New York/Connecticut Association of Tax Professionals | Kristin Delfau | Friends Activity https://www.nyctatp.org/members/kristindelfau/activity/friends/ Activity feed for Kristin Delfau's friends. Sun, 03 May 2026 04:02:30 -0400 https://buddypress.org/?v= en-US 30 hourly 2 674ad508b981441c5477463d0790e616 Lynn Persson started the topic Overtime questions... Must it be time and a half to qualify?? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/overtime-questions-must-it-be-time-and-a-half-to-qualify/ Thu, 19 Mar 2026 20:41:09 -0400 Does the standard of time and a half or double time apply to all overtime? Have a client, vet tech, who at times is required to sleep overnight at the clinic. They do not pay time and a half, they pay about 10% over base pay for weeknights and about 12% over her base pay for a weekend overnight.
Is this type of arrangement qualifying? Any…Read more

]]> 5bf1cf13e355124ae79995b00fffa160 Rita Lewis started the topic The Tax Book Message Board in the forum Tax Discussion https://www.nyctatp.org/forums/topic/the-tax-book-message-board/ Thu, 19 Mar 2026 05:42:31 -0400 If you were using TTB Message Board this season but gave up on it when it became excruciatingly slow and even refused to accept posts, it’s almost back to its old self again. Finally.

It loads about as fast as ever. It’s still a bit slow to accept posts, but it gets there. And, activity is picking up again.

]]> a5382bf7bb51c4edcfed8e43e6097168 Rita Lewis replied to the topic Senior Discount in the forum Tax Discussion https://www.nyctatp.org/forums/topic/senior-discount/?view=all#post-23085 Wed, 25 Feb 2026 00:43:19 -0500 I haven’t had anyone with a 01-01-1961 birthdate, but I’d contact your software’s tech support.

]]> e8939b17c77dceddf9e7e6a5a05d8b0d Robert Williams replied to the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/#post-23077 Sat, 21 Feb 2026 17:55:33 -0500 A THANK YOU TO THOSE THAT RESPONDED !!!

]]> 94aa406d8749be2755bfc8a0b620654c Robert Williams started the topic New Client Business Possibilities in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-client-business-possibilities/ Thu, 19 Feb 2026 19:03:12 -0500 I have two family members that have been advised that their New Milford tax preparer has closed her business. One member lives in Ridgefield and another in Danbury.

The only taxes that I will be preparing for 2025 are my own!

Please advise your interest. If desired, do so via an email to me, taxrew@gmail.com.

Thanks,
Bob

]]> 0dfda511d6494afef3ee66f0fc6a653f Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23070 Wed, 18 Feb 2026 00:40:15 -0500 I really like Renee’s method that eliminates all the noise, questions, arguments, ambiguity, confusion, etc.

]]> f6166d6800096e47a8826136084d7d49 Rita Lewis replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23066 Tue, 17 Feb 2026 15:33:58 -0500 From one of our IRS Liaisons:

Yes, all income is taxable unless specifically exempted by law. I have not seen anything to the contrary regarding this pay-out [NYS Inflation Refund checks].

I researched on Google, and this is the response, the payment was considered a refund of NYS taxes:

Yes, NYS Inflation Refund checks are considered taxable…Read more

]]> 475c10ed0016ee6ac26b3421834e94b6 Robert Williams replied to the topic NYS Inflation Refund Checks in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-inflation-refund-checks/#post-23064 Mon, 16 Feb 2026 18:20:28 -0500 Does the refund apply to non residents who file IT-203? Do they qualify?

Thanks

]]> 4c8a93993ec8e25b154171148b80ad0e Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23031 Wed, 14 Jan 2026 18:25:28 -0500 I’ve been notified that the above 5 files went out to Annual Seminar attendees this afternoon via a Constant Contact email (just like your original course materials) from NY/CT Association of Tax Professionals.

