From:                                         Amy Pitter <apitter@masscpas.org>

Sent:                                           Friday, September 16, 2022 3:35 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,
 

All of us at MassCPAs consider it an honor to provide you with a range of benefits and services so you can learn, connect and prosper. We couldn’t do any of it without the amazing team here at the Society – and this week, there have been big honors and achievements for three of our superstars! 

  • Kara Kieran, CAE, is our COO and has been with the Society for 20 years. She keeps all the trains running on time here and is often our voice of reason. Kara was just accepted into the Greater Boston Chamber of Commerce’s Women’s Leadership Program in partnership with Simmons University Institute for Inclusive Leadership. It’s a prestigious program, and she will learn so much to bring back and make the Society even better and stronger! 
     
  • Zach Donah, CAE, is our VP of advocacy. He helps set our agenda on Beacon Hill and works with Senior Manager of Government Affairs Larry Liuzzo to solve member problems at the Board and DOR. Zach also runs our pipeline programs with Director of Academic & Career Development Allie Orlando, making sure that young folks, as well as those from diverse backgrounds, think of becoming a CPA and are aware of the many career paths in the profession. I’m proud to say that in recognition of his great work in all those areas, Zach was just selected as an Association Forum 2022 40 Under 40 Recipient
  • Finally, our honoree that some of you may know best is Jill Foley, our director of member engagement who was selected as a 2022 NextGen Scholar by ASAE The Center for Association Leadership. Along with Member Relations Manager Maggie Grasso, Jill looks after all our committees, roundtables and other events to help members connect, learn from each other and have a bit of fun.

Please join us in congratulating our Society superstars Kara, Zach and Jill!

Have a great weekend!

 

Amy Pitter
MassCPAs President and CEO

Top Stories

 


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Important Legislative Update

Massachusetts Auditor Bump Certifies $2.9 Billion in Excess Revenue, Refunds Expected Beginning This November

Yesterday, State Auditor Suzanne Bump determined the net state tax revenue exceeded the allowable state tax revenue by $2.9 billion, as stipulated by M.G.L. Chapter 62F. In a press release from the Baker Administration today, “eligible taxpayers will receive a credit in the form of a refund that is approximately 13% of their Massachusetts Tax Year 2021 personal income tax liability.” Refunds are expected to be distributed beginning in November 2022. To read the press release, click here. To see what your estimated refund may be, click here.
 

The pending $4 billion economic development bill that contains numerous tax relief proposals, including that to increase the estate tax threshold, is all but certain to be the main topic of discussion on Beacon Hill for the rest of the calendar year. Several legislators we have spoken to over recent weeks seem confident that tax relief in some form will happen this fall. We continue our advocacy efforts on Beacon Hill and will keep you posted on any developments.
 

For more information on Auditor Bump’s report, click here.

Back in person! Fall Conferences

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This could be free if you register and apply for reimbursement by October 4! Learn more here
 

Join us at the Westin Waltham Hotel on Tuesday, October 25, to network and hear from inspiring women, while we present Merrill Puopolo, CPA, CGMA, with MassCPAs’ Lifetime Achievement Award and celebrate the 2022 Women to Watch Award Winners. REGISTER

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This could be free if you register and apply for reimbursement by October 13! Learn more here
 

Join us on Thursday, November 3, to develop your leadership skills and take your firm/company to the next level. This conference is filled with educational sessions and engaging presentations from thought leaders, designed for young professionals, new leaders and anyone looking to grow in your career. We will also have a photographer taking professional headshots, so don’t miss out! REGISTER


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This could be free if you register and apply for reimbursement by October 26! Learn more here
 

Join us November 16-18 at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms and their leaders. 
REGISTER

CPE

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Get Involved

September Committee Meetings*

*Registrants can now view the Zoom link for their upcoming meetings here.

Upcoming Roundtables


Join Our Women's Virtual Mentoring Circles
Women's Virtual Mentoring Circles offer a unique spin on traditional mentoring by bringing women across all levels together to develop and grow within the profession. Each Circle may be comprised of CPA and non-CPA members who meet every six to eight weeks (or as desired) to address issues affecting women in the accounting field. 
 
