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Home   Membership   Calendar   Foundation   Links   Job Board   Mar. 28, 2012



Members — Remember to update your information by April 4
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Move offices? Change emails? Have a different specialty? Don't forget to update your information with the AAA-CPA by April 4 in order to have the most current information appear in the Networking and Referral Directory. Click here for detailed instructions on how to update your contact information. Please note that at this time biographies cannot be updated online. Any updates can be emailed to

Northeastern Regional Education Conference — Reserve your room today
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Time is running out and we don't want you to miss the Northeastern Regional Education Conference, April 27-29 at the Historic Inns of Annapolis' Maryland Inn in Annapolis, Md. The AAA-CPA reserved guest room block is almost gone. Call today at 800-847-8882 to reserve your rooms at the fantastic discount of only $179.00 for a single/double room, plus applicable taxes. Please mention that you are with the AAA-CPA to ensure you get the group room rate. Room block ends April 17.

Click here for more details about the conference hotel.

Click here for the full session descriptions and registration details.

AAA-CPA fall meeting kickoff social
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The AAA-CPA is heading to the Sunshine State. The 2012 Fall Meeting and Education Conference is scheduled for Nov. 7-11 at The PGA National Resort and Spa in Palm Beach, Fla. To kickoff this exciting event, the Florida Association of the AAA-CPA will be holding an informal happy hour on May 11 from 5 p.m.-6:30 p.m. in the lobby bar (iBar) at The PGA National Resort and Spa, sponsored by Alpern Rosenthal. Join us for light hors d'oeuvres, cocktails and meet our Executive Director Nicole E. Ratner while hearing about the fall meeting in Palm Beach, Fla. Come join us at this meet and greet to learn all about the meeting, and sign up to become a part of the host committee to assist us in securing speakers and sponsors for this event. Register online by clicking here, or click here to download the registration form.

National Financial Literacy Month is April
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This significant public service initiative as proclaimed by President Barack Obama's presidential proclamation can be viewed by clicking here. Please join our distinguished honorary co-chairpersons Sidney Kess (member of the AAA-CPA) and Andrea Millar of the AICPA Personal Financial Planning Section in promoting National Financial Literacy Month to your organizations, colleagues, associates, members, employees, readers, customers and donors. This can be accomplished by placing financial and estate planning editorial content on your website, blog, newsletter and by planning programs built around financial and estate planning during the month of April. The AAA-CPA is a part of the Synergy Summit, which is an organization comprised of nine national organizations whose members are involved in financial planning, estate planning, tax planning or compliance. They are NAEPC (all of the local estate planning councils), NAELA, two sections each of ABA (tax and RPTE) and AICPA (tax and financial planning), Society of Financial Service Professionals, AAA-CPA and Philanthropic Partners. For more information, please click here.

Audit rates of millionaires nearly double
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The more money you have, the more the Internal Revenue Service wants you. Millionaires were nearly twice as likely to receive a tax audit last year as they were the previous year, according to data released by the IRS recently. Overall 1.1 percent of taxpayers were audited last year; that's about the same as in 2010. More

Study: Tax refunds equal more bankruptcy filings
Los Angeles Times    Share    Share on FacebookTwitterShare on LinkedinE-mail article
In the thick of tax season, a new study suggests that when Americans get their refunds, they file for more bankruptcies — because they can finally afford all the related fees. Researchers from the University of Chicago Booth School of Business found that, in 2008, the number of people who went broke went through a "significant, short-run" 7 percent increase after the Internal Revenue Service sent out refunds. Many used the extra money to pay the average $1,477 in fees needed to declare bankruptcy; without the refunds, 3.8 percent of filers could not have afforded to go through the process, according to the report. More

SEC: Wells Fargo is stonewalling on documents
The Associated Press via MSNBC    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Federal securities regulators are asking a federal court to order Wells Fargo & Co. to turn over documents in an investigation of the bank's sale of $60 billion in mortgage-backed securities. The Securities and Exchange Commission said in a recent statement that Wells Fargo agreed to produce the documents under subpoenas dating to September of 2011, but the bank has failed to hand over much of the requested material. More

CEO pay is still robust at big asset managers
The Wall Street Journal    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Regulations and volatile financial markets are hitting many Wall Street chief executives hard in their wallets. But the CEOs of three of the largest asset management firms in the U.S. have escaped the damage. Total compensation for chief executives at Federated Investors Inc., Franklin Resources Inc. and T. Rowe Price Group Inc. rose 28 percent to a combined $22.4 million in 2011, according to securities filings. All three got a boost from incentive-based pay, in contrast to smaller bonuses atop many banks and securities firms. More

Economists see higher taxes as way to cut deficit
The Associated Press via CNBC    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Economists say a combination of higher taxes and lower spending is the best way to reduce the federal budget deficit. A recent survey on economic policies conducted by the National Association for Business Economists also forecast that short-term interest rates would remain at current levels for at least another year. More

IRS gets tougher on tax-return identity theft
The Detroit News    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The Internal Revenue Service and federal investigators say they've redoubled their efforts to combat tax fraud from identity theft, a crime they call an "epidemic" in Florida that's spreading nationwide. The IRS identified and prevented the issuance of more than $14 billion in fraudulent refunds last year, said Steven Miller, the agency's deputy commissioner for services and enforcement. More

April 12
Legal and Accounting Issues in Private Fund Advisor Examinations

April 20
Planning for Mineral Interest Owners — South Texas Chapter Meeting

April 26
Members Only Study Group: Coordinating and Comparing Veteran's and Medicaid Benefits

April 27
Northeastern Regional Education Conference
Capital Area Networking Reception in conjunction with the Northeastern Regional Conference

April 29
Capital Area Brunch in conjunction with the Northeastern Regional Conference

May 4
Estate and Financial Planning for Clients Living with Chronic Illness

May 8
Income Tax Planning for Chronic Illness

May 11
Florida Meet and Greet Social

May 18
Preserving the $5,120,000 Exemption and Other Estate Planning Ideas — South Texas Chapter

May 25
Annual Wealth Protection 2012: Creating Wealth Certainty in an Uncertain World
The Attorney-CPA Weekly Update
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