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I am reaching out to request guidance on a complex PPP loan matter involving a client whose Paycheck Protection Program loan was never forgiven and has since moved through multiple stages of federal collection. I did not establish the PPP loan which was set up by another practitioner. Specifically, ...

Conveying Real Estate and the Tax Consequences Part 2 of a 3 part series on Elder Care Planning is coming up on May 13 at noon. 1 CPE lunchtime webinar free to members and non-members organized by the Manhattan/Bronx Chapter. Part 2- 05/13/2026 Conveying Real Estate and the Tax Consequences- ...

IRS Direct Pay, whether for individuals or businesses, does not have an option for tax payments for trusts. You can use EFTPS, although that requires registration and assignment of a PIN by the IRS via regular mail. ------------------------------ Marc Aaronson First FAM LLC New York NY (212) 756-3300 ...

Hello everyone, On behalf of the NYCPA Estate Planning and Trust & Estate Administration Committees, and extending this invitation to other committees, we are excited to share our first collaboration with the FPA Metro of New York on a Spring Networking Event that brings together CPAs, financial planners, ...

Here's a video I recently recorded for my firm (which is about 5 minutes in total) in which I devote a substantial portion of my time highlighting the upcoming NYCPA Estate Planning Conference on May 21st , which my firm is hosting at its Midtown Manhattan office: Post | Feed | LinkedIn Here ...

Hello everyone, I am excited to share the Society's April 2026 event calendar . There's lots of great happenings this month -- including the Emerging Technologies Committee Meeting on April 28th at 4 p.m. (here's this super-charged new committee's details: Committee Information ) ...

Hello everyone, I am excited to share the Society's March 2026 event calendar . There's lots of great happenings this month -- including the Society Town Hall Meeting on March 19th at 4 p.m., and the Emerging Technologies Task Force Meeting on March 26th at 4 p.m. -- and I hope to see many of ...

For everyone's convenience, here are the l inks to both the Governance Committee memo and the full redline text of the proposed bylaws amendment: https://www.nysscpa.org/docs/default-source/pdf/governance-committee-memo-for-2-4-26-nysscpa-bod-meeting.pdf https://www.nysscpa.org/docs/default-source/pdf/redline-dtd-2-1-26-for-proposed-2026-amendments-to-amended-and-restated-bylaws-with-amendments-eff-6-1-2023.pdf ...

Dear Fellow Society Members, As many of you know via our bi-monthly Society Town Hall meetings, one of my primary areas of focus during my term as Society President for the 2025-2026 fiscal year is to modernize the Society's bylaws by gradually reducing the Society Board's size from 35 directors ...

Hi everyone, We still have 9 tickets available for the Brooklyn Nets versus San Antonio Spurs NYCPA Networking Event at Barclays Center on February 26th . The NYCPA will be the "Non-Profit of the Game" and rumor has it that yours truly will be interviewed courtside at halftime. This ...