RISCPA/RI Business Forum News Release December 1, 2022

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Wealth Management Roundtable 2022: Using IRA and Retirement Assets to Fund Philanthropy
December 7, 2022, 4pm – 5:30 | Crowne Plaza
801 Greenwich Ave, Warwick, RI 02886

Moderator

  • Kimberly I. McCarthy, Esq., LLC., SVP & Chief Wealth Client Services Officer, Washington Trust

Panelists

  • Arthur Lambi, Jr., CPA, MST | Partner, DiSanto, Priest & Co.
  • Kristin N. Matsko, Esq. | Counsel, Adler Pollock & Sheehan P.C.

Overview

  • This expert panel discussion and Q&A will provide insights, tips, and legislative, regulatory, and legal decision updates on using the major asset in many individuals’ wealth portfolio – their retirement assets – to fund their philanthropy. READ MORE

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RISCPA Member Feedback Survey - 2022
Having satisfied members is very important to us here at RISCPA/RI Business Forum. We want to ensure we are providing an exemplary service and would greatly appreciate if you could take 5-10 minutes to provide your thoughts about how we are doing, how we can improve, and what you would like to see from us.
Please CLICK HERE to complete our Member Feedback Survey.

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Sponsorship Opportunities Available! Please email interest to riscpamembers@riscpa.org.
For Group Registrations, please email riscpamembers@riscpa.org.
Register Today! Early Bird rates end January 1st!

networking

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bv

NEW! A Review of the Rhode Island and US Economic Climate
BV Committee Workshop Series

RISCPA's Business Valuation Committee is hosting a Review of the Rhode Island and US Economic Climate featuring Bryant University Professor Edinaldo Tebaldi.

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tgs

Volunteer Treasurer/ Volunteer Board of Directors Position
The Greene School is a college preparatory, independent public charter high school serving grades 9 through 12. It is open to all Rhode Island students and embraces an interdisciplinary education model, known as EL education (Expeditionary Learning), which includes field work, case studies and industry experts. Read More / Board of Directors / LinkedIn / Fall Newsletter

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Press Release

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sba

SBA Announces Call for Nominations for the 2023 National Small Business Week Awards: All nominations should be submitted electronically by 3 p.m. ET on December 8, 2022. The awards will be presented during the NSBW Awards ceremony in the first week of May 2023. Release 22-70
For over 50 years, the SBA has celebrated National Small Business Week, which recognizes the critical contributions of America’s entrepreneurs and small business owners.
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"Mondays With Mark" CLICK HERE Every Monday at 11:00 AM
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ridot

NEW! Taxation of Adult Use Recreational Cannabis: ADV 2022-36
NEW! National Tax Security Awareness Week: Security Summit partners warn of cyber-criminal activity: ADV 2022-35
NEW! Interest rates posted for 2023: Some rates changing: ADV 2022-34
Rhode Island Tax News - Fourth Quarter 2022 Edition

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NEW! Interest rates increase for the first quarter of 2023: IR-2022-206
Updated! Help for taxpayers and tax pros: Tax season alerts and planning ahead for 2023 November 18th Update

IRS News Releases for Current Month: Click Here

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Capitol Hill

The House is on recess

The Senate is on recess

State of Rhode Island General Assembly: All Press Releases

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This Way to CPA: 



NEW! Most U.S. Business Executives Say Economy is Already in Recession or Will Be Before 2023, AICPA & CIMA Survey Finds: Read More
NEW! AICPA Town Hall Series - November 17th Edition
AICPA Benevolent Fund: The AICPA Benevolent Fund was created to support AICPA members with short-term personal financial needs. Program Information

Chartered Global Management Accountant: CGMA is the most widely held management accounting designation in the world with more than 137,000 designees. It was established in 2012 by the AICPA and CIMA to recognize a unique group of management accountants who have reached the highest benchmark of quality and competence. How to Earn the CGMA Designation.

All AICPA Advisory Credentials: Tip Sheet 

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Employer Student Loan Repayment Assistance Program: Now a tax free benefit through 2025! More Information

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Rhode Island Small Business Development Center is hosting a series of free events to help small businesses with their business and marketing needs. For more information, please CLICK HERE

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COVID-19 Rhode Island Stats (as of 12/01/2022)

  • New cases per 100,000, last week: 95.4
  • New cases among RI residents last week: 1,008
  • Number of tests reported in RI last week: 11,220
  • Number of Fatalities among RI residents last week: 3
  • Total Fatalities: 3,746
  • People hospitalized last week: 86

VACCINE ADMINISTRATION: (Last Update: 11/26/2022)

  • RI residents who have completed the primary vaccine series as reported by the CDC: 920,559
  • Bivalent Booster Dose: 193,999
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