Business to the Classroom - Connecticut Society of CPAs

Connecticut

CPA

January/February 2013

Advocacy. Community. Education.

CPAs Help Bring

Business to the Classroom“JA in a Day,” CPA Careers Conferences reach almost 1,000 Connecticut students.page 8

6 The Essential Event: The 2013 CTCPA Annual Meeting

14 The Connecticut DRS Commissioner’s Column: Tax Season’s Greetings

17 Mingling & Merriment: The New and Young Professionals Holiday Party

24It’s Just LIFE: What’s Cooking

Members pass bylaws proposals. page 5 P

2 www.ctcpas.org paid advertisement paid advertisement

3Connecticut CPA g January/February 2013

www.facebook.com/ConnecticutCPAsAll of the Big 4 firms made the top 10 on the list of “world’s most attractive employers”! Congrats!

www.linkedin.comAlert for All New York-Licensed CPAs: CPE Deadline Extended to February 1.

www.twitter.com/ConnecticutCPAsCram for the CPA Exam with us January 10!

www.ctcpas.orgRegister for events, manage your membership, and get industry news at www.ctcpas.org.

Have you heard what’s happening online? Connect with us today!

CTCPA is Social

Contents

On the Cover: CPAs in the Classroom This issue’s cover features John Higham of Whittlesey & Hadley teaching fourth graders at Charles Wright Elementary School in Wethersfield a game in which students play small business owners. Higham was one of nearly two dozen CTCPA volunteers who visited the classroom as part of Junior Achievement’s “JA in a Day.” See page 8 for the full story.

Features 5 Membership Passes Bylaws Proposals By CTCPA President Noelle Taddei 8 CPAs Teach ‘JA in a Day’ 10 CPA Careers Conferences Draw More Than 400 High Schoolers

12 ETF Scholarships, Grants Support Tomorrow’s CPAs Today 14 The Commissioner’s Column: Tax Season’s Greetings By DRS Commissioner Kevin Sullivan 16 Member Spotlight 17 Mingling & Merriment: The New and Young Professionals Holiday Party

Upcoming Programs and Events

6 TheEssentialEvent: The2013CTCPAAnnualMeeting

22 CPAExamCram

24 It’sJustLIFE:What’sCooking

25 AttendaCommitteeMeeting

Member Matters

23 Welcome,NewPledges!

24 CAASCorner

26 ClassifiedAdvertisements

28 Welcome,NewMembers!

29 TakingBusinessCommunications totheCollegeCrowd

30 MemberSnapshots

32 FirmMovesandPromotions

33 MemberNews

34 CTCPAAffinityPartnerships

4 www.ctcpas.org

WhenwewereputtingtogetherthecoverstoryforthisissueofConnecticut CPA,showcasingphotos of CTCPA volunteers visiting CharlesWright Elementary School in Wethersfield aspartofJuniorAchievement’s“JAinaDay”pro-gram (page8),wenever imagined thehorrificeventsthatwouldoccuratanotherConnecticutelementary school just days before the issuewenttopress.

I struggledwith the idea of going aheadwithour plan to put young students so front andcenter in this issue. The imagesof smiling volunteers andhappy, engagedstudentsworkingtogetherareinstarkcontrasttotheimagescomingoutoftheNewtowncommunity.

TheOctoberCTCPA“JAinaDay”programwastrulyamemorableonefortheCTCPAvolunteersandstudentsalike.Volunteers,individuallyorinpairs,pre-sentedfull-daylessonplansonmoneyandfinanceineveryclassroomintheschool.Connecticut CPAAssistantEditorCaitlin Bailey O’Neill wasonphotodutythatdaywhileIwashomewithmyownchildren,andtextedmefromtheschooltosay“Bestdayever!”Onefirstgradertoldhisteacher“Youdidn’ttellustodaywasgoingtobesomuchfun!”Itfeltrighttocontinuewithourplantosharethesephotosofpeoplehelpingeachotherandspreadingsomegoodintheworld.

We at the Connecticut Society of CPAs offer our heartfelt sympathy andsupporttoourmembers,colleagues,andthefamiliesaffectedbytheunthink-ableeventsinNewtown.AndtothestudentsandteachersatCharlesWrightElementarySchool, thank you for allowingus to visit your school, to get toknowyouabit,andtoseeyourbrightsmiles.Wehopethatthephotosofthatdaycanbringasmallamountofcomfortinthefaceofsuchsadnesselsewhereinourstate.

A publication of the Connecticut Society of Certified Public Accountants

CTCPA Board of Directors

NoelleA.TaddeiPresident

CamilleR.MurphyPresident-elect

VanessaE.RossittoTreasurer

BrianJ.KelleherSecretary

MichaelL.KratenMember-at-Large

AmberD.TuckerMember-at-Large

MichaelJ.HanlonMember-at-Large,

CTCPA Advisory Council Chair

Connecticut CPA Staff

ArthurJ.RennerExecutive Director

KirstenF.PiechotaManaging Editor/ Graphic Designer

CaitlinQ.BaileyO’NeillAssistant Editor

MarkZampinoPublisher

JulieE.McNealContributor

Connecticut

CPA

January/February 2013Vol. 54, Issue 1

Student Outreach in the Wake of the Unthinkable

+ + + + + + + + + + + + + + + + + + + + + + + + + + +

Opinions expressed in bylined articles ap-pearing in this publication are those of the author(s) and do not necessarily reflect CTCPA opinions or positions nor do they constitute endorsements.

Connecticut CPA (USPS #004 433) is published bi-monthly for dues paying members of the Connecticut Society of CPAs by the CTCPA, 716 Brook Street, Suite 100, Rocky Hill, CT 06067-3433. Periodicals postage paid at Rocky Hill, CT and at additional mailing offices. POSTMASTER: Send address changes to CTCPA, 716 Brook Street, Suite 100, Rocky Hill, CT 06067-3433.

KirstenPiechota,ManagingEditor

Members Help Establish Sandy Hook School Funds

CTCPAmembersAlan Clavette,ownerofClavette&Company,LLCinNewtownandaCTCPApastpresident, andJohn Trentacosta,presidentandCEOofNewtownSavingsBank,bothofSandyHook,have been working with local organizations to develop funds tosupporttheSandyHookcommunity.Learnmoreaboutthefundsatwww.ctcpas.org/SandyHook.


The CTCPA Bylaws Vote:

Members Pass BothBylaws Proposals

PProposal #1

TorestructuretheCTCPAmembershiptocomprisetwomaincategoriesofmembership:Certified(CPA)MemberandAssociate(non-CPA)Member.

Proposal #2

TomodernizethebylawstoreflecthowtheCTCPAfunctionsadministrativelyintheyear2012.

By the NumbersHere’showmembersvotedonthetwobylawsproposals:

P

Yes 79%

Yes 95%

No 21%

No 5%

Tomyfellowmembers,

Thevotingperiodforourproposedbylawschang-eshasclosedandIhavegreatnewstosharewithyou.Eachofourtwobylawsproposalshaspassed!Inaddition, for thefirst time in thehistoryofourbylaws, the voting was conducted electronicallyand I amexcited to report thatwe had a recordresponse with more than 20 percent of eligibleCTCPAmemberscastingtheirvotes.

Thesechangestoourbylawssupportthecontin-uedforwardthinkingofourorganizationandpro-fession and position the Connecticut Society ofCPAsforthefuture.

Relationshipsareattheheartofthefirstbylawschange,namelytheadditionoftheAssociateMembercategory.Relationshipsareessentialtoanyeffectiveandvibrantprofessionalorganization.ItisthestrengthandbreadthofthoserelationshipsthatallowtheCTCPAtoadvocateforourprofession,providesu-periorqualityprofessionaleducation,andfacilitatetheprofessionalnetworkingthatiscriticaltothesuccessofourindividualmembersandfirmsandthevaluethattheyprovidetotheirclientsandorganizations.

Themembership’sendorsementofthesecondsetofchangesenhancesmem-berrepresentationandparticipationinSocietyleadershipandreplacesdatedbylawsprovisionswithmodern-dayoperatingpractices.

Inclosing,IwouldliketopersonallythankthemembersoftheBylawsCommit-teefortheirdetailedreviewanddraftofthesechanges,theCTCPABoardofDirectorsandAdvisoryCouncilfortheirfullendorsement,theCTCPAstafffortheirdedicatedeffortstoinformourmembership,and,mostimportantly,allofourmemberswhovoted.

Sincerely,NoelleTaddeiCTCPAPresident

Noelle Taddei CTCPA President

6 www.ctcpas.org

www.ctcpas.org/EssentialEvent

the Essential EventMay 13, 2013 • Aqua Turf Club, Plantsville9:30 a.m. – 5:30 p.m. (9:00 a.m. registration) • CPE Credits: 5

We’re offering a group discount!*Purchase eight or more seats and become an event sponsor – you’ll get: a discounted group rate, recognition on theCTCPA website and in follow-up coverage in Connecticut CPA magazine, and recognition in the event’s opening slideshow loop and printed program.