]]> 1dfeb98d50aecaf7d4c3949b9a0291f8 Rita Lewis replied to the topic AJ Reynolds - Seven Page Overview on FLSA in the forum Tax Discussion https://www.nyctatp.org/forums/topic/aj-reynolds-seven-page-overview-on-flsa/#post-23017 Sat, 10 Jan 2026 00:30:53 -0500 The NYCTATP received 5 files from AJ Reynolds from the 2025 Annual Seminar. They’re in the hands of the Seminar committee members who send out communications. If you attended, you’ll receive:

Section 7 outline of the Fair Labor Standards Act of 1938
FairLaborStandAct Section 7.pdf
Overtime FLSA overview Blue J.pdf
Partnership Reconstruct Basis…Read more

]]> 3f765f55ed0729ef06334ce42297cf63 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22924 Thu, 18 Dec 2025 18:21:59 -0500 TaxBert’s Answer (summary of TTB cites)
Inherited IRA Overview

An inherited IRA is subject to specific distribution rules that depend on the beneficiary’s classification and when the IRA was inherited[1].

Beneficiary Classifications:
For IRAs inherited after December 31, 2019, beneficiaries fall into three categories[2]:

1. Eligible Designated…Read more

]]> 7ff04c775f5c767ced71e84b72859f41 Rita Lewis replied to the topic IRA RMD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ira-rmd/#post-22922 Wed, 17 Dec 2025 22:50:52 -0500 https://www.irs.gov/publications/p590b#en_US_2024_publink100090419 is your starting place.

]]> 3ce82df8eaacc4ff93b08884ceb5bd9d Rita Lewis replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22915 Mon, 15 Dec 2025 19:30:32 -0500 $2,009 so 50% off is $1,004.50. The email offer came from Mike Dance, but I do get different reps for different things sometimes, inside reps mostly for renewal and such. I’ve been shedding clients to slide toward retiring, so not sure I’d use it for enough planning clients to save me $1,000 worth of my time. The brief video demo looks like a…Read more

]]> 5cfcf2efc919bd219275cb7d1276d062 Robert Weinstein replied to the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/#post-22914 Mon, 15 Dec 2025 18:50:33 -0500 I use pro fx. I have requested pricing from them. I know they are running a 50% special. Have they given you pricing? Who is your sales rep? Mine is Nick Shorr.

]]> bd7468e5786fa7d6d0a2a20b478931b2 Rita Lewis started the topic ProSystem fx &/or Axcess Planning in the forum Tax Discussion https://www.nyctatp.org/forums/topic/prosystem-fx-or-axcess-planning/ Mon, 15 Dec 2025 18:32:34 -0500 Do any of you ProSystem fx &/or Axcess users have the CCH Planning module to help you help your clients plan for OB3 and other changes? How do you like it? Pros & cons, please.

]]> 2eec4dd307d98e32579eb28f08d692b5 Rita Lewis replied to the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/#post-22797 Fri, 14 Nov 2025 00:11:51 -0500 Early Bird pricing ENDS 11/14!!! Get your tickets now!

]]> 5b41dcb5c113ae6e132d399015040350 Rita Lewis started the topic Annual Tax Update Seminar has One Big Beautiful Bill Act in the forum Tax Discussion https://www.nyctatp.org/forums/topic/annual-tax-update-seminar-includes-obbba/ Fri, 31 Oct 2025 17:24:33 -0400 Sign up NOW for our 2-day Annual Tax Update Seminar on Thursday 12/4 & Friday 12/5 at the Ethan Allen Hotel, Danbury, CT.

One Big Beautiful Bill Act
& other FEDERAL Tax Topics with A.J. Reynolds, EA
+ CT Tax Update with John Biello, CT Dept of Rev. Srvc.
+ NY Tax Update with Sara Carlson, NYS Dept. of Tax

Early Bird pricing before…Read more

]]> 870d5d6449dffe2dc94cbbb57305cc86 Rita Lewis started the topic You Still Can Register NOW for the October Seminar on Friday 10/24 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/you-still-can-register-for-the-october-seminar/ Thu, 16 Oct 2025 05:04:27 -0400 Yes, you CAN still buy tickets for the October Seminar that includes 2 CEs of ETHICS with David & Mary Mellem, EAs.

Friday 24 October 8:00 am – 4:40 pm

Hurry!

