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AGN-NA wishes you Happy Holidays & a Prosperous 2012!

in this issue . . .

 

Services AGN-NA Member Firms Specialize In - They Want YOU to Know!

Services AGN-NA Member Firms
Business Valuations Eckhoff Accountancy Corporation
Canadian Tax, Accounting and Assurance, and Non Assurance Accounting Services Bessner Gallay Kreisman; Rolfe Benson
Construction Industry Brock and Company; Lanigan, Ryan, Malcolm & Doyle; Thomas Judy Tucker
Cost Segregation Schenck SC
Cross Border Transactions Bessner Galley Kreisman
Delaware Tax Credits Faw Casson
Employee Benefit Plan Audits Brock and Company; Clark Schaefer Hackett; Faw Casson
Estate and Trust Planning Eckhoff Accountancy Corporation
Financial Institutions Stegman & Co.
Fast Food Franchises Concannon Miller & Co., P.C.
Governmental Audits Clark Schaefer Hackett
Government Contracting Lanigan, Ryan, Malcolm & Doyle
Incorporated Professional Services Logan Katz
Manufacturing Sproles Woodard
Not-for-Profits (Tax Exempts): Concannon Miller & Co.
Oil and Gas Exploration Sproles Woodard
Private Foundations Sisterson & Co.
Real Estate Thomas Judy Tucker
Research & Development Studies Schenck SC
SEC Audits Stegman & Co.
Tax and Assurance Services for Wealthy Multi-Generation Families Sisterson & Co.
Tax Compliance Related Matters for Non-Canadian Resident Investors Rolfe Benson
Technology Logan Katz

When you are looking for help in these areas, contact these firms! This information is also available behind the red "Member Home" button at www.AGN-NA.org as well as our Facebook page.

(Your firm's specialties not listed? It is because your firm hasn't responded to a request to Board members for the two services they'd like other member firms to know about. We want to promote your firm's specialties to other members: please e-mail the two services to rhood@agn.org.)

Still Collecting These Documents from ALL AGN-NA Member Firms
Contact Patsy with your documents to be uploaded to the Board-Only Knowledge Bank
  • Partnership agreements (employment, retirement, etc.)
  • Firm's strategic plan
  • Your firm's goals
  • Nominations for designated resources (experts from your firm)
 

 

 

AGN-NA Elects Officers - Effective January 1, 2012
Bill Goodman, President & Director of Schenck SC in Appleton, WI, was elected as Chair of the AGN-NA Board of Directors/Executive Committee at the November 2011 Board meeting in Chicago. Also elected as Secretary was Gary Katz, Managing Partner of Logan Katz LLP in Ottawa. Continuing to serve as officers are: Bob Oster of Concannon Miller in Bethlehem, PA as Vice Chair; Chris Judy of Thomas Judy & Tucker in Raleigh, NC as Treasurer; and Warren Barnes of Kernutt Stokes in Eugene, OR as Immediate Past Chair. We thank Gary Fitzgibbon (outgoing Immediate Past Chair) of Adams & Miles in Toronto for his five years of service on the Executive Committee.


U.S. Members: Order Tax Publications Directly with Vendors and Receive AGN Discount
(Route: Login at www.AGN-NA.org > Vendor Discounts under Toolkit)
CCH - Order directly with CCH (including Master Tax Guides, etc.) and receive the AGN discount. More Info
Newkirk - 10% discount. Products include: Tax Planning Booklets, Financial Planning Guides, and more. More Info
PDI - 15% discount. Products include: 2011-2012 Tax Planning Guides, Web TaxGuide, Flex-E-guide, printed guides, and more. More Info
RIA - 30% discount on Federal Tax Handbook, Complete Internal Revenue Code, and Federal Tax Regulations. More Info


Canadian Members
CCH-Canada - Discount for AGN-NA members on it's tax publications. Order directly with CCH-Canada - Use this Order Form!
Continuing Professional Development Credits - We are working with the Provincial Institutes of British Columbia, Ontario and Quebec so you may submit AGN continuing education sessions for CPD credits. Contact Patsy with any questions.
Subscribe Yourself to Canadian Sharegroups - Login at www.AGN-NA.org; click on My Sharegroups under My AGN-NA; follow the simple instructions on the subscription page. After subscribing, it takes some time to propagate throughout our system. Contact Patsy to have this process expedited.


Register for a FREE Webinar on Improving Your Tax Workflow
A Top 50 firm saved an average of 22 minutes per return with 25 source documents and saved an average of 52 minutes per return with 100 source documents after implementing the workflow presented in this session.

Join AGN and CCH, a Wolters Kluwer business, on December 14, 2011 at 3 pm ET for a 60 minute session that will illustrate how Best in Process software and workflow tools will allow your firm to become even more competitive in your marketplace.
More Info

AGN-NA Focus Groups Reminder
NOT replacing Sharegroups, IN ADDITION to Sharegroups!
This new member benefit - Focus Groups - further enhances the value of Sharegroups.
Built around very specific issues, Focus Groups are to be small group discussions and will be driven by the participants. The next Focus Group, Mergers & Acquisitions, will be a 1-hour teleconference on December 19, 2011 at 1 pm ET. More info
(Route: www.AGN-NA.org > Programs & Calendar button > December)
Contact Nathalie if you have ideas/topics for other Focus Groups.


