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Home   Membership   Calendar   Foundation   Links   Job Board Oct. 19, 2011


Beth Tucker and Nina Olson of the Internal Revenue Service Keynote Presenters at AAA-CPA Fall Meeting & Education Conference
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Join us Nov. 3-5, 2011, in New York City for the 2011 Fall Meeting & Education Conference. Here the latest from high ranking officials at the Internal Revenue Service:

Beth Tucker, Deputy Commissioner, Internal Revenue Service

Deputy Commissioner Tucker will discuss how the IRS is strengthening its partnership with tax professionals to respond to today's challenges. She will touch on several of the new initiatives the IRS is facing, as well as the challenges, including workforce issues and enhanced technology. She will share how the IRS is helping taxpayers meet their responsibilities during economic hardship, and the continuing need to promote fairness in the tax system by employing enforcement tools when appropriate.

Nina Olson, National Taxpayer Advocate, Internal Revenue Service

In her 2010 Annual Report to Congress, the National Taxpayer Advocate identified three major challenges for the IRS over the next 10 years: the overwhelming complexity of the Internal Revenue Code, the delivery of social and economic program delivery into an IRS revenue collection structure and the movement toward greater automation at the expense of personal interaction with taxpayers.

Rates are available for day only education sessions and education only! Don't miss out! Register now by visiting us online at

AAA-CPA recognizes National Estate Planning Awareness Week (Oct. 17 - 23, 2011)
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The NAEPC Education Foundation, the Synergy Summit, (, a unified think tank and voice of the leadership of following eight major financial and legal services organizations:

• American Association of Attorney - Certified Public Accountants
• American Bar Association - Real Property, Trust and Estate Law
• American Bar Association - Tax Section (Estate and Gift Tax Committee)
• American Institute of Certified Public Accountants
• Society of Financial Service Professionals
• National Academy of Elder Law Attorneys
• National Association of Estate Planners and Councils
• Partnership for Philanthropic Planning

Other professional organizations representing over 400,000 attorneys, accountants, trust officers, life insurance and financial planning professionals, have made an ongoing commitment to promote National Estate Planning Awareness Week, the third week in October each calendar year.

Click here for the full press release.

Call for Heckerling booth assistance
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We are currently seeking volunteers to assist us at our booth during the 26th Annual Heckerling Institute on Estate Planning being held Jan. 9-13, 2012 in Orlando, Fla. If you are willing to assist us recruit new members, please download the sign-up form by clicking here, and place your name in an open time slot. Forms may be faxed to 888-272-2889 or emailed to Time slots are 30 minutes in duration and are during heavy traffic times in the exhibit hall. Final decisions on booth assignments will be made by the AAA-CPA Staff and volunteers will be notified by Dec. 15, 2011.

The AAA-CPA is pleased to announce the 2011-2012 officers for the Florida Association of Attorney-CPAs:
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Chairman of the Board: Sydney S. Traum; President: Domenick R. Lioce; Executive Vice President: Merrill Bailey; Secretary: Traci Kratish; Treasurer: Michael Leone; Regional Vice Presidents: Southwest: Basil Bain; Tampa/St. Pete: Janette McCurley; Central: Anthony Diaz; Southeast: Vivian Rodriguez; Northeast: Hans Tanzler III; Directors at Large: JoAnn M. Koontz, Stephen L. Perrone, Gerard ("J.J.") Wehle, Jr.

Member Susan Krehbiel William named to 'Best Lawyers' List
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"Best Lawyers", the oldest and most respected peer-review publication in the legal profession, has named Susan Krehbiel William as the "Topeka 'Best Lawyers' Tax Law Lawyer of the Year" for 2012. William is a member of the law firm of Coffman, Defries & Nothern, a professional association, Topeka, Kan., and member of the AAA-CPA.

After more than a quarter of a century in publication, "Best Lawyers" is designating "Lawyers of the Year" in high-profile legal specialties in large legal communities. Only a single lawyer in each specialty in each community is being honored as the "Lawyer of the Year".

"Best Lawyers" compiles its lists of outstanding attorneys by conducting exhaustive peer-review surveys in which thousands of leading lawyers confidentially evaluate their professional peers. The current, 18th edition of "The Best Lawyers in America" (2012) is based on more than 3.9 million detailed evaluations of lawyers by other lawyers.

The lawyers being honored as "Lawyers of the Year" have received particularly high ratings in surveys by earning a high level of respect among their peers for their abilities, professionalism and integrity.

