Page 1

Tax Resources Your Comprehensive Guide to CPAmerica Tax Programs and Services Get answers. Get involved. Get more out of your CPAmerica tax support.

CPAmerica International Tax Resources

1


Welcome to the CPAmerica Tax Community Did you know that when you became a member of CPAmerica, you became a part of an elite group of tax partners and professionals who have expertise in more than 80 tax specialty areas? In today’s world where everyone expects you to be an expert in everything, having these resources at your fingertips can not only get you in the door with a prospective client, but can also be the difference between whether it becomes a shortterm engagement versus a long-term relationship. When it comes to servicing your existing clients, the CPAmerica tax community makes it possible to tackle their ever more complex needs.

CPAmerica tax partners, providers and consultants have the expertise you need, when you need it.

2

www.cpamerica.org • (352)727-4070


CPAmerica Tax Resources The Annual Tax Conference This is the flagship event for CPAmerica tax pros. Each November CPAmerica members meet face-to-face, at a desirable member-selected destination to connect with new faces and reconnect with old ones. The conference is generally held over the course of three days, and is chock-full of networking, education, food and fun. 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! Go to cpamerica.org>upcoming events for dates and registration details. Photos from the 2015 Tax Conference in Santa Rosa, Calif. and 2016 Tax Conference in Savannah, Ga.

CPAmerica International Tax Resources

3


CPAmerica Tax Resources Tax Webinar Series

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, sit back and enjoy earning CPE from the comfort of your conference room. $249 per office with unlimited users and CPE per connection; $125 additional for remote users.

Tax Sharing Library Improving through sharing 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. Post and search for documents related to: Bankruptcy, C Corps and S Corps; Credits, Computation and AMT; Deductions, IRS Interaction, New Legislation, Partnerships/LLC, Payroll, State, Tax Practices and Procedures, Trusts, Estates & Gift Taxation, Practice Management and more.

AICPA 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.

4

www.cpamerica.org • (352)727-4070


CPAmerica Newsletter

Want to let other member firms know about a new niche or employee initiative that you are proud of? The CPAmerica newsletter is published monthly and is a great opportunity for sharing exciting things happening in your firm.

Tax Products The latest state and national tax handbooks and guidebooks from CCH and Thomson Reuters are available at deeply discounted prices directly on the CPAmerica website. Order today at cpamerica.org>services>products.

Tax Committees and Online Communities You truly start to leverage the power of your peers when you utilize the online resources available through the tax discussion list, and when you get involved on the tax executive or advisory committees. The discussion list is your lifeline to nearly 800 members of the CPAmerica tax community. The tax 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.

CPAmerica International Tax Resources

5


CPAmerica Tax Resources Access to expertise in more than 80 tax specialty areas 179 Energey Incentives 1031 Exchanges 409A Alternative Minimum Tax ASC 740 Assisted Living Facilities Athletes Bankruptcy Taxation

Equity Based Compensation ESOPS Estate and Gift Planning Estates - 706 Preparation Family Office Family Partnerships Film Credits

Business Valuation

Financial Planning and Wealth Management

C Corporations

Franchises

Cancellation of Indebtedness Income/Section 108

Fraud/Forensics

Closely Held Corporations Conservation Easements Consolidated Returns Corporate Reorganizations Cost Segregation Criminal Defense Dental Practice Depreciation Divorce/Separation Employee Benefits Entertainers

6

Gift Tax - 709 Preparation Historic Rehab Credits IC-Disc Independent Contractors Individual Taxation Insurance

Inventory - 263A Inventory-LIFO Investment Advisory Services IRS Audits/Procedures IRS Controversy Like-Kind Exchanges Limited Liability Companies/Partnerships

Inventory

Restaurants Retirement Planning S Corporations

Start-Up Tax Planning

Credits

State and Local Tax (SALT)

Manufacturing Mergers and Acquisitions Multistate Taxation National Tax Advisory New Markets Tax Credits Nonprofits