*Group discount available to CTCPA members and firms.

Sign up early and save!Purchase your seats before January 31, 2013 for even more savings. Cost: one to three seats: $160 per seat ($145 before January 31, 2013), four to seven seats: $145 per seat ($135 before January 31, 2013), eight or more seats: $135 per seat ($125 before January31, 2013).

Adding Up to a Richer Future features

• 3 Ways You Can End Government GridlockPresentedbyNoLabelsCo-FounderJonathanMiller.

• 9 Minutes on Monday:The Quick and Easy Way to Turn Managers Into LeadersPresentedbyauthorJamesRobbins.

• 4 Perspectives on Corporate Culture: A PanelModerated by YardeZone with panelists from Brooks Brothers, CNC Software, Primacy, and Lego Systems

• 1 Hour of NetworkingStay with us for complimentary open bar and hors d’oeuvres following the program.

CTCPAAnnual Meeting

the Essential Event

“You didn’t tell us today was going to be so much fun!”

A first grade student to his teacher

‘JA in a Day’ CPAs Teach at Wethersfield Elementary School

8 www.ctcpas.org


On October 23, nearly two

dozen CTCPA volunteers

visitedWethersfield’sCharles

Wright Elementary School as part of

Junior Achievement’s “JA in a Day”

program. Volunteers presented a

seriesofJuniorAchievementlessonsto

theirveryownclassroomsfrom9a.m.

to2p.m.,coveringeverythingfromthe

basics of money management and

marketingideastotaxesandelections.

Thank you to our volunteers!MichaelAdomelisGeorgeBellasRobertCarubiaMichaelConceicaoChristinaConverseGregCussonSandiDolloffRosaEppersonMonicaHarrisonKrystenHurwitzMichaelKratenDavidLedasKathleenMcKeonJulieMcNealJanetMcTeagueAnastasiaMuenchDanMuscaroKatarzynaOlechowskiLanaPomeroyTaraSimonTimothyTuell

Wouldyouliketohelpoutatsimilareventsinthefuture?ContactAcademicandCareerCoordinatorAlicia [email protected]!

Viewmorephotosatwww.ctcpas.org/photos.>>

10 www.ctcpas.org

This fall, more than 400 high school students fromacrossthestateconvergedontheUniversityofCon-necticut(UConn)andFairfieldUniversitycampusesto

getatasteofcollege lifeandhear fromsomeaccountingmajorsandpracticingCPAsaboutwhytheCPAcareerpathisthewaytogo.

Followingbreakfastprovidedby thehostcollegeandop-tionalcampustours,thestudentsperkeduptothesounds

ofasetofclassicrockhitsbyConnecticut’sCPArockband,TheAccountingCrows.

Volunteerspeakersthenhelpedstudentsexploretheplacesthe CPA credential can take them, from public account-ing to forensics, sportsmanagement, themusic industry,andmore.Theprizeforagoodquestion?AnAccountingCrowst-shirt,ofcourse!

Wanttovolunteertohelpoutnextyear?ContactStudent

[email protected].

Become a CPA!CPA Careers Conferences Draw More Than 400 High Schoolers

(from left) Mark Caplan moderates the UConn student/new and professional panel featuring Jenna Bennetti, Katherine McNair, and Matthew Thomson.

Students and teachers enjoy the UConn CPA Careers Conference.

Fairfield University student/new and young professional panelists (from left) Jackie Bahi, Jenna Allegretto, and Ross Riskin give students advice about taking the CPA Exam. The panel was moderated by Mike Kraten.

Stephen Pedneault of Forensic Accounting Services tells students about a recent fraud case.

The Accounting Crows play to a packed house at the University of Connecticut. Pictured (from left) are Mark Zampino (keyboards, guitar, vocals) of CTCPA, Reed Risteen (bass, vocals) of BlumShapiro, Mike Fortunato (drums) of Orthopaedic Health Services, and Alan Friedman (lead guitar, vocals) of Friedman, Kannenberg & Company. Special thanks to Rick Royston (guitar, vocals) of Roystons, LLC, who sat in with the Crows at the Fairfield University conference.

Thank you to our volunteers!

UConn Conference

David PapandriaUConnAccountingDepartment

Stephen PedneaultForensicAccountingServices

Dean ZirolliESPN

Mark CaplanKPMG

Jenna BennettiWhittlesey&Hadley

Katherine McNair O’ConnorDavies

Matthew ThomsonUConnundergraduatestudent

Fairfield University Conference

Heather PetragliaandDawn MasseyFairfieldUniversityDolanSchoolofBusiness

Stephen Allegretto YaleNewHavenHealthSystem

Frank McKee ESPN

Jenna Allegretto Ernst&Young

Jackie Bahi Dworken,Hillman,LaMorte&Sterczala

Ross RiskinBentleyUniversitygraduatestudent

Mike KratenEnterpriseManagementCorp.

“Awesome conference!” said Cheshire High School

teacher Lynn Taillon, who sent us this photo of her

students wearing their Accounting Crows t-shirts to

school following the Fairfield University conference.

Stephen Allegretto of Yale New Haven Health System explains a CPA’s role in building a new medical facility at the Fairfield University conference.

Connecticut CPA g January/February 2013 11

12 www.ctcpas.org

TrusteesoftheCTCPAEducationalTrustFund(ETF)recentlypresentednumerousscholarshipsandgrantsatabanquetheldatCascadeinHamden.ETFChairDennis Colepresidedovertheevening’sprogram.

Candidate’s Award

This$3,000scholarshipassistsstu-dents in meeting the educationalrequirements to obtain CPA certifi-cationinConnecticut.

Children of CTCPA Members ScholarshipThis$500awardisdesignedtoassistchildrenofCTCPAmemberswhoareenrolledinaccreditedaccountingprograms.ETFChairDennisColepresentedawardstothefollowing:

Frank Frago Community Service Award ScholarshipThisannualawardispresentedinhonorofthelateFrankC.Frago,whoservedasbothCTCPApresidentandETFchair.Theawardisintendedtoencourageand recognize undergraduate accountingmajorswho have shown leadershipthrough continued commitment to community service, in recognition of Mr.Frago’shistoryofsupportingnotonlyhisprofessionbuthiscommunity.

ETF Scholarships,Grants Support Tomorrow’s CPAs Today

University of Connecticut student Aldea Was-ley of East Haddam accepts the 2012 Can-didate’s Award Scholarship. Wasley is a staff accountant at BlumShapiro in West Hartford.

Post University student Sarah Stover of Bozrah (second from left) accepts the Frank Frago Community Service Award from ETF Chair Den-nis Cole (left). Presenting the award with Cole are CTCPA Past President Charles Frago and CTCPA past board mem-ber Ivy Frago Zito, children of the late Frank C. Frago.

University of Connecticut student Rachel Wonneberger of Cheshire (second from right), who is accompanied by her parents, Laura Wonneberger and CTCPA member John Wonneberger.

Central Connecticut State University student Thomas Inzero of Rocky Hill (second from right), who is accompanied by his parents, Marigrace Inzero and CTCPA member Raymond Inzero.

CTCPA members James Fitzgerald and Joanne Fitzgerald accept on behalf of their son, Western New England University student Kevin Fitzger-ald of South Windsor.

Bentley University student Stephanie Filippetti of Mystic (second from left), who is accompanied by her parents, CTCPA member Paul Filippetti and Gail Filippetti.

Bentley University student Jillian Mehr of Glastonbury (second from right), who is accom-panied by her parents, CTCPA member John Mehr and Charlene Mehr.

Unable to attend was Fairfield University student Samuel Maxfield of Niantic, who is the son of CTCPA member Paul Maxfield.

13Connecticut CPA g January/February 2013paid advertisement

Accounting Department and Group GrantsTrusteesalsopresentedgrantstoaccountingdepartments,accountingclubs,and/orBetaAlphaPsichaptersof13Connecticutcolleges.Amongthosereceivinggrantswere:

Minority CPA Exam Candidate Review Course Grants

The Minority CPA Exam CandidateReviewCourseGrantsassistminori-ties in becoming CPAs in Connecti-cut by providing recipients with afully paid CPA Exam review course.Thesegrantsaremadepossiblewiththe generous support of four majorCPA Exam review course providers:Becker CPA Review, Kaplan CPA Review,Yaeger CPA Review, andExamMatrix.

Congratulationstothefollowingrecentrecipients:

Alma Solomon of MysticSolomonworksatWaterburyHospitalandwasawardedaBeckerCPAReviewcourse.

