A Message From The President - NYSSCPA...NEWSLETTER 14 Wall Street, New York, NY 10005 VOLUME 59...

NEWSLETTER

14 Wall Street, New York, NY 10005 www.nysscpa.org

VOLUME 59 ISSUE 5 | JANUARY 2015

A Message From The President

Thank you,

Robert S. Barnett, [email protected]

I hope everyone enjoyed the holiday season with their loved ones. I’d like to thank the officers, board, and all the committee chairs for working so hard over 2014. Our chapter had a successful year with many of our events taking on a charitable cause.

In the past months, we have contributed funds to over 25 charities. We increased our support for the COAP program, assisted Island Harvest with our Ellen Gordon Run/Walk, held a successful blood drive, interacted with young students at our Mentor-a-Student Night, and raised money for We Care in conjunction with the Nassau Academy Bar. Thanks to all for making these events and our other meetings so successful.

On January 14th, we’ll have our annual CPA Ethics Update, in conjunction with our managing partners’ meeting, to be held at The Chateau Briand in Carle Place. The Nassau Chapter All Day Estate and Personal Financial Planning Conference will be held on January 17th at the Long Island Marriott in Uniondale. Our joint Nassau/Suffolk Bankers’ Meeting will be held at The Crest Hollow Country Club in Woodbury on January 29th. Year after year, this event has proven to be one of our most popular networking opportunities.

There will be many events and informational meetings over the next couple of weeks to help prepare you for tax season. Please visit our Chapter website for additional information about our events and/or to register.

I hope to see you all at our upcoming meetings and events and I am looking forward to the remaining months as your President.

Wishing you all a very happy, healthy and prosperous New Year!

http://www.nysscpa.org

http://www.www.nysscpa.org

mailto:rbarnett.nassauchapter%40cbmslaw.com?subject=


VOLUME 59 ISSUE 5www.nysscpa.org 2

PresidentRobert S. Barnett, CPA

President-ElectPhilip H. Kanyuk, CPA

Vice PresidentLynne M. Fuentes, CPA

Treasurer Christine P. Hallahan, CPA

Secretary Anthony Basile, CPA

Past PresidentScott Sanders, CPA

Directors Alex Resnick, CPA

Anthony Aronica, CPAEliot Lebenhart, CPA

Cynthia Sze, CPA Michael D. Katz, CPA

Mark Goldschmitt, CPA Jill Scher, CPA

Kristina Albarella, CPA

Accounting & AuditingMark Goldschmitt, CPA

Mark R. Cuccia, CPAMarcy Greenfield, CPA

Attorney & AccountantsKristina Albarella, CPA

Jill Scher, CPA Anthony Basile, CPA

CFO & Financial ExecutivesManlio Cafiero, CPA

Anthony Aronica, CPA

Cooperation with Bankers & Credit Grantors

Neal Korenberg, CPA

Cooperation with Educational Institutions

Anthony Basile, CPAMichael D. Katz, CPA

Abby Lucrezia

Community Affairs & Public Relations

Kenneth Rick, CPA

Estate & Personal Financial Planning

Christine P. Hallahan, CPAEric M. Kramer, CPAScott Sanders, CPA

Stuart R. Shapiro, CPA

Financial Literacy Karen J. Tenenbaum, CPA

Cynthia Sze, CPA Timothy Coville, CPA

Litigation & Forensic Services

Nannette Watts, CPAJohn M. Spatola, CPA

Management of Accounting Practice

Louis Grassi, CPA

MembershipJohn V. Pellitteri, CPA

Medical & Other Professionals

Neal Guber, CPA

NewsletterLynne M. Fuentes, CPAEdwin J. Kliegman, CPA

President’s Advisory Committee

Mark L. Meinberg, CPAEric M. Kramer, CPAMichael Gaines, CPA

Practice ContinuityEliot Lebenhart, CPA

Craig Morris, CPALarry Bloom, CPA

Anthony Basile, CPA

Real EstateJoel Dressner, CPA

Vivian Martinez, CPA

Small Practice Unit MapEliot Lebenhart, CPA

Kenneth Hauptman, CPAScott Sanders, CPAAlex Resnick, CPA

Sponsorship CommitteeScott Sanders, CPAHoward Fine, CPA

Taxation CommitteeRobert J. Schaffer, CPA

Robert Barnett, CPAIola Damante, CPA

Technology CommitteeMark Plostock, CPA

Women’s Focus GroupChristine P. Hallahan, CPA

Geri Gregor, CPAElizabeth Oberg, CPA

Young CPAsJoshua S. Sechter, CPA

Bruce A. LaMarca, CPACarmelina Hernandez, CPA

Wei Xu, CPA

Message From The President . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Newsletter Overview & Useful Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Member Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Committee Spotlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 In The News . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Upcoming Meetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-20Event Highlights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21-23 Committee Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24Information & Hotlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Newsletter Deadlines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Change Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Save The Dates:

NEWSLETTER OVERVIEW & USEFUL INFORMATION

Chapter Officials:Table of Contents:

January 2015CHAPTER MEETINGAnnual CPA Ethics UpdateWednesday, 1/14Chateau Briand, Carle PlaceDinner 5:30; CPE Presentation 6:45

Managing Partners Town Hall MeetingWednesday, 1/14 Chateau Briand, Carle Place 4 PM (immediately prior to Ethics Update)

CFO & Financial ExecutivesThursday, 1/15CFO Best Practices – Budgeting & Performance Measurement Meltzer Lippe, Mineola 8-10 AM

Coop w/Bankers & Credit GrantorsThursday, 1/29Joint Nassau/Suffolk eventNetworking, Cocktails, Buffet DinnerCrest Hollow Country Club, Woodbury, 6-8:30 PM

Estate & Personal Financial PlanningSaturday, 1/17All Day ConferenceLong Island Marriott, UniondaleNetworking & Breakfast 8:30 AMPresentations 9 AM-5 PM

Financial Literacy CommitteeThursday, 1/15Nawrocki Smith, Melville8-10 AM

Practice Continuity CommitteeTuesday, 1/13Retirement Planning for CPAsPanel Discussion with CPAs & Hank Sessa, “Life Coach” and Retirement PlannerOn Parade Diner 8 AM

Small Firm MAPFriday, 1/16Estate Planning Update - Straight from HeckerlingOn Parade Diner8-10 AM

Taxation CommitteeThursday, 1/15 * date changeIn-Depth Review of the Tangible Property Regulations & Tax UpdateEquinox Financial Planners, WoodburyRefreshments & Snacks 2:30-3 PMPresentations 3-5:30 PM

