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News

Members in the News

    Member:
    Garrett Wagner (Rochester)

    Saving for Retirement Options
    WROC Rochester First
    CPA Garrett Wagner of the New York State Society of CPAs discussed saving for retirement and the mistakes to avoid Monday during News 8 at Sunrise. Wagner said people should keep in mind that expenses won't decrease during retirement. Although everyday purchases may change after retirement, health care in retirement can be costly. For most Americans, Social Security won't be enough to cover monthly expenses in retirement. Medicare is not free and does not cover all medical expenses, including long term care. "Save as early as possible," said Wagner.


    Member:
    Joanne S. Barry - NYSSCPA Executive Director & CEO

    Top 100 Most Influential People
    Accounting Today
    Our 2017 listing of the thought leaders, visionaries, regulators, and others who are shaping the profession.


    Member:
    Kenneth Hall (Rochester)

    Financially preparing for an emergency
    WROC Rochester First
    CPA Kenneth Hall discusses financial tips to prepare for in case of an emergency on WROC News 8.


    Member:
    Aaron Berson (Manhattan/Bronx)

    Aaron Berson is a CPA Practice Advisor 2017 40 Under 40 Honoree
    Eisner Amper
    EisnerAmper is pleased to announce that Aaron Berson, CPA, MSA, has been honored as a 40 Under 40 award winner by CPA Practice Advisor.  The 40 Under 40 program recognizes and honors young leaders who are helping shape the accounting and tax profession through leadership, innovative thinking, collaborative work efforts and their community outreach. “We are fortunate to be surrounded by so many young professionals, like Aaron, who are sharing their ideas, skills, and enthusiasm with the goal of making the accounting profession a better place,” said CPA Practice Advisor Editor-in-Chief Gail Perry, CPA.


    Member:
    John Lieberman (Manhattan/Bronx)

    Is Interest on Home Equity Borrowing Tax-Deductible?
    NerdWallet
    When you borrow on your home’s equity, there’s a bonus: The interest you pay each year is tax-deductible up to a government-imposed limit, the same as on your home mortgage. The rules for claiming that deduction on home equity borrowing are a little different. The deduction on mortgage interest is dear to Americans and is popularly thought to encourage middle-class homeownership. In fact, the deduction dates to 1913, when few people had mortgages. It was implemented with the adoption of the 16th Amendment to the Constitution, which created a federal income tax. Later, when homeownership became more widespread, the deduction grew in importance for middle-class homeowners.


    Member:
    Amanda Sexton, Michael Hanley (Suffolk), Garrett Wagner (Rochester), and Aaron Berson (Manhattan/Bronx)

    The 2017 Under 40 Honorees: Breaking New Ground on All Levels
    CPA Practice Advisor
    CPA Practice Advisor is pleased to announce the recipients of its annual 40 Under 40 Awards. This program recognizes and honors young leaders who are helping to positively shape the accounting and tax profession. CPA Practice Advisor also recognizes 20 Under 40 Superstars, who are young leaders helping advance the profession through their roles in technology, education, consulting and firm development. This year’s 40 Under 40 and 20 Under 40 honorees are visibly and incrementally changing the accounting profession through their exemplary leadership, their innovative thinking, their collaborative efforts guaranteed to provide unity to the profession across the generations, and their community outreach which extends the visibility of the profession outside the workplace.


    Member:
    Garrett Wagner (Rochester)

    Tax Advice for Millennials
    WROC Rochester First
    CPA Garrett Wagner stopped by News 8 at Sunrise to discuss basic tax advice for millennials. According to Wagner, it's important to pay taxes on time. "It's always best to be proactive. The deadline is April 15," says Wagner. "If you can't make it, the IRS will give you an extension. If you can't afford to pay what you owe, they'll put you on a payment plan. The Rochester chapter of the New York Society of CPAs will host a Millennial Summit on August 24.


    Member:
    Karen Tenenbaum (Nassau)

    New York Restaurants Among Top 250 Delinquent Taxpayers
    Bloomberg BNA
    Restaurant owners are among the most high profile and common delinquent taxpayers in New York state, according to a Bloomberg BNA analysis of data and media accounts. The state Department of Taxation and Finance publishes a list on its website of the top 250 business taxpayers who have outstanding tax warrants. Of the 250 businesses on the list, at least 40 are restaurants. The restaurants owe a total of at least $19.5 million. The taxes owed range from $349,000 in sales and use taxes owed by a Syracuse restaurant called the Flatiron Grille to $3.7 million in sales and use taxes owed by the 1849 Restaurant in New York City.