Sherine Porter of HartfordPorterworksfortheHispanicHealthCouncilandwasawardedaYaegerCPAReviewcourse.

Southern Connecticut State University

ETF Trustee Richard Dumont (right) presents grants to the Southern Connecticut State University Accounting Department and Accounting Society. Accepting the awards are Southern Connecticut State University representatives (from left): students Robert Urban, David Peters, Nicholas Naclerio, and Karolina Nysztal, and Professor Janet Phillips.

Eastern Connecticut State University

ETF Trustee Beth Gardner (second from right) pres-ents grants to the Eastern Connecticut State Univer-sity Accounting Department and Accounting Society. Accepting the awards are Eastern Connecticut State University representatives (from left): student Parker Stevens, Assistant Professor Candice Deal, Professor Richard Silkoff, and student Alyssa Evans.

Viewmorephotosfromthedinneratwww.ctcpas.org/photos.>>

14 www.ctcpas.org paid advertisement

Well,it’salmostthattimeofyearwhen we find out who hasbeennaughtyornice.(Imean

taxpayersandtaxpreparers,ofcourse.)

Comparedtoallthechangesrolledoutfor2011,taxseasonthisyearlooksalotmoremanageable.

Forthestatebudgetandstateecono-my,Connecticutisclearlyinbetterfis-calshapetodaythatatanyothertimesincethefinancialcollapseof2008.Ontheotherhand,staterevenueisnolessimportant asGovernorDannelMalloycontinuestotakethe leadtostabilizeourstatebudget. Thisstate taxsea-sonwillalsoplayoutinthelargercon-textofwhetherfederalbudgetandtaxuncertainties have come back from,remainon,orhavegoneoffthecliff.

Afew2012Connecticuttaxremindersareworthnoting:

CT-EITC

With special thanks to volunteer taxpreparersallacrossthestate,thefirstyear for the Connecticut Earned In-comeTaxCredit (EITC)wentwellandmetourfiscalprojections. Sadly, thesamecannotbesaidfortoomanytax-payers filing for the state EITC whowerevictimizedbystorefront taxpre-parers.For2012returns,wewillcon-tinue to promote this assistance tolowerincomeworkingfamiliesandas-sureeffectiveanti-fraudcontrols.Refund Debit Cards

Whilenotwithouta fewbumps in theroad,our2011initiativewasasuccess–

cutting costs, significantly increasingdirectdeposits,andprovidingsecurity.TheDRScontinues to advise taxpay-erswhohavenotactivatedtheir2011refundsandisabletodoamuchbetterjob this time inprovidingpublic infor-mation.Thethresholdforrefunddebitcardsremainsatlessthan$5,000,butanumberofimprovementswillmakeiteveneasierfortaxpayersandfinancialinstitutionsthistaxseason.

Tax Calculation Changesfor Single Filers

Thepersonalexemption for singlefil-ers increases to$13,500,but there isa $1,000 reduction for every $1,000of CTAGI over $27,000. The CTAGIbeginningthresholdforthecalculatedpersonaltaxcredithasalsoincreasedto$13,500.

The Commissioner’s Column

Tax Season’s Greetings

By Connecticut Department of Revenue Services Commissioner Kevin B. Sullivan


paid advertisement

JET Employer Credits

TheJobExpansionTaxCredit (JET) isavailable foreachnew,qualifyingem-ployee ($500 per month) or veteran($900permonth)hiredonorafterJanu-ary1,2012andpriortoJanuary1,2014.Theemployercreditmaybeappliedto(1) insurance company, hospital, andmedicalservicestaxes,(2)corporationbusiness tax, (3) utility company tax,and(4)personalincometax.

Business E-File

ElectronicfilingmaybeavailablefortheConnecticutCompositeIncomeTaxre-turnandCorporationBusinessTaxre-turn–buttaxpayersshouldfirstcheckonavailabilitywithsoftwareproviders.

File Early to Help Prevent Fraud

Federalandstate taxpayersandtheirtaxpreparersareurgedtofileasearlyaspossibleinordertoreducetherisk

oftaxfraudduetoidentitytheft.Fed-erally, at least, an increasing numberoftaxpayerswhofilelaterhavebeenleftwith theonerousburdenofchas-ingafterrefundsalreadyprocessedtofraudulentfilerswhobeatthemtoit.

Guidance for Tax Penalty Wavers

We hope that new regulations pro-posedby theDRSwill be inplace in2013 to provide better guidance fortax penalty waivers. We appreciatethehelpofpractitionersindevelopingtheseregulations.

Like the moon rising on a new fall-en snow, the fiscal trifecta of a newbiennialstatebudget,newstatelegisla-tivesession,andpost-electionpoliticsinWashingtonarealsoonthehorizon.

It remains tobe seenwhether a veryslowlyrecoveringstateeconomyandmodest statebudgetdeficitmayyet

be balanced by higher income indi-vidualswhomaytax-planforthefinalquarter of the 2012 tax year basedon the problematic status of federaltaxesfor2013.Inanyevent,findingthe fiscal balance for the new statebiennialbudgetwill remainchalleng-ing – although Malloy has alreadyindicatedhedoesnotexpecttopro-posenewtaxes.

For the federal budget, the test re-mainswhetherthepresidentandCon-gresscanfindcommongroundonthekind of balanced approach recentlyrecommendedbyanationalcoalitionofbusiness leaders that includes re-duced spending and increased rev-enue.NeithermycrystalballnormyoldMagic8BallareuptopredictingwhatwillhappeninWashington.

The2013 legislative sessionwill alsobe the first opportunity to consideraction on the phased recommenda-tionsof thegovernor’sBusinessTaxTaskForce.Whatevercanorcannotbe accomplished legislatively now,Malloy has already given the greenlightforanumberofimportantagen-cyinitiatives.AttheDRS,theseinitia-tivesinclude:

•Expandingelectronicfilingandadd-ingEZfilingfor lowertaxable incomebusinesses.

•Establishingexternaladvisorygroupsonsimplifiedbusinesstaxaccounting,expedited tax rulings, broader taxadvisories,andexternalreviewofma-jorformsandpublications.

•Increasingcapacityfortaxmodelingandpolicy analysis aswell as estab-lishingastatehighereducation-basedpartnership for applied tax and eco-nomicresearch.

•Workingwithotherstateagenciestolaunch a one-stop, online, effectivelylinked“businessportal.”

Season’s greetings and here’s to ahappynewyear.

Formoreinformation,goto:www.ctcpas.org/StateTaxAlert.

+

GettoknowoneofCTCPA’s6,000membersandpledges!

Name: Dannell R. Lyne, CPA, MST

Hometown: Trumbull, CT

Job Title/Place of Work: Partner at Dylewsky, Goldberg & Brenner, LLC

I decided to become a CPA because: I wanted a business-related career that was stable. No matter how good or how bad the economy is, a good CPA is always needed.

One thing about my firm or organization that’s best-in-class or exceptional is: the attentive personalized service to each of our clients. No matter the size of the engagement, all of our clients are important to us.

The work experience in which I learned the most or was most exciting was: helping defend a client position during an IRS audit of amended returns. Ultimately the IRS agreed with our position and it resulted in a multi-million dollar refund in which payment had to be approved by the Ways and Means Committee. This in part led to a change in the tax code to close a particular loophole we used to our advantage.

If I weren’t a CPA, I would be a: DJ and record producer.

My favorite book is: A White Collar Profession: African-American CPAs Since 1921.

My favorite tv show is: anything on the Discovery Channel related to astronomy

My favorite movie is: Eight Men Out.

If I could have dinner with any famous person, living or dead, I would choose: Jackie Robinson.

Something people would be surprised to know about me is: during my senior year of high school and six months after graduation, I was an elevator mechanic before going to college for accounting.

The best advice I ever received was: in regards to clients and staff, never say you don’t have time for them, you make the time.

Member Spotlight

Lyne and his son taking in a Yankees game last summer.

Lyne poses in front of part of his impressive basement record collection.

16 www.ctcpas.org

Do you want to be featured in a future issue of Connecticut CPA? Justfilloutthesurveyatwww.ctcpas.org/spotlighttogetyourchanceinthespotlight!

Attendees wrote thank you cards and donated $600 topurchase stocking stuffers to be distributed to soldiersdeployedfortheholidays.

Members of the New and Young Professionals Cabinetstaffed thewine tasting tables, taking theopportunity towelcomepartygoerstotheevent.

Stockings for Soldiers Wine and Beer Tasting

ttendanceattheannual“Mingling&Merriment”holidaypartygrewtorecordsold-outnumbersthisyearasmorethan150partygoerscelebratedtheseasonatthenewandyoungprofessionalsgroup’sflagshipevent.HeldattheSocietyRoomofHartford,theeveningfeaturednetworking,

appetizers,wineandbeer tasting, apasta station, andamake-your-own-cupcakebar. To topoff theevening,eachattendeewenthomewithacommemorativewinestopperandholidayornament.

