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Read the September 2016 Issue on

CPAJournal.com

This year, our annual focus on financial planning is organized around the advice individuals need at different stages in their lives. Many people rely upon the advice of professionals to weigh the financial decisions that accompany the choices they need to make throughout their lives. As trusted advisors, CPAs are the ones most likely to be by their clients' side as they pass major milestones.

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  • Two Mistakes to Avoid When Following Up
    Aug 19, 2016
    If you’re a networking pro, you know the importance of having a network of professionals you can reach out to, and how beneficial it can be to have a network that’s constantly growing. Of course, adding people to your contacts list isn’t enough – you have to follow up with them, stay in contact so that they remember you exist. If you’re comfortable with doing that, that’s great! But sometimes the way you follow up can backfire on you. The Daily Muse offers a couple mistakes to avoid the next time you send out a friendly “staying in touch” type email: 
  • Three Things to Consider Before Accepting a Friend Request from a Coworker
    Aug 16, 2016
    Becoming friends with your coworkers can have numerous positive effects, including more successful teams and an improved office culture. Grabbing the occasional happy hour after work with coworkers can also add positivity to your work. Still, while there are a number of benefits to cultivating friendships with your coworkers, there are a few things you should consider before accepting a friend request from a coworker. Here they are, from Forbes:
  • Four Reasons You Should Consider Declining a Job Offer
    Aug 12, 2016
    Especially if you’ve been job hunting for a while, it can be easy to rationalize taking a position that you might not be 100% happy with. But unless you’re really desperate and need to pay the bills, taking a job that isn’t a good fit for you might be the worst decision you could make. Here are five reasons from Time that you might want to reconsider accepting that job offer:
  • A Brief Update on Filing Requirements for U.S. Citizens Living Abroad and Resident Aliens in the United States
    Oct 1, 2016

    Who has to file Form 1040NR? Form 1040NR may need to be filed if a specified individual is a nonresident alien engaged in a trade or business in the United States, represented a deceased person who would have had to file Form 1040NR, or represented an estate or trust that had to file Form 1040NR. See the form’s instructions for more information.

  • 2016 New York Tax Update: Highlights and Lowlights
    Oct 1, 2016

    This article covers recent updates and developments in the New York State and City tax areas.

  • Proposed Regulations Under IRC Section 2704
    Oct 1, 2016

    On Aug. 2, 2016, the U.S. Department of the Treasury and the IRS issued proposed regulations under IRC Section 2704 (the “Proposed Regulations”) that, if enacted in its present form, might significantly curtail the ability of taxpayers to claim valuation discounts for both lack of control and lack of marketability in family-controlled entities. 

  • Why the Estate Tax Should Concern Us All
    Oct 1, 2016

    During the week of Aug. 7, presidential candidates Hillary Clinton and Donald Trump revealed their respective tax policies in major speeches to partisan audiences. While the presentations contained such jargon as marginal rates, inversions, and expenditures, the programs can be summarized as follows: Corporate America—along with the wealthy—will bear the brunt of Mrs. Clinton’s progressive agenda in the form of higher taxes, while these two groups would see their taxes reduced under a Trump regime. This is the choice Americans face in November.

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