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  • Information Collection & Maintenance Related to the New Beneficial Ownership Information (BOI) Regulations Don’t miss out on this important session featuring our guest speaker, Melanie Lauridsen, Director of Tax Practice & Ethics at AICPA. She will be speaking about the new Beneficial Ownership ...Read More

  • Tax Update – April 2023 Inherited Individual Retirement Accounts (IRAs) There are some notable, but mostly beneficial, rule changes related to IRAs and RMDs . Beginning in 2023, the SECURE 2.0 Act raised the required age that you must begin taking RMDs, to 73. If you reach age 72 in ...Read More

  • Tax Update – March 2023 Tax Year Progress From the IRS’s perspective, there is NO March Madness. They have cleared the carryover backlog for original return processing. The average answer time and level of service have vastly improved to over 80% level of service. Taxpayers are ...Read More

  • Tax Update – February 2023 Filing Season Update, At a Glance Filing season is going well; there is only a small amount of carryover from last year, which was expected to be finalized at the end of January. There are over eight million refunds averaging $1,900 each. Refunds are about ...Read More

  • Tax Update – January 2023 Changes in Tax Law for Current Season (at a glance) Child Tax Credit has been reduced, back down to $2K (from $3K) per child Gift Tax for 2023 increases to $17K Mortgage insurance (on Schedule A) is no longer deductible $300/$600 deduction for charitable ...Read More

  • Thank you to all that attended and participated in our January NCCPAP NOW event. It was another great success, and we hope you enjoyed the topics presented. This session covered the latest happenings in the profession including a message from the NCCPAP President, a tax update (based on current legislation ...Read More

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Networking

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Advocacy

Our advocacy work focuses on issues at the state and federal level, which affect small CPA firms and the middle-income and small business clients we diligently serve.

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Advocacy

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