A

The New and Young Professionals

Holiday Party

MinglingMerriment&


u

“CPA! CPA! CPA!” Thetalentedattendeesteamedupattheendoftheeveningtospellouttheirthreefavoriteletters.CanyouspottheC-P-A?

www.ctcpas.org 18

(continued)


u

Thank you to our Mingling & Merriment sponsors:Becker CPA Review

BlumShapiro

CohnReznick

Fiondella, Milone & LaSaracina LLP

McGladrey

Paychex, Inc.

Post University

Robert Hensley & AssociatesInsurance & Financial Services

Smith Brothers InsuranceUConn MS in Accounting Program

University of Hartford

Yaeger CPA Review

Forthefirsttime,eachgrouprepresentingafirmorcompanyatthepartywasinvitedto takeagroupphoto. Thanksto thesecompaniesforstrikingapose!

Firm and Company Photos

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20 www.ctcpas.org

ESPN

Grant Thornton

Deloitte

Barron, Yanaros & Caruso


View more photos of the event at www.ctcpas.org/photos.>>

u

King, King & Associates

Fiondella, Milone & LaSaracina

McGladrey

CohnReznick

BlumShapiro

PwC

22 www.ctcpas.org

ECSU

Amber Tucker CohnReznick

Chris Marion Barron,Yanaros&Caruso

Aimee White PwC

CCSU

Lana Pomeroy CohnReznick

Krysten Hurwitz GrantThornton

Stephanie Barone ESPN

SCSU

Heather Young and Michele Spence Meyers,Harrison&Pia

Staci Muench and Lucy Valletta BaileyMurphy+Scarano

Univ. of Hartford

Jessica Costa McGladrey

Kelly Tierney and Ewelina Pastula PwC

David Fuller KPMG

New and Young Professionals Present ‘College Month’

CPA Exam CRAMJanuary10,2013•6-8p.m.CTCPAEducationCenter,RockyHill

Reserve your spot at www.ctcpas.org/examcramCTCPA Members - $10, Nonmembers - $15

Get advice on preparing for the CPA Exam from Becker CPA Review Instructor Scott Colvin, CPA, Fairfield University Professor Dr. Dawn Massey, CPA, and a panel of new professionals in various stages of sitting for the exam.

Program sponsored by Becker CPA Review and the Connecticut Society of CPAs

Light refreshments will be provided compliments of Becker CPA Review.

Have CPA Exam Questions? We Have Answers:

The New and Young Professionals CabinetSpecialthankstotheNewandYoungProfessionalsCabinetmembers,whoplantheMingling&Merrimentholidaypartyalongwithmanyothereventsthroughouttheyear.

New and Young Professionals Cabinet members pictured are: (front row, from left) Jessica Costa of McGladrey; Kathleen McKeon of Lefurge & Gilbert; Laura Kohanski of Webster Financial Corporation; Amber Tucker of CohnReznick; Heather Young of Meyers, Harrison & Pia; Krysten Hurwitz of Grant Thornton; (back row, from left) Staci Muench of Bailey Murphy + Scarano; Joanna Purtell of Fiondella, Milone & LaSaracina; Kevin Gokey of CohnReznick; Michael Maksymiw of Filomeno & Co.; Kristen Palombizio of PwC; John Higham of Whittlesey & Hadley; Christopher Marion of Barron, Yanaros & Caruso; Mitch Insero of CohnReznick; Lana Pomeroy of CohnReznick; and Stephanie Barone of ESPN.

For more information on the session, please contact:

Alicia Strong • 860-258-0217 • [email protected] Brightman • 860-258-0239 • [email protected]

(continued)

ThisOctober,membersoftheNewandYoungProfessionals Cabinet organized the secondannual “College Month,” a series of visits toConnecticutcollegestogivestudentsaglimpseinto lifeasayoungaccountant.Thankyou toourvolunteers!


Melanie B. Allen of UnionvilleCentralConnecticutStateUniversity

Michael Arroyo of East HartfordCentralConnecticutStateUniversity

Stephanie E. Battaglia of StratfordHousatonicCommunityCollege

Julia L. Bowers of Milford WesternConnecticutStateUniversity

Shanika D. Charles of East HavenUniversityofNewHaven

Kristin Ernst of WoodburyCentralConnecticutStateUniversity

Donna Gagnon of SterlingPostUniversity

Kamil Kolakowski of New BritainCentralConnecticutStateUniversity

Matthew R. Kolb of TorringtonCentralConnecticutStateUniversity

Izabella Komagortseva of West HartfordCentralConnecticutStateUniversity

Olusegun A. Olasunkanmi of East HartfordSouthernConnecticutStateUniversity

Michelle N. Spiteri of WallingfordSouthernConnecticutStateUniversity

Christian Teixeira of New MilfordMaristCollege

Amanda L. CalnanKahan,Steiger&Co.,P.C.100SummerSt.,Stamford

Julie EnglishPricewaterhouseCoopers185AsylumSt.,Ste.2400,Hartford

Justin T. HolmesBlumShapiro2EnterpriseDr.,Shelton

Stephen K. LucasFrankA.Schoenrock,CPA34EastGranbyRd.,Granby

Victoria L. ReaganKPMGLLPOneFinancialPlaza,Hartford

Robert J. Stegmeier IVBlumShapiro29SouthMainSt.,WestHartford

Rebecca M. WilcoxCohnReznickLLP76BattersonPark,Farmington

Angelica M. RobledoBarron,Yanaros&Caruso,P.C.1160SilasDeaneHwy,Ste.301,Wethersfield

Johnathan S. Solek574WheelerRd.,Monroe

Pledge Candidates

Student Pledges

Welcome,New

Pledges!

Join today at www.ctcpas.org/pledges.

ThefirmnamesforthefollowingPledgeCandidateswereinadvertentlylistedincorrectlyintheNovember/December2012issue.Connecticut CPAregretstheerror.

Sara BurkeDworken,Hillman,LaMorte&SterczalaFourCorporateDr.,Ste.488,Shelton

Krysten HurwitzGrantThorntonLLP124HebronAve.,Glastonbury

Patrik KovacDworken,Hillman,LaMorte&SterczalaFourCorporateDr.,Ste.488,Shelton

Brittany M. MillsPricewaterhouseCoopers185AsylumStreet,Suite2400,Hartford

Correction

Pledge News

Sara R. Angeloni joinedMeyers,Harrison&PiainNewHavenasastaffaccountantintheaccountingandtaxgroup.

24 www.ctcpas.org

CAAS Corner 965EastMainSt.Meriden,CT06450-6006

203-235-2333,[email protected]

Wednesday, January 9–QuickandHealthyMeals(perfectfortaxseason!)

Wednesday, May 8 –AppetizersandDessertsThatImpress(withouteatinguptoomuchtime)

Wednesday, June 19–Five-IngredientMeals(shortenthoseshoppinglists!)

Registeratwww.ctcpas.org/LIFE.

It’s Just

LIFE A program for professional women.

It’sJustLIFEA place for women to explore Leadership, Inspire growth, and Focus onExcellence in their personal and professional lives.

It’s Just Life: What’s CookingChef’s Equipment Emporium, Berlin • 5:30 - 8:00 p.m.

Joinusforone,two,orthreeofourupcomingcookingclassesdesignedtohelpyoumakegreat,healthyfoodwithoutallthefuss!

Nowisagreattimetobecomeapartoftheteamofvolunteershelpingsmallbusiness owners, small nonprofit or-ganizations, and qualified individu-als in Connecticut with accounting,tax,andfinancialmanagementissuesthroughCommunityAccountingAid&Services(CAAS).

CAAS frequently provides assistanceand information regarding businessorganization, accessing governmentalagencies, taxfiling requirements, set-ting up appropriate record-keepingsystems,andfinancialmanagement.

In several communities, CPA volun-teersuseCAAS’bookStarting a Small Business in Connecticuttoteacheve-ning classes on just that: how to beanentrepreneur in theNutmegState.Courses normally include four two-hour sessions and are conducted in

thefallandinthespring(afterApril15).CAASiscurrentlyofferingthecoursesinCheshire,Glastonbury,Middletown,NewBritain,Norwich,Plainville,Wall-ingford,Waterbury,andWolcott.CAAShasPowerPointpresentationstoassistinstructorswiththepresentations.

CAAS volunteers provide a helpinghand to new business ventures bychallenging their owners to addressthe issues involved in transforminggoodideasintogreatbusinesses.Theorganization also provides assistancetononprofitorganizationsbyconduct-ing training for board and staffmem-bersonaccountingprocedures, inter-nal controls, understanding financialstatements,andpreparationforaudits.CAAS volunteers also assist with thepreparation of IRS Form 990 returnsforqualifiedorganizations.

