AGN NA Newsletter #39 I August 2022 


Many countries around the world recognize a day in early August as International Friendship Day, a time to celebrate the value of peaceful friendships. The origins of this holiday go back to 1930. It was first proposed by the World Friendship Crusade in 1958 and adopted by the General Assembly of the United Nations in 2011.

Who could pick a more appropriate holiday for AGN? Take some time this month to connect with your AGN friends next door and around the globe.
Virtual Events   Resource Partner Spotlight


August 3: 
A&A Virtual Roundtable: Auditing Provider Relief Funds

August 15: 
Understanding Your Cybersecurity Tech Options

August 17: 
Taxation of Real Estate (Canadian Tax Webinar)

August 23: 
Profitability Through Accountability: Plugging the Leaky Bucket

August 25: 
Technical Resource Center Overview

Please visit the AGN Events Calendar to explore all events, including multiple training webinars, virtual meetings, in-person events, and more.


Tri-Merit supports CPAs with specialty tax credits and incentives by serving as an extension of their advisory team to uncover the engineering, manufacturing, and product development data needed to support their clients’ claims for Federal and State tax incentives.

Specialty tax services include:

  • R&D Tax Credit
  • Cost Segregation
  • 179D Commercial Buildings Energy-Efficiency Tax Deduction
  • 45L Energy Efficient Home Tax Credit
  • Employee Retention Credit
  • Work Opportunity Tax Credit


Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.

For more information, please email Patrick Kennedy or call 708-846-0445.

    		       
Member Benefits



Have you had time to explore AGN’s newest stand-out resource?

See what your AGN colleagues are saying about the AGN Technical Resource Center.


“We had a client that had a tax controversy matter that we wanted to get 
a second opinion on or provide additional insight. We were quickly connected 
to a tax controversy expert from a member firm. They provided their opinion 
as well as several specific IRS phone numbers and fax numbers to utilize 
specifically for our situation. It was a great experience.”


Gianluca Carrabs, CPA, MST, Partner at Janover LLC

Want to learn more about this great resource? Join us for an upcoming webinar...

Thursday, August 25

 Thursday, September 22

                                                                                                    
Insider Knowledge


AGN ADVANCE Training

 AGN ADVANCE is back in person! There are opportunities to participate in a Foundational Skills for Staff training, Partner Study Group or our NextManagers Academy before we bid 2022 farewell. We are also currently accepting nominations for the 2023 cohort of the NextLeaders Academy.

For more information on dates, logistics and curriculums visit the AGN ADVANCE website. You can also always contact Ashleigh Lambert, Director of Member Programs, with questions or feedback.

North American Fall Symposium

Join us at The Scottsdale Plaza Resort and Villas in Scottsdale, AZ October 19 – 21 for this year’s Fall Symposium.

The event will include Partner Study Groups, Leadership & Practice Management Workshops and AGN’s New Tax20
Networking Groups! See the agenda below.

Wednesday, October 19

1 - 3 pm - Partner Study Groups

7 - 9 pm - Dinner









 Thursday, October 20

8 am - 12 pm - Partner Study Groups

12 - 1 pm - Lunch

1 - 3 pm - Coaching/Feedback Workshop with Brian Kush at Intend2Lead

1 - 3 pm - New! AGN TAX20 Networking Groups

7 - 9 pm - Social activity
 Friday, October 20

8 - 9:30 am - AGN NA Board Meeting (Board members/proxies only)

9:30 am - 12 pm - M&A Workshop with Carl George

9:30 am - 12 pm - TAX20 Networking Groups


As always, there will be time for fun and connecting with your AGN peers. Use the buttons below to register, book your room and save the dates.

     


Be well,

Cindy
[email protected]

 
 
Harness the power of social media

Follow these three steps to leverage your firm's e-footprint:

1. Click on the icons below to like or follow AGN.
2. Promote your firm's international credibility by using the @ symbol followed by AGN.
(Note: The AGN logo will appear from a drop-down list to ensure you link to the correct page).
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AGN International Ltd is a company limited by guarantee registered in England & Wales, number 3132548, registered office 3 More London Riverside, London SE1 2RE, United Kingdom. AGN International Ltd (and its regional affiliates; together "AGN") is a not-for-profit worldwide membership association of separate and independent accounting and advisory businesses. AGN does not provide services to the clients of its members, which are provided by Members alone. AGN and its Members are not in partnership together, they are neither agents of nor obligate one another, and they are not responsible or liable for each other's services, actions or inactions.