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How Do I? Recharacterize a Roth conversion, and why would I want to?

December 2008 tax compliance calendar

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  IRS lowers business standard mileage rate to 55 cents-per-mile for 2009; Rate for medical/moving also drops

Lawmakers seek to revive business/pension relief before year-end

2009 FMVs and depreciation limits for business autos and trucks available

IRS allows employer current deduction for self-insured health plan despite delayed payment

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11/24/08 CBIZ TO ACQUIRE MAHONEY COHEN & COMPANY
NEW YORK CITY ACCOUNTING FIRM TO ADD $55 MILLION TO CBIZ REVENUE
Cleveland, Ohio (November 24, 2008) — CBIZ, Inc. (NYSE: CBZ) today announced that it has signed a definitive agreement to acquire Mahoney Cohen & Company, a leading national accounting service provider based in New York City, NY, subject to the Hart Scott Rodino approval which is expected in the next 30 days, with a closing effective December 31, 2008.
 
06/23/08 - Mahoney Cohen and Fordham Institute Private Launch
Bill Elliott, Marc Minker and Jay Silver are participating in an expert panel on Monday, June 23, 2008 at the Private Launch of the Fordham Institute For Family & Private Enterprise and is also a corporate sponsor of the Institute.
 
06/12/08 - Bill Elliott's CCH Webinar
Bill Elliott will be a speaker at CCH's Webinar on Choosing the Right Business Entity: Meeting Business, Legal and Financial Objectives by Using the Best Tax Entity.
 
05/28/08 - Bill Elliott Presenting at Akerman Senterfitt
Bill Elliott will be leading a seminar at the Florida Bar Business Law Section on Cross-Border Transfers of Intellectual Property at the offices of Akerman Senterfitt in Miami, FL. For more information, please look at the attached flyer.
 
04/14/08 - Jay Silver Quoted in WWD
Jay Silver was quoted in Women's Wear Daily in an article about ESOPs.
 
04/01/08 - Mahoney Cohen in Accounting Today's Top 100
Mahoney Cohen was included in Accounting Today's Top 100 Ranking
 
03/10/08 - Mahoney Cohen Adds New Tax Shareholder
Benjamin Gadon has joined the firm as a shareholder and tax partner.
 
03/06/08 - CCH Audio Seminar with Bill Elliott
William "Bill" Elliot, CPA, ABV, LL.M. will lead an audio seminar about the fundamentals of U.S. international tax reporting and compliance and the preparation and filing of Forms 5471, 8858, and 8832, on Thursday, March 6th. This audio seminar that you can participate in right from your office, will provide a helpful review of the increasingly heightened disclosure obligations for U.S. taxpayers with ownership interests in foreign entities and help you better manage the overall compliance process.
 
12/31/07 - Marc Minker quoted in Better Investing
Marc Minker was quoted in Better Investing Magazine in the tax planning cover story.
 
12/31/07 - Kevin Johnson Quoted in Wealth Manager
Kevin Johnson, the partner in charge of International Assignment Services, was quoted in Wealth Manager Magazine in an article about expat taxation.
 
12/27/07 - Carol Alvarez Quoted
Carol Alvarez was quoted on Marketwatch.com and FoxBusiness.com in an article on tax applied on holiday employee gifts.
 
11/8/07 - Bill Elliott's Speaking Engagement
Bill Elliott is participating as a speaker on November 8-9 at the Ohio's State Society Mega Tax Conference in Columbus, Ohio on current issues in international taxation.
 
10/18/07 - Bill Elliott's Speaking Engagement
Bill Elliott is participating as a speaker on Effective Tax Planning for Buyouts, Venture Capital and Mezzanine Funds at the Financial Research Associates' 2007 Tax Practices for Private Equity Funds, a comprehensive conference designed specifically for CFOs, controllers, managers and directors to help them navigate the most complex tax challenges facing funds now and in the future.
 
10/16/07 - David Botwinick Honored by the AJC
David Botwinick was honored at the American Jewish Congress 43rd Annual Financial Industries Awards Luncheon.
 
09/20/07 - Mahoney Cohen at the All Star Conference
Mahoney Cohen & Company, CPA, P.C. will participate as an exhibitor at the Institute of Internal Auditors All Star Conference in Las Vegas, October 22-24.
 
08/29/07 - Mahoney Cohen On-Line Banking Alert
Mahoney Cohen encourages clients to be aware of on-line banking scams and to secure their systems when performing on-line banking.
 
08/02/07 - Mahoney Cohen Launches International Assignment Services Practice
Mahoney Cohen & Company, CPA, P.C., the certified public accounting and business advisory firm, today launched an International Assignment Services Practice to provide tax planning and compliance services to multi-national businesses with cross-border workforces. Additionally the new group will offer consultative services and expatriate compensation policy design.
 
08/1/07 - Jeff Sutton Speaking in Shanghai, China
Jeff Sutton, the partner in charge of Mahoney Cohen Corporate Recovery Services will be speaking at the Restructuring & Investing Converence in Shanghai, China on October 23. For more information please visit www.airacira.com
 
07/2/07 - Mahoney Cohen Launches International Tax and Consulting Practice
Mahoney Cohen & Company, CPA, P.C., the public accounting and management consulting firm, today launched an International Tax and Consulting Practice to provide business advisory services in international tax planning, business valuations, asset protection and facilitation of operations in foreign markets to its clients with global operations.
 
06/22/07 - Raphy Sousan Participates in Seminar
Raphy Soussan, a Mahoney Cohen shareholder lectured on The Basics of Finance with Lorman Education Services
 
03/7/07 - International Technical Committee
Joseph D. Zarkowski was appointed to the Moore Stephens International Limited International Technical Committee
 
02/26/07 - Marc Minker was quoted in Forbes magazine in an article on mortgages
 
11/1/06 - Mahoney Cohen Opens Houston, TX Office
Mahoney Cohen’s expansion continues with the opening of a Houston, Texas office to address the growing needs of our clients in that geographical area.
 
09/25/06 - Mahoney Cohen Ranking in Crain's NY
Mahoney Cohen is ranked the 19th largest accounting firm in New York area by Crain’s New York.
 
09/1/06 - Mahoney Cohen Expands Services
Mahoney Cohen expands its Sarbanes-Oxley services to include IT audits and business consulting such as: Implement COBIT 4.0 (IT Best Practices) to COSO controls, SAS 70 and Agreements with Third-Party Organizations (i.e. ADP), SAS 94 Reviews, Compliance Audits for Backup, Change Control, Disaster Recovery, and Security Policies, Penetration Testing & Security Review, Application Reviews.
 
08/31/06 - Mahoney Cohen Ranking by PAR
Mahoney Cohen is ranked the 42nd largest accounting firm nationally by the Public Accounting Report (a CCH publication), in their annual America’s 100 Largest Accounting Firm report.
 
08/7/06 - Raphy Soussan Admitted as Shareholder
 
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