ThroughitsaffiliationwiththeCommuni-tyEconomicDevelopmentFund(CEDF),CAAS volunteers instruct the four-ses-sion evening courses “UnderstandingBusiness Financials andBusiness Tax-es.” Courses are designed for existingsmallbusinessesthathaveorseekmi-croloansfromCEDF.ThesecoursesruntwotothreetimesperyearinBridgeport,East Hartford, Meriden, Milford, Nor-wich,Stamford,andTorrington.

WewelcomeCTCPAmemberstojointhemanyCAASvolunteerswhomakeadifferenceintheircommunities.WhileworkingonCAASassignments,CAASvolunteersarecoveredunderavolun-teerliabilityinsurancepolicyprovidedbyCAAS.Tobeapartofourvolunteereffortorformoreinformation,contactCAAS at 203-235-2333, ext. 7146 [email protected].

CAAS Welcomes Your Help


CTCPAtechnicalcommitteesofferfantasticopportunitiesto discuss timely topics with peers who share your

areasofinterest,allwhilebuildingyournetworkandoftenearningfreeCPE.

Youdon’tneedtojointhecommittee,signupforrespon-sibilities, or sit through committee business. Just come,learn,andmeetothermembers!

Free CPE.

In-depth topics.

A built-in network.

Local experts.

Answers.

Join the conversation. Attend a CTCPA committee meeting.

Current Topics for Exempt OrganizationsWednesday,January9,8:30-9:30a.m.Hosted by the Not-for-Profit Organizations Committee

The New Probate Court Rules of Procedure: What Accountants Need to KnowFriday,January11,8:30-9:30a.m.Hosted by the Trust, Estate, and Gift Taxation Committee

Financial Damages: Calculating, Presenting, and Testifying Wednesday,January30,5:30-7:30p.m.Cost:$25Hosted by the Valuation, Forensic, and Litigation Support Group

Technology Breakfast RoundtablesHosted by the Technology Committee

NewYorkPickleDeli,RockyHillThursday,January17,8:00a.m.

Pat’sKountryKitchen,OldSaybrookThursday,February21,8:00a.m.

RiverdaleDiner,SheltonThursday,March21,8:00a.m.

Judge the benefits for yourself – attend one of these upcoming meetings!

Learn more and register at www.ctcpas.org/CommitteeMeetings.Questions?ContactMembershipDirectorJulieCarrozaatjuliec@ctcpas.orgor860-258-0218.

Connecticut CPA is available as a digital edition. You can browse the latest issue on your computer, iPad, or digital device.

3 easy ways to get the digital edition:

1. Go to www.ctcpas.org/ConnecticutCPA View the current issue and browse the archives.

2. Find us on Facebook Visit www.facebook.com/ConnecticutCPAs and click on the Connecticut CPA magazine tab. “Like” us and we’ll alert you when each new issue is posted! 3. Sign up for digital delivery Visit www.ctcpas.org/digital and sign up to receive notification each time a digital edition has been posted.

Connecticut CPA is Digital!

26 www.ctcpas.org

>> Classified Advertisements >>

Accountant – Tax – CPA firm seeking individualwith5+yearstaxexperiencetosupplement growth. Such person shouldhave the requiredknowledge tocompletetheforms:1120,1120s,1065,1041,1040,and related schedules. Salary negotiable,benefits included. Kindly forward yourresume to: Thomas S. Monterosso, CPA,P.C., 65 Cherry St., Milford, CT [email protected].

Accountants – Audit and Tax Staff for CPA Firm. Waterbury-area firm seeksCPAswiththreetosevenyears’experienceforourexpandingauditandtaxareas.Wearelookingforindividualswithstrongauditandtaxexperiencetoworkwithourclose-ly held businesses and high-net-worthclients. We are a progressive firm and aproven leader inourprofession.Excellentgrowth potential. Salary commensuratewith experience. Send cover letter andresumeto: [email protected]: Leonard Romaniello at Lenkowski,Lonergan & Co. LLP, 1579 Straits Tpke.,Suite2D,Middlebury,CT06762-1835.

Audit and Tax Managers – Saslow Lufkin & Buggy, LLP. Weareseekingauditandtaxmanagerswith5+yearsofpublicac-counting experience.Our firmhas officesinAvon,CT,Burlington, VT, andPhoenix,AZ. We are a 70+ person firm providingauditandtaxservicesprimarilywithin theindustries of property and casualty insur-ance, healthcare, not-for-profit, employeebenefit plans, manufacturing, and corpo-rateandpersonaltaxreturns.Prospectivecandidatesmustpossess5+yearsofrela-tive industry-related public experience inauditing or tax.Recent public accountingexperienceandaCPAlicense isrequired.Sometravelforauditmanagersisalsore-quired. Our compensation and benefitsareextremelycompetitiveandcreative.Allcandidatesthatpossesstherequiredskillsandexperiencewillbeconsidered.Pleasesendallinquiriesto:[email protected].

Candidates at All Levels – O’Connor Davies. O’Connor Davies, one of thetop accounting, audit, tax, and manage-ment advisory firms, is growing in Con-necticut and is looking for quality can-didates at all levels for our Wethersfieldand Stamford offices. Please see ouropenpositionsatwww.odpkf.com/[email protected].

Experienced Tax Preparer – Stockwell & Bates LLC. Needaccountantsfor2013filing period in Newtown, CT area. Mustbe experienced in individual tax prepara-tion.Email:[email protected],Fax:203-270-1061,Phone:203-270-9312,Mail:30ChurchHillRd.,Newtown,CT06470.

Numerous tax positions with leading Connecticut corporations (Twolocationswithinthestate).Pleasesendresumesto:[email protected].

Public Accountant – Ciampi Tax & Finan-cial Services, LLC.Establishedandgrow-ingaccountingandfinancialplanningfirmin Cheshire that valueswork/life balance,with clients throughoutNewEngland andbeyond, seeks experienced accountantwith recent public accounting experienceserving the auditing, accounting, and taxneedsofindividualandbothfor-profitandnot-for-profit business clients. Qualifica-tions: BS in accounting, business admin-istration, finance, or a related field; CPA,EA,orCPAcandidatepreferred;1-3yearshands-on public accounting experience;Exposure to both audit and tax is highlypreferred; Strong communication skillspreferred;WorkingknowledgeofauditandtaxsoftwareinadditiontoQuickBooksandExcel.Location:NewHavenCounty;Com-pensation: Depends on experience; Flex-ible(fullorparttime).Fax:203-272-1572;Email:[email protected].

Senior Audit Associate Opportunities at PwC Hartford. Seekingprofessionalswith3+yearsofauditexperienceandacurrentCPAcertification.Ourclientbase inHart-fordspansacrossall industriesofferingabreadthofexposuretoclients inboththepublic and private sectors with excep-tionalopportunities forcareergrowthanddevelopment. Please direct inquiries [email protected].

Staff Accountant – Friedberg, Smith & Co., PC.Weareamedium-sizedCPAfirminFairfieldCountyseekinganexperiencedaccountant to join our audit team. Youwouldbeworkingonauditsandreviewsofclientsinvariousindustriesandwouldalsobe preparing tax returns for entities andindividuals. We offer competitive salariesand benefits, including health and life in-suranceanda401(k)plan.Pleaserespondvia email to [email protected],fax to203-366-1924,ormail to855MainSt.-6thFloor,Bridgeport,CT06604.

Tax Position – Michaud and Accavallo, CPAs LLC.MichaudandAccavallo,CPAsLLC isa localpublicaccountingfirmwithofficesinNewHaven,Ansonia,andKilling-worth.WeareseekingaCPAwith two tofiveyearsofexperiencetofillataxpositioninourKillingworthoffice.Federalandstatecompliance,taxreview,andresearchexpe-riencerequired.KnowledgeofUltrataxandProsystemengagementisaplus.Competi-tivecompensationpackageincludeshealthinsurance, 401(k) with employer match.If youwant to be part of awinning teamthat has great growth potential, pleaseforwardyourresumetoJohnA.Accavalloat [email protected]; fax: 203-732-2592; phone: 203-732-2311; mail: 158MainSt.Suite301,Ansonia,CT06401.

CostCTCPAMembers:$1perwordNonmembers:$1.50perword

FrequencyConnecticut CPAispublishedeveryothermonth.

Deadline10thofthemonthpriortopublica-tion,e.g.,December10fortheJanuary/Februaryissue.

Ad Submission Placeyouradonlineatwww.ctcpas.org/classifiedsorcontactKirstenPiechotaatkirstenp@ctcpas.orgor860-258-0231.