February 2015CFO & Financial ExecutivesJoint w/ Suffolk ChapterWednesday, 2/11FASB, GAAP & Private Co.Accounting UpdateSignature Financial, Melville8-10 AM

Financial Literacy CommitteeThursday, 2/12Sanders Thaler Viola Katz, Jericho 8-10 AM

Small Firm MAPFriday, 2/20Tax Season Issues – RoundtableDiscussionOn Parade Diner8-10 AM

March 2015CFO & Financial ExecutivesTuesday, 3/17 * date changeCommercial Leases – Legal & MarketUpdateMeltzer, Lippe, Mineola8-10 AM

Financial Literacy CommitteeThursday, 3/19Location TBD8-10 AM

Small Firm MAPNo Meeting - Tax Season






MEMBER PROFILE: Kristina Albarella

MEMBER PROFILE

If there was one person who influenced Kristina Albarella to become an accountant, it would be Sister Judy Olsen, who was her accounting teacher at Molloy College. “I attended Molloy with the dreams of becoming a Special Education teacher,” she explained. “In my second year, I needed a course to fill my schedule and decided to take Accounting 101. I was immediately drawn to the subject and loved how everything seemed to always ‘balance,’ which fit right in with my over-analytical side.”

Kristina works at Marcum LLP in Melville as a Senior Manager in the firm’s Corporate Tax Department and Chair of its Marketing Committee for Melville tax management. As a corporate tax accountant, she is involved in audits as a reviewer of tax provisions for SEC disclosures. Kristina effectively represents clients with federal and state audits, as well as clients with international operations within the retail and service provider industries. In addition, she advises companies with corporate restructurings, acquisitions and liquidations. Her areas of expertise include ASC 740/FIN 48 analyses, financial statement disclosures, corporate compliance consulting and research, transfer pricing and tax representation.

Most recently, Kristina has worked with Tim Larson, an International Partner at Marcum’s New York City office, and other Marcum employees across the U.S. to develop her expertise in the International Tax arena. “This has been one of the hottest areas of taxation, with both business and national news outlets regularly reporting on corporate inversions as a means to achieve reductions in a company’s overall effective tax rate,” she said.

Kristina has more than 20 years of public and private accounting experience. Before joining Marcum in 2008, she was principal tax advisor for an international public company and, prior to that, she spent eleven years as a senior tax manager with a “Big Four” accounting firm.

Throughout her career, she learned the importance of building professional relationships with clients and others in the accounting field and being yourself.

“The quality of relationships that we establish with our clients and colleagues will determine our success in this business,” Kristina said. “I learned that being myself is best, especially being trustworthy, whether with a CFO of a major corporation or with my new colleagues. Even in the business world, I quickly learned that we are all human, we make mistakes and we all have good days and bad days.”

In May 2014, Kristina was inducted as a member of the executive board of the NYSSCPA-Nassau Chapter. “I consider this an honor and am truly grateful to have the opportunity to collaborate with some of the best leaders in the profession,” she said. She has also been a co-chair of the Attorney & Accountants Committee for the last several years.

On November 25, 2014, the committee held its annual “Neturkeying” event, in which accountants and attorneys had the opportunity to network while supporting charitable causes. Each year, the proceeds from the event’s sponsors have been donated to charities designated by NYSSCPA-Nassau and the Nassau County Bar Association. The committee also collected non-perishable food items, which were donated to Island Harvest. Since the event began four years ago, participation has more than doubled.

Kristina became involved in the Nassau chapter when she started to attend the events in support of Ron Finkelstein, Marcum’s partner with the Trusts and Estates division, who was chapter president at the time. “Ron saw my interest in networking and requested my assistance with the Attorney & Accountants Committee,” she said. “I figured I had to join the chapter since I would be co-chairing the committee.”






MEMBER PROFILE: Kristina Albarella (Continued)

MEMBER PROFILE

By joining the chapter, Kristina said, she has built relationships that have resulted in her bringing in business for her firm, as well as referring business to other practitioners. “Involvement with the chapter opens yourself and your firm to others within the accounting profession as well as professionals within the legal, valuation, finance and real estate fields. Maintaining solid relationships and nurturing new relationships is an ongoing process that is an integral part of both our professional careers and our personal lives.”

In addition to her work with the NYSSCPA Nassau Chapter, she is active in her church, Christ The King, in Commack. She serves as a lector, a wedding rehearsal coordinator and welcoming ambassador to new parishioners. She is also financial secretary of the Commack Court of the Catholic Daughters of America. “With the work/life balance Marcum LLP provides for me, I am also able to volunteer at my son’s school,” she said. “This, to me, is the most invaluable benefit of my career.”

While working at Marcum and serving on the NYSSCPA-Nassau board and the Attorney & Accountants Committee, Kristina is currently pursuing her Master’s of Science degree in Taxation at Hofstra University. She suggests that aspiring accountants study for the CPA exam as early as they are able to sit, if not before, because they may not be able to do so when the “busy season” comes. She also advises them to obtain their MS or MBA degree in the five-year program, provided they have the time and the money.

But the most important piece of advice she offers new accountants is that hard work pays off. “There are so many avenues your expertise can take you,” she said. “If you work hard for a national public accounting firm, you will get the experience and skill set that can drive you in the direction you desire years down the road.”

She has also learned that accounting is about more than numbers; it is also about people. “While often wondering if being an accountant would be self-fulfilling, I now know that being an accountant provides so many opportunities to give back to others, whether by teaching staff and clients, being active in NYSSCPA-Nassau events which promote charitable giving or allowing my skills to be utilized for local commitments in the community.”






COMMITTEE SPOTLIGHT

The Small Firm MAP Committee is comprised of a core group of CPAs who discuss ways to improve their accounting practices. They meet eleven times a year and, at their networking events, introduce themselves and share with the other participants how long they have been practicing and, more interestingly, the specialties and niches in which they concentrate. This works out for other CPAs who might have the same specialty or niche in their practice but may have a problem or question that other CPAs outside their areas of expertise may be unable to solve or answer.

The committee was formed by Craig Morris, CPA, who has been a sole practitioner since 1981. He believed that a committee comprised of sole practitioners and small CPA firms would benefit, as those in the group learned from each other the obstacles they faced in their practices and how they can attract as many clients as their larger counterparts do. By forming this committee, it disabused the notion that only larger firms could be members of the NYSSCPA. For the first three years, Craig was the Committee’s Chair. All four of the group’s current co-chairs — Scott Sanders, Alex Resnick, Eliot Lebenhart and Ken Hauptman — started out as sole practitioners before joining other firms.