2025 October Seminar – 8.0 CE’s

Questions: Contact Nancy Sporbert nstsllc@outlook.com

]]> 429fadfd7bdb17d7ddce4adcfc0efe2d Rita Lewis started the topic Emerging EFIN Scam in the forum Tax Discussion https://www.nyctatp.org/forums/topic/emerging-efin-scam/ Tue, 07 Oct 2025 20:05:07 -0400 From our Stakeholder Liaison…

Good afternoon, partners:

#IRS alert: Cyber thieves are impersonating the #IRS through bogus emails so they can steal #TaxPros’ credentials and potentially file fraudulent tax returns for refunds. Report these schemes: http://www.irs.gov/phishing

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Lia…Read more

]]> 3e878a7d1ccd5c98d83fbd3faf790438 Robert Williams replied to the topic Coffee & Chat on Wednesday 10/1 at 8:30 am in the forum Tax Discussion https://www.nyctatp.org/forums/topic/coffee-chat-on-wednesday-10-1-at-830-am-2/#post-22404 Wed, 01 Oct 2025 13:58:07 -0400 The Chat reinforced the idea that there is a significant need for us to get into the details of enrolling into a plan or our Current Medicare Plan vs New Options. Mark is a resource for NYCTATP Members and our clients

The enrollment plan begins this October 15th.

Thanks to Laura and Rita!!

]]> 0ea2d7183b67aa32c95416677166da33 Rita Lewis started the topic Coffee & Chat on Wednesday 10/1 at 8:30 am in the forum Tax Discussion https://www.nyctatp.org/forums/topic/coffee-chat-on-wednesday-10-1-at-830-am-2/ Wed, 01 Oct 2025 04:37:27 -0400 THe One Big Beautiful Bill Act could reshape Medicaid and Affordable Care Act coverage. Listen to Mark Brownstein from Emerald Medicare, and ask your questions.

Zoom meeting:
https://us02web.zoom.us/j/88214340752?pwd=0IZwwoEdLoV59aG7ZaJp1eFR0ZxTWr.1

laura@hartmanngrouptax.com

]]> 183763b26ba59c657f18cfafa11c5b0a Rita Lewis started the topic Do You Know a Clergy Tax Specialist? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/do-you-know-a-clergy-tax-specialist/ Fri, 19 Sep 2025 18:33:51 -0400 Is your niche Clergy Taxes? If so, I may have a recommendation for you. And/or I may have some payroll questions for you.

I’m an assistant treasurer in my Episcopal parish. Our part-time priest is adding another part-time job at a nearby parish and is concerned about them getting her payroll correct. (Years ago our Diocese pushed us all to go to…Read more

]]> 4ec0a1d093148c87ee995b2e60f23b6a Rita Lewis replied to the topic September Super Session - Register TODAY in the forum Tax Discussion https://www.nyctatp.org/forums/topic/september-super-session-register-today/#post-22307 Fri, 12 Sep 2025 04:35:19 -0400 Register TODAY to get the “Timely” price with no late fee for our last dinner meeting until January 2026.

Our speaker, Jason Daughtry, EA, is an NTPI Fellow and specializes in IRS and state representation and mentoring tax professionals.

]]> 163a4b7464ca6c89ab86a26d9b65ed82 Rita Lewis started the topic Survey re Government-run Tax Filing Service in the forum Tax Discussion https://www.nyctatp.org/forums/topic/survey-re-government-run-tax-filing-service/ Tue, 02 Sep 2025 17:12:20 -0400 Good afternoon,

The #IRS is looking for your feedback on free government and private-sector tax filing services. Your input is anonymous and can help shape future recommendations made to Congress. Find the survey here: https://ow.ly/X4GC50WKirp

Thank you,
Jacqueline (Jacquie) Kelly-Myers

IRS – Communication & Liaison
Stakeholder L…Read more

]]> b7deda33d8e56eb85bb4ee419a0faf89 Rita Lewis started the topic IRS Delay in Processing Electronic Payments in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-delay-in-processing-electronic-payments/ Fri, 13 Jun 2025 21:45:32 -0400 IRS statement on delay in processing some electronic payments
June 12, 2025

The IRS is aware that there is a delay in processing some electronic payments, and that some taxpayers are receiving IRS notices indicating a balance due even though payments were made timely.

