Rick's Picks: The Best of the NYSSCPA from the Editor-in-Chief of The CPA Journal

January 2017

The CPA Journal

Has the SEC Awakened a Sleeping Giant?
The Familiarity Threat to Auditor Independence

By Howard B. Levy, CPA

For over 50 years, observers have questioned whether auditors who provide consulting or other nonattest services to their clients can be independent, and regulators continue to grapple with the issue.
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The Trusted Professional

New e-File Regulations Require Driver License Information

By Chris Gaetano

In the interest of providing an extra layer of identification verification, software for processing e-filed New York state personal income tax returns will now require the inclusion of driver's license or state-issued ID information.
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The CPA Journal

Personal Approach to Tax Returns

By Jason L. Ackerman, CPA, CFP, CGMA

As the tax profession becomes more and more technology-focused, there seems to be a trend among CPA firms preparing tax returns to move away from personal meetings with clients to a “drop off and put the return through the factory” approach.
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Federal Tax Planning Strategies for Individuals and Small Businesses

By Warren M. Bergstein, CPA, AEP

Every year, to minimize their overall liability, taxpayers should start giving consideration to moves that may either lower their current year tax bill or equalize their tax liability over a two-year period.
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