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AAA-CPA office has a new address
Please note that the AAA-CPA offices have moved. Our new address, effective Dec. 1, will be 8647 Richmond Highway, Suite 639, Alexandria, VA 22309. All mail will be forwarded to the new address, but please update your records.

Seeking authors
Have you recently written an article that was published? Have you wanted to write and be published? If so, please send your articles to, and we will put those in our AAA-CPA Weekly Update. Topics can be what you choose but should be relevant to the AAA-CPA membership.

Affiliate status
Be on the lookout for the AAA-CPA to roll out a new affiliate structure. Not an attorney-CPA but want to network with our members? Now you will have the chance. Information will debut shortly.

11th Annual Northern New Jersey Working Together Conference — Tuesday, Jan. 8
Seton Hall University    Share    Share on FacebookTwitterShare on LinkedinE-mail article
"A Joint Effort of Public & Private Tax Professionals"
This year the program will concentrate on the anatomy of a tax audit. It will consist of practitioners and Internal Revenue Service personnel going through the steps involved in an IRS exam, showing both sides of the process. For more information and to register, please click here.

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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.

Are health care issues adding to holiday headaches? Health Proponent can help
Health Proponent    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The holiday season can become less festive if you are trying to find services for a loved one or are sorting through confusing medical bills. Now you can get help to resolve these and other health care issues. Health Proponent, the nation's leading health care and assistance company, provides personalized help to untangle bills, find eldercare and more. Join Health Proponent today for only $29.95 a year by calling 866-939-3435 or visiting online at

401(k) servicing industry sounds alarm over tax changes
Reuters    Share    Share on FacebookTwitterShare on LinkedinE-mail article
As the debate around tax reform grows more heated, broker-dealers and other companies that service retirement plans offered by employers are increasingly concerned that the tax benefits of 401(k) plans are on the chopping block. More

Blinded by love again? Tips to get your legal house in order
The Huffington Post    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Before someone chooses to remarry, it is recommended to perform a legal checkup to make sure everything is in order. Too many divorced individuals do not make changes until it's too late, which may impede plans with spouse No. 2. More

Elder law: Where is 'plateauing' today in Medicare?
Pittsburgh Post-Gazette    Share    Share on FacebookTwitterShare on LinkedinE-mail article
What is "plateauing" in the context of Medicare skilled nursing care, and where is it today? Plateauing has been a term applied to a condition wherein a Medicare beneficiary in a skilled nursing facility was deemed to have reached a certain physical or mental level where there was no further room for improvement and thus, the individual was denied Medicare coverage for ongoing skilled services. More

A strategy for greater asset protection, tax savings and privacy
Spotlight News    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Many professionals and business owners have accumulated wealth they wish to protect. Protecting these assets can be accomplished through the creation of asset protection trusts. More

Understand the federal tax benefits of 529 plans
U.S. News & World Report    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Parents can avoid paying taxes on withdrawals when their kids start college. Mark Berg, a certified financial planner, knows he has two years of college savings for each of his three kids, partly because taxes aren't charged on withdrawals from their 529 plan accounts. More

Private-equity managers make moves as tax increases near
Bloomberg    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Private-equity managers are bracing for higher taxes in 2013 and in the final weeks of this year are refinancing investments, accelerating gains and shifting what they transfer to trusts. Top earners face higher taxes on wages, investments and money transferred to heirs starting next year because of tax cuts set to expire and new taxes for high-income Americans from the health-care law. More

New York governor rejects taxes to fix Sandy deficit
New York Post    Share    Share on FacebookTwitterShare on LinkedinE-mail article
New York Gov. Andrew M. Cuomo won't seek higher taxes or fees in next year's state budget, despite massive revenue losses resulting from Hurricane Sandy. Cuomo plans to adhere to "his basic approach" of reining in the high cost of state government even if the federal government fails to cover all of New York's losses from the storm, a decision that could grow the state’s already-projected $1 billion deficit for the fiscal year beginning April 1, an aide to the governor said. More

Money & the Law: Child's divorce can complicate estate planning
Colorado Springs Gazette    Share    Share on FacebookTwitterShare on LinkedinE-mail article
A difficult problem facing lawyers who do estate planning work comes from the fact that parents, in the event of a child's divorce, may not want their hard-earned wealth ending up in the hands of a former son-in-law or daughter-in-law. More

Nov. 30
Tax Update and Tax Planning Workshop

Dec. 11
Rescheduled Members Only Study Group: "Disregarded" Entities — Concepts & Issues

Dec. 13
PA/DE Chapter Meeting

Dec. 21
Bridges Between the CPA and Legal Professions

Jan. 8
11th Annual Northern New Jersey Working Together Conference

Jan. 10
PA/DE Chapter Meeting

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

Jan. 25
Southwestern Regional Education Conference

Feb. 14
PA/DE Chapter Meeting

March 14
PA/DE Chapter Meeting

April 11
PA/DE Chapter Meeting

May 3
Northeastern Regional Education Conference

May 9
PA/DE Chapter Meeting

June 13
PA/DE Chapter Meeting

July 3
AAA-CPA Annual Meeting & Education Conference

July 11
PA/DE Chapter Meeting

Aug. 8
PA/DE Chapter Meeting

Sept. 12
PA/DE Chapter Meeting

Nov. 6
AAA-CPA Fall Meeting & Education Conference


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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