Since its inception 15 years ago, the Small Firm MAP Committee has made it its goal to assist sole practitioners and small to medium-sized CPA firms with fewer than 50 employees in building up their practice, with the focuses being:

• helping CPAs solve any problems that may impede the growth of the practice, such as employment, workflow and paperwork issues

• teaching CPAs how to market themselves • offering tips to CPAs on how to operate a more efficient

and more well-run practice• teaching CPAs to use engagement letters• acting as a resource to fellow CPAs on tax- and audit-

related issues• aid the practitioner in how to bill more effectively• having roundtable discussions on current issues, such

as Hurricane Sandy, late starts to the tax season, identity theft, etc.

Over the past two years, the committee has grown from 100 to 160 core group members. The committee recruits new members through NYSSCPA forums — including the Nassau Chapter newsletter, NYSSCPA email announcements and the Open Forum Exchange — and by word of mouth. New members are welcomed and encouraged to attend any and all upcoming meetings. Your insight and support is always appreciated.

The committee co-chairs have been very active in not only building up its membership but also in attracting event sponsors. Ace Payroll and Giorgenti Custom Menswear have been ongoing sponsors for the Small Firm MAP Committee meetings and will continue to be throughout fiscal year 2015.

On December 19, 2014, the committee held its regular meeting. The presentation was titled “Engagement Letters — Detailed Review & FBAR Requirements.” Among the topics covered included when to issue an engagement letter, client communications required by AICPA, third parties and engagement letters, the scope of services and the client’s responsibilities, and the filing requirements for FBAR and Form 8938. The next meeting will be held on January 16, 2015 and will address “Estate Planning Issues — Straight from the Heckerling Conference in Orlando, Florida”.

For more information, please contact:

Scott Sanders, CPA, PFS, CGMA®, CFP, CFS, [email protected]

Eliot Lebenhart, CPA, [email protected]

Kenneth Hauptman, CPA, [email protected]

Alex Resnick, CPA, [email protected]

Small Firm MAP Committee





mailto:ssanders%40st-cpas.com%20?subject=


IN THE NEWS

We on the Practice Continuity Committee hope you all had a happy holiday season and a very prosperous 2014. For those of you who have made a New Year’s resolution to make the 2015 tax season your last, our upcoming meeting is for you. On Tuesday, January 13, 2015, guest speaker Hank Sessa, a retirement consultant and planner, along with Larry Lioz, a retired CPA; Michael Gaines, a near-retirement CPA; and Robert Goldfarb, a CPA whose firm merged to enhance partner retirements, will discuss the different perspectives that go into planning for a CPA’s retirement.

Hank will help you think about the decisions that affect the years beyond your public accounting career. He’ll help you navigate the retirement process, as well as plan for your retirement… and beyond. Hank is a consultant who doesn’t sell any products. Instead, he uses his vast knowledge to help people understand the impact of retirement benefits, health insurance, and accumulated assets on their decision making and retirement planning. Hank has held over 125 seminars attended by thousands. A seminar with Hank is an awareness-building experience that informs, educates, inspires and brings relief to the anxiety surrounding retirement decisions.

You may already know members of our panel. Each of our CPA panel members has been prominent in our field and active in our professional organizations, representing well-known firms on Long Island. Hank and our panel will discuss the important questions to get our group thinking about retirement in a more serious way.

Our final meeting for the season is on April 24, 2015. Suzanne Holl of Camico has been published recently in the Trusted Professional. She will speak on her article “Practice Continuation for Small Firms - an Action Plan.” She will address the details of Practice Continuation Agreements and will expand on the concepts in her article. She will bring some new ideas on the issue and answer questions on practical applications of the Practice Continuation Agreement concept.

Please remember to schedule our events in your calendar now, to avoid conflicts. Our meetings are generally held at On Parade Diner, the last Friday of the meeting month, though dates and locations are subject to change. A coupon for the January 13 meeting is included in this newsletter on page 8. For more information on this meeting or our Committee, contact us at [email protected]. We look forward to seeing you.

Craig Morris, Chairman

Nassau Chapter Practice Continuity Committee





mailto:ginette%40morriscpas.com?subject=


Employer Responsibility Changes for NYC Employers

IN THE NEWS

Over the last couple of years, New York City has been passing legislation which is beneficial to the employee while adding a burden of responsibility—and possibly cost—to employers.

In 2013, we saw the enactment of the mandatory Paid Sick Time Act. Under this law, all employers are required to accrue and offer sick time to their employees. Employers of one to four employees do not have to pay for this time. The exception to this is domestic employers who must offer this as paid time. For employers of five employees or more, this must be paid time. The accrual rate is based on hours worked and there are required notifications to the employees. For specific requirements, click on the following link: http://www.nyc.gov/html/dca/html/law/PaidSickLeave_WhatEmployersNeedtoKnow.shtml

Recently, in 2014, Mayor Bill de Blasio enacted Intro 295-A (the Affordable Transit Act) which requires New York City companies of 20 or more full-time employees to offer pre-tax transit benefits to their employees. The requirement to offer this benefit is effective January 2016. Employers who do not comply will be subject to a civil penalty. While the requirement is to have the plan in place by January 2016, employers will not be subject to the penalty until July 1, 2016. This law will be enforced by the Department of Consumer Affairs.

The latest to be debated is the “Ban the Box” bill. This legislation would effectively ban credit checks in hiring and other personnel decisions. In addition, as this is being debated, the council is also considering a proposal backed by the mayor that would restrict employers from considering criminal conviction history when making hiring decisions. Specifically:

• Employers would have to remove any criminal history questions from the initial employment application and wait to ask such questions after making a conditional offer of employment to the candidate.

• Employers could not take an adverse action based on felonies more than ten years old or misdemeanors more than five years old, regardless of whether the conviction relates to the job.

• Employers would have to continue to apply an Article 23-A analysis (New York City correction law currently governing this issue), but would now have to provide that analysis in writing to the candidate before taking an adverse action based on criminal history.

• Employers would have to afford applicants at least seven business days to respond to questions about the results of the criminal background inquiry.

This would be one of the most restrictive “Ban the Box” policies in the country.

As we learn of other employment legislation potentially affecting you or your clients, we will keep you informed. Please feel free to drop me an email at [email protected] if you would like to be added to our newsletter distribution list.

