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Members in the News

    Patrick Daly (Manhattan/Bronx)

    IRS Makes Up Lost Ground Issuing Refunds
    Wolters Kluwer - Standard Federal Tax Reports (Page 4)
    After a delay in the issuance of refunds early in the fi ling season, the IRS has made progress in getting refunds into taxpayers’ hands, recently-posted statistics show. Nevertheless, the number of refunds issued has declined by nearly six percent as of March 10, compared to the same time last year. Take Away. Based upon the Protecting Americans from Tax Hikes Act of 2015, the IRS was holding all earned income tax credit (EITC) and additional child tax credit (ACTC) refunds until February 15, 2017 in an attempt to combat identify theft and tax fraud, Patrick Daly, CPA, who serves on the Taxation of Individuals Committee, New York State Society of CPAs, told Wolters Kluwer. 

    John Lieberman (Manhattan/Bronx)

    The "Cash Me Ousside" Girl Is Sadly About to Become a Millionaire
    Men’s Health
    In 2016, celebrity is more accessible than ever, and, thanks to social media, it can often just be the result of serendipity rather than unfading ambition. Day after day, wanna-be influencers in fitness, tech, style, and more try to manufacture their own viral moments on Instagram, Snapchat, Facebook, and Twitter. For some, it's an endless slog of low-level engagement and content. For others, like Danielle Bregoli, a.k.a. the "Cash Me Ousside" Girl, whose brief appearance on The Dr. Phil Show in September 2016 has since resulted in a massive social media following, viral celebrity unexpectedly thrusts you into the world of lucrative product deals, appearance fees, and—possibly, probably—a million dollars. New York accountant John Lieberman estimates that Bregoli still has her work cut out for her, though.


    Michelle Staebell (Rochester)

    Tax filing extension options
    WROC Rochester First
    CPA Michelle Staebell of the New York State Society of CPAs discussed some options for filing for an extension on your tax return Monday on News 8 at Sunrise. This year's individual tax deadline is April 18.  For those who feel they will not be able to submit a return by then, Staebell said there is an option.  "There's an automatic extension for for six months until October 16 this year," she said. "It's really easy to file. Anyone can file it. Because it's automatic, you don't even need to tell the I-R-S why you need the extension." Staebell said the actual form is a 48-68, but you can go onto the IRS' website, which is, and free file online.

    David Isaacs (Manhattan/Bronx)

    Confessions of a Millennial CPA: Millennials are the most productive generation
    Accounting Today
    I have had the distinct pleasure of working in the CPA world for the past ten glorious years. My tax career has spanned three countries, three CPA firms, two wealth management organizations, and one consulting company. Do I sound like your typical version of a Millennial yet? Millennials are commonly defined as people born beginning in the early 1980s through the end of the last millennium. For better or for worse, that makes me a Millennial. The older Millennials, those born in the 1980s, sometimes feel trapped between an old school, analog age and the younger Millennials who represent the digital world.

    Scott Adair (Rochester)

    What tax bracket you fall into
    WROC Rochester First
    CPA Scott Adair from the New York State Society of CPAs discussed tax brackets and how you might be able to lower yours Monday on News 8 at Sunrise. "Tax brackets basically identify what our total taxes will be for the year," said Adair. "It helps you determine whether you're going to get a refund, or whether you are going to end up owing somebody. Generally speaking, it depends on how much income you've made during that past year." Adair said there are seven tax brackets for each filing category and they vary by state.

    Jeffrey Levine (Nassau)

    Interview: Expert Tips For Making The Most Out Of Your Taxes
    CBS New York
    The middle of March also means the middle of tax season, with April 15 right around the corner. Tax expert Jeffrey Levine, CPA stopped by CBS on Sunday to answer some common questions about getting the most out of your taxes. HSU: What are some of the most overlooked deductions people miss? LEVINE: The one that comes off the top of my head is not a true deduction — reinvested dividends. People have mutual funds and they may have stocks and they put that money back and buy more shares.

    Jamie Block (Rochester)

    Making good use of your tax return
    WROC Rochester First
    CPA Jamie Block of the New York State Society of CPAs discussed some effective ways to use your income tax return Monday on News 8 at Sunrise. Block said avoid the temptation of spending your return on a vacation if you are carrying debt.  "The most important thing to do is to pay off those high-interest debts, such as credit cards," she said. If your credit situation is in check, Block said it's a good thing to prepare a rainy day fund.  "If you haven't done so already, it's a really good idea to have an emergency fund," she said.

    NYSSCPA 2017 EFJ Awards

    NYSSCPA's Excellence In Financial Journalism Awards Calling For Entries
    All Access Music Group
    The New York State Society of CPAs (NYSSCPA) 34th annual Excellence in Financial Journalism Awards (EFJ) is calling for submissions, including radio and podcast entries.  Reports published, posted or aired between January 1st, 2016 and December 31st, 2016 are eligible for the awards, which will be presented at a luncheon at the Tribeca Grill in New York on June 8th.

    David Young (Rochester)

    Common tax filing mistakes
    WROC Rochester First
    CPA David Young discussed common mistakes made when filing your income tax return Monday on News 8 at Sunrise. This was part two of a conversation with Young that originated in February. Young revealed 15 common errors he has observed when it comes to filing income tax returns: 1. Incorrect filing status recorded - One of the most common mistakes, according to Young, is people filing as single taxpayers when they qualify for the much more favorable head-of-household (HOH) filing status.

