Members in the News
Matthew Bryant (Rochester)
Easy way to save for college
WROC Rochester First
July 31, 2017
"A 529 plan is a great option," said Bryant. "A 529 plan is an education savings plan which helps families pay for college expenses. You put money into a 529 plan, and the plan will invest in mutual funds, savings accounts and other financial instruments. The income is tax free." You can start taking funds out of a 529 plan after you put them in according to Bryant. If you use them for your qualified education expenses, they are tax free on distribution. "For a 529 plan, qualified education expenses include tuition, books and fees, room and board, and some commuter expenses," he said.
NYSSCPA COAP Program – Adelphi University
Underserved High School Students Build Business Skills from Accounting Program Held at Adelphi
July 27, 2017
Adelphi University marked its seventh year of hosting the Career Opportunities in the Accounting Profession (COAP), a five-day program where underrepresented students learn about the accounting profession through classes and workshops with the New York Society of CPAs (NYSSCPA) — a non-profit organization representing CPAs throughout New York State. From June 24 through 28, nearly 40 local high school students embarked on a journey filled with activities, events and leaders in the accounting field. Activities ranged from panel discussions, lectures, etiquette dinners and even field trips where students were able to meet Jeffrey Weiner, the CEO of Marcum LLP, one of the largest independent public accounting and advisory services firms in the nation.
2017 NYSSCPA NextGen Conference
NYSSCPA to hold 2017 NextGen Conference
July 25, 2017
The New York State Society of CPAs announced this week that they will hold their 2017 NextGen Conference at the Citi Executive Conference Center in Manhattan on July 24. The annual conference looks to offer professionals, both old and new, advice on career advancement, professional networking and leadership paths to ensure further success in their careers. “After advising high-profile firms and business leaders for 30-plus years, I have identified the principal, common characteristics that have positioned them for success,” said NextGen presenter and CEO of Koltin Consulting Group Alan Koltin, per a statement.