     


    Member:
    NYSSCPA Family Office Cup Mention

    Firms on the move: Eide Bailly calls for ‘Resourcefullness Award’ nominees
    Accounting Today
    Boomer Consulting honors those ‘Bridging the Gap’ at annual Summit; Anchin Private Client wins NYSSCPA’s Family Office Cup; and more news from CPA offices across the country.


    Member:
    John B. Huttlinger Jr. (Adirondack)

    Huttlinger named as vice president of CPA board
    Adirondack Daily Enterprise
    John B. Huttlinger Jr., CPA and owner of Adirondack Audit Company Inc., has been chosen to serve as vice president on the New York State Society of Certified Public Accountants’ Board. His one-year term began June 1. Huttlinger is currently a member of the Society’s Small Firms Practice Management and Executive committees. He is currently vice-president of the Society’s Adirondack Chapter and has served on the Chapter’s Executive Board.


    Member:
    Daniel Griffin (Syracuse)

    Divorce and Business Assets: What You Need to Know
    Business Journal News Network
    Divorce can be challenging, stressful, and wrought with emotion. In circumstances where one or both spouses have business interests to protect, it can also be complicated. Whether you have spent years building your business, or perhaps inherited a family business, you have invested and sacrificed greatly to ensure its success. Chances are you don’t want to share the boardroom or management decision-making with your ex-spouse. You also want him or her to only get a fair share of the fruits of your labor. Here, presented in a Q&A format, is some important information on how to protect yourself and your business partners in the event of divorce.

     

    Daniel Griffin (Syracuse)

    Divorce and Business Assets: What You Need to Know

    Business Journal News Network

    Divorce can be challenging, stressful, and wrought with emotion. In circumstances where one or both spouses have business interests to protect, it can also be complicated. Whether you have spent years building your business, or perhaps inherited a family business, you have invested and sacrificed greatly to ensure its success. Chances are you don’t want to share the boardroom or management decision-making with your ex-spouse. You also want him or her to only get a fair share of the fruits of your labor. Here, presented in a Q&A format, is some important information on how to protect yourself and your business partners in the event of divorce.

    Daniel Griffin (Syracuse)

    Divorce and Business Assets: What You Need to Know

    Business Journal News Network

    Divorce can be challenging, stressful, and wrought with emotion. In circumstances where one or both spouses have business interests to protect, it can also be complicated. Whether you have spent years building your business, or perhaps inherited a family business, you have invested and sacrificed greatly to ensure its success. Chances are you don’t want to share the boardroom or management decision-making with your ex-spouse. You also want him or her to only get a fair share of the fruits of your labor. Here, presented in a Q&A format, is some important information on how to protect yourself and your business partners in the event of divorce.

    Daniel Griffin (Syracuse)

    Divorce and Business Assets: What You Need to Know

    Business Journal News Network

    Divorce can be challenging, stressful, and wrought with emotion. In circumstances where one or both spouses have business interests to protect, it can also be complicated. Whether you have spent years building your business, or perhaps inherited a family business, you have invested and sacrificed greatly to ensure its success. Chances are you don’t want to share the boardroom or management decision-making with your ex-spouse. You also want him or her to only get a fair share of the fruits of your labor. Here, presented in a Q&A format, is some important information on how to protect yourself and your business partners in the event of divorce.


    Member:
    Chris Gamble (Rochester)

    Tax breaks related to children
    WROC Rochester First
    CPA Chris Gamble of the New York State Society of CPAs discussed some tax breaks related to children Monday during News 8 at Sunrise. Gamble began the conversation by discussing dependent exemptions. "If you provide support for either a qualifying child or relative, and they are under age nineteen before year-end, or if they are a full-time student and under age twenty four, you get a four thousand fifty dollar deduction for your 2017 taxes," he said. He also discussed the Child Independent Care Tax Credit. "When you're working and you need to have somewhere for your children to go, if you are paying up to three thousand dollars for one dependent, or six thousand for two or more, you'll get a credit. The credit is between twenty and thirty-five percent. It depends on your income level how much of that credit you'll get."

