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Looking forward to the other side of April 15th, I wish to bring my earlier post to the forefront as Society CEO Calvin Harris and I will be resuming our firm outreach program after April 15th and would very much appreciate your help! Please feel free to email me directly at kevin.matz@afslaw.com ...

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 ) ...

Client took a total distribution from a non-qualified annuity opened many years ago. Box 7 of 1099-R correctly shows code 7D. However, Box 1 Gross distribution and Box 2a Taxable Amount are the same, $89,800. This seems impossible because (a) the return of capital/basis in a Non-Q annuity ...

I think so. ------------------------------ Tony Wong Wong & Company CPAs New York NY (212) 840-6123 The opinions expressed are the views of the author alone and should not be attributed to any other individual or entity and shall not constitute an accounting opinion. ----------------------------- ...

Hi Sheryl, You don't need a corrected 1099R. The way I've handled this is to report the full amount shown as taxable on the 1099R received and then subtract the basis on Schedule 1, the "Other Adjustments" line at the bottom. Include as an attachment, evidence of the date of death value and an explanation. ...

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 ...