Who is affected: Taxpayers who paid tax reported due on their tax return…Read more

]]> 91c4c7778900e86dc417494141834da9 Michael V. Costello started the topic 1099-R new code Y for QCD in the forum Tax Discussion https://www.nyctatp.org/forums/topic/1099-r-new-code-y-for-qcd/ Thu, 22 May 2025 14:37:01 -0400 Box 7 instructions start on page 15. Not sure how this will work with those who are given a checkbook – how will the custodian know who and what the check was for?

https://www.irs.gov/pub/irs-dft/i1099r–dft.pdf#page=20

Mike

]]> aeba45a34eeccbe627c1214e71ec424a Rita Lewis started the topic IRS Stakeholder Liaison - Rochester, NY, area in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-stakeholder-liaison-rochester-ny-area/ Fri, 09 May 2025 21:42:41 -0400 Hello,

Let me formally introduce myself to some and present myself to others. My name is Jacqueline Kelly-Myers, and I am a member of Communication & Liaison, Stakeholder Liaison Field office in Rochester, New York. I am responsible for providing tax outreach to maintain open communication lines throughout our communities in Rochester and…Read more

]]> 733a3f92c30135e4b557b960767551a4 Rita Lewis started the topic Joe McCarthy, IRS Liaison, Deferred Resignation in the forum Tax Discussion https://www.nyctatp.org/forums/topic/joe-mccarthy-irs-liaison-deferred-resignation/ Wed, 16 Apr 2025 15:33:46 -0400 Due to significant staffing reductions at the IRS in general and in Stakeholder Liaison in particular, I have decided to leave the IRS under a deferred resignation program. You might have heard this program referred to in the press as “the fork in the road”. This means that while I will still technically be an IRS employee until the end of Sep…Read more

]]> baa18436d7d4cf9cf8061fe4a4c08b23 Robert Weinstein replied to the topic QBID for Rental Income.. to claim or not to claim... in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qbid-for-rental-income-to-claim-or-not-to-claim/#post-21737 Tue, 01 Apr 2025 10:41:57 -0400 I don’t think the number of hours makes any difference. Since she also occupies the house I believe the rental portion does not qualify for QBID.

]]> f13c7c595e48186a5b1354b6aadd058c Lynn Persson started the topic QBID for Rental Income.. to claim or not to claim... in the forum Tax Discussion https://www.nyctatp.org/forums/topic/qbid-for-rental-income-to-claim-or-not-to-claim/ Mon, 31 Mar 2025 22:30:30 -0400 Looking for guidance on this as I find the “rules” confusing. Client rents apartment
in her home, claims 1/3 of expenses to rental. She keeps decent records and is pretty
hands on but the whole 250 hours directly on the rental activities seems daunting. Does
any have a ‘short and sweet’ way to interpret this deductions requirements?

Many…Read more

]]> 4847b51453fa739a0b6321c5602b63fd Robert Weinstein replied to the topic NEW YORK FORM IT-205 QUESTION HOW TO REPORT in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-york-form-it-205-question-how-to-report/#post-21734 Thu, 27 Mar 2025 17:13:51 -0400 Is your client filing a NYS tax return? If so this is “Fiduciary Adjustment” (subtraction) reported on IT-225. If not then you can ignore it.

]]> 912b3ee2eeb01de18b502a9cd06d1a62 Lynn Persson started the topic Adult Child Dependent: What is IRS definition of "Gross Income" in the forum Tax Discussion https://www.nyctatp.org/forums/topic/adult-child-dependent-what-is-irs-definition-of-gross-income/ Sat, 15 Mar 2025 22:55:28 -0400 client has an older son living with her.. 50’s… he has a part time job but she totally supports him. He earned $ 5,912 at his job and also has a $2,295 carry forward capital loss. So on his 1040 total income and AGI shows $3,617, less than the $5,050 income limit BUT my question is what is the IRS’s definition of ‘gross income’ for adult…Read more

]]> 23c3320e02001d244f667ac4d6962dfa Rita Lewis started the topic New York OPTIONAL Pass-Through Entity Tax in the forum Tax Discussion https://www.nyctatp.org/forums/topic/new-york-optional-pass-through-entity-tax/ Fri, 14 Mar 2025 16:46:58 -0400 From the New York State Department of Taxation and Finance:

To participate in the optional pass-through entity tax (PTET), you must opt in each year. If you wish to participate in the PTET for 2025, you must opt in by March 17, 2025.

Do not wait until the deadline to opt in. You may need assistance from our representatives to update your account…Read more

]]> ff080edfe5bdc43ddd8e6db4550952e7 Robert Weinstein replied to the topic CT-1065/CT-1120SI and CT-PET Due Date/Extensions in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-1065-ct-1120si-and-ct-pet-due-date-extensions/#post-21715 Wed, 12 Mar 2025 20:49:00 -0400 CT revised their notice. We have until April 15 to file the extension and pay.