Register below for an upcoming meeting:

  • Boston | Friday, September 23 | 8:30 - 9:30 a.m.
  • Woburn | Wednesday, September 28 | 8:30 - 9:30 a.m.
  • Statewide | Thursday, September 29 | 8:30 - 9:30 a.m.

To learn more, click here or contact Maggie Grasso.  
 
Please note: You must be a MassCPAs member to participate. 

MassCPAs Virtual Career Fair & Graduate Expo (9/23)

LAST CHANCE TO REGISTER! Interested in recruiting future CPAs? Look no further! Join us via broadcast on Friday, September 23, to "meet" and network with promising new hires and interns! The Expo’s online platform will allow you to recruit interns and entry-level candidates as well as professionals in transition. If your firm/company has open positions or internships available and would like to exhibit this event, please view exhibiting options here.

To register your firm/company, click here.

Questions? Contact Allie Orlando.

Networking Events

Member Networking Nights  
Network with accounting professionals in your community! Attendees for each location will be entered to win a prize, so sign up now for your chance to win! Please limit your registration to one location:

  • New Bedford | Monday, September 19 | 4:00 – 6:00 p.m.
  • Burlington | Wednesday, October 19 | 4:00 – 6:00 p.m.
  • Springfield | Tuesday, November 1 | 4:00 – 6:00 p.m.
  • Quincy | Wednesday, November 9 | 4:00 – 6:00 p.m.
  • Waltham | Thursday, December 15 | 4:00 – 6:00 p.m.

 FREE CPE PLUS Webinars

 

Member News

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Member Spotlight: Stephen Macary, CPA 
Manager of Accounting,
Automobile Insurers Bureau of Massachusetts

Meet Stephen Macary, CPA, manager of accounting at the
Automobile Insurers Bureau of Massachusetts!
Read our interview with Stephen from the July issue of SumNews where he shares how he remains active and motivated with the help of the MassCPAs Fitness Challenge. MEET STEPHEN


AAFCPAs, Westborough, announced that HUI-TING GRADY, CPA, was promoted to audit director. The firm also announced that: 

  • BRITTANY ADRIKO was promoted to project manager 
  • ELIZABETH BLACKWELL and DANIEL CROSBY joined as audit operations specialists 
  • KATHLEEN CAPUTO (DEVINE), JAMES MASISON, MBA, ANDREW MCNEMAR, and ERALDI SAROLLI, MSA, were promoted to accounting managers, of managed accounting solutions 
  • KEVIN CASSIDY, CPA, MSA, MATTHEW LOUGEE, CPA, MSA, and TOMAS PUEYO, CPA, MSA, were promoted to tax managers
  • PATRICK COAKLEY, MBA, was promoted to audit manager 
  • KRISTIN FITZPATRICK, PHR, SHRM-CP, joined as director of talent management 
  • CAMILA GONZALEZ WHALEN, CPA, was promoted to tax director 
  • JAMIE HOPPOCK was promoted to senior project specialist 
  • EMMA JANNSEN, MS, was promoted to learning and development advisor 
  • COURTNEY MCFARLAND, CPA, MSA, 340B ACE, and NICHOLE REILLY, CPA, MBA, healthcare practice leaders, presented an educational webinar: Reassess Eligibility for the Employee Retention Credit 
  • TAMMY MCGOWAN joined as a small business accounting manager 
  • DAVID MCMANUS, CPA, CGMA, tax partner and cannabis practice leader, gave a presentation on “Inventory Costing and 471 Guidance” at the AICPA & CIMA Cannabis Industry Conference. McManus was also recently published in Cannabis Business Executive: Easting the Burden of Cannabis State Tax Compliance, with supporting insights from KELLY ZACK and DAVE GRAVEL, CPA 
  • BRIAN O'HEARN, MSA, CHRISTIAN PETRUZZELLI, CPA, MSA, and MICHAEL RATTI, CPA, MSA, were promoted to tax supervisors 
  • DAWN PANTANO, CPA, CITP, earned the Sage Intacct Implementation Specialist certification
  • TATIANA PETUKHOVA, CPA, MSA, was promoted to audit supervisor 
  • MARC VOJINICH, CPA, joined as tax director
  • In collaboration with the Massachusetts League of Community Health Centers (The League), CIRO CASTALDI, CPA, MBA, and CHARLES WEBB, CPA, CHFP, presented a webinar in August on HRSA (the Health Resources and Services Administration) health center compliance manual and HRSA OSV (Operational Site Visit) protocol requirements surrounding the sliding fee discount program and fee schedules; ROBERT CONSTANTINO, CPA, MSA, and MATTHEW HUTT, CPA, CGMA, presented an educational webinar in September on the federal and state requirements of time and effort; PAULINE LEGOR, CPA, and COURTNEY MCFARLAND, CPA, MSA, 340B ACE, presented an educational webinar in July on “340B Drug Pricing Program Compliance" 
  • The firm was a proud Sponsor for the 14th Annual Boston Business Journal CFO of the Year Awards 
  • Staff members enjoyed their annual staff outing at Kimball Farm in August. The firm donated $1,440 to NeighborWorks Blackstone River Valley as part of its annual Staff Outing fundraiser and 10% Back to Nonprofits Program. 