BY ALAN S. KLEINAce Payroll Services, Co-Founder, CEO, President

Alan Klein has more than fifteen years of experience in public accounting and now oversees all of the sales,

corporate development, education, and marketing at Ace.





http://www.nyc.gov/html/dca/html/law/PaidSickLeave_WhatEmployersNeedtoKnow.shtml

http://www.nyc.gov/html/dca/html/law/PaidSickLeave_WhatEmployersNeedtoKnow.shtml


UPCOMING MEETINGS AND EVENTS

ESTATE & PERSONAL FINANCIAL PLANNING CONFERENCE

NYSSCPA NASSAU CHAPTER ESTATE AND PERSONAL FINANCIAL

PLANNING CONFERENCE

Important! Please use one registration form per person. This form may be photocopied. To register, fill in the registration information in the space provided. Be sure to include your certificate number and your full payment.

Name (Print)_______________________________________________________

Title (Print)________________________________________________________

Firm_____________________________________________________________

Firm Address ______________________________________________________

City __________________________ State ___________ Zip_________________

Telephone ____________________________ Fax__________________________

Email_____________________________________________________________

Email address required in order to receive course material.

Check One:

[ ] Member Fee: $150 [ ] Nonmember Fee: $250

Method of PaymentCheck payable to FAE

American Express MasterCard Visa Discover

Credit Card No.___________________________________Exp. Date__________

Card Holder’s Name _________________________________________________

Card Holder’s Signature ______________________________________________

Nassau Chapter All-Day Estate and Personal Financial Planning Conference

Saturday, January 17, 2015

Uniondale Marriott Long Island, 101 James Doolittle Blvd., Uniondale, NY 11553

9:00 a.m.–5:15 p.m. (Registration and Networking Breakfast begin at 8:30 a.m.)

Course Code: 28603526

Presented by the Estate and Personal Financial Planning Committee, Nassau

Chapter, New York State Society of Certified Public Accountants

Today’s Date________ Are you a CPA? Yes No Member NYSSCPA? Yes No

CPA Certificate No.__________________________________________________

NYSSCPA NASSAU CHAPTER ESTATE AND PERSONAL FINANCIAL PLANNING CONFERENCESPONSORED BY APS PENSION & FINANCIAL SERVICES, INC.

SATURDAY, JANUARY 17, 2015 Uniondale Marriott, Long Island

101 James Doolittle Blvd., Uniondale, NY 11553Time: 9:00 a.m.–5:15 p.m. (Registration and Networking Breakfast begin at 8:30 a.m.) Topics and Speakers: Elder Law & Medicare Update — Lawrence Davidow, Davidow, Davidow, Siegel & Stern, LLPEstate Planning Update — Bob Katz & Neil Katz, Katz Bernstein & Katz, LLP Is an Irrevocable Trust Really Irrevocable & Dynasty Trusts - Eric Kramer, Farrell Fritz, P.C.Premium Financing (for Life Insurance) — Barry LeibowitzPost Mortem Estate Planning — Joseph LaFerlita, Farrell Fritz, P.C. Estate Litigation — Eric Penzer, Farrell Fritz, P.C. Estate & Wealth Planning for Same-Sex Couples after Windsor—Christopher Wright, Marks Paneth LLP Q&A Panel Discussion Have your questions ready! Conference Committee & Chairpersons: Christine Hallahan, CPA, Marks Paneth, LLP Eric Kramer, CPA, Esq., Farrell Fritz, P.C. Scott Sanders, CPA, PFS, CFP, CFS, Sanders Thaler Viola & Katz, LLP Stuart R. Shapiro, CPA, PFS, Shalik, Morris & Company, LLP Course Code: 28603526 Presented by the Estate and Personal Financial Planning Committee, Nassau Chapter, New York State Society of Certified Public Accountants

Register online at www.nysscpa.org

Or mail your payment and registration form to: Foundation for Accounting Education

P.O. Box 10490, Uniondale, NY 11555-0490Fax it to: (866) 495-1354 | Phone (212) 719-8383 or (800) 537-3635

Credit card information must accompany all fax, phone, and online

registrations. Please be sure to type or print clearly when faxing. Walk-ins: All individuals who register on the date of the program will be charged an

additional $25 fee.

Registration InformationHow To Register: Simply complete the attached registration form in full and

return it with full payment by mail or fax. Or phone or register online at www.nysscpa.org. Registration forms may be photocopied, but please use a

separate form for each registrant. Payment may be made by check or may be charged to American Express, MasterCard, Visa, or Discover. All registrations

must be received 14 days prior to the event in order to guarantee a seat and course materials. Participants with special requirements should notify FAE staff at least 14 days in advance of the event. Refund, transfer, walk-in, and cancellation: Fee policies are available for review at www.nysscpa.org.

Mandatory Continuing Education Requirement: This program complies with the standards set forth by the New York State Education Department for

mandatory continuing education for CPAs. FAE’s New York State CPE sponsor number is 000372; New Jersey 20CE00022200; Pennsylvania PX 177239. ©

2014 Foundation for Accounting Education.






Nassau Chapter Practice Continuity and Succession Meeting


Tuesday, January 13, 2015 (new date), 8AM Meeting Topic – 2 CPE Credits: Retirement Planning for CPAs

Guest speaker Hank Sessa, a retirement consultant and planner, along with Larry Lioz, a retired CPA; Michael Gaines, a near-retirement CPA; and Robert Goldfarb, a CPA whose firm merged to enhance partner retirements, will discuss the different perspectives that go into planning for a CPA’s retirement.

Hank will help you think about the decisions that affect the years beyond your public accounting career. He’ll help you navigate the retirement process, as well as plan for your retirement and beyond. Hank is a consultant who doesn’t sell any products. Instead, he uses his vast knowledge to help people understand the impact of retirement benefits, health insurance, and accumulated assets on their decision making and retirement planning. Hank has held over 125 seminars attended by thousands. A seminar with Hank is an awareness-building experience that informs, educates, inspires and brings relief to the anxiety surrounding retirement decisions.

You may already know members of our panel. Each of our CPA panel members has been prominent in our profession and active in our professional organizations, representing well-known firms on Long Island. Hank and our panel will discuss the important questions to get our group thinking about retirement in a more serious way.

All Nassau Chapter members concerned about the future of their practices are welcome to attend and participate in this meeting.

Tuesday, January 13, 2015 (new date), 8AM On Parade Diner

7980 Jericho Turnpike, Woodbury, New York, 11797 Phone # (516) 364-1870

Cost: $25.00 per person, paid in advance. Includes full breakfast.($30.00 for pre-registrations paying at the door - no exceptions).

