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Small Nassau County restaurant (gross approximately $3MM) is looking for a CPA with significant food service experience. It's not an industry I am familiar with but they have asked me to help select a new CPA. Please contact me through email. Thanks in advance. Steven N. Ross, C.P.A., ...

Thank you for the valuable insights shared in this discussion. I found the mention of Form 4852 particularly helpful in situations where Form 1099-R is incorrect and the issuer is unable or unwilling to provide a corrected form. From my understanding, using Form 4852 as a substitute while reporting ...

We're off to a roaring start on the digital edition of the CPA Journal. I just got an email a short while ago saying the Jan/Feb edition was available online for review. Curious to see what technology the NYSSCPA is using for this, I clicked on "read the latest issue", entered my password and ID and ...

Have you looked at the instructions for Form 4852, I had to extend the return I am working on as I also have not heard back from Met Life, but ultimately it is also Brighthouse that reports. It is the same issue, the taxable portion is incorrect but not as large, but between four 1099-R's it is 18,000 ...

Blanket advice to clients: NEVER BUY ANNUITIES. Others have indicated that Brighthouse was a spin-off from Fidelity. In that case, it's not surprising that records have been lost. When financial companies merge or get acquired, or spinned off, basis and records are often lost. I just completed ...

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 ...