US Tax Practice Group Telemeeting

July 24

Required Participant Passcode: 1171356
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Registrant Firm Topics
Wanda K. Dietrich Rotz & Stonesifer, PC
Vicki Bernardi Hobe & Lucas Certified Public Accountants, Inc.
Valerie Colin Gumbiner Savett Inc.
Todd M. Trendler Schmidt Westergard
Shannon Hudson Howe, Riley & Howe, PLLC
Sean W. Brewer Bible Harris Smith, P.C. Consolidated Audit Procedures - Have we seen partnerships rewrite their partnership agreements? What steps have you taken other than sending a broad based client letter to inform and follow up with clients about the new procedures?
Scott Larson Lohn Caulder LLP
Rob Swenson Ostrow Reisin Berk & Abrams, Ltd., Certified Public Accountants
Pete Lachance Howe, Riley & Howe, PLLC
Paul Wallace Gross, Mendelsohn & Associates, P.A.
Paul Sander Fordham Goodfellow, LLP
Patrick Lysobey Hobe & Lucas Certified Public Accountants, Inc.
Nikki Snow Bland & Associates, P.C.
Michael Seelhoff Bland & Associates, P.C.
Margaret McDeed Dwight Darby & Company, PA
Lloyd Carson Shelton Borland Benefield
Kylan McNemar BKHM, P.A.
Kevin Stedman Hobe & Lucas Certified Public Accountants, Inc.
Kenneth Laks Albrecht, Viggiano, Zureck & Co., P.C.
Ken Newhouse Moore Beauston & Woodham L.L.P.
Katie Eyre Fordham Goodfellow, LLP
John J. Campbell St. Clair CPA Solutions Prospective tax reform
John Beauston Moore Beauston & Woodham L.L.P.
John Wood Rudler, PSC How to be proactive in finding opportunities for clients (i.e., tax saving opportunities like R&D Credit)
Job titles and roles in tax department. Partnership/Fiduciary training/resources.
Jessica Hemard Borland Benefield
Jeff Calderon Deming, Malone, Livesay & Ostroff, PSC
Jason M. Goloboy Kevin P. Martin & Associates, P.C.
Jason Schellhaas Malcolm M. Dienes, LLC
Jane Frances Rudler, PSC
Jamie Naber Bland & Associates, P.C.
Herman Goins Moore Beauston & Woodham L.L.P. Tax Software Comparisons - ProSystem fx vs. UltraTax
Scan Comparisons - SurePrep vs. fxScan/Autoflow
Heather Walters Moore Beauston & Woodham L.L.P.
Greg Lamping Rudler, PSC
Geoffrey Bramwell Busby Moore Beauston & Woodham L.L.P.
Gary DeBellis Davie Kaplan, CPA, P.C. tax managers' hours expectations: total hours/chargeable hours
Tax software administration within department
Donna Urian Fischer Cunnane & Associates Ltd how are firms handling state and municipal tax notices? With various budget constraints, we are seeing more notices, delays in refunds, denial of expenses, etc.
Brook Scarr SF Partnership, LLP
Brad Shimko
Bea Rosenberg Deming, Malone, Livesay & Ostroff, PSC
Amanda Schmidt Johanson & Yau Accountancy Corporation
Alan Tippett Welch LLP
Levesque Marchand S.E.N.C.
David Bove Dwight Darby & Company, PA
Susan R. Waller Borland Benefield