Opportunity & Empowerment Zone Tax

International-Expat

Research and Development Tax Credits

Low Income Housing

Insurance-Split Dollar

International Tax-Mexico

Repair Regs

Solar Energy Credits

Offshore Disclosures

International Tax-Canada

R&D Tax Credits

Litigation Support

Insurance-Captive

International Tax

Professional Corporations

OVDl Partnership Taxation Payroll Tax Professional Athletes

Stock Options Tax - General Technology Industry Texas Franchise Tax Transfer Pricing Transportation Trusts US Inbound/Outbound Taxation Washington State Excise Tax Work Opportunity Tax Credit

www.cpamerica.org • (352)727-4070


Crowe LLP National Tax Office Crowe LLP is a top-10 firm with more than 3,000 employees. For a modest, annual fee, CPAmerica member firms gain direct access to the Crowe LLP National Tax Office (NTO) and are able to leverage its expertise to address a number of complex tax issues. The tax services group at Crowe is comprised of more than 600 professionals, with 35 professionals solely dedicated to the National Tax Office. They are available to consult on issues such as international taxation, expatriate tax, family wealth planning, transfer pricing, nonprofit taxation, mergers and acquisitions, accounting methods and periods, high-level partnership issues, accounting for income taxes and more.

Crowe LLP National Tax Office Partner Lou Miller

Direct access to Crowe’s Top 10 expertise combined with inherent knowledge-sharing between independent CPAmerica firms, make this a unique pairing for CPAmerica members. For more information on how to access NTO services, please contact Dana Plotke at dplotke@cpamerica.org.

Crowe LLP National Tax Office Director A.J. Schiavone

“It was the best money we have spent.” Carl Harper, Shareholder Pulakos CPAs, PC • Santa Fe, N.M.

“It has been a 100 percent positive experience.” Dale Cox, Tax Partner Maxwell, Locke & Ritter LLP Austin, Texas CPAmerica International Tax •Resources

7


Preferred Consultants Sean King

President & Managing Director of 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 nearly twenty years, Sean has been counseling organizations ranging from emerging growth companies to one of the world’s largest private equity firms with more than US$40 billion under management. In addition to his firm leadership responsibilities, Sean’s globally recognized practice focuses on international corporate structuring for both the outbound operations of U.S. multinationals and the inbound operations of foreign multinationals. This includes advice on structuring crossborder ventures, mergers and acquisitions, supply chain management, cross-border financing, and transfer pricing matters, including the international licensing of intellectual property. Sean has completed transactions in more than 75 countries and has been included in The International Who’s Who of Corporate Tax Lawyers.

Gary A. Zwick

Partner & Head of Tax and Wealth Management Section of Walter Haverfield LLP Voted as one of the top 100 attorneys servicing wealthy clients by Worth Magazine, Gary Zwick was formerly an adjunct professor of law teaching both Wealth Transfer Taxation and Income Tax at both Case Western Reserve University School of Law and Cleveland-Marshall College of Law. He spent the last 21 years in public accounting where he was director of tax operations for a large regional CPA firm until he left to practice law in 1997. Currently, Gary is head of the Tax and Wealth Management Section of Walter Haverfield where he has been since 1997. Gary is co-author of two legal treatises published by ALI-ABA and Editor of the 15th Edition of Tools & Techniques of Estate Planning by Stephen Leimberg and published by National Underwriter Company; author of many feature articles in major tax publications, and frequent nationally-known speaker. He is a great resource for estate and gift tax planning.

Jordan Goodman

Partner of Horwood Marcus & Berk Chartered Jordan resolves state and local tax controversies for multistate and multinational corporations, including Fortune 1000 clients with complex operations, in industries such as manufacturing, retailing, financial services, e-tailing, broadcasting and telecommunications. Jordan has successfully resolved tax controversies in virtually every state and counsels businesses on the tax ramifications and benefits of various organizational structures. As both an attorney and a CPA, Jordan has a comprehensive view of tax planning issues and strategies. His experience and education enable him to deliver a creative, complete and practical approach to limiting the full range of tax exposures. He was recently elected as a fellow in the Litigation Counsel of America, an invitation only trial lawyers honorary society that includes less than one-half of one percent of American Lawyers.