     


    Member:
    Harold L. Deiters III - NYSSCPA President (Suffolk)

    Bringing youth and diversity to the profession
    Accounting Today
    As the accounting profession struggles to attract a new and more diverse cohort of accountants, Harold Deiters, a partner at Baker Tilly and president of the New York State Society of CPAs shares why it matters, and what his state is doing to move the needle – as well as why giving back to the profession is well worth it.

    Member:
    Michelle Privitelli (Queens/Brooklyn), Sean Graf, and Elana Tamas (Manhattan/Bronx)

    Anchin Private Client Wins NYSSCPA Family Office Cup for Second Consecutive Year
    Anchin.com
    Anchin Private Client, the preeminent accounting, tax and consulting firm for high net worth individuals, families, and family offices has captured the New York State Society of CPAs’ annual Family Office Cup for the second consecutive year. Anchin Private Client, a specialized group within New York-based accounting firm Anchin, Block & Anchin LLP, developed the winning presentation based on the topic of “Family Legacy.”


    Member:
    Tom Walpole (Rochester)

    Eligibility for Excelsior Scholarship
    WROC Rochester First
    CPA Tom Walpole addressed the eligibility requirements for the New York State Excelsior Scholarship Monday during News 8 at Sunrise. "You have to be a New York resident first of all," said Walpole. "That's number one. Secondly, you have to be a U.S. citizen or have an approved VISA to be here. There's an income limitation that comes into that. You have to have graduated from a U.S. high school or its equivalency. You can't default on your student loans. You have to enter a contract saying you're going to stay in New York State after you graduate, and if you work, you're going to work in New York State."


    Member:
    Barry Picker (Queens/Brooklyn)

    Filling the time between April 18 and January
    Accounting Today
    Tax season has changed over the years, but it has always had its own rhythm. Most accountants and tax professionals stay occupied all year long, but, depending on the nature of the practice, some are faced with a long lull after the final return is in. “We’re a year-round business, but I know accountants that shut down as soon as the last return is finished in April, and don’t open until next filing season,” said Roger Harris, president of Padgett Business Services. “It depends on the overall structure of the business.” “There’s also the extension deadline in October. We keep busy all year long with accounting, payroll, tax filing and tax planning, but there are peaks and valleys,” he said.


    Member:
    Matthew Bryant (Rochester)

    Easy way to save for college
    WROC Rochester First
    "A 529 plan is a great option," said Bryant. "A 529 plan is an education savings plan which helps families pay for college expenses. You put money into a 529 plan, and the plan will invest in mutual funds, savings accounts and other financial instruments. The income is tax free." You can start taking funds out of a 529 plan after you put them in according to Bryant. If you use them for your qualified education expenses, they are tax free on distribution. "For a 529 plan, qualified education expenses include tuition, books and fees, room and board, and some commuter expenses," he said.


    Member:
    Paul Hornbuckle (Southern Tier)

    Financial Planning: What is the 529 Plan?
    WETM Elmira News 18
    ELMIRA, N.Y. (18 NEWS) - Paul Hornbuckle shares more money saving tips for college students!


    Member:
    Michelle Staebell (Rochester)

    College tax breaks
    WROC Rochester First
    CPA Michelle Staebell of the New York State Society of CPAs discussed different tax breaks for college Monday during News 8 at Sunrise. "There are a bunch of different tax credits," Staebell said. "One of the most popular ones right now is the American Opportunity Tax Credit. It's a credit of twenty-five hundred dollars on four thousand for qualified education expenses. It's a great credit. It's worth twenty-five hundred dollars on the first four years of college, and some of that is refundable. It's an amazing opportunity for those who qualify for it." Staebell said it's a credit so it's a dollar-for-dollar reduction on taxes. "If you owe three thousand dollars on your taxes, and you have a twenty-five hundred dollar credit, you only owe five hundred dollars. Again, it's refundable, so if you owe less than twenty-five hundred dollars, you could get a refund check in the mail relating to that credit."


    Member:
    Paul Hornbuckle (Southern Tier)

    Financial Planning: Tax Breaks for College Students
    WETM Elmira News 8
    ELMIRA, N.Y. (18 NEWS) - About to start that exciting (and expensive!) journey through college? We have some money saving tips for you before you get started.


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