Tax Resources Guide 2022

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

CPAmerica Tax Resources

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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.

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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 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!

Visit www.cpamerica.org/events for a listing of all 2022 events and training.

Photos from the 2021 Tax Conference in Denver, Colorado.

CPAmerica Tax Resources

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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, and even your clients, and enjoy earning CPE from wherever you are comfortable. $269 per webinar, per firm with an unlimited number of attendees. Each attendee will receive CPE. To view and register for Tax Webinars, go to member.cpamerica.org > CPE & Training > Webinars & Self Study

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 prior meeting presentations, webinars, sharing calls, and documents related to: PPP, Deferred Tax Payments, PostCOVID impacts, Tax Practices and Procedures, Trusts, Estates & Gift Taxation, Practice Management and more.

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.

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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 Advantage newsletter is published monthly and is a great opportunity for sharing exciting things happening in your firm, including team promotions and new hires!

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.

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 1,000 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 Tax Resources

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CPAmerica Tax Resources Access to expertise in more than 80 tax specialty areas 1031 Exchanges; Alternative Minimum Tax; ASC 740; Athletes; Bankruptcy Taxation; Business Valuation; C Corporations; Cancellation of Indebtedness Income/Section 108; CBD/Cannabis; Closely Held Corporations; Conservation Easements; Consolidated Returns; Corporate Reorganizations; Cost Segregation; Criminal Defense; Deferred Compensation; Dental Practice; Depreciation; Divorce/Separation; Employee Benefits; Empowerment Zone Credit; Entertainers; Equity Based Compensation; ESOPS; Estate and Gift Planning; Estates - 706 Preparation; Family Office; Family Partnerships; Film Credits; Financial Planning; Franchises; Fraud/Forensics; Gift Tax - 709 Preparation; Government Contractors; Historic Rehab Credits; IC-Disc; Independent Contractors; Individual Taxation; Insurance; InsuranceCaptive; Insurance-Split Dollar; International Tax; International Tax-Canada; International Tax-Mexico; International-Expat; Inventory; Inventory -263A; Inventory-LIFO; Investment Advisory Services; IRS Audits/ Procedures; IRS Controversy; Like-Kind Exchanges; Limited Liability Companies/Partnerships; Litigation Support; Low Income Housing Credits; Manufacturing; Mergers and Acquisitions; Multistate Taxation; New Market Credits; Nonprofits; Offshore Disclosures; Opportunity Zones; OVDl; Partnership Taxation; Payroll Tax; Professional Athletes; Professional Corporations; Research and Development Tax Credits; Restaurants; Retirement Planning; S Corporations; SALT; Solar Energy Credits; Start-Up Tax Planning; 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

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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.

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 Tarena Stanley at tstanley@cpamerica.org.

Lou Miller, CPA Crowe, LLP National Tax Office Leader

A.J. Schiavone, CPA Crowe, LLP National Tax Office Partner

“It has been a 100 percent positive experience.”

Dale Cox, Tax Partner Maxwell, Locke & Ritter LLP Austin, Texas

“It was the best money we have spent.”

Carl Harper, Shareholder Pulakos CPAs, PC Santa Fe, New Mexico

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Preferred Providers and Consultants CPAmerica has established relationships with a number of vetted outside providers and consultants, offering members expertise in a wide range of areas that impact the CPA firm. Our screening process ensures that you can have full confidence in the authentic value and worthwhile services of our network. Our listing of Tax Services Preferred Providers is below, and those consultants who are expert in the tax space.

For a full provider and consultant index organized by service area, please visit members.cpamerica.org > Services > Preferred Providers and Consultants.

Preferred Consultants Sean King

Director, McGuire Sponsel 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. He joined the McGuire Sponsel team in January 2020. 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 leadership of the firm’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 cross-border 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, Walter Haverfield LLP Gary 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 & S, mergers and acquisitions, employee benefits and Internal Revenue Service (IRS), and tax court practice and controversy work. Gary also handles criminal tax matters working in conjunction with Ralph Cascarilla, Managing Partner of Walter | Haverfield and former Assistant U.S. Attorney. Before joining the firm in 1997, Gary, who is also a Certified Public Accountant (CPA), spent 21 years in public accounting, including serving for many years as Director of Tax Operations and Head of the Cleveland Office Tax Department for a large regional Bowman 100 CPA firm.

Gary is a frequent speaker, both locally and nationally, on tax subjects, with hundreds of speaking engagements addressing tax professionals. He is board certified in federal tax by the Ohio State Bar Association (OSBA) and former Chair of the Federal Tax Specialty Board of the OSBA. He continues to serve on the Federal Tax Specialty Board of the OSBA. He was both an adjunct professor of Wealth Transfer Tax and Estate Planning at Case Western Reserve University School of Law and an adjunct professor of Tax Law and Wealth Transfer Tax at Cleveland State University Cleveland-Marshall College of Law.

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www.cpamerica.org • (352)727-4070

Jordan Goodman

Partner, Horwood Marcus & Berk Chartered Jordan M. Goodman co-chairs Horwood Marcus & Berk’s State and Local Tax Group and resolves state and local tax controversies including unclaimed property 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. 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.

Shawn Wolf

Partner, Bilzin Sumberg Sought out for his reputation as a cultivator of strong, long-term client relationships, Shawn 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. Many of his clients are multi-generational in nature, spanning decades of private wealth planning needs. His Florida Bar Board Certification in Tax Law represents one of the most distinguished markers of expertise among practitioners in the private wealth planning field.

Among the areas of his practice for which he is most approached are matters involving the application of U.S. Federal income tax rules to U.S. taxpayers conducting business abroad or moving abroad, foreign nationals investing in or moving to the United States, and the utilization of foreign and domestic trusts in strategies related to such matters. For 25 years, Shawn has also assisted hundreds of clients in coming into compliance with U.S. tax filing requirements, particularly international clients with complex situations involving multiple jurisdictions, in addition to counseling them on the minimization of applicable penalties. Finally, Shawn also assists clients in forming and operating domestic and offshore businesses, including corporations, partnerships and limited liability companies.

Randy Johnston

CEO & Founder of Network Management Group, Inc. Randy has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2020. His influence throughout the accounting profession is highlighted once again this year by being a recipient of the 2019 Accounting Today Top 100 Most Influential People in Accounting award for the sixteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. Randy writes a monthly column for The CPA Practice Advisor, features for the Journal of Accountancy, and creates articles for both accounting and technology publications, as well as being the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in today’s presentation.

CPAmerica Tax Resources

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

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www.cpamerica.org • (352)727-4070

Senior Member Services Manager Tarena Stanley Tarena Stanley supports the association’s membership Tax Resources by overseeing the discussion lists, coordinating member sharing calls and webinars, and supporting the Tax Executive Committee in planning the annual Tax Conference.

To contact Tarena Stanley, please call (352) 727-4155, or email at tstanley@cpamerica.org.

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For more information, contact: Tarena Stanley, Senior Member Services Manager tstanley@cpamerica.org • (352) 727-4155

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www.cpamerica.org • (352)727-4070