Please email your intentions to attend (email [email protected]), make checkspayable to NYSSCPA-Nassau Chapter and mail to:

Craig Morris & Company Attn: Ginette

356 South Oyster Bay Road, Syosset, NY 11791(516) 681-1121






Nassau Chapter Practice Continuity Committee


Ginette MorrisCraig Morris & Company

356 South Oyster Bay Road, Syosset, NY 11791 Tel: (516) 681-1121 | Fax: (516) 681-1203

E-mail: [email protected]

Name: ___________________________________________________________________

Firm Affiliation: ___________________________________________________________________

Address: ____________________________________________________________________

Telephone: _____________________________________________________________________

Email: _____________________________________________________________________

Dear Ginette:

_____ I will be attending the breakfast meeting at 8:00 AM.

_____ Enclosed is my check for $ ____ at $25.00 per person (must be received by noon, January 12, 2015)

_____ I prefer to pay $ ____ at $30.00 per person at the door. (Walk-ins may be limited due to space availability).

Checks are payable to NYSSCPA, Nassau Chapter.

Retirement Planning for CPAsHank Sessa, Retirement Planner

Larry Lioz, Retired CPAMichael Gaines, Near-Retirement CPA

Robert Goldfarb, CPA Who Merged to Enhance Partner Retirements

Tuesday, January 13, 2015 (new date), 8AM On Parade Diner

7980 Jericho Turnpike, Woodbury, New York 11797 Phone # (516) 364-1870

Note: Please RSVP by phone, fax or email as early as possible





mailto:[email protected]


The CFO & Financial Executives Committee welcomes CPAs in the industry to participate in our monthly meetings. The CFO Committee offers members a monthly, interactive learning experience guided by experienced professionals of multiple disciplines. Our committee provides a confidential forum for industry CPAs at a senior level to seek advice, exchange guidance with fellow professionals and develop a resourceful peer

MEETING TIME & FORMAT: 8 a.m. to 10 a.m. (Two CPE credits) light breakfast served $10 meeting fee

MEETING LOCATIONS: Mineola: Meltzer, Lippe, Goldstein & Breitstone, 190 Willis Ave., Mineola, NY 11501 Melville: Joint meeting with Suffolk Chapter (A) February 11th location: Signature Financial, 225 Broadhollow Rd. 1st Fl. Melville, NY 11747

COMMITTEE CO-CHAIRS: Anthony Aronica, CPA, CFO: Graphic Paper [email protected] 631-964-8225 Manlio Cafiero, CPA, CFO: Scales Industrial [email protected] 516-248-9096

DATE TOPIC LOCATION

Jan. 15, 2015 CFO Best Practices - Budgeting & Performance Measurement MineolaFeb. 11, 2015 GAAP, FASB & Private Co. Accounting Update Melville (A)Mar. 17, 2015* Commercial Leases - Legal & Market Update Mineola *date change

Apr. 7, 2015 Staff Development, Supervision & Succession MineolaMay 14, 2015 Alternate Compensation Strategies Mineola

Committee meetings are held on a monthly basis from September through June.

group. Monthly education topics are planned in advance by a group of active committee members. Prior to each seminar, the committee allocates time for a “roundtable” discussion. Prospective members should be a CFO or the most senior financial person at their company. The dates and topics for our upcoming committee meetings are detailed below. We look forward to seeing you at a meeting soon.

NYSSCPA-Nassau CFO Committee

Please RSVP:Email this form to: [email protected]

Or fax this form to: 631-439-8822

CFO COMMITTEE MEETING RSVPMeeting date: ________________

Name: _________________________________________________________________

Firm: _________________________________________________________________

Address: _________________________________________________________________

Telephone: _________________________________________________________________

Email: _________________________________________________________________











62nd Annual Installation Dinner

THURSDAY, MAY 7, 2015 AT 6:30PM

CREST HOLLOW COUNTRY CLUB WOODBURY, NY

SAVE THE DATE







For the May 7, 2015

Installation Dinner Chapter Event

The sponsorship contract can be downloaded at the following link:

http://nysscpa.org/chapters/nassau/NYSSCPA-Nassau-Chapter-Sponsorship-Contract-2014-2015.pdf

Sign up and pay by

DEC. 31, 2014TAKE 20% OFF

CONTRACT RATES

Sign up and pay by

FEB. 28, 2015TAKE 10% OFF

CONTRACT RATES

DISCOUNTED SPONSOR AND ADVERTISING RATES

ROBERT BARNETT, CPA......PRESIDENT PHILIP KANYUK, CPA......PRESIDENT ELECT LYNNE FUENTES, CPA......VICE PRESIDENT

CHRISTINE HALLAHAN, CPA......TREASURER ANTHONY BASILE, CPA......SECRETARY

NASSAU CHAPTER









NYSSCPA – NASSAU CHAPTERAnnual CPA Ethics Update

NYSSCPA – NASSAU CHAPTER

Annual CPA Ethics Update

January 14, 2015 CPA Ethics Update: General Ethics

Objective: To provide knowledge of recent changes to the AICPA and the NYSSCPA Code of Professional Conduct and New York State law, as well as to provide a general overview of ethics concepts, discuss common ethical dilemmas, and provide ethics resources for practitioners in all practice areas.Presenter: Brad Pryba, NYSSCPA CounselPlace: Chateau Briand 440 Old Country Road, Carle Place, NY 11514

Cocktails: 5:30 p.m. (check-in begins at 5:00pm)Dinner: 6:30 p.m.CPE only: 6:45 p.m. (check-in begins at 6:30pm)

HOW TO REGISTER ONLINE:Please note: All registration (dinner and CPE) is being handled by the NYSSCPA. The Nassau Chapter will not be taking registration for this program.

You can register online at www.nysscpa.orgby phone: 800-537-3635or by mail with the coupon on this page.

To register for Ethics CPA Update: General EthicsCourse Code: 42032515Member: $10.00Nonmember: $20.00

To register for cocktails and dinner and CPE session:Course Code: 42032525Member: $70.00Nonmember: $80.00For additional information, please contact Lelia Dickenson at: [email protected] or 212-719-8366

January 14, 2015

Chateau Briand440 Old Country Road, Carle Place, NY 11514

Please join us for this exciting event!

Please RSVP without delay in order to reserve your seat, using the coupon. NOTE: YOU MUST PREREGISTER TO RECEIVE THE

PROGRAM MATERIALS Program materials will only be provided in electronic format to those

who preregister. Hard copy material will not be provided at the program. Those not registered may not be allowed to attend the CPE presentation if the program sells out and will not be provided with the program materials

until after the presentation.

