From:                                         Amy Pitter <apitter@masscpas.org>

Sent:                                           Friday, January 6, 2023 3:36 PM

To:                                               Hannah Naranjo

Subject:                                     Friday at Five is here!

 

Your weekly MassCPAs member news

MassCPAs

Your Weekly MassCPAs
Member News

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CEO Corner

Dear Hannah,

 

Happy New Year! I hope you were all able to relax and spend time with your family and friends over the holidays – 2023 is already shaping up to be another busy year! With so much going on both in the profession and the world around us, I wanted to share one of our newly revamped resources to help ease some of the burden that many are facing as we gear up for tax season. 
 
Our new-and-improved Vendor Directory is a year-round interactive exhibit hall designed to connect you, our members, with quality vendors that will help you succeed. Whether you’re looking for help with payroll, an IT consultant or anything in between, the Vendor Directory is the perfect place to find a partner to help with all your service needs. Complete with member benefits, testimonials and direct contact information, you can easily search by business category, location or name. The Directory is updated throughout the year, so be sure to check back often as your planning needs change. You can find out more on our website at masscpas.org/vendordirectory, or reach out to Kristin Wells at kwells@masscpas.org
 
We hope you will find the Vendor Directory to be a helpful resource, and as always, we welcome your thoughts and suggestions about ways we can help you, your firm or organization in 2023 and beyond. Please feel welcome to reach out to me at any time. Stay well and have a great weekend!  

 

Amy Pitter
MassCPAs President and CEO


 

Top Stories

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Next Week's Events

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LAST CHANCE TO REGISTER! Our State Tax Virtual Conference is sure to set you and your organization up for a successful year! We'll cover gearing up for a successful busy season, updates from the Department of Revenue (DOR) and Appellate Tax Board, hybrid hang-ups of post-pandemic tax compliance, national trends in state and local tax policy and much more! You can see who's coming here.
 


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Young Professionals Coffee Connection with the CFA Society Boston (1/11) 

Join MassCPAs and CFA Society Boston next Wednesday, January 11, from 8:00 – 9:00 a.m. at Tradesman Coffee Shop and Lounge for coffee on your commute and the opportunity to network with fellow financial professionals from the CFA Society Boston.

REGISTER | Walk-ins are also welcome!


Join a Committee Meeting:

Please note: Registrants can view the Zoom link for their upcoming meeting here

Register for the Nonprofit Conference

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Our Nonprofit Conference is less than two weeks away! We'll cover the state of nonprofit organizations, updates on the Financial Accounting Standards Board (FASB) and E-filing, cybersecurity and cybercrime and more! You can see who's coming here

 

MassCPAs Trivia – Two Dates and Locations!

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Join us for a night of trivia, food and drinks on Thursday, January 19, at Fenway Johnnies in Boston, or on Thursday, January 26, at the Roosevelt Room Union Station
in Northampton
!


Teams can be anywhere from two
to six people, and firms/companies are encouraged to enter more than one team. Registration includes two drink tickets and heavy appetizers.

Questions? Contact Maggie Grasso.

FREE CPE PLUS Webinars

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Save $30,000 on your CPE!  
Let us help you stretch your CPE dollars with the help of the state’s Workforce Training Express Fund. All MassCPAs courses, conferences and customized team trainings are eligible for reimbursement — and funds reset on January 1, so you can be reimbursed up to $30,000 this calendar year!

To qualify, you must register and apply for reimbursement three weeks prior to the start of the program/event, and we can help! Click here or contact Julia Ekelund to get started today!

Get Involved with MassCPAs

Book Your Firm Visit


Help your staff make the most of their membership! MassCPAs President and CEO Amy Pitter will host a one-hour virtual or in-person session to give your team an update on the profession and ways to get involved at MassCPAs. The agenda can be tailored to fit your firm's unique needs. To schedule your visit, contact Jill Foley. Attendees earn one CPE credit.


Industry Virtual Roundtable (1/24)
 

Join our next Industry Virtual Roundtable on Tuesday, January 24! This is a great opportunity to network and make lasting connections with peers who can help you throughout your career. We'll cover hot topics in accounting and engage in meaningful dialogue on the issues impacting your organization. Attendees earn one CPE credit.

REGISTER

Have questions or topics you want to discuss?
Reach out to Jill Foley to have them added to the agenda! 


Small Firm Virtual Roundtable (1/27)

Join our next Small Firm Virtual Roundtable on Friday, January 27! We'll cover busy season prep and hour expectations, outsourcing, technology and much more. Attendees earn one CPE credit.

REGISTER


2023 Wellness Series

Stay active and achieve your whole-body health goals this winter with free wellness webinars and the MassCPAs Fitness Challenge. 

LEARN MORE

SumNews

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The January 2023 issue of SumNews is here! Meet MassCPAs' Academic and Career Development Team, read our latest issue of The Pulse, learn the benefits of employee stock ownership plan companies and much more! We also spotlight MassCPAs members Lauren Arbeiter, CPA, Justin Radny, CPA, MST, Terence Shepherd, CMAA, CPA, MST, and Erik White, CPA, CFF, CFE. READ NOW


Share Your Expertise in SumNews
 

MassCPAs is always looking for members to write articles to include in SumNews. If you or someone from your firm or company are interested in authoring an article on a timely topic, please reach out to Lindsey Baker. To view our author guidelines, click here.

Exclusive Member Benefit

Cirque du Soleil: Corteo Show Tickets (1/12 - 1/15)

If you love clowns, this show is for you! Taking its title from the Italian word for "cortège," or procession, Corteo offers a parade of brilliant entertainments in a carnivalesque atmosphere. It was inspired originally by "The Grand Parade: Portrait of the Artist as Clown," a 2004 exhibition at the National Gallery of Canada.

