Tax Resources Guide 2024

Tax Resources Guide

Your Comprehensive Guide to CPAmerica Tax Programs and Services

CPAmerica Tax Resources Guide | www.cpamerica.org

Tax Learning & Development Your Annual Tax Conference

2024 Tax Conference

November 10-13 | El Conquistador Resort | Fajardo, Puerto Rico This is the flagship event for CPAmerica tax pros. Each November, CPAmerica members meet faceto-face at a desirable member-selected destination to connect with new faces and reconnect with old ones.

The conference is held over the course of three days and is packed with networking, technical sessions and member sharing. If you want to meet other tax professionals in a relaxed setting, share best practices and earn CPE while you do it, this is a must-attend event for you!

Tax Webinars

Nationally-recognized subject matter experts present on topics that are timely and relevant to tax professionals at every level. The tax webinar series kicks off each summer with a new set of topics, and a very affordable price tag. So, grab your tax team, and even your clients, and enjoy earning CPE from wherever you are comfortable.

Tiered cost below is per firm: Up to 5 attendees: $279 6-10 attendees: $299 11-20 attendees: $319 21+ attendees: $339. Each attendee will receive CPE. To view and register for Tax Webinars, go to members.cpamerica.org > CPE & Training > Webinars.

Tax Resources Tax Sharing Library Where Collaboration Means Business is the mission of CPAmerica. There’s no easier way to share your firm’s collective knowledge than by posting documents to the online sharing library, housed within the Center of Excellence. Post and search for prior meeting presentations, webinars, sharing calls, and documents related to: PPP, Deferred Tax Payments, Post-COVID impacts, Tax Practices and Procedures, Trusts, Estates & Gift Taxation, Practice Management and more.

Connecting with CPAmerica

Want to let other member firms about the exciting happenings at your firm? The monthy CPAmerica Advantage Newsletter is a great opportunity to share your firm news!

In addition to the CPAmerica Advantage, we stay connected with our members through the Advantage Point and Top 5 e-newsletters, social media channels such as Facebook, LinkedIn and Twitter (X). Be sure to subscribe to the e-newsletters and follow CPAmerica’s social channels for the most up-to-date information.

CPAmerica Tax Resources Guide | www.cpamerica.org

Tax Resources (continued) Center of Excellence (COE)

You truly start to leverage the power of your peers when you utilize the online resources available through the Center of Excellence Tax Community. The Tax Community within the COE houses your discussion forum where members can ask questions, provide expertise and share resources.

To get involved with Tax Committees, please contact Richelle Clay at rclay@cpamerica.org.

To subscribe to the CPAmerica e-newsletters, please contact accounts@cpamerica.org.

Tax Committees

The Tax Executive and Advisory Committees participate in educational planning for live and virtual events, monitor the discussion lists and make recommendations for any tax-related products or services offered by CPAmerica. All tax professionals are welcome and encouraged to join the Tax Executive Committee. You must be a partner, or be recommended by a partner, to join the Advisory Committee.

Tax Products

Several Preferred Providers offer the latest state and national tax handbooks and guidebooks at deeply discounted prices. Please reach out to Tarena Stanley at tstanley@cpamerica.org for more information.

AICPA - December Tax Clinic

Each fall, CPAmerica members are invited to submit articles that will be featured in the December issue of AICPA’s Tax Adviser - Tax Clinic. Being published in the Tax Clinic is a great way to gain exposure and credibility for CPAs at any stage of their career and create prestige for their firm.

Crowe LLP National Office Crowe LLP is a member of the Crowe Global network. As of June 2023, Crowe LLP is the 11th largest national firm in the United States with revenues of $1.3 billion.

Through its membership in the global network, CPAmerica has a unique relationship with fellow member Crowe LLP where they can choose to be supported by the expertise and capacity of a top U.S. firm. CPAmerica member firms are assigned a liaison who coordinates the relationships whether for advice and opinion, or to engage them to perform complicated work they are not able to perform themselves. This relationship supports CPAmerica member firms’ ability to compete for and serve larger, more complex clients.

Member firms that are interested in accessing Crowe LLP National Office services should contact Tarena Stanley, Director of Engagement & Partnerships, at tstanley@cpamerica.org.

CPAmerica Tax Resources Guide | www.cpamerica.org

Preferred Providers With Tax Services

All Preferred Providers and consultants have been recommended by a CPAmerica member firm, and are vetted and approved by the Tax Advisory Committee. Go to https://tinyurl.com/y699wcy6 for detailed company descriptions and special offers available through your membership.

CPAmerica Tax Resources Guide | www.cpamerica.org

Preferred Providers & Consultants Sean King | Director, Align Global Consulting

Sean King is a renowned legal, tax and business advisor who brings to his clients not only technical expertise, but also a cultural and commercial awareness that can only be gained by living and working in numerous countries and on multiple continents. For more than 23 years, King has been counseling organizations ranging from emerging growth companies to one of the world’s largest private equity firms with more than $40 billion under management.

Gary A. Zwick | Partner, Walter Haverfield LLP

Zwick is a partner who has a general tax practice, with emphasis on tax planning for closely held and family businesses and their owners, and high-net-worth individuals. His focus encompasses not only income tax planning, but also estate planning, retirement plans and planning, business and individual taxation, Subchapters C and S, mergers and acquisitions, employee benefits and IRS, and tax court practice and controversy work.

Jordan Goodman | Partner, Kilpatrick Townsend & Stockton LLP Jordan Goodman focuses his practice on resolving complex state and local tax controversies for Fortune 1000 corporations and wealthy families, nationwide. He represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting, and telecommunications.

Shawn Wolf | Partner, Bilzin Sumberg

Sought out for his reputation as a cultivator of strong, long-term client relationships, Wolf counsels foreign and domestic high net-worth individuals, families and closely-held companies wherever they need international and domestic tax, estate planning, and pre-immigration and expatriation planning and strategies.

Randy Johnston | CEO & Founder of Network Management Group, Inc. Johnston has been a top-rated speaker in the technology industry for over 40 years. His influence throughout the accounting profession is highlighted once again by being a recipient of the Accounting Today Top 100 Most Influential People in Accounting award. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine.

CPAmerica Tax Resources Guide | www.cpamerica.org

Your CPAmerica Tax Contact Richelle Clay | Senior Member Services Manager Richelle supports the association’s membership tax resources by overseeing discussion forums, coordinating member sharing calls and webinars, and supporting the committee in planning the annual Tax Conference.

Contact Richelle Clay at rclay@cpamerica.org

CPAmerica Tax Resources Guide | www.cpamerica.org