BAKER NEWMAN NOYES (BNN), Boston/Woburn, announced that JIM GUARINO, CPA, PFS, CFP®, MST, provided insight on the Inflation Reduction Act for Accounting Today and Barron’s. Guarino was also quoted in a CNBC story on mid-year tax strategies and advised taxpayers and professionals around state-level child tax credits for AccountingWEB.

E.J. CALLAHAN & ASSOCIATES, Wakefield, announced the following new hires: 

  • DAKOTA HANDLY as an intern 
  • KATE POWLOWSKY as senior audit associate 
  • JEFF ROGERS, CPA, MST, as tax director    
  • ASHLEY ROUND and CATHRYN SCANLON as audit associates  


Latest HUB Discussions

Federal and MA Tax Overpayments Carryforward

 

Register for the September 20 Tax Committee Meeting

Gambling Losses for MA Part Year/Non-Residents

ERTC Complete/Partial Government Shutdown

 

READ MORE

MassCPAs Votes

Do you support the Fair Share Amendment?

Entertaining family and friends at home

Planning a day trip

Not sure

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


Will you be joining us for our 21st annual Women's Golf Outing & Clinic?

 

40% Yes!

 

60% Not sure yet

 


Leadership Series (9/28 - 12/21)


Our Leadership Series kicks off Wednesday, September 28! Designed for manager and senior manager level employees, this five-part virtual series will help you develop critical leadership skills you need to advance at your firm/company.

REGISTER  
 
Please note: This series is only offered as a bundle and participants cannot register for individual sessions.


Auditors: AICPA Government Audit Quality Center Needs Your Feedback


Due to the historic amount of federal pandemic funding, the AICPA Government Audit Quality Center (GAQC) is gathering auditor feedback on how it can best support you. If you have clients that have received federal pandemic funding subject to single audit, please take this short survey by next Friday, September 23. Your feedback will help the GAQC continue to develop resources.

TAKE THE SURVEY


Calling All CPAs – Share Your “Why”


 Please take this one-question survey to tell us why you became a CPA. We’ll share responses with high school and college students, and feature them on our social media, throughout the fall.

TAKE THE SURVEY


Book Your Firm Visit

 

MassCPAs President and CEO Amy Pitter will host a one-hour virtual or in-person session to help your staff stay updated on the profession and find out how they can make the most of their memberships! The agenda can be tailored to fit your firm's unique needs. To schedule your visit, contact Jill Foley. Attendees earn one CPE credit.


MassCPAs Legislative Brief

 

Featuring MassCPAs poll on the Fair Share Amendment, the MA DOR's August 2022 revenue collections totaling $2.601 billion and more.


Job Postings

 

Tax Accountant -
Scappini & Pina, P.C.

Part-Time Office Administrator - Scappini & Pina, P.C.

Seasonal Tax Preparer - Scappini & Pina, P.C.

General Accounting Manager - Federal Home Loan Bank of Boston

 

VIEW ALL JOBS


Per Diem Job Postings

 

Expert CPA in the ASC 842 Lease Accounting Standard - iLease Management LLC

Tax Preparer - Betro & Company, P.C.

 

VIEW ALL PER DIEM JOBS


Volunteer Opportunity

 

CPA or Tax Accountant - Women in Film & Video New England
 

VIEW VOLUNTEER OPPORTUNITY

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