Name: _________________________________________________

Firm Affiliation : _________________________________________

Address: _______________________________________________

______________________________________________________

Telephone: _____________________________________________

Fax:___________________________________________________

Email:________________________________________________

Mail to: Foundation for Accounting Education

P.O. Box 10490, Uniondale, NY 11555-0490

42032525- I will attend cocktails and dinner and CPE presentation at 5:30 p.m. (check-in begins at 5:00 p.m.) 42032515- I will attend the CPE presentation only at 6:45 p.m. (check-in begins at 6:30 p.m.)

Enclosed is my check for $_____________, payable to the Foundation for Accounting Education.

SPONSORED BY GIORGENTI CUSTOM MENSWEAR






mailto:ldickenson%40nysscpa.org?subject=



JOIN US FOR AN IN-DEPTH REVIEW OF THE TANGIBLE PROPERTY REGULATIONS with

Eric Wallace CPA, Director of Boyer and Ritter CPA’s and Consultants

- Eric is the nation’s expert on the Tangible Property Regulations and he will provide us with a detailed 2 credit review of the rules in effect 1/1/14.

- Eric is the key speaker for CCH’s webinars on this topic.

UPDATE OF THE LATEST TAX LAW CHANGES FOR 2014 - There will also be a 1 credit review of the latest tax law changes affecting 2014

ities In Trust

Committee Chairpersons: Robert Schaffer, Robert Barnett, Iola Damante

Please email us at: [email protected] if you will be attending. Raich Ende Malter & Co, 90 Merrick Ave, Ste 802, East Meadow, NY 11554

Course Code: 29036526 CPE Credits: 3 $25 for members $30 at the door $50 for non-members

THURSDAY, JANUARY 15, 2015 at 2:30 PM PLACE: Equinox Financial Planners 1000 Woodbury Road, Woodbury, NY 11797 2:30-3PM Refreshments, Desserts, Snacks 3:00-5:30 Presentations

A TECHNICAL MEETING SPONSORED BY NYSSCPA NASSAU CHAPTER

TAXATION COMMITTEE

Diane Giordano, CPA, Partner, Marcum, LLP- There will also be a 1 credit review of the latest tax law changes affecting 2014






NYSSCPA Nassau/Suffolk Joint Chapter - HOSTED BY: Cooperation with Bankers and Other Credit Grantors Committee

INVITES YOU TO THE


$60 in advance — cash or check only $70 walk-in (not pre-registered) Credit cards not accepted

RSVP REQUIRED by January 22, 2015Open to all NYSSCPA members, bankers, and other professionals

Please attach a list of names/business cards if paying for more than one attendee:

Name:____________________________________________________________________ Firm: _______________________________________

Address:________________________________________________________________________________________________________________

City, State, Zip:_________________________________________________________________________________________________________

Telephone:_______________________________________________Email:_______________________________________________________

I am a: CPA________________________ Banker________________________ Other________________________

# of people attending: ___________________________________ Enclosed Amount: $__________________________________

Please make checks payable to: NYSSCPA Nassau Chapter Mail to: Neal Korenberg, CPA, Castellano, Korenberg & Co., CPAs, P.C.

313 W. Old Country Road, Hicksville, NY 11801 Questions: Phone: (516) 937-9500 | Fax: (516) 932-0485 | Email : [email protected]

Thursday, January 29, 2015 Crest Hollow Country Club — Woodbury, NY

6:00pm - 8:30pm Networking, Cocktails, Buffet Dinner

Annual Joint Nassau/Suffolk Chapter Meeting:An Evening of Networking







SMALL FIRM MAP COMMITTEE MEETING



January 16, 2015 NYSSCPA - Nassau Chapter Small Firm

MAP Committee MeetingTopic: Estate Planning Update – Straight from Heckerling

• Recent Developments• Portability• Planning Strategies• Digital Assets in Your Will• Ethical Considerations as an Executor/Trustee

AND MORE!

Speaker: David L. Silverman, Esq.

CPE: 2 Credits Pending

Time: 8:00–10:00 am – Breakfast (Be prompt!)

Place: On Parade Diner, 7980 Jericho Turnpike, Woodbury

Cost:* $25 per person pre-paid only $30 per person at the door Checks are Payable to: NYSSCPA - Nassau Chapter

Chairpersons: Scott Sanders, CPA, PFS, CGMA, CFP®, CFS, Eliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA

We look forward to seeing you there!

*Refund/Credit Policy: If you send payment and are unable to attend the monthly meeting, we will issue a credit to you which will

expire in six months. There are no refunds.

Please note: Meetings are subject to change. Notifications will be sent to all

registered attendees via email should this occur.

January 16, 2015

On Parade Diner7980 Jericho Turnpike, Woodbury, NY 11797

Please pre-register by calling Jean at 516-938-5219 or you can email her at [email protected]

or fax this page to 516-938-0491

Please mail your check to:Scott Sanders, CPA, PFS, CGMA, CFP®, CFS

Sanders Thaler Viola & Katz, LLP350 Jericho Turnpike, Suite 1, Jericho, New York 11753-1317

I am enclosing a check for $_______ at $25 per person, payable to NYSSCPA – Nassau Chapter

I will be using my credit memo, which I will bring with me to the meeting.

Name: _________________________________________________

Firm:__________________________________________________

Address: _______________________________________________

______________________________________________________

______________________________________________________

Telephone: _____________________________________________

Facsimile:______________________________________________

Cell:__________________________________________________

Email:________________________________________________

CPA Cert #: _____________________________________________

Signature: ______________________________________________

Date: __________________________________________________


THIS MEETING IS SPONSORED BY ACE PAYROLL










February 20, 2015 NYSSCPA - Nassau Chapter Small Firm

MAP Committee MeetingTopic: Tax Season Issues – Roundtable Discussion

• Update on Late Passages of Tax Laws• Early Tax Season Issues• Firm Weather Policies and Remote Access• Checking Tax Return Review and Collating Procedures• Scanning, Front-End and Back-End• Tax Season Procedures for Sending Clients Their Tax Returns• Firm Policies in Relation to Tax Season, Overtime, etc.

AND MORE!

Speaker: Scott Sanders, CPA, PFS, CGMA, CFP®, CFS Eliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA

CPE: 2 Credits Pending

Time: 8:00–10:00 am – Breakfast (Be prompt!)

Place: On Parade Diner, 7980 Jericho Turnpike, Woodbury

Cost:* $25 per person pre-paid only $30 per person at the door Checks are Payable to: NYSSCPA - Nassau Chapter

Chairpersons: Scott Sanders, CPA, PFS, CGMA, CFP®, CFS, Eliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA

We look forward to seeing you there!

