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Hi all – The IRS continues to send CP53E notices in the mail to taxpayers who request a refund by check. We have posted information about this to our tax news ( https://mocpe.com/irs-delays-of-refunds-requested-by-check/ ). As of March 6, 2026, the IRS has indicated that it has sent out over 1 million ...

Thank you, Brian, for sharing this. I can confirm that this has been raised internally for discussion within Society leadership. Best regards, Kevin Kevin Matz, CPA, Esq., LL.M. (Taxation) President, New York State Society of Certified Public Accountants ------------------------------ ...

My experience is that most of the charities to whom I send QCDs do not mention the IRA in the letter even though the checks are watermarked "IRA" Marti ------------------------------ Martha Vail Retired Martha E. Vail, CPA Centereach NY [ The opinions expressed are the views of the author alone and ...

I spoke to IRS E-Help Desk at 866-255-0654 this morning. The issue may be client related. Need to verify DOB with SSA. Cannot imagine a NYS DL can be issued with an incorrect DOB. Thanks. ------------------------------ Kevork Yanar Sole Practitioner Kevork George Yanar, CPA Syosset NY (516) 364-5533 ...

Does the society plan on warning the state senate and the governor about the shortsightedness of the the Senate's proposed Revenue Budget Bill ( S9009B ) Part PP & S8921 , which would end New York's conformity with the federal Qualified Small Business Stock (QSBS) exclusion? The proposal claims ...

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 ...

As many of you know, I started (after Elliot Hendler's memory tribute was posted on the Exchange) the campaign to bring back 'committee'. Thank you to all of you who posted your agreement and to the Board who voted to reverse the 'community'. Alan ------------------------------ Alan E. Weiner CPA, ...