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Join your fellow attorney-CPAs for a free luncheon on Tuesday, Jan. 10, during the Annual Heckerling Institute on Estate Planning. This luncheon is open to members and affiliates of the AAA-CPA and nonmembers who qualify to become a member or affiliate. You do not need to be currently practicing. For more information and to register, go to our Calendar of Events section on our website or click here to download a registration form.
Dually licensed attorney-CPAs possess a unique combination of professional credentials that set you apart from competitors. In our marketing toolkit — available to members only — you will find a number of useful guides to help you maximize your marketing potential as a dually qualified attorney-CPA. Click here to log in and access the toolkit or here to join the Academy.
Earn education credit without leaving your home or office! Registration is now open for members and nonmembers for the following webinars:
Nov. 15: Tax, Estate & Financial Planning: New Role for the Attorney-CPA as an Estate Planner
Presented by Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.
The lecture will explore a new approach to gift planning and drafting of powers and trusts, a different perspective on charitable giving, the importance of forecast tails in leading estate planning decisions,
how longevity planning will transform planning and drafting and more.
Nov. 29: Professional Liability 101
Presented by Ryan Anderson and Samuel McFee
Many people believe that their employer provides the necessary insurance coverage while they are on the job. Unfortunately, that is not always the case. Providing an in-depth risk management examination of
what a professional liability policy should cover, this seminar will help uncover any potential gaps in existing coverage and provide a deeper understanding of their own liability.
Click here for a complete list of upcoming programs.
James H. Sutton, president of the Florida Association of Attorney-CPAs, was recently quoted in Bloomberg BNA. Click here to read the full article.
By David S. De Jong, Esq., CPA, Stein Sperling Bennett De Jong PC
Public Law 114-239, the United States Appreciation for Olympians and Paralympians Act of 2016, excludes from income the value of any medal or prize money won in Olympic competition retroactive to awards after 2015.
In Hatcher v. Commissioner, TC Memo 2016-188, the Tax Court determined that an individual who lent in excess of $600,000 to her ex-boyfriend to develop a comic strip had a nonbusiness bad debt as she was not engaged in the business of lending money.
The IRS is underestimating the effect new estate and gift tax rules could have on small businesses across the country, the Small Business Administration (SBA) warned.
The SBA's Office of Advocacy submitted a letter to the IRS sharing their concerns.
A moral from the new federal partnership audit regime is that states shouldn't fast-track legislation conforming to the new rules.
During a Nov. 1 teleconference, the Multistate Tax Commission's partnership work group received feedback to a memorandum prepared by MTC staff, underscoring state-related issues arising from the federal rules signed into law November 2015 through the Bipartisan Budget Act of 2015.
The IRS has issued final regulations on controlled foreign corporations to provide rules about the treatment of U.S. property held by the controlled foreign corporation in connection with transactions involving partnerships.
The final regulations provide rules for determining whether a controlled foreign corporation is considered to be deriving rents and royalties during the active conduct of a trade or business in order to determine its foreign personal holding company income, along with rules for determining whether a controlled foreign corporation holds U.S property as a result of certain related-party factoring transactions.
|| MISSED AN ISSUE OF THE AAA-CPA WEEKLY UPDATE? VISIT AND SEARCH THE ARCHIVE TODAY.
An unprecedented public-private crackdown has helped cut taxpayer identity theft reports in half and prevented millions of dollars in fraudulent refunds, the IRS and tax industry officials said.
The number of people who filed IRS affidavits stating they had been victimized by identity theft dropped 50 percent during the first nine months of the year compared with 2015, from 512,278 to 237,750, the federal tax agency said.
The Associated Press via The Daily Progress
Some South Carolina House members are looking at changes to tax laws in the state, including removing the sales tax exemptions that reduce annual collections by $3 billion a year.
Multiple media outlets reported the panel is looking at making property tax changes and also reducing the top state income tax rate of 7 percent.
Companies are increasingly augmenting their mandatory audit-related disclosures with voluntary information in response to growing regulatory interest, a new EY report reveals.
Audit Committee Reporting to Shareholders in 2016 indicates that the U.S. Securities and Exchange Commission and the Public Company Accounting Oversight Board have taken action in the last year to consider requiring new disclosures related to audit.
2016 Fall Meeting & Education Conference
Webinar: Tax, Estate & Financial Planning: New Role for Attorney-CPA as an Estate Planner
Social Security: All You Need to Know
Intellectual Property — A Practitioners' Overview
Webinar: Professional Liability 101
Webinar: Successor Liability: State and Local Tax
Attorney-CPA Washington State 2017 Ethics
Webinar: Partnership Update
2016 Tax Update
Jan. 10, 2017
AAA-CPA Luncheon in Conjunction With the Heckerling Institute on Estate Planning
Jan. 24, 2017
Raising Healthy, Wealthy & Wise Kids: Case Studies
July 4, 2017
2017 Annual Meeting & Education Conference
7701 Las Colinas Ridge, Ste. 800, Irving, TX 75063