Advanced Partner Training - Creating Newest Study Group - #23
Contact Nathalie if you would like to be added to this new group

Members report how valuable these Study Group experiences are; see what they have to say:

"Thoroughly enjoyed the meeting! Great exchange between all of the members."
"APT meetings are superb value. The amount of sharing of partner experiences is great. The ability to learn from others in similar firms is highly valued."
"The interaction with everyone was valuable. Each person had great insight into the topics being discussed. Great dialogue."
"Very worthwhile."
"It was really great that everyone could meet face to face and get to know everyone and start to gain a better understanding of how we can support one another."
"Great to get input from others on various topics. Modules great base for generating discussion on various topics."

This new group will meet at 2012 NARM in Milwaukee on May 23. To date, 154 AGN-NA firm partners have/are participating in this Advanced Partner Training program. Join them! Contact Nathalie for more information.


Webinar Recordings Online at www.AGN-NA.org
Recent webinars include:

  A&A: Data Extraction Analysis
  BV/Lit Support: Changes in Fair Value Reporting; Good Will Impairment Testing
  EBP-Audits: Efficient EBP Analytics
  IT: In the Trenches: Day to Day Issues for Accounting IT
  Marketing: What the heck is SEO?
  NFP: Redesign of Form 990
  SaLT: Michigan Tax Update: A New Beginning
  Small Business: Overview of the Sleeter Conference
  Tax: Passive Loss Rules & Real Estate Professionals

To access, login at www.AGN-NA.org; locate the third column headed Sharegroups and click on the appropriate group. At that Sharegroup's page, locate the left column and click on that group's Knowledge Bank. In the main portion of the screen, click on Audio Recordings. Choose the appropriate recording.

 

 

 

AGn-NA UniversityTraining and Conferences

PARTNER DEVELOPMENT ACADEMY
January 12, 2012 @ 12 pm ET / 11 am CT / 10 am MT / 9 am PT

Sam Allred presents "Exceptional Client Service: Getting the Entire Firm on the Same Page". Open to all partners and key firm personnel, this 1-hour webinar will discuss retention of quality clients issues.
More Info


SHAREGROUP WEBINARS AND TELECONFERENCES
Upcoming webinars/teleconferences include:
(More webinars/teleconferences at www.AGN-NA.org > Programs & Calendar button)
HR-FA Sharegroup Teleconference "Best Practices: Discussing Issues Closer to Home for Firm Admins"
December 8 @ 1 pm ET / 12 pm CT / 11 am MT / 10 am PT

IT Sharegroup Teleconference "Imaging/Windows Deployment Software"
December 8 @ 1 pm ET / 12 pm CT / 11 am MT / 10 am PT

EBP-Audits Teleconference "Overview of the AICPA EBP Conference"
December 20 @ 3 pm ET / 2 pm CT / 1 pm MT / 12 pm PT
More Info - coming soon!


STAFF TRAINING IN FULL SWING!
Sessions remaining are:

Tax Level 1 - Jan. 3-6, 2012; Tax Level 4 - Dec. 6-9, 2011; Audit Level 1 - Jan. 8-11, 2012; EBP Audits Level 2/3 - May 6-8 or May 13-15, 2012

Contact Irene Hayden with any questions, or visit our website for More info
(Route: www.AGN-NA.org homepage > Staff Training in the Coming Attractions section)

 

 

 

International Updates
All AGN International contact partners have been sent a questionnaire regarding IFRS/ISA expertise. This questionnaire needs to be completed and returned to Marlijn Folkers by December 31, 2011.

Reminder - Complete the Referral Report and Annual Report requested by the International office. Re: the Referral Report – only business referred to and from firms in other countries must be listed. No intra-country referrals should be recorded. Contact Marlijn for further information.

2012 AGN WORLD DIRECTORIES
The London and Denver offices are coordinating this effort and have been in contact with the appropriate staff at each firm. New directories will be printed and distributed in January 2012.

INTERNATIONAL ACCOUNTING & AUDITING COMMITTEE
The IAAC have a special section in the AGN International website, which may be found in www.AGN.org > Members Area > Private > Members Only > International > Accounting and Auditing Committee. There you will find: Newsletter (English and Spanish versions); Minutes of the recently held meeting in Prague.

NANCY CRUICKSHANKS IS EDITOR OF NEW LEXIS NEXIS PUBLICATION 'VAT IN THE EU'
LexisNexis® offers world-class content, information analytics and workflow solutions for professionals in the legal, accounting and other markets – to make their jobs faster, easier and more productive. More Info

BACHA & BACHA OFFERS TARIFFS TO AGN MEMBERS
AGN member firm Bacha & Bacha in Mauritius has a hotel, the Hibiscus Beach Resort, Spa and Dive Club, situated in the north of Mauritius (off the South African coast). It is a boutique hotel of 50 rooms.
More Info

 

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