Hi All I have received many 1099 forms that include tax exempt interest/dividends. Many do not show state by state breakdown. Is there a source to look these up other than going to each individual brokerage house to look them up? Thank you ------------------------------ R. Marilyn Schneider ...
Thank you John. I didn't think of that. ------------------------------ Lillian Lent 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. ------------------------------
Thank Mark. Hope all is well. Lillian ------------------------------ Lillian Lent 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. ------------------------------
There is a bill in the NYS Senate 2025-2026 for this, but I don't see that it has passed yet: NY State Senate Bill 2025-S3252 ------------------------------ Steven Kaplan Sole Practitioner Steven M. Kaplan, CPA P.C. Merrick NY (516) 868-6300 The opinions expressed are the views of the author ...
There is a form for claiming a clean heating Fuel credit, but I am not sure about a storage tank credit ------------------------------ Steven Kaplan Sole Practitioner Steven M. Kaplan, CPA P.C. Merrick NY (516) 868-6300 The opinions expressed are the views of the author alone and should ...
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, ...
Hi David, Welcome to NYSSCPA student membership... follow-up since you have joined 1 year ago. The accounting profession has many possibilities and opportunities, and I congratulate you on your career ...
Hello everyone, My name is Kelsang Sherpa. I'm a junior Accounting major at the Zicklin School of Business at Baruch College, working toward becoming a CPA. I enjoy learning and applying new skills, ...
Hello all, The March 2026 Town Hall recording is now available. You can view the recording by clicking here . Also attached are the slides from the presentation. Please keep in mind we have more 2026 Town Hall dates available for registration: May 5, 2026 May 28, ...
Hello all, The January 2026 Town Hall recording is now available. You can view the recording by clicking here . Also attached are the slides from the presentation. Please keep in mind we have more 2026 Town Hall dates available for registration: March, 19, 2026 ...
Hello all, The November 2025 Town Hall recording is now available. You can view the recording by clicking here . Also attached are the slides from the presentation. Additionally, we have the 2026 Town Hall dates available for registration: Jan. 22, 2026 March, 19, ...
Hello all, The September 2025 Town Hall recording is now available. You can view the recording by clicking here . Also attached are the slides from the presentation. Thanks, ------------------------------ Jessica Salerno-Shumaker Director of Content & Communications New York ...
Hello all, The July 2025 Town Hall recording is now available. You can view the recording as an attachment in this message, please click "View Attached" to view it above. And be sure to register for our Town Hall next week on Tuesday, September 16 at 2pm. Register here: https://cpe.nysscpa.org/product/36481 ...
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