Martindale-Hubbell. He also has an AV Preeminent rating with Martindale-Hubble. Click here for more information about Domenick Lioce.




Loopholes: Tackling the Holy Grail of tax reform
The Fiscal Times    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The two political parties and their presidential standard bearers are moving inexorably toward an acrimonious public debate over how to pay for tax reform, which will be a major issue during the next session of Congress no matter who wins the White House or controls Congress after November. They agree on only one principle: Lowering income tax rates, whether for individuals or corporations, will require eliminating some tax deductions and exemptions, the so-called tax expenditures (or in common parlance, loopholes) that reduce government tax collections by an estimated $1.1 trillion a year. More

IRS agents won't audit, impose penalties under health reform
IFAwebnews.com    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Internal Revenue Service agents will not perform audits or impose penalties on people who fail to buy health insurance, a key official in the agency told members of Congress. Steven Miller, a deputy IRS commissioner, told a U.S. House Ways and Means subcommittee that the federal agency will not garnish wages, but will send out notices notifying Americans that if they don't buy health insurance, they could face penalties. More

Estate Planning Attorneys Prefer WealthDocx®

Learn why WealthDocx® (published by WealthCounsel®) is the nation’s leading drafting solution for estate planning attorneys. Discover how membership in WealthCounsel equips you with the software solutions, collegial community, continuing education, and other resources to help you build your practice as you change clients’ lives for the better. Click here.


Credit Suisse to reveal more data, staff names in US tax probe
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Credit Suisse said it would transfer more information on its money management arm for wealthy Americans to U.S. officials, including more names of its own employees, as part of an effort to settle a tax evasion probe. For the first time, Credit Suisse employees will be told before their names are disclosed to U.S. officials, a bank spokesman said, after previous transfers of information by banks drew criticism. More

IRS needs help identifying fraud cases
Accounting Today    Share    Share on FacebookTwitterShare on LinkedinE-mail article
An Internal Revenue Service program that is supposed to be able to refer potential tax fraud cases to IRS criminal investigators needs to be improved, according to a new report. The report, by the Treasury Inspector General for Tax Administration, examined the effectiveness of the IRS's Collection Fraud Referral Program, and whether the IRS's collection function is adequately considering, identifying and developing fraud cases for referral to the IRS's Criminal Investigation division. More

Easy. Online. SurePayroll for Accountants.
SurePayroll Inc., a Paychex company, is the leading easy online payroll alternative for accountants. Using SurePayroll’s full-service online payroll allows accountants and their clients to save time and money, while receiving superior service and security. For more information, visit the Accountant Center at www.SurePayroll.com or call 877-954-7873.
more


NYSE to pay $5 million to settle SEC market data case
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The New York Stock Exchange will pay $5 million to resolve U.S. civil charges that it gave certain customers "an improper head start" on trading information, marking the first time a U.S. exchange has faced a financial penalty from market regulators. The case against the exchange, brought by the Securities and Exchange Commission, is part of a wider crackdown by the SEC on exchange compliance issues as the agency pursues more market structure-related investigations. More

Mere threat of tax cliff already weighing heavily on small businesses
The Washington Post    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Small business owners, like so many Americans, are anxiously waiting to see whether Congress can avoid potentially catastrophic spending cuts and tax code revisions scheduled to take place at the end of the year. But already, just the threat of toppling over the tax cliff is weighing on their decisions and bottom lines. In fact, perhaps more than any proposed avoidance maneuver, it's the overwhelming sense of uncertainty surrounding the months ahead that has small businesses stuck in a holding pattern, discouraging them from hiring and delaying investments that could help them grow, according to several business owners who testified on the Hill. More

Sept. 19
Dealing with Amended Circular 230 and Preparer Registration

Sept. 20
Foreign Investment in U.S. Real Property
Members Only Study Group: Financial Elder Abuse

Sept. 25
Current Status of Shareholder Oppression Claims

Sept. 27
Estate and Financial Planning for Clients Living With Chronic Illness

Sept. 28
Cash Balance Plans, The Basics & Current Employee Plan Compliance Resolution System

Oct. 11
Members Only Study Group: S Corporation Quarterly Update

Oct. 13
California Association Meeting

Oct. 16
Members Only Study Group: State Tax Issues in Partnership Taxation

Oct. 24
New York Chapter Networking Event with the NYU-Stern

Oct. 30
Members Only Study Group: "Disregarded" Entities — Concepts & Issues

Nov. 7
2012 Fall Meeting & Education Conference

Jan. 15
AAA-CPA Luncheon in conjunction with the Heckerling Institute on Estate Planning


 



The AAA-CPA Weekly Update

Colby Horton, Vice President of Publishing, 469.420.2601
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Katina Smallwood, Content Editor, 469.420.2675   
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