*Refund/Credit Policy: If you send payment and are unable to attend the monthly meeting, we will issue a credit to you which will

expire in six months. There are no refunds.

Please note: Meetings are subject to change. Notifications will be sent to all registered attendees via email should this occur.

February 20, 2015

On Parade Diner7980 Jericho Turnpike, Woodbury, NY 11797

Please pre-register by calling Jean at 516-938-5219 or you can email her at [email protected]

or fax this page to 516-938-0491

Please mail your check to:Scott Sanders, CPA, PFS, CGMA, CFP®, CFS

Sanders Thaler Viola & Katz, LLP350 Jericho Turnpike, Suite 1, Jericho, New York 11753-1317

I am enclosing a check for $_______ at $25 per person, payable to NYSSCPA – Nassau Chapter

I will be using my credit memo, which I will bring with me to the meeting.

Name: _________________________________________________

Firm:__________________________________________________

Address: _______________________________________________

______________________________________________________

______________________________________________________

Telephone: _____________________________________________

Facsimile:______________________________________________

Cell:__________________________________________________

Email:________________________________________________

CPA Cert #: _____________________________________________

Signature: ______________________________________________

Date: __________________________________________________


THIS MEETING IS SPONSORED BY GIORGENTI CUSTOM MENSWEAR AND ACE PAYROLL







Financial Literacy Committee Upcoming Meetings CALLING ALL MEMBERS

DATES: JANUARY 15, FEBRUARY 12, MARCH 19, APRIL 16, MAY 14 Breakfast meeting: 8:00 a.m. – 10:00 a.m.

JANUARY 15TH

NAWROCKI SMITH LLP, 290 Broadhollow Road, Suite, 115, Melville, NY 11747 Please RSVP to Nannette Watts: [email protected]

FEBRUARY 12TH SANDERS THALER VIOLA & KATZ

350 Jericho Turnpike, Suite 1, Jericho NY 11753 Please RSVP to Liz Oberg: [email protected]

All other meetings - TBD

The NYSSCPA Nassau Chapter Financial Literacy

Committee is having another Financial Literacy Fair/

Boy Scout event. (See the pictures of our Wantagh event

at the end of the newsletter).

We could really use more volunteers.

DATE: FRIDAY NIGHT JANUARY 23, 2015

If you are interested in volunteering or for more

information, please contact: Nannette Watts: [email protected]

Managing Partners Town Hall Meeting

WEDNESDAY, JANUARY 14, 2015 4:00pm

CHATEAU BRIAND, CARLE PLACE, NY

Please communicate any issues and/or questions that you would like addressed via email to Vivian Levy at [email protected]. If you are planning to attend the town hall meeting,

please RSVP to Vivian Levy at [email protected].

Members of NYSSCPA, including Joanne Barry and Scott Adair, will be on hand to discuss and answer questions

on the issues and concerns of managing partners. We welcome audience participation for a lively interchange of

ideas. This meeting will take place prior to the Ethics Update. There is no fee to attend this meeting.





mailto:nwatts%40nsllpcpa.com?subject=

mailto:LOberg%40st-cpas.com?subject=

mailto:nwatts%40nsllpcpa.com?subject=



Small Firm MAP Meeting Topics 2015*EFFECTIVE JULY 1, 2014

All meetings will be held at On Parade Diner, 7980 Jericho Turnpike, Woodbury, NY 11797Time: 8:00 - 10:00 am (breakfast included) Paid in Advance: $25.00 Cost at the Door: $30.00 (Note new fee at door)

You Can Contact Your Co-Chairmen as Follows: Scott Sanders, CPA, PFS, CGMA, CFP®, CFS Eliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA 516 938-5219 516 938-5219 516 364-8888 516 364-8888

All meetings are held on Fridays unless otherwise noted.*Please note: Meeting dates, topics and speakers are subject to change. **Speaker(s) TBD


Date Topic Sponsor Speaker/ModeratorFriday, January 16, 2015 Estate Planning Update - Straight from

HeckerlingACE Payroll Mr. Silverman, Esq.

Friday, February 20, 2015 Tax Season Issues − Roundtable Discussion

Giorgenti Custom Menswear ACE Payroll

Scott Sanders, CPA, PFS, CGMA, CFP®, CFS Eliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA

March 2015 - No Meeting - Tax Season

Wednesday, April 22, 2015 Post-Tax Season Issues - Roundtable Discussion

Giorgenti Custom Menswear Scott Sanders, CPA, PFS, CGMA, CFP®, CFSEliot Lebenhart, CPAKenneth Hauptman, CPA Alex Resnick, CPA

Wednesday, May 13, 2015 Long-Range Planning for Your Practice - A Panel Discussion

Giorgenti Custom Menswear Ed Kliegman, CPAScott Sanders, CPA, PFS, CGMA, CFP®, CFSEliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA

Wednesday, June 17, 2015 The Good, the Bad and the Ugly of M&A Practitioner Roundtable/Point of View from Past Experiences of Co-Chairs

Giorgenti Custom Menswear ACE Payroll

Scott Sanders, CPA, PFS, CGMA, CFP®, CFSEliot Lebenhart, CPA Kenneth Hauptman, CPA Alex Resnick, CPA






EVENT HIGHLIGHTS

On December 6th and 7th, 2014, the NYSSCPA Nassau Chapter held its 62nd Annual All Day Tax Conference. We are thrilled to report that we had twelve experts in their field lecture at our conference.

Our speakers included Robert Katz, Esq., founder of Katz, Bernstein & Katz LLP; Eric Kramer CPA, Esq. from Farrell

Fritz P.C.; Jordan Linn, Esq., LLM from Farrell Fritz PC; Joseph Endres, Esq. from Hodgson Russ LLP; Debra Silverman Herman, Esq. from Hodgson Russ LLP; Karen Tenenbaum CPA, Esq., founder of Tenenbaum Law PC; Yvonne Cort Esq., and Bradley Polizzano, Esq. from Tenenbaum Law PC; Donald Vigliotti from NY Life Insurance Company; Christopher Ferguson, Esq. from Kostelanetz & Fink LLP; Mark Stone CPA, MST from Sales Tax Defense LLC; and Robert Barnett

CPA, Esq., founder of Capell Barnett Matalon & Schoenfeld LLP and current NYSSCPA Nassau Chapter President.

