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Rake in new members and win
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The Rake in New Members campaign will run from Sept. 5-Nov. 5 and will have one grand prize winner. In the drawing, there will be two names chosen — one referring member and one new member from each respective pool of names. Names will be drawn on Nov. 8 at the AAA-CPA Fall Meeting & Education Conference in Palm Beach Gardens, Fla. For more information on how to participate, please click here or contact Kimmy Livingston at

AAA-CPA Fall Meeting & Education Conference registration is open
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Join us in November for our AAA-CPA Fall Meeting & Education Conference at PGA National Resort in Palm Beach Gardens, Fla. We are offering a lineup of not-to-be-missed seminars and networking opportunities. Make plans now to attend. More details will be coming out in the weeks to follow, so stay tuned. Register by clicking here. More

Cloud services that solve real problems
CoreVault    Share    Share on FacebookTwitterShare on LinkedinE-mail article
CoreVault's cloud backup, recovery and hosting services provide CPAs nationwide with high availability, maximum security, 24/7 customer care and reduced costs. Learn why CoreVault is recommended to more than 6,000 CPAs. For a customized cloud solution and price quote, visit or call CoreVault at or 866-981-5949.

Member achieves 10 Avvo rating
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David W. Klasing, Esq., M.S.-Tax, CPA of Irvine, Calif., has achieved a 10 Avvo rating. Click here for more information.

Sydney S. Traum, Esq., CPA, in 'The Best Lawyers in America'
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Sydney S. Traum, Esq., CPA, has been selected by peers to be included in "The Best Lawyers in America," 19th edition, for his work in the practice area of tax law. Listing in the 2013 edition marks 20 years since he was first listed in the publication. Selection for Best Lawyers® is based on an exhaustive and rigorous peer-review survey comprised of more than 4 million confidential evaluations by the top attorneys in the country. The annual Best Lawyers® publication has been described by The American Lawyer as "the most respected referral list of attorneys in practice." Because no fee or purchase is required, being listed in the book is considered a singular honor. Click here for more info on the Best Lawyers® program.

It's a difficult but exciting time to be an estate planner
Stern Keiser & Panken LLP    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The 2010 act, enacted in December of 2010, reunified the estate and gift taxes as of Jan. 1, 2011, with a $5 million exclusion and a 35 percent maximum rate. The exclusion has been indexed to $5,120,000. More

IRS previews redesigned website
Accounting Today    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The Internal Revenue Service is offering a sneak preview of its revamped website, which is slated to go live at the end of August. New technology on the website promises to deliver services at a faster pace to keep pace with increasing demands for online services from the IRS. Most page addresses are expected to remain the same for users who have bookmarked specific pages, but the IRS cautioned tax professionals to make sure their bookmarked favorites are still available after Aug. 30. More

CBO: Recession imminent if 'fiscal cliff' of tax hikes, budget cuts not averted
The Washington Post    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The U.S. economy will hurtle into a recession if Congress fails to avert a series of tax increases and budget cuts due in January, the Congressional Budget Office said recently, warning that a fiscal impasse would have consequences even more dire than previously forecast. The Congressional Budget Office's gloom sparked another round of political finger-pointing but failed to cast much of a shadow over financial markets. More

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Most in US favor tax hike to save Social Security
The Associated Press via The State    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Most Americans say go ahead and raise taxes if it will save Social Security benefits for future generations. And raise the retirement age, if you have to. Both options are preferable to cutting monthly benefits, even for people who are years away from applying for them. More

Compliance: Swap margins, New York fed, SEC-money funds
Bloomberg    Share    Share on FacebookTwitterShare on LinkedinE-mail article
Banks and money managers will need to post $480 billion in new collateral to back swaps processed by clearinghouses under the Dodd-Frank Act, according to a Morgan Stanley analysis. The firms would need to post as much as $1.3 trillion and as little as $20 billion of so-called initial margin, analysts led by Tiffany Wilding wrote in a note to Morgan Stanley clients. The demands will be mitigated by "unencumbered collateral" already at the firms, the fact that only new trades need to be cleared and that a range of assets from sovereign debt to corporate bonds can be used, they wrote. More

Easy. Online. SurePayroll for Accountants.
SurePayroll Inc., a Paychex company, is the leading easy online payroll alternative for accountants. Using SurePayroll’s full-service online payroll allows accountants and their clients to save time and money, while receiving superior service and security. For more information, visit the Accountant Center at or call 877-954-7873.

Straw that broke SEC vote
The Wall Street Journal    Share    Share on FacebookTwitterShare on LinkedinE-mail article
For Luis Aguilar, the last push persuading him to vote against new rules on money-market funds came while he was on vacation. By early August, the Securities and Exchange Commission member learned that SEC Chairman Mary Schapiro's office gave lawmakers a report on the risks of money funds that he viewed as misleading. More

FCC eyes tax on Internet service
The Hill    Share    Share on FacebookTwitterShare on LinkedinE-mail article
The Federal Communications Commission is eyeing a proposal to tax broadband Internet service. The move would funnel money to the Connect America Fund, a subsidy the agency created last year to expand Internet access. The FCC issued a request for comments on the proposal in April. Dozens of companies and trade associations have weighed in, but the issue has largely flown under the public's radar. More

Sept. 4
"Don't Look a Gift Tax Exclusion in the Mouth.."

Sept. 5
The Clock is Ticking ... Lifetime Gift Planning in 2012

Sept. 6
Members Only Study Group: IRS Criminal Investigations

Sept. 19
Dealing with Amended Circular 230 and Preparer Registration

Sept. 20
Members Only Study Group: Financial Elder Abuse

Sept. 25
Current Status of Shareholder Oppression Claims

Sept. 28
Cash Balance Plans, The Basics & Current Employee Plan Compliance Resolution System

Oct. 11
Members Only Study Group: S Corporation Quarterly Update

Oct. 16
Members Only Study Group: State Tax Issues in Partnership Taxation

Oct. 30
Members Only Study Group: "Disregarded" Entities — Concepts & Issues

Nov. 7
2012 Fall Meeting & Education Conference


The AAA-CPA Weekly Update

Colby Horton, Vice President of Publishing, 469.420.2601
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Katina Smallwood, Content Editor, 469.420.2675   
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