    Colleen Stannard (Southern Tier)

    It's Your Money: Tax Filing Mistakes to Avoid
    WETM NBC 18 Elmira
    CPA Colleen Stannard from Insero & Co. CPAs shares some of the most common tax filing mistakes and how to avoid them.

    NYSSCPA - Westchester Chapter’s Tax Hotline

    Tax hotline returns March 4
    The Journal News
    With the April 15 tax deadline looming, it’s time to dig out those folders filled with receipts, total up the income on your 1099s and consider making another contribution to your IRA. But questions may loom as you consider how to complete your 1040 and whatever other forms you need to fill out. Tax Watch, in association with the Westchester Chapter of the New York State Society of CPAs, will open up our Tax Hotline on Saturday, March 4 from 9 a.m. to noon. Volunteer CPAs will answer your 2015 tax questions.


    Barry Kleiman (Manhattan/Bronx)

    IRS Begins Releasing Returns Delayed by PATH Act
    Wolters Kluwer Standard Federal Tax Reports – (Page 3)
    The IRS is beginning to release refunds affected by the Protecting Americans from Tax Hikes Act of 2015 (PATH Act). Some early filers had experienced refund delays. At the same time, the agency renewed its warning for taxpayers to be on the lookout for identity thieves and scam artists. “The PATH Act prevents the IRS from issuing refunds prior to February 15, 2017 for returns that claimed the earned income tax credit (EITC) or the additional child tax credit (ACTC).

    Matt Bryant (Rochester)

    Driver’s license required to file taxes in NY
    News 10 ABC
    CPA Matt Bryant of the New York State Society of CPAs discussed an important new requirement for all New York tax returns beginning this year. Bryant said beginning this year New Yorkers will be required to submit a copy of their driver’s license with their tax return. “The state is asking for the driver’s license information as an additional verification step, to make sure that the tax refunds go to the right people,” he explained.

    Matt Bryant (Rochester)

    Tax return driver's license requirement
    WROC Rochester First
    CPA Matt Bryant of the New York State Society of CPAs discussed an important new requirement for all New York tax returns beginning this year Monday on News 8 at Sunrise. Bryant said beginning this year New Yorkers will be required to submit a copy of their driver's license with their tax return.  "The state is asking for the driver's license information as an additional verification step, to make sure that the tax refunds go to the right people," he explained. The IRS will review the state of issue, issue date, expiration date, and document number.

    Sidney Kess (Manhattan/Bronx)

    Tips for Whittling Down Your Tax Bill
    New York Times
    Regardless of what Congress ends up doing about the future of the tax system, you don’t need to pay more than you owe for the 2016 tax filing season. You can probably whittle your liability by going through last year’s records and checking to see if tips from tax professionals may apply to you. Whether you use a professional tax preparer or software, or handle the return on your own, you will need to assemble information and gather receipts and tax documents.

    Charles Benway (Westchester)

    IRS May Be Stepping Up Scrutiny Of Mortgage Deductions
    The Commercial Record
    If you’re like millions of homeowners, you recently received a familiar, innocuous-looking document from your lender. It’s called Form 1098 and it totes up how much interest you paid on your mortgage last year. Your lender is required by law to fill it out and send it to the IRS. But there are key differences in this year’s form that are easy to miss yet potentially important to you – and could trigger an audit by the IRS.

    Anthony Mangiameli (Rochester)

    What you can't deduct on your tax return
    WROC Rochester First
    CPA Anthony Mangiameli of Insero & Associates and the New York State Society of CPAs discussed some of the items that cannot be deducted on your tax return Monday on News 8 at Sunrise. "There are a lot of expenses that individuals are going to considering when filing a tax return, whether they're going to take a standard deduction or they're itemizing," said Mangiameli. "One of the biggest misconceptions is that individuals believe that they can deduct the mileage of their normal commute from their home to their base of business." There are some exceptions.  "Let's say your normal daily commute from home to work is twenty miles, and you spend fifty business miles on the day, that thirty miles in excess of your normal commute, you'll be able to deduct," Mangiameli explained.

    Paul Hornbuckle (Southern Tier)

    It's Your Money: Tax Filing ID Requirements
    WETM NBC Elmira 18
    CPA Paul Hornbuckle shares what you need to know about the new requirements for filing taxes this year.



    NYSSCPA Tax Hotline - Scott Adair (Rochester)

    Tax Hotline puts You First
    WROC Rochester First
    News 8 is putting You First with a Tax Hotline Monday afternoon from 5:00 to 6:30 p.m. during our evening newscasts. Local tax experts from the New York State Society of CPAs will be in studio to take your calls and answer your tax-related questions. CPA Scott Adair is one of the tax experts who will help answer your questions.  Monday morning on News 8 at Sunrise he also discussed the documents you need to successfully file your tax return. "Primarily what you want to focus on is making sure that you bring in your income items, your expense items," said Adair.

    NYSSCPA’s Rochester Tax Hotline

    Putting You First: Tax time help
    WROC Rochester First
    It's that time of year – tax time. The W-2 forms are rolling in, and many people are making sure they have everything in place to file their taxes. But you may have some questions – especially as there are some changes this year. This is the first year that New York State is requiring information from your driver’s license. They say it’s another step to ensure the authenticity of your return, and to prevent fraud. If your social security number has been compromised, identity thieves can’t e-file a tax return without your driver’s license number – preventing them from stealing your refund.

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