]]> 20b59c3e77aff712fd95e04c5854aaa8 Lynn Persson started the topic Preparing Power of Attorney in the forum Tax Discussion https://www.nyctatp.org/forums/topic/preparing-power-of-attorney/ Wed, 05 Mar 2025 23:54:26 -0500 I may have read too many articles about PoA as I now find myself confused. I’m wondering if someone has experience and can spell it out in simple language? My questions: Can the person with a Durable PoA stating ok to sign tax forms sign the Federal 2848 as well as the Federal 8879? Do I have to then fax/mail both the State PoA and Federal…Read more

]]> da89b4991af1edefef780860c1d8c8f1 Rita Lewis replied to the topic NYS PTET Help in the forum Tax Discussion https://www.nyctatp.org/forums/topic/nys-ptet-help/#post-21699 Tue, 04 Mar 2025 16:30:42 -0500 Thank you for sharing!

]]> fa9d2e981b9f8d0bbd5681db988fa91c Rita Lewis replied to the topic CT company with one W-2 NY remote only worker. in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-company-with-one-w-2-ny-remote-only-worker/#post-21686 Thu, 20 Feb 2025 21:06:26 -0500 Your Education Committee is listening. Thank you for your suggestions.

]]> ad07da9939ae1788dce0070ea476dd32 Rita Lewis replied to the topic CT RETIRED STATE EMPLOYEE in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-retired-state-employee/#post-21674 Tue, 18 Feb 2025 22:09:09 -0500 From TTB:
Pension or annuity adjustment.
Subtract 100% of the taxable amount of any pension or annuity reported on the federal return if federal AGI is less than $75,000 (Single, HOH, MFS), or $100,000 (MFJ). Do not include military retirement pay and Tier 1 and Tier 2 railroad retirement benefits from the calculation as these benefits
are…Read more

]]> 8f6a1374987660ce14a4f56b72b6bbf4 Rita Lewis replied to the topic TTB Web Library AI in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ttb-web-library-ai/#post-21666 Sat, 15 Feb 2025 22:27:08 -0500 Read more here:
https://www.thetaxbook.com/taxbert

View a prior webinar recording here:
https://www.thetaxbook.com/webinars?srsltid=AfmBOopC4oSKMcMfIVpXzklihrPt3ailbmb_a6Sob01SUxOJbk9ie42J

]]> c0a0c9562dc65ae36569937845aa3474 Rita Lewis started the topic IRS Security Summit Releases New Wisp Info in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-security-summit-releases-new-wisp-info/ Wed, 14 Aug 2024 15:46:33 -0400 Greetings,

Here is the next installment of the IRS Security Summit’s messages on how tax professionals can protect themselves and their clients from data theft by creating a written information security plan (WISP). It is good information. Please feel free to share this information with your members.

Sincerely,
Joe McCarthy
IRS L…Read more

]]> 7fa7d468059f1414a2bd61ad10ff306f Michael V. Costello replied to the topic CT Special Consent to Extend the Statute of Limitations in the forum Tax Discussion https://www.nyctatp.org/forums/topic/ct-special-consent-to-extend-the-statute-of-limitations/#post-20705 Wed, 24 Jul 2024 22:47:07 -0400 I don’t know about CT, but with IRS and NY, if you ignore it or refuse to sign they will generally issue and immediate assessment. For non-residents, I have heard NY may issue an assessment as if all income on the return is taxable to NY.

My $0.02

]]> 8a1e10721dcdf1e96b7d6735e1411c3c Rita Lewis replied to the topic How Tax Works Podcasts in the forum Tax Discussion https://www.nyctatp.org/forums/topic/how-tax-works-podcasts/#post-20693 Mon, 22 Jul 2024 21:50:05 -0400 Matt’s next podcast dropped today.

