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Members in the News

    Joseph Falbo Jr. (Buffalo)

    Falbo elected president of state accounting society

    The Buffalo News

    Buffalo accountant Joseph M. Falbo Jr. has been elected as president of the New York State Society of Certified Public Accountants for a one-year term that began June 1. Falbo, a member of the state group since 1994, is a tax partner and member of the executive committee at Tronconi Segarra & Associates LLP in Williamsville.

    Joseph Falbo Jr. (Buffalo)

    NYSSCPA Elects Joseph Falbo Jr. as President

    Accounting Today

    The New York State Society of CPAs has elected Joseph M. Falbo Jr. as its new president. Falbo was formally installed as president during the NYSSCPA’s 118th Annual Election Meeting and Dinner last month. His one-year term began June 1.

    Joseph Falbo Jr. (Buffalo)

    Joseph Falbo, CPA Elected New President of New York CPA Society

    CPA Practice Advisor

    The New York State Society of Certified Public Accountants (NYSSCPA) has elected Joseph M. Falbo Jr., CPA, CGMA, of Grand Island, N.Y., as its new president during its 118th Annual Election Meeting and Dinner held May 14 at the Eventi Hotel. His one-year term began on June 1, 2015.

    Michael McNee (Westchester)

    Nonprofit Mergers Are Coming -- a Trend That Will Intensify, Say Organization Leaders


    A quarter of nonprofit leaders say their organizations have either merged or considered merging over the past three years. And nearly a third expect notable merger activity in their sectors over the next five years.

    Barry Picker (Queens/Brooklyn)

    Inherited Savings Bonds: What You Need to Know


    Let's say you want to hold the bonds you inherited. Although you're not required to have them reissued in your own name, you should so that you can name a new beneficiary in case you die before cashing the bond, says Barry Picker, a CPA with Picker & Auerbach in Brooklyn, NY.

    Jamie Block (Rochester)

    Insurance for newlyweds

    WROC Rochester News 8

    CPA Jamie Block discussed insurance options for newlyweds Monday on News 8 at Sunrise.  When two individuals get married the law allows for either person to be added to their spouse's health insurance policy without having to wait for the employer's open enrollment period.  Block said couples should consider the benefits and costs for the plans before making any decision.

    Joshua Dubrow (Nassau)

    Finding the Right Accountant for Your Small Business

    Business News Daily

    The first step in your accountant search is to determine what you want yours to do for you. Once you know what you want from your accountant, look for possible candidates. Joshua Dubrow, of the New York State Society of Certified Public Accountants Small Business Outreach Committee, said that many people's first instinct when looking for an accountant is turn to the Internet. But he warned against just picking someone you find on Google or an online directory.

    Jeff Baum (Manhattan/Bronx)

    Organizing your financial paperwork

    One News Page

    With tax season receding in the rear view mirror, there are no more excuses for ignoring financial clutter. And there are plenty of good reasons to do a massive re-org. For one thing, this stuff is too important to be tossed in a pile to gather dust. Whether you’re starting from scratch or are facing a morass of many years, simplest is best. “For most people, the ideal is to have some sort of file cabinet with hanging folders,” says Jeff Baum, a principal with Baum & Baum, certified public accountants in New York City.

    Michael Bivona (Suffolk)

    Negotiating A Commercial Lease? Here's What You Need To Know


    For many entrepreneurs signing a lease seems like renting an apartment – a Tennant/Lessee agrees to pay a certain fee to Lessor/Agent per month. Right? Nothing could be further from the truth. There is probably no better place to look for these real estate lease examples tripping up entrepreneurs than New York City.  CPA and award-winning author Mike Bivona has owned numerous commercial rental properties throughout New York City and Long Island over decades.

    Joseph Falbo Jr. (Buffalo)

    Buffalo CPA Falbo to lead NYS accountant's group

    Buffalo Business First

    A partner at Tronconi Segarra & Associates LLP is now in charge of the New York State Society of Certified Public Accountants, the largest professional organization for CPAs in the state. Joseph Falbo Jr. said he is the second Buffalo-area president of NYSSCPA since the group was formed in 1897. His year-long term begins June 1, after he was formally installed on May 14.

    Edward Mendlowitz (At large member)

    Art of Accounting: Being the One Person the Client Can Absolutely Trust

    Accounting Today

    Last week I wrote about never trying to sell financial products or services to clients and gave a few reasons for this. Since I wrote that column I decided to take another look at it (see Art of Accounting: Being an Accountant and Not a Salesperson for Other Things). I have, perhaps, a better reason why I did not engage in these additional areas. I always wanted to be the one person in the world whose advice the client could completely trust.