62ND ANNUAL ALL DAY TAX CONFERENCE

The Taxation Committee (left to right): Robert Barnett, CPA, Esq., NYSSCPA Nassau Chapter President, Capell Barnett Matalon & Schoenfeld LLP, Iola Damante, CPA, Raich Ende Malter & Co.

LLP, Robert Schaffer, CPA, Castellano Korenberg CPAs, Simon Hector CPA, WeiserMazars LLP

Eric Kramer Yvonne Cort, Bradley Polizzano, and Karen Tenenbaum spoke on IRS and NYS Tax Collections with a focus on Offers in Compromise.

Bob Katz addresses the attendees at the tax conference. Seated at table: Iola Damante and Eric Kramer.






EVENT HIGHLIGHTS

62ND ANNUAL ALL DAY TAX CONFERENCE (Continued)

Mark Stone

Donald Vigliotti

Joseph Endres

Attendees at the conference






EVENT HIGHLIGHTS

In November 2014, the NYSSCPA Nassau Chapter Financial Literacy Committee was part of a Boy Scout event held in Wantagh. The night was scheduled as a pack night, during which the boys were awarded ribbons and patches for their various activities and accomplishments. Prior to and after the meeting, the boys and their families walked around the eight booths set up by the committee to teach various financial lessons, including recognizing monies from around the

world, and figuring out ways to earn money. The evening was educational, fun and a resounding success.

NYSSCPA NASSAU CHAPTER FINANCIAL LITERACY COMMITTEE BOY SCOUT EVENT






Expand Your Knowledge — Join A Committee

Committee Service Application

SPONSORSHIP

Professional associations serve an important function of performing for its individual members’ projects that cannot be done as effectively, if at all, individually.

Nassau Chapter members have the opportunity to advance their knowledge and meet other professionals with similar interests. Our Chapter is made up of many technical committees to assist our members in staying current on a wide variety of topics.

Use the coupon to join a committee today!

If you wish to sponsor any

Nassau chapter or committee

event, please download our

sponsorship packet at

http://www.nysscpa.org/chapters/nassau/SponsorshipContract.pdf

Committee Service Application

Please forward your response to: Lynne Fuentes

Fuentes & Angel CPAs LLP307 Hicksville Road, Bethpage, NY 11714

[email protected] | Tel: 516-622-3045

Name: _________________________________________________

Firm Affliliation: _________________________________________

Address: _______________________________________________

City/State/Zip: __________________________________________

Phone: ________________________________________________

Email: ________________________________________________

Accounting & AuditingAttorney & AccountantsCFO & Financial ExecutivesCommunity Affairs & Public RelationsCooperation with Bankers & Credit GrantorsCooperation with Educational InstitutionsEstate & Personal Financial PlanningFinancial LiteracyLitigation & Forensic ServiceManagement of Accounting PracticeMedical & Other ProfessionalsMembership SponsorshipNewsletter TaxationPractice Continuity TechnologyReal Estate Women’s Focus GroupSmall Practice MAP Young CPAOther ______________________________________________

Like Us On Facebookhttps://www.facebook.com/NYSSCPANassau

Connect With Us On LinkedInhttp://www.linkedin.com/groups?gid=5010322&most-Popular=&trk=tyah&trkInfo=tas%3Anysscpa%20nas

Advertising Opportunities

If you wish to advertise in the NYSSCPA Nassau Chapter

Newsletter promoting your business or self,

please contact Vivian Levy

e-mail: [email protected]







mailto:LynneFuentes%40optonline.net?subject=


INFORMATION AND HOTLINES

Have a Tax Problem?The following members of the Taxation Committee are available to help answer your questions:General:Robert S Barnett, CPA, Esq. (516) 931-8100Jack Angel, CPA (516) 487-1494Robert Lusthaus, CPA, Esq. (516) 937-1366Robert J. Schaffer, CPA (516) 937-9500

Taxing AuthoritiesRuth Sattig Betz, CPA (NYS) (516) 249-1919Karen J. Tenenbaum, Esq.LLM (Tax), CPA (IRS & NYS) (631) 465-5000 Noelle T. Geiger, Esq. (IRS & NYS) (516) 336-2447Yvonne Cort, Esq. (IRS & NYS) (631) 465-5000Brian Gordon, CPA (NYS) (516) 510-6041

Emergency Assistance HotlineThe committee member to call in the event of the disability or death of a member is: John Kearney, CPA (516) 746-5980

Accounting and Auditing Technical Questions Hotline Volunteers

Thomas O. Linder, CPA (631) 462-1213Fred R. Goldstein, CPA (516) 249-2882

Estate and Personal Financial Planning Committee Technical Questions Hotline Volunteers

Eric Kramer, CPA, Esq. (516) 227-0738Richard Zerah, CPA/PFS, CFP, CMFC (516) 735-4717Scott Sanders, CPA, PFS, CGMA, CFP, CFS (516) 938-5219

Newsletter CommitteeNewsletter produced byThe Public Relations and Marketing Groupwww.THEPRMG.com

Lynne M. Fuentes, CPA307-10 Hicksville Rd.Bethpage, NY 11714

Edwin Kliegman, CPA78 Harbor LaneMassapequa Park, NY 11762

John ZaherThe Public Relations and Marketing Group156 North Ocean AvenuePatchogue, NY 11772

Vivian LevyNYSSCPA - Nassau Chapterc/o Sanders Thaler Viola & Katz LLP350 Jericho Turnpike, Suite 1Jericho, NY [email protected]

Nassau Chapter Newsletter DeadlinesAll submissions are due three weeks prior to issue date. Email submissions to: [email protected]

Newsletter Issue Due DateJanuary December 10thApril March 10thMay April 10thSeptember August 10thOctober September 10thNovember October 10thDecember November 10th

Name (Last, First, Middle Initial): _______________________________________

Address: _______________________________________________________

City/State/Zip: __________________________________________________

Home Phone: ___________________________________________________

Email: ________________________________________________________

Firm Name: ____________________________________________________

Firm Address: ___________________________________________________

City/State/Zip: __________________________________________________

Business Phone: _________________________________________________

Chapter Member: Yes No

Please send all mail to: Firm Home (Specify Chapter)_____________________

I would like to receive an email with a direct link to the newsletter on nysscpa.org

Return this form to: Xio Fox, NYSSCPA, 14 Wall Street, New York, NY 10005

CPA Certificate #:

NYS Society of Certified Public Accountants

CHANGE FORM

The newsletter is downloadable at: http://www.nysscpa.org/page/nassau-chapters-newsletters





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A Message From The President - NYSSCPA...NEWSLETTER 14 Wall Street, New York, NY 10005 VOLUME 59...

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