I have a client who is contributing roughly $600,000 of stock into a CRUT. Wondering if there is anyone out there who might have some experience with this who can give me some advice on how to handle the initial deduction for the donor's return as well ...
I agree it is difficult to navigate, and if you don't have a user name yourself, its nearly impossible to provide guidance to the client. I get quite a few complaints from clients about it - I advise them to call the DOR to complain. ------------------------------ ...
I would like to say that Boston Tax Institute did a great job preparing me and my staff to handle 199A. Many times I found myself going back to the class materials in order to clarify a particular client scenario. ------------------------------ John ...
A big congratulations to our members in public accounting for making it through tax season! I hope you can now enjoy some downtime to recharge for spring. The end of busy season also means that a new membership year is here. On Monday, April 22, we will email your dues notice for the 2019-20 membership year, so keep an eye on your inbox and check our website for details . If you have questions, please contact Amanda Curtis at acurtis@mscpaonline.org or call 617.556.4000. Last year was a time of growth at the Society, and I hope each of you had a positive member experience. It was wonderful to see many new and familiar faces at our new regional roundtables, mentoring circles and networking events. If you attended one of our recent conferences, you may have also seen our new app which helps attendees navigate the day and get information on sessions and speakers from the palm of their hands. We appreciate your feedback on our new initiatives and look forward ...