Steven Naifeh, president of "Best Lawyers", says, "We continue to believe – as we have believed for more than 25 years – that recognition by one's peers is the most meaningful form of praise in the legal profession. We would like to congratulate Susan Krehbiel William on being selected as the "Topeka 'Best Lawyers' Tax Law Lawyer of the Year" for 2012.

Taxes you'll still pay under Cain's 9-9-9 plan
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Herman Cain's tax proposals have rocketed him to the top of the pack in the fight for the Republican presidential nomination. But while his now-famous 9-9-9 tax plan would scrap the current tax structure in favor of a more simplified system, $90 billion in various federal taxes and fees would still be left intact. More

Times have changed since Reagan's 1986 Tax Reform
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The clock is ticking down on Capitol Hill as a congressional super committee has only until Thanksgiving to agree on a plan shrinking deficits by more than a trillion dollars. The entire Congress then has to pass it by Christmas Eve or face huge across-the-board spending cuts. Twenty-five years ago, another politically-divided Congress approved the biggest tax code overhaul in the nation's history. But much has changed since then. More

Wealth management firms slowly warming to mobile devices, apps
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The wealth management sector hasn't exactly been blazing the trail when it comes to integrating sleek new mobile devices into the workflow, but that slow ship is beginning to turn, according to a new study from the research firm Aite Group. In a recent survey of financial advisors, Aite Group analysts found increasing interest in the business applications of smartphones and tablets both among advisors and the wealth management companies they work for. More

Underdone: Tanning tax revenue falls short of estimates
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The IRS got red-faced trying to collect the new tanning tax, burning a hole in estimates on how much the levy would bring in to federal coffers, a new report said. The Treasury Inspector General for Tax Administration said the IRS developed outreach plans to notify tanning salons the 10 percent federal tax would be due on ultraviolet light services paid for as of July 1, 2010. More

SEC asks companies to disclose cyber attacks
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U.S. securities regulators formally asked public companies for the first time to disclose cyber attacks against them, following a rash of high-profile Internet crimes. The Securities and Exchange Commission issued guidelines that laid out the kind of information companies should disclose, such as cyber events that could lead to financial losses. More

Online sales tax bill splits community
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A new online sales tax bill is splitting the business community. Brick-and-mortar retailers say it would end an unfair leg up for Internet shopping sites, but online retailers such as eBay argue that it would be a big drag on small businesses. Dubbed the Marketplace Equity Act, the bill sponsored by Rep. Jackie Speier, D-Calif., and Rep. Steve Womack, R-Ark., would give states authority to compel online retailers to collect sales tax. More

Oct. 19, 2011
Basic Probate and Estate Tax Topics - Colorado Chapter Meeting

Oct. 20, 2011
Members Only Study Group: A Life Care Planning Approach, How to Deal with Seniors

Oct. 21, 2011
Selling a Business and Getting What You Need - Illinois Chapter Meeting
Legal Responsibilities of Oil Companies to Drill Wells and the Economic Impact on Royalty Owners

Oct. 26, 2011
Most Compelling Planning Opportunities Now: Making Two Years Last a Lifetime
Purchase Price Adjustments in Acquisition Transactions - N. Texas Chapter Meeting

Oct. 27, 2011
Selected Tax and Non-Tax Issues When a Nonresident Noncitizen Dies Owning U.S. Real Property
Members Only Study Group: What to Look for in a Business Appraisal Report

Nov. 1, 2011
9th Annual Goodwill Gathering of Attorneys & Certified Public Accountants

Nov. 2, 2011
2011 Fall Meeting & Education Conference

Nov. 10, 2011
PA/DE Valley Chapter Meeting
Members Only Study Group: Planning for Endowments and Foundations

Nov. 17, 2011
Members Only Study Group: Marketing an Elder Law Practice

Nov. 22, 2011
Members Only Study Group: Business Succession Breakthroughs Using ESOPs

Dec. 8, 2011
Offers and Compromise & Bankruptcy Update

PA/DE Valley Chapter Meeting
Members Only Study Group: How to Increase Efficiency in your Elder Law Practice

Dec. 13, 2011
Members Only Study Group: Making Two Years Last a Lifetime

Dec. 15, 2011
Members Only Study Group: Hot Button Tax & Legal Issues for Exempt Organizations

Jan. 10, 2012
10th Annual Northern New Jersey Working Together Conference

The Attorney-CPA Weekly Update
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