Discounted tickets are available for the following upcoming shows at the DCU Center in Worcester:

  • Thursday, January 12 at 7:30 p.m.
  • Friday, January 13 at 7:30 p.m.
  • Saturday, January 14 at 3:30 p.m.
  • Saturday, January 14 at 7:30 p.m.
  • Sunday, January 15 at 1:00 p.m.

GET TICKETS 

Questions?
Contact Sarah Hudson.

Member News

CATHRO LLC, Florence, and EVOLVE CPA CONSULTING LLC, Sutton, announced that the two firms have partnered with the formation of TAC CPAs LLC.

GRAY, GRAY & GRAY, LLP,
Canton, announced the following promotions: 

  • MEGHAN BAY to supervisor in the firm’s internal accounting department 
  • STEPHANIE CARABINE to senior staff accountant in the firm’s client accounting and advisory services department 
  • JAMES COTTER to manager in the firm’s sage intacct and advisory services department 
  • DIANE GIBSON, CPA, and AKI GOTO, CPA, CIA, to senior managers in the firm’s audit and assurance department 
  • VERONICA HAACK to senior staff accountant in the firm’s audit and assurance department 
  • JACLYN LINEHAN, MST, to senior manager in the firm’s tax department 
  • NICK MAURO, EA, to manager in the firm’s tax department 
  • CHRISTIN SCHOW to office manager 
  • SHWETA SINGH to supervisor in the firm’s tax processing department 
  • ASHTON VIGUERAS-LAROCHELLE to senior integrations consultant in the firm’s client accounting and advisory services department 

LGA, LLP, Chestnut Hill, announced the following new hires: 

  • KARLA AIZPURUA as operations coordinator 
  • CHRIS BYERS and LUKE HOSMAN as tax associates 
  • SCOTT CALLAHAN as tax principal 
  • JOE COOK as accounting and auditing senior 
  • JOSEPH FABIANO as partner 
  • ANTOINE GUGLIELMI as associate of business advisory services 
  • AUDREY SHEEHAN as associate accountant of audit and assurance 
  • SCOTT WILSON as tax senior 

MARCUM LLP, Andover/Boston/Greenfield, announced that MELANSON, P.C., Merrimack, NH, merged with the firm, effective January 1. 
 

MEYERS BROTHERS KALICKA, PC, Holyoke, announced the following promotions:

  • SAMANTHA CALVAO and ANDREA LATOUR to associates 
  • MALLORY BEAUREGARD, OLIVIA CALCASOLA, LAUREN FOLEY, KEARA MOULTON, KELLY MOULTON and FRAN MURPHY to senior associates 
  • SARAH ROSE STACK to director of marketing and recruiting 

O’CONNOR & DREW, PC, Braintree, announced that the firm merged with WITHUM, Boston/Woburn, effective January 1.

PKF BOSTON, Quincy, announced that the firm has been renamed to PKF JND, P.C.

SHARE YOUR NEWS


Latest HUB Discussions

My1040 for Electronic Organizers

Forms 8986/8978 for Adjustment to 1065

Tax Attorney for a Clients Friend

2021 Mass Tax Refund

 

READ MORE

MassCPAs Votes

Are you registered for next week's CPE PLUS webinar?

Spending a quiet evening at home

Hosting or attending a party

*See the results in next week’s Friday@Five!


How are you ringing in 2023?

 

50%
Spending a quiet evening at home

 

7%
Hosting or attending a party

36%
Getting together with friends or family

0%
Traveling

7%
Attending a live event (a theatre, concert, etc.)


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Share Busy Season Tax Tips

 

What’s your best advice for taxpayers this busy season? Share it with us and we’ll feature (and tag) you in our new Tax Tip Tuesday spotlight on social media throughout tax season. Submissions may also be shared with the media for potential member interviews on hot tax topics.

SUBMIT ADVICE


AICPA Unveils Blueprints for Redesigned CPA Exam

 

The Final Report: Maintaining the Relevance of the Uniform CPA Examination® – Aligning the Exam with the CPA Evolution Licensure Model was issued this week. The Blueprints, approved by The AICPA’s Board of Examiners (BOE) on December 1, 2022, are included in Appendix A to the Final Report. The CPA Evolution aligned Uniform CPA Exam will launch in January 2024.

LEARN MORE


2022 DEI Research Survey

 

The Center for Accounting Transformation is conducting a research study on the Diversity, Equity and Inclusion (DEI) journeys of accountants and their respective organizations or clients. The goal of this survey is to help organizations understand what resources they need to develop in their DEI practices. Please take this brief survey by next Friday, January 13.

TAKE THE SURVEY


MassCPAs Legislative Brief

 

Featuring information on the 2023-2024 Legislative Session, one-click surtax survey results and more.
 


Job Postings

Tax Preparer - Seasonal Carr Staples & Accardi, CPAs

Tax Positions - Vaillette & Sipowicz LLC


Tax Preparer/Reviewer - Maria C. Levin, PC

Senior Director - eCratchit Inc.

 

VIEW  ALL JOBS


Per Diem Job Postings

Tax Reviewer and Preparer - Brad M Capland CPA, PC

Review and Supervise Tax Preparers - Lisa A. Babineau CPA, LLC

Tax Preparer/Reviewer - Cullen Murphy & Co, P.C.

Experienced CPAs (Year Round) - Northgate Advisors, Ltd.

 

VIEW  ALL PER DIEM JOBS

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