    Carol Markman (Nassau)

    NCCPAP Voices Practitioner Concerns to Congress and IRS

    Accounting Today

    Members of NCCPAP, the National Conference of CPA Practitioners, made their views known to congressional staff and IRS officials during meetings in Washington D.C. last week. The members spoke with members of both the Senate Finance Committee and the House Ways and Means Committee. Carol Markman, a past national president of NCCPAP, agreed. “Our leaders listen when we have an idea that simplifies the tax code, especially when it costs the government nothing,” she said.

    Michael Zovistoski (Northeast)

    UHY’s Zovistoski Selected to Serve as President-Elect of the New York State Society of Certified Public Accountants

    Inside Public Accounting

    F. Michael Zovistoski, a managing director at UHY Advisors New York and partner at Chicago-based UHY LLP (FY13 net revenue of $192.1 million) has been selected to serve as the president-elect of the board of the New York State Society of CPAs (NYSSCPA). NYSSCPA’s members have selected Zovistoski to serve a one-year term as president-elect effective June 1.

    Edward Slott (Nassau)

    IRS and Tax Law Education Necessary to Keep More Retirement Money

    Naples Daily News

    Retirement assets in the United States are estimated at $24.2 trillion dollars, according to The Role of IRAs in U.S. Households’ Saving for Retirement, 2014. IRAs make up the largest single share of the retirement market, clocking in at an estimated $7.3 trillion. “Retirement horror stories are sadly commonplace.” says Ed Slott, CPA, a nationally recognized IRA-distribution expert who was named “The Best Source for IRA Advice” by The Wall Street Journal.

    Paul Gevertzman (Manhattan/Bronx)

    Labor-law infractions cost these firms more than cash

    Crain’s New York Business

    Local construction firms that aren't following labor laws to the letter need to get their act together in the wake of a $1.42 million settlement between the U.S. Department of Labor and four related Long Island City plumbing and heating contractors, small-business advisers say. With federal, state and local officials on the lookout for violations in an industry where they are common, the cost to small firms that get nailed can be steep, time consuming and stressful. "They want to start getting everyone into compliance," said CPA Paul Gevertzman, a partner at Anchin Block and Anchin who works with many contractors.

    Barry Melancon (Manhattan/Bronx)

    AICPA Pushes for Improved Audit Quality and Peer Review

    Accounting Today

    American Institute of CPAs president and CEO Barry Melancon told AICPA members at the Spring Meeting of Council in Washington, D.C., on Monday about the Institute’s efforts to improve audit quality and the peer review process. The effort comes in anticipation of a report that the Department of Labor is releasing that criticizes the quality of approximately one-third of audits of employee benefit plans (see AICPA Works on Fixing Employee Benefit Plan Audit Problems Ahead of Damaging Report).

    Edward Mendlowitz (At large member)

    Art of Accounting: Being an Accountant and Not a Salesperson for Other Things

    Accounting Today

    There are accountants who only do accounting and accountants who also do other things such as selling financial products and doing deals with the client. There is nothing wrong with this, but with some very minor exceptions, I never did the other things.

    Martin Murray (Manhattan/Bronx)

    8 Smart Tax Tips -- With a Few Twists

    Financial Planning

    One of Marty Murray's clients in his practice as a CPA made a decision to sell a piece of art, only to find herself waking up in the middle of the night in a cold sweat. "She realized she would pay income tax," Murray told a room of about 40 planners at the FPA's spring retreat in New York, and she called Murray up.

    Chris Gamble (Rochester)

    Marriage finances

    WROC News 8

    CPA Chris Gamble discussed finances for newlyweds Monday on News 8 at Sunrise. Gamble said probably the most important and first financial discussion couples should have is to share their financial goals, both short term and long term.  That will help set the expectation for how finances will be handled moving forward.

    William Jennings (Suffolk)

    Caution for Banks and Developers Seeking Affordable Housing Tax Credits in NYC: Don't Misstep on Tenancy

    Yahoo! Finance

    Banks and developers seeking Low-Income Housing Tax Credits (LIHTC) for New York City projects need to be careful -- their projects can be ruled unqualified for the program and their costs can be made ineligible for credits if tenants don't meet the program's complex and stringent requirements. "As challenging as it is to identify a site, secure funding and develop the property, it can be much more difficult to ensure that tenants meet the qualification requirements -- and continue to meet them over the life of the credit and beyond," says William H. Jennings, Partner-in-Charge of the Real Estate Group at New York accounting firm Marks Paneth LLP. 

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