PaymentAlladsmustbeaccompaniedbyfullpayment(check,MasterCard,Visa,orAmEx)inadvanceofpublication.

Help Wanted

Place a Classified Advertisement


General

Are your clients receiving paymentsfromaprivatemortgage(purchasemoneymortgage), an annuity, an award from alawsuit or from winning the ConnecticutLottery?Aretheyhavingfinancialdifficulty?Divorce? Estate liquidation? ConcordEquityGroup,LLCisConnecticut’sleaderin purchasing and appraising these typesof receivables. Help your clients managethesaleoftheseassets.860-873-0400.

Situations WantedCPA Seeking Corporate Per Diem Work –CPAwith20+yearsoflargemulti-statecor-porationtaxcomplianceexperienceseeksper diem engagements with companiesneeding temporary additional manpowerto assist their tax department in prepar-ingtheircurrentyear(oramended)federaland state tax returns on a timely basis.Fax:203-968-2902,phone:203-968-1773,email:[email protected].

CPA Seeking Per Diem Work – Over25 years experience in all aspects of ac-counting and taxation – both public andprivate. Very detail-oriented. Looking forproject work to supplement part-timeposition. New Haven/Hartford area.Email: [email protected], fax: 203-230-1749,phone:203-494-4855.

CPA with ten years of public account-ing and tax experience seeking full-timeor short-term employment in New Ha-ven County. Please respond via email [email protected].

Dozens of Corporate Tax Specialists – Resumes furnished upon request. Only15 percent fee! Contact Howard Kutcher(1-866-KUTCHER)orvisitwww.taxcareers.com.

EA/CPA (NY) located in eastern Con-necticut withsmalltaxpracticeseeksfull-timeorpart-timearrangementwithaCPAfirm. Per diem acceptable. Fax: 860-774-3277,Phone:860-774-3277.

Experienced CPA Seeking Employment – CPA with diverse private experience de-sires full-time position in Fairfield/NewHavenCounty.Coreskill-setincludescor-porate accounting, international account-ing, financial reporting, acquisition duediligence, and internal auditing. Phone:203-816-7751.

Highly experienced CPA with a back-ground in taxation, accounting, and audit seeksemploymentpositionincentralCon-necticut.Backgroundincludesbothpublicand private accounting. Private account-ingincludesexperiencewithquarterlyandannual ASC 740 (formerly known as FAS109) taxprovisionandanalysis.Extensiveexperience with computers including allWindows products as well as MS Word,Excel, Outlook, PowerPoint, and Accessandotherstand-aloneandnetworkappli-cationssuchasVertex,LacerteandCCHTax,Ultratax,CreativeSolutionsAccount-ing, and Hyperion Enterprise. Compe-tent resource for less-experienced staff.Excellent interpersonal and communica-tion skills. Easily establishes rapport withstaff and current and prospective clients.Phone:203-340-6395.

MBA with extensive manufacturing, international, consolidation, and ERP implementation experience looking forfull-time position. Licensed Florida CPA,MBA Notre Dame, fluent French, [email protected].

Office Space Available –CPAsoleprac-titionerwithfull-timestafflookingtosharespaceandoverheadwithfellowsoleprac-titioner. Located in Fairfield with easyaccess to I-95 andRt. 15. This arrange-ment could be perfect if you are main-taining your own small office, just start-ingorwindingdownyourpractice.Email:[email protected], Fax: 203-367-8023; Phone: 203-368-0511; Mail:RobertP.RifkinLLC,636KingsHighway,Fairfield,CT06825.

Part-Time CFO/Controller, CIO/CTO. CPA/MBA available for part-time CFO,controller, CIO/CTO services to small/medium-sized business owners. Experi-encedwithcostaccounting,budgeting,re-porting/projections, controls/compliance,ITinfrastructure/software,projectmanage-ment. Per diem or subcontracted. Email:[email protected], Phone:860-647-1448.

Stamford CPA/MBA with extensive public and private experience (internalaudit/controller background) seeks interimor permanent position. Core skills includefinancial reporting,cost reduction,processimprovementinitiatives,individualtaxprep-aration,SOX, andSAP.Big Four account-ingexperience.UConngraduate.SixSigmaYellowBelt.Diverse industryexperienceatbothFortune500companiesandsmallnon-profits.EmailSteveWolfe100@gmail.comorcall203-321-1042.

Mergers/Acquisitions

CPA firm would like to buy all or partof your accounting, tax, or investmentpractice. Call Mark J. Mazzone ofD’Agostino&Mazzoneat860-257-4005.

Growing firm interested in acquisitions – Bakewell & Mulhare, LLC. Well-estab-lished firm in Litchfield County is lookingtoacquireothersmallfirmsorsolepracti-tionersinneedofsuccessionplanning.Westrivetoprovideourclientswiththehighestlevel of service and technical advice.Wehaveadedicatedstaffandabroadspec-trumofavailableservices.Pleasereplywithcomplete confidence to ScottMulhare [email protected].

Merge into a larger firm – One of themajorfirms inConnecticut is interested inmerginginanotherpractice.Weseekafirmthat is interested in becoming an integralpart of our long-term growth strategy. Ifyou are concerned about obtaining qual-ity staff or about having the resources toachieve maximum success, we could betheplaceforyou.Todiscussthis,incom-plete confidence, please contact DrewAndrews,Managing Partner,Whittlesey &Hadley,P.C.,147CharterOakAve.,Hart-ford, CT 06106. Phone 860-524-4430 [email protected].

Reynolds & Rowella LLP, a leading Fairfield County CPA firm, is interestedinpotentialacquisitionsofareapractices.Ourareasofexpertiseincludecloselyheldbusinesses, high-net-worth individuals,litigationsupport,audits,andestatesandtrusts. We pride ourselves on providingquality, proactive solutions and servicestoourclients,andweareinterestedindis-cussinghowwemayprovidesolutionsforyourpractice,too.Learnmoreaboutusatwww.reynoldsrowella.com. Direct, confi-dential [email protected].

We are a growing firm in New Haven County interested inexpandingourprac-tice.Accordingly,weareexploringacqui-sitionopportunitieswithotherfirmsinNewHavenorLitchfieldcounties.Ourareasofexpertise includecloselyheldbusinesses,audits, litigation consulting, technologyconsulting, forensic accounting, businessvaluations, and high-net-worth clients.Please contact me to discuss in strictconfidence. Leonard M. Romaniello Jr.,Lenkowski,Lonergan&Co.LLP,[email protected].

We are a growing four-partner firm inFairfieldCounty interested in building themajorpracticeinourarea.Accordingly,weareexploringmergeroraffiliationwithan-otherstrongfirm(orindividual).Pleasecallme todiscuss inconfidence.TonyCironeatEquale&Cirone,LLP,203-798-2721.

28 www.ctcpas.org

Angelo Olivieri SaslowLufkin&Buggy,LLP10TowerLn.,Avon

Adam A. MalinowskiCohnReznickLLP76BattersonPark,Farmington

Gene TurleyCPAConsultingServices100ChathamSt.,Manchester

Shawn R. GessayBegley&Associates,LLC33OliverRd.,Enfield

Mary HaninkKPMGLLPOneFinancialPlaza,Hartford

Michael J. GingrasBlumShapiro29SouthMainSt.,WestHartford

Rose M. SistareJaySmall,CPA426SalemTpke.,Bozrah

Mark W. Sprankel462RedstoneDr.,Cheshire

Peter EllnerPeterEllner,CPA91PunkupRd.,Oxford

Adam A. CanosaMarcumLLP555LongWharfDr.,NewHaven

Douglas G. MuckellDouglasMuckell,CPA20AppleTreeRd.,Bethel

Theresa GoldenDeloitte&Touche10WestportRd.,Wilton

Joan Rachel OxmanKPMGLLPStamfordSquare3001SummerSt.,Stamford

Lindsey MarcinekHalyardCapital600FifthAve.,17thFlr.,NewYork,NY

We’repleasedtowelcomethefollowingindividualstomembership:

Welcome, New Members!

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Whether you’ve found yourself between opportunities or are simply exploring your options, we have career resources to help you every step of the way.

>> Submit your resume.Email Membership Coordinator Liz Frazza at [email protected] We keep members’ resumes on file and send them out to employers upon request. Recently we have had a number of companies contact us looking for tax season help.

>> Take advantage of the per diem directory. Log on to www.ctcpas.org/perdiem

Looking for work? You can search the listing of employers who have posted per diem opportunities as well as list your own profile detailing your skills, expertise, and geographic location.

Looking for help? You can post your open per diem positions and also peruse the listing of members looking for work.

The best part – it’s free for both members and employers!