Ordinary & Necessary Business Expenses: IRC 162 and…Read more

]]> d56f0d31f9182e63f61a759d600b7282 Lynn Persson replied to the topic Offer and Compromise in the forum Tax Discussion https://www.nyctatp.org/forums/topic/offer-and-compromise/#post-20687 Sun, 21 Jul 2024 17:42:16 -0400 Hi Sam, not ignoring you, I just was taking a bit of time off. Thanks Emmet
for passing on the info. I also have Wendy’s cell phone which is 203-947-3609.
I did work with her on the last case and found her professional & personable.
Wishing you the best, Lynn

]]> 25f6f6f2fbae09fb62e760b286287dd4 Rita Lewis started the topic How Tax Works Podcasts in the forum Tax Discussion https://www.nyctatp.org/forums/topic/how-tax-works-podcasts/ Thu, 18 Jul 2024 14:22:59 -0400 Our September Super Session speaker, Matthew E. Foreman, Esq., LL.M. is dropping 30-minute podcasts every 2 weeks.

https://frblaw.com/podcast-category/how-tax-works/

https://x.com/HowTaxWorks

Spotify, Amazon Music, Apple Podcasts, & where ever you listen to your podcasts.

Entity Selection
Sales & Use Tax
Residency
IRC 162 Ordinary & Necessary…Read more

]]> cc7650c50530a25682f6c24248505969 Lynn Persson replied to the topic Offer and Compromise in the forum Tax Discussion https://www.nyctatp.org/forums/topic/offer-and-compromise/#post-20659 Sun, 14 Jul 2024 22:47:39 -0400 Hello Sam, in the past I’ve had excellent work from Jeff Jordan. His website can be
reviewed here: https://tracrconsulting.net/

I was introduced to him many years ago through this group, have had him help a few clients over the years … always with good success.

Hope this helps, best, Lynn Persson

]]> a09cdb76a6d158f0e2fa6b46917cadfb Rita Lewis replied to the topic Have a drink with us, catch up with friends, and maybe learn something, too! in the forum Tax Discussion https://www.nyctatp.org/forums/topic/have-a-drink-with-us-catch-up-with-friends-and-maybe-learn-something-too/#post-20397 Thu, 09 May 2024 17:15:45 -0400 Buy your tickets by Friday 10 May, because prices go up Saturday! Save $20.

Register Here NOW

]]> 74b28a40efce164473890a70df69d8a7 Rita Lewis replied to the topic IRS Adds Protections to CAF, Transcript Delivery in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-adds-protections-to-caf-transcript-delivery/#post-20396 Thu, 09 May 2024 17:07:01 -0400 May 9, 2024

IRS Office of Professional Responsibility Alert

CAF Numbers in “Pending Review” Status
________________________________________
To fulfill their professional obligations, practitioners—attorneys, certified public accountants, enrolled agents, and tax return preparers who participate in the Internal Revenue Service’s Annual Filing…Read more

]]> ff920a166b6fc487fb15b336a542260c Rita Lewis replied to the topic IRS Adds Protections to CAF, Transcript Delivery in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-adds-protections-to-caf-transcript-delivery/#post-20395 Thu, 09 May 2024 17:02:53 -0400 To protect against identity theft, IRS adds additional protections to Centralized Authorization File, Transcript Delivery System; changes designed to protect sensitive tax pro, taxpayer information

IR-2024-136, May 9, 2024

WASHINGTON — With identity theft and refund fraud an ongoing concern, the Internal Revenue Service today highlighted a…Read more

]]> b400bddbc0ffdce848cc2bc7788f97be Rita Lewis started the topic IRS Adds Protections to CAF, Transcript Delivery in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-adds-protections-to-caf-transcript-delivery/ Thu, 09 May 2024 16:59:44 -0400 From Joe McCarthy, CPA, IRS Senior Stakeholder Liaison:

Greetings,

Attached is some interesting information on increased security measures instituted by the Centralize Authorization File (CAF) to prevent unauthorized disclosure of taxpayer information. Issues discussed are:
• Suspected compromised CAF numbers being placed into a suspended s…Read more

]]> 4d519dc5a40b184070145da34496c5fb Michael V. Costello replied to the topic CMM Physician Enterprises 2021 K-1 Line 20 Code P in the forum Tax Discussion https://www.nyctatp.org/forums/topic/cmm-physician-enterprises-2021-k-1-line-20-code-p/#post-20349 Mon, 06 May 2024 15:43:18 -0400 Dave,

I left you a voice message this morning. I believe I can give you some assistance with this.

Mike Costello
914-762-1234

]]>