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We have done the math, and it just adds up. At the AAA-CPA Fall 2015 Meeting & Education Conference you can stack up 18 hours of CPE and CLE/MCLE on a 50-minute hour track or 15 CLE/MCLE on a 60-minute hour track. This includes four hours of A&A and two hours of ethics:
Audit and accounting
- "Accounting Malpractice Matters: The Impact of Fraud on the Auditors," presented by Karen Fortune, IAG Forensics
- "Audit and Accounting Updates," presented by K. Glenn Aldridge, Aldridge Shelley PC
Click here for details about the conference and to register today.
- "Status of Circular 230," presented David Golden, Troutman Sanders LLP
- "Insider's View of Circular 230 and the Office of Professional Responsibility," presented by Karen Hawkins, former director of the Internal Revenue Service Office of Professional Responsibility
The AAA-CPA is pleased to announce that we have partnered again with the New York University School of Law to give us the opportunity to network with their students. A reception will be taking place on Thursday, Oct. 22, from 6:30-8:30 p.m. AAA-CPA Former President Marty Davidoff and Internal Revenue Service Liaison Committee Chair Mike Breslin will be co-hosting this event. This is a great way to gain student involvement, build our membership and share your thoughts and experiences about your professions with them. Please RSVP to this reception by Oct. 19 by clicking here.
AAA-CPA member Steven B. Gorin will be presenting "Tax Planning Using Partnerships" to the Missouri chapter on Thursday, Oct. 8. At this chapter meeting, you will learn about using a partnership freeze to increase income and encourage gifting; using a partnership freeze to shift assets outside of corporate solution; related goodwill issues; and using a master partnership to shift basis from one asset to another. Members and nonmembers of the AAA-CPA are encouraged to attend. Click here for more information and to register.
Help make a difference while you increase your bottom line. Please join the AAA-CPA as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, larger employers, technology companies, government agencies and the news media in celebrating, supporting and participating the 2015 Improving Financial Awareness & Financial Literacy Movement with its concentrated personal finance content media blitz built around the strategic venues of:
The goals are to encourage you to actively support and join in to alert, educate, motivate and assist the general public to cost-effectively establish and keep their estate and financial plans current. This is such a great opportunity to "do good" for the public, generate new revenue opportunities for you and help produce needed gifts and bequests for nonprofits.
Here are some fun and easy ways to participate.
- 7th anniversary of National Estate Planning Awareness Week (NEPAW-third week in October)
- 12th anniversary of National Financial Literacy Month (NFLM-April)
Please join us and the leading financial and nonprofit associations, companies and their professionals, nonprofits, employers, educational institutions, government agencies and the news media on this important initiative. Together we have the potential to help solve a major social challenge by advancing and contributing to one of the most amazing, broad-based, multifaceted movements for improving financial awareness and financial literacy.
- Placing financial and estate planning editorial content in your website, newsletters, social media groups, local newspapers and radio/television/Web-based shows, in support of National Estate Planning Awareness Week and six months later during April for National Financial Literacy Month.
- Encouraging your company and associates to host or take part in a general public or professional webinar or community-wide workshop built around estate and financial planning during the months of October and April.
- Circulate this communication and financial awareness campaign materials to your colleagues and associates and other parties as you see appropriate and encourage them to support and participate in these important events. Click here to download the 2015 Improving Financial Awareness & Financial Literacy Movement & Programs Overview and Planner.
On behalf of the AAA-CPA, The Financial Awareness Foundation and the various participating organizations and professionals, thank you for your efforts and for assisting us in having a positive ongoing impact on improving financial awareness and financial literacy.
The process of determining the value of estate assets, and filing the required estate tax return, might all be complicated by recent law changes made by the Surface Transportation and Veterans Health Care Choice Improvement Act. Those changes mandate consistency in the reporting of the income tax basis in assets.
The Wall Street Journal
Much is made of the tax rate that U.S. corporations pay (a 35 percent statutory rate, higher than in many other countries, though U.S. firms often take advantage of tax breaks to reduce their effective rate). But less is heard about the tax rate of "pass-throughs," the partnerships and other businesses whose income is taxed at the same rate as personal income, primarily because there is no simple number to look up.
As more countries across the world agree to share financial information with other countries about individuals — a development put in motion by the U.S. five years ago — people who didn't think they had any meaningful connection to the U.S. are finding out that they could be "accidental Americans."
|| MISSED AN ISSUE OF THE AAA-CPA WEEKLY UPDATE? VISIT AND SEARCH THE ARCHIVE TODAY.
The Internal Revenue Service cannot readily identify American citizens and resident aliens working in a foreign country, as well as resident aliens working in the United States, who may have improperly claimed exemption from U.S. Social Security taxes, according to a new government report. The report, from the Treasury Inspector General for Tax Administration, noted that in an effort to eliminate dual taxation with respect to Social Security taxes, the U.S. entered into international agreements, known as totalization agreements, with 24 foreign countries.
A new survey shows New Jersey residents carry the highest tax burden in the country.
The nonprofit, nonpartisan think tank Truth in Accounting released a survey that shows New Jersey taxpayers carry a burden of $52,300.
Apparently this is one of the great scandals of our times. The manner in which corporate profits soar to ever greater heights and yet the revenue from the corporate income tax sinks to ever lower levels as a percentage both of GDP and of total tax revenues.
Study Group: Talking to Your Clients About Sales Tax
Tax Planning Using Partnerships
Drafting, Negotiating and Enforcing Covenants Not to Compete in Texas
Study Group: Charitable Remainder Trusts
Aligning Charitable Giving Strategies With Important Tax Considerations
NYU Law Student Reception
Social Function — Barbeque at the Home of Barbara and Rhett Buck
Study Group: IRS and NYS Tax Collections
AAA-CPA Lunch and Learn at the University of Miami School of Law
2015 Fall Meeting & Education Conference
Study Group: Charitable Lead Trusts
Determining a Worker's Legal and Tax Classification-Employee Versus Independent Contractor
2015 Tax Update
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