>> Check out the classifieds.Visit www.ctcpas.org/classifieds

Unemployed members seeking employment may post a classified ad free of charge both on www.ctcpas.org and in Connecticut CPA magazine. You can place your ad online or contact Connecticut CPA Managing Editor Kirsten Piechota at [email protected].

Looking for a New Opportunity? CTCPA Can Help!

WhenaskedwhatchallengesCTCPAcanhelpitsmemberstackle, the resounding answer from firm leaders is oftenthesame–manyCPAshavetop-notchtechnicalexpertisebutneedtosharpentheir“clientskills.”Specifically,manyneedtogarnerconfidencewhenitcomestopublicspeak-ing,businesswriting,andother“softskills.”

Listening to this feedback, CTCPA Executive DirectorArt Renner suggested to Public Affairs Director Mark Zampino thathecondense thebusinessandprofession-al communication course he has taught at theUniversityof Hartford for more than a decade into in-house CPEcourses for CPA firms. The resultant seminars, “Busi-nessCommunicationDo’s andDon’ts” and “The SecretsofEffectivePublicSpeaking,”havegarneredravereviewsat firms from Park Avenue, Manhattan to Manchester(NewHampshire)…andmanypointsinbetween.

Thisfall,Zampinomorphedthecourseyetagain,thistimetailoring it toaccountingstudentsatConnecticutcollegesanduniversities.SinceSeptember,he’saddressedstudentaudiencesattheUniversityofConnecticut,QuinnipiacUni-versity,FairfieldUniversity, theUniversityofHartfordBetaAlphaPsiChapter,PostUniversity,andThreeRiversCom-munityCollege,withadatescheduledforProvidenceCol-legeinthespringanddatesbeingarrangedwithSouthernConnecticut State University, Western Connecticut StateUniversity,andNaugatuckValleyCommunityCollege.

Sessionsrangefrom45minutestothreehours,depend-ing on the school’s meeting or class format. Studentsgarneradviceonawidevarietyofprofessionalcommuni-cationconcerns, includingbutnot limitedtosuchtopicsas email etiquette, nonverbal communication, and evenlisteningskills.ThepublicspeakingcourseoffersZampino’smethodicformulafororganizinganddeliveringaneffectivepresentation,pepperedwithahealthydoseofhumorandpersonalanecdotes.

Whenofferedtheseminar,CTCPAPresidentNoelle Taddei,an associate professor of accounting at Post University,tookthingsastepfurther.Seekingtogiveherstudentsatasteofaprofessionalbusinessenvironment,shearrangedfor school vans to bring approximately 20 Post studentstotheCTCPAEducationCenterinRockyHillforacustomseminarwithZampino.

After an introduction to CTCPA’s resources for studentsandnewandyoungprofessionalsbyAcademicandCareerCoordinatorAlicia Strong,studentssettledintotheEduca-tionCenter’sergonomicchairsfortheBusinessCommuni-cationspresentation.

Followingthepresentation,studentswereeagertoputtheirnewknowledgeintopractice.

“All that Ihave learned in thepresentation IwillnodoubtutilizeandpracticeintheverynearfutureasIseektofindmyfirstprofessionaljob,”onestudentsaid.

“Ilove[Zampino’s]personalexperience,humor,andstories.IhavealreadybeguntopracticewhatIhaveheard,”agreedanother.

Taddei’seffortstointroducethestudentstotheprofessionalaccountingcommunitypaidadditionaldividends.

“FrommyfirstarrivalattheCTCPAbuilding,Ifeltextremelywelcomedbyeveryone,”saidoneofherstudents.

“I amplanning on joining the young professionals group,becauseitseemslikeagreatwaytobuildnetworkswithintheaccountingfield,”addedanother.

Taking Business Communications to the College Crowd

“Mark Zampino’s session was one of the most powerful I’ve been to. I wish that I had heard him earlier in my college career.”

Post University student

CTCPA President Noelle Taddei welcomes some of her Post University students to the CTCPA Education Center.

ThecoursesfeaturedonthispageareavailablebothattheCTCPAEducationCenterandasin-firmCPEdeliveredrighttoyourdoorstep.

Formoreinformation,contactCPEDirectorLisa [email protected].

Bring Soft Skills Courses to Your Firm


30 www.ctcpas.org

Member Snapshots

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Undergoing a triennial peer review at Michael J. Knight & Company in the wake of Hurricane Sandy are (from left) Janelle Kandrach, Darlene Knight, Partner Ryan Sheppard, John R. Rolleri, and Partner John M. Rolleri.

Ascompaniesandindividualsthroughoutthestatestruggledtodealwithpoweroutages,propertyloss,androadclosuresinthewakeofHurricaneSandy,theCPAsatMichaelJ.Knight&Companyinhard-hitFairfieldfacedachallengeoftheirown:theirtriennialpeerreviewscheduledforthatweek.

Withoutpowerorphonesattheoffice,firmpartnerJohn RolleritextedpeerreviewerMike Solakiantolethimknowthefirm’ssituation.“DespitenothavingpowerandhavingatoughgoofitinFairfield–downtownwasalsoamess–Johntoldmethattheywoulddowhatever theycould tokeep theball rolling,”explainedSolakian.

“I had several clients that cancelled thatweek, and I calledJohnRolleri the night before to see if we could still do thereview,”Solakiansaid.“Theywereveryaccommodating!”Inspite of the extenuating circumstances, the firm ultimatelycompleteditsreviewasscheduled.

“Becausehavingapeerreviewisakintogoingtothedentist,”Solakianjoked,“Ireallythoughttheywentaboveandbeyondthecallofduty.”

Peer Review UnpluggedMichael J. Knight & Company Completes Peer Review in the Wake of Hurricane Sandy

Borgida&Companyheld itsseventhannual Fall Food Drive to help theManchester Area Conference ofChurches (MACC). The drive, heldin October and November, collectedabout1,000poundsoffoodaswellasmonetarydonations.

Borgida & Company Holds Seventh Annual Food Drive

Please send your photos ofinterest to the membership toManagingEditorKirsten [email protected].

Submit Your Snapshots!

Borgida & Company partner Tom Scanlon stands beside a truckload of food collected

during the firm’s seventh annual Fall Food Drive.

Volunteers bag food for the BlumShapiro Thanksgiving Food Basket Campaign for Christian Community Action. Pictured (from right) are John Pierson, anchor, News 8 Weekend Sports; Anne Craig, anchor, News 8 Good Morning Connecticut; Rev. Bonita Grubbs, executive director, Christian Community Action; Chris Velardi, anchor, News 8 Good Morning Connecticut; Tom DeVitto, chief marketing officer, BlumShapiro; and John Zinno, partner, BlumShapiro.

BlumShapiroemployees,theirfamilies,clients, and friends recently collectednonperishable food items and mon-etary donations to help provide morethan2,300ThanksgivingDaymealsforNewHaven familiesandseniors. TheBlumShapiro Thanksgiving Food Bas-ketCampaignforChristianCommunityAction included workplace collectionefforts andabaggingweekendwheremore than 200 volunteers preparedmorethan2,300bagsofThanksgivingDay fixings, which were later distrib-utedbyChristianCommunityActiontoNewHavenresidents.

BlumShapiro, Friends Provide 2,300 Bags of Thanksgiving Food to New Haven Residents

Randee Roucoulet of Simione Macca & Larrow accepts the award for 2012 Largest Friends and Family Bike MS Team from Karen Butler, vice president of

communications for the National Multiple Sclerosis Society – Connecticut.

Roucoulet’s team, Simione’s Ridemonkeys, at a recent ride.

Roucoulet Honored by MS SocietyRandee Roucoulet,amanageratSimioneMacca&LarrowinHamden,andherteam,Simione’sRidemonkeys,werenamedthe2012LargestFriendsandFamilyBikeMSTeamby theNationalMultipleSclerosisSociety–Connecticut.Roucoulethasbeennamedthisyear’sBikeMS:Red Thread+SteelcaseRide spokesperson. This year’s ridewill takeplaceinWindsoronSunday,June2.


32 www.ctcpas.org

Firm Moves and Promotions

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Send your news of firmmoves and promotions to Assistant EditorCaitlin Bailey O’Neill [email protected],716BrookSt.,Suite100,RockyHill,CT06067-3433.Headshotphotographswillalsobepublishedasspaceallows.

Send Us Your News!

CzepigaDaly LLC is consolidating its Wethersfield andNewington offices and moving to a new space at 15MassirioDr.inBerlin.TheVernonofficewillremainopen.

Paul Caiafa has launched CPA Tax Solutions LLC,providing tax and accounting services, with an officeat 375MatherSt. inHamden. Joining him in the firm isAnthony F. Lucciandsixfull-andpart-timeprofessionalandadministrativestaff.