8

www.cpamerica.org • (352)727-4070


Ken Bezozo

Managing Partner of Haynes and Boone, LLP Ken Bezozo is the managing partner of the New York office of Haynes and Boone. He has extensive experience in representing companies and individuals in business planning and taxation matters including structurings, formations, operations, acquisitions, mergers, restructurings, dispositions, family business separations, bankruptcies and workouts. He also has substantial experience in handling all types of federal and state tax controversies and tax litigation. Ken is a frequent speaker on business transactions and taxation law topics including business structurings and formations, mergers and acquisitions, restructurings and recapitalizations, federal taxation issues affecting businesses, state tax planning for business entities, taxation of bankruptcy and workout-related tax issues.

Anthony Marshall

Attorney of Harris Beach PLLC Attorneys at Law Anthony (Tony) Marshall leads the firm’s Tax Credit practice, is co-leader of the Tax Group practice, and is a member of the Corporate, Public Finance and Economic Development; Commercial Real Estate; and Life and Asset Planning Practice Groups. Tony also serves on the Real Estate Developers Industry Team. Tony, and the Credit Practice Group members, serves CPAmerica member firms in connection with the federal New Markets Tax Credit (NMTC), Historic Tax Credit (HTC) and Affordable Housing (low income housing) Tax Credit. Firm services include transaction structure, transaction closing and related services.

Randy Johnston

CEO & Founder of Network Management Group, Inc. Best known for his early and on-going expertise in networks, accounting software, paperless, and CPA Firm technology, Randy Johnston’s expertise has grown to touch virtually every technology in the marketplace. NMGI will perform a technology assessment for CPAmerica members at a discounted rate. Members also have instant access to technology experts via a special email address at tech@cpamerica.org, and preferred rates are offered to members who need more in-depth assistance.

Shawn Wolf

Attorney of Packman, Neuwahl & Rosenberg, P.A. Shawn Wolf concentrates his practice in the area of U.S. Federal income taxes, international and domestic estate planning and corporate matters. He devotes a large part of his practice to the U.S. Federal income tax rules applicable to U.S. taxpayers doing business abroad, as well as the income and estate tax issues to foreign persons passively investing in the United States or those foreign persons who are looking to invest in more active business opportunities or move to the United States. Shawn is a Florida Bar Board Certified Tax Lawyer. CPAmerica members may contact Shawn directly with any international tax questions. Members may obtain quick 15-minute consultations on a complimentary basis. Extended services are also available.

CPAmerica International Tax Resources

9


Preferred Providers & Consultants

10 Work Opportunity & Empowerment Zone Tax Credits

Technology Services

Staff Training/CPE

State and Local Tax (SALT)

R&D Tax credits

New Markets Tax Credit

National Tax Advisory

Low Income Housing Tax Credit

International - Tax Inbound and Outbound

Historic Tax Credits

Hardware & Software

Foreign Asset/Reporting & Disclosure

Estate & Gift Tax Planning

Data Security

Cost Segregation

Business Svcs, Marketing and/or Publications

179 Energy Incentives

CPAmerica Tax Resources

Preferred Providers and Consultants

* 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 www.cpamerica.org for detailed company descriptions and special offers available through your membership!

www.cpamerica.org • (352)727-4070


Preferred Providers & Consultants

CPAmerica International Tax Resources Work Opportunity & Empowerment Zone Tax Credits

Technology Services

Staff Training/CPE

State and Local Tax (SALT)

R&D Tax credits

New Markets Tax Credit

National Tax Advisory

Low Income Housing Tax Credit

International - Tax Inbound and Outbound

Historic Tax Credits

Hardware & Software

Foreign Asset/Reporting & Disclosure

Estate & Gift Tax Planning

Data Security

Cost Segregation

Business Svcs, Marketing and/or Publications

179 Energy Incentives

Preferred Providers and Consultants

11


Still not sure where to turn for answers to your most pressing tax questions or would you like to be more involved? Contact Dana Plotke Senior Member Services Manager dplotke@cpamerica.org • (352) 727-4152

12

www.cpamerica.org • (352)727-4070

Tax booklet  
Tax booklet