Edwin R. Muenzner, CPA, LLChasrelocatedto210Route32inFranklin.Thenewfacilityincludesatrainingcenterforupto30individualsaswellasadditionalspacethatwillberentedtootherbusinesses.

Piasecki & Company, CPAs, LLCrelocatedto40RichardsAve.,7thFlr.inNorwalk.

(continued)

Reynolds & Rowella Raises More Than $7,500 for Men’s Health

Reynolds & Rowella team members show off their mustaches in support of the “Movember” men’s health campaign. Pictured are (top row, from left) Patrick Butler, Benjamin Martin, Scott Crane, Steven Yudkin, Jarrett Meiers, Mitch Queler, (bottom row, from left) Kevin Grimm, Frank Rowella, Ben Maini, and Gregory Pepin.

PartnersandemployeesatReynolds&Rowellaraised$7,675 insupportof men’s health through their par-ticipation in the “Movember” cam-paign.DuringNovembereachyear,Movemberisresponsibleforsprout-ing mustaches on thousands ofmen’sfacesintheU.S.andaroundtheworld.Participantsraiseaware-ness and funds for men’s healthissues, specifically prostate andtesticularcancerinitiatives.ThetoptwoReynolds&Rowellafundraisers,who together raised $5,940, wereManaging Partner Frank Rowella andPartnerBen Maini.


Member News

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Honors & Awards

The Technology Group was namedto the Ingram Micro SMB 500, alist celebrating the top 500 fastest-growing Ingram Micro U.S. channelpartners focused on small and mid-sizebusinesses.

Jeffrey M. Weiner,managingpartnerof Marcum, was named a ManagingPartnerElite in the inauguralprogramlaunched by Accounting Today in itsOctober 2012 issue.Weinerwas rec-ognized for his “national drive” ingrowingMarcum froma regional firmtoanationalleaderwith20officesand950employees.

KPS & CompanyinWestHartfordcel-ebratedits30thyearinbusiness.Inrec-ognitionofthismilestone,theyreceivedanofficialcitationfromtheConnecticutGeneralAssemblyofferingitssincerestcongratulations and best wishes forfuturesuccess.

James L. Curry,apartnerofDeloittein Stamford, was one of four CPAsnationwide awarded the AICPA Sus-tainedContributionAward.Theawardrecognizes CPAs who have contrib-utedmeasurablytotheAICPAandtheCPAprofessionthroughtheirvolunteerservice.All recipientshaveservedonan AICPA volunteer group for 20 ormore years and have served at leastonceasachairofanAICPAcommit-tee,taskforce,orresourcepanel.

Edward E. Hackett, CFOof The Vil-lageforFamilies&ChildreninHartford,wasnameda2012“CFOoftheYear”forthenonprofitcategorybythe Hart-ford Business Journal. Shawn Har-rington,vicepresidentforadministra-tion and finance for West Hartford’sUniversityofSaintJoseph,andBlum-Shapiro CFO Tammy Maguire werenamedasfinalistsforthehonor.

Medical Economics magazinehasrec-ognizedKevin C. Leahy,CEOofCon-necticutWealthManagementinFarm-ington, as one of the “Best FinancialAdvisers for Doctors” for the secondyear in a row. Honorees are chosenbasedontheirbreadthofknowledge,experience,andcredentials.

A. Donald Janezic Jr.ofR.C.Bigelowin Fairfield was named “CFO of theYear” inthemedium-sizecategorybytheFairfield County Business Journal.JanezicwashonoredNovember19atan event co-sponsored by TD BankandMcGladrey.

Howard L. Carver, retired managingpartner of Ernst & Young inHartford,wasinductedintotheJuniorAchieve-ment of Southwest New England’sBusinessHallofFame.CarverwillbehonoredattheBusinessHallofFamedinnerinApril.

Professional Activities

Michael D. Frenza, a manager withBlumShapiro in West Hartford, wascertifiedasaCertifiedInsolvencyandRestructuringAdvisor(CIRA).

Joseph A. DeCusati and John M. DelGrego, managing directors atMeyers,Harrison&PiainNewHaven,both received theAccredited inBusi-nessValuation(ABV)designationfromtheAICPA.

Mark I. Harrison, managing partnerofMeyers,Harrison&PiainNewHa-ven,wasaco-presenterattheAmeri-canAcademyofMatrimonialLawyers’Annual Conference on “Double Dips,Flips,andTrips:PropertyVersusCashFlowIssuesinDissolutionofMarriageCases”inChicago,ILinNovember.

Kenneth J. Pia, a partner ofMeyers,Harrison&Pia inNewHaven,gaveapresentation on “Navigating the Dou-bleBlackDiamondTrailofDOLAuditsofESOPs”attheNewEnglandChap-teroftheESOPAssociationAnnualFallConferenceinKillington,VTinOctober.

Public Service

Nancy Riella, principal at Riella &Lepak in Colchester, participated inSouthestern Connecticut HomelessConnectonNovember2withtheCol-chester Coalition to Combat Home-lessnessinColchester.Thegroupaimsto keep people and families in theirhomesandincreasethequalityoftheirliveswithoutbuildinganothernonprofitorganization; this mission is accom-plished through community lunchesopen toanyone inneed,a twice-per-monthmedicalvanservingindividualswithouthealthinsurance,andpartner-ships with the Connecticut Depart-mentofHealthandAddictionServicesandtheRelianceHouse.

Gregory R. Stelmak, a senior staffaccountant at Harvey & Horowitz inRocky Hill, has been re-elected to a22nd one-year term as treasurer ofthe Kiwanis Club of Newington. HehasalsobeenappointedaJusticeofthePeaceinConnecticutbythetownclerkofNewington.

Members in the Media

Joseph Natarelli, national construc-tion industry leader and partner-in-charge of the Marcum New Havenoffice, was quoted in the Hartford Business Journalarticle“CT’sSlump-ing Economy Deepens ConstructionWoes”onNovember2.

Robert V. Lally,apartnerofFederman,Lally&Remis inFarmington,contrib-utedthearticle“Inreality,fiscalcliffisaccountingproblem”totheDecember10Hartford Business Journal.

You can send your news toCaitlin Bailey O’Neill [email protected] photos will also bepublishedasspaceallows.

Send Us Your News!

34 www.ctcpas.org

Insurance Programs

Pace Professional Services Getdiscountsonaccountants’professionalliabilityinsurance.ContactPaceat1-800-453-4021.

Smith Brothers Insurance Membersgetdiscountsonawidevarietyofinsuranceneeds.Call1-866-721-4CPA,[email protected],orvisitwww.smithbrothersusa.com/ctcpa.

Fun and Leisure

A Moment Away Day Spa,SouthingtonSave10percentonmassagetherapy,hydrotherapy,andspatreatmentsinatherapeutic,serenesetting.Visitwww.amomentawayspa.comorcall860-426-9122.

XL CenterMemberscantakeanywherefrom$3to50percentoffticketsforeventsandshowsattheXLCenter.Purchasethroughthelinkprovidedatwww.ctcpas.org/memberperksusingthelistedspecialoffercode.

Universal Studios Fan Club GetdiscountsatUniversalOrlandothemeparks,Wet’n’WildOrlando,andUniversalStudiosHollywood.Gotowww.universalfanclub.comorcall888-777-2131,ext.2andusepromocodeFAN62397.

CTCPAAffinityPartnershipsMembers save big with CTCPA’s exclusive professional affinity partnerships! This select group offers members discounts that won’t be found elsewhere.

Office NeedsADPADPoffersavarietyofcompliance,payroll,andhumanresourceservices.Visitwww.accountant.adp.comorcall855-694-9256.

Paychex DiscountsincludefreepayrollprocessingformemberswhosubscribetotheCPAPlatinumProgram.Call1-877-534-4198orvisitwww.paychex.com/link/aicpa.

FedEx Shipping ServicesMembersreceivediscountsofupto26percentonselectshippingservices.Gotowww.ctcpas.org/affinityforalinkorcall1-800-MEMBERSusingpasscode3VT2SM.

UPSMemberssaveupto30percentonair,international,andgroundshipping.Visithttp://savewithups.com/ctcpa.

InterCall Conferencing ProgramMembersreceiveexclusivepricingonaudioandwebconferencing.Gotowww.intercall.com/affinity/ctcpa.htmorcall1-800-636-2377toenroll.

CCH Tax and Accounting BooksMemberssave25percentonmorethan175CCHtaxandaccountingbooks.Visitwww.cchgroup.comandusediscountcodeY5374.

Childcare

The Learning Experience Childcare CentersMembersreceivea10percentdiscountonregular-pricedtuitionpluswaivedextendedcarefeesatparticipatinglocations.Visitwww.thelearningexperience.comorcontactMauraLynchat561-886-6400,[email protected].


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Business to the Classroom - Connecticut Society of CPAs

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