LEADS Newsletter Winter 2019/2020

LEADS is dedicated to the recruitment, retention and advancement of women professionals, and sustaining a positive, supportive and inclusive environment for all.

WINTER 2019/2020 | ISSUE 2

Welcome. Since launching in January of last year, our LEADS initiative has received tremendous support for its mission of helping recruit, retain and advance women professionals while fostering a positive and inclusive environment for everyone at Marks Paneth. The networking and professional development activities organized by LEADS throughout 2019 provided men and women alike within our firm with opportunities for personal and professional enrichment, all while increasing visibility and allowing more voices to be heard. As we enter 2020, LEADS is poised to offer even more exciting opportunities for mentorship, education and networking, and will also incorporate our diverse client base into its external expansion efforts. The continued commitment to making Marks Paneth an inclusive workplace has enhanced our talent recruitment, client appreciation, employee satisfaction, and overall innovation and growth. Most importantly, LEADS and the dedicated committee members in each of our offices have provided us all with the continued opportunity to demonstrate how success is personal for each of us and for the clients and communities we serve.

IN THIS ISSUE

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LEADS 2020 : A Reflection To Look Forward Elizabeth Mueller

Book Club in Review: “LEAN IN” BY SHERYL SANDBERG Gina Citrola 5

WOMEN UNITED : A Subcommittee of United Way of New York City Gina Citrola

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STEPPING OUT OF YOUR COMFORT ZONE

Magdalena Czerniawski 7 10 Questions with: MICHELE AMATO 8 Interview with Ixtapa’s CLUB MED CDV, SOPHIA LYKKE Hope Goldstein 11 LET’S GET HIKING Carina Oliveira 12

HOW TO TRAVEL WHILE WORKING FULL TIME Tishann Marriott

I encourage you to learn more about LEADS and what’s in store in the pages that follow.

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BUSY SEASON SURVIVAL QUOTES

Sincerely,

HARRY MOEHRINGER MANAGING PARTNER

Highlights: WOMEN OF MARKS PANETH

Past and Current EVENTS

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MEET YOUR CORE & OFFICE LEADS

LEADS 2020: A Reflection to Look Forward ELIZABETH MUELLER, PARTNER, REAL ESTATE GROUP

Wow, welcome to 2020. It felt like just yesterday, but really it was towards the end of 2018, when a group of us began preparing the launch of the Marks Paneth LEADS initiative. Gather a group of strong, opinionat- ed, passionate women in a room and boy do things begin to rumble. Seriously though, a lot of collabora- tion and brainstorming went into all that took place during 2019, out of which came new friendships, networking, and even more great ideas. Our goal for 2019 was to provide opportunities for the women of the firm to get to know one another while building important skills. We started the year off on an introspectional note with an emotional intelligence webinar and reading EQ vs. Ego , as the first book introduced for the LEADS book club. In June LEADS held our first Signature Event, Wine Down Wednesday, which was a fun chance to network with one another while learning about wine varietals from New York State. Through our Summer Series we heard from a panel of partners on what it takes to identify and build a personal brand, continued with presentations on how to perfect an elevator speech, and concluded with a look at how social media impacts networking. In

October, as part of Wellness Month, LEADS sponsored a small group, personalized Bar Method class and enjoyed some post-exercise food, drinks and networking with colleagues. Throughout the year each office held their own meetings and did a variety of volunteer events. The year wrapped up with the hosting of a time management seminar. Hindsight is 20/20 – a proverb we’re all familiar with. It’s easy to understand something after it has already happened. 20/20 though is also synonymous with “perfect vision.” I think selecting the “L” in LEADS for Leadership as our theme for what’s to come in 2020 is the perfect combination of learning from those that have led before us and looking forward with clear vision towards what it’s going to take to be a leader in the future and expand upon what the LEADS initiative stands for. In 2020, LEADS looks forward to continuing to encourage and support activities that help to mentor the next generation of leaders. As we embark on another exciting year, we can’t wait for you to come be a part of molding the future.

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LEADS BOOK CLUB IN REVIEW: Lean In: Women, Work and the Will to Lead by Sheryl Sandberg

GINA CITROLA, PARTNER, REAL ESTATE GROUP

World War II and in the 1970’s and 80’s, they were still only making 77 cents for every dollar a man made in 2010 for doing the same job. In addition, of the 195 independent countries in the world today, only 17 are led by women. Sheryl argues that a truly equal world would be one where women ran half our countries and companies at equal pay, and men ran half our households. She therefore offers that if we push hard now, the next wave of change can be the last, and it will happen when there are more women in powerful leadership roles giving a voice to their needs and concerns. Accordingly, female leaders are key to the solution. And the solution will be implemented one person at a time. “We move closer to the larger goal of true equality with each woman who leans in.”

If I had to bet what “ Lean In ” actually meant before I started chapter one, I would have put money on this - Success Is Personal (pun intended!) - define what it means for you and live it wholeheartedly. While this is 100% true and she does state that in her book, Sheryl Sandberg paints a much more profound picture that calls us into action. As the intro describes, suffragettes marched the streets in the early 1900’s, envisioning a world where men and women would be truly equal. Over a century later, Sheryl believes “we are still squinting, trying to bring that vision into focus.” While we’ve made huge strides over the past 100 years, we have not quite reached absolute equality. Perhaps its because we are not entirely sure what that would look like. While women successfully entered the work force during

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WORKING TOGETHER TOWARDS EQUALITY The more we help one another, the more we help ourselves. Acting like a coalition produces results. LET’S START TALKING ABOUT IT Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence. And then it clicked; the answer was in the title all along. Leaning in is having the Will to Lead , the will to shine light on inequalities you encounter every day. Leaders have the will to make others better by talking about “it” - the impact gender has on us and the ways we can create a more equal environment. It’s the will to speak up in a meeting, request what you need, volunteer in your community or help a coworker. Don’t stay quiet - it’s that simple to make an impact - at this very mo- ment, wherever you are in life - and you don’t have to lead a country to make that impact! The book ends with a quote by a famous suffragist, Susan B. Anthony, who concluded, “Our job is not to make young women grateful. It is to make them ungrateful, so they keep going.” We have to keep it going. It is a privilege and a responsibility. And all you need is the will, and a voice, to be a true leader.

But what does it actually mean to Lean In? I scoured each chapter for the answers, and this is what I found:

THE LEADERSHIP AMBITION GAP Fear is causing the leadership gap; what would you do if you weren’t afraid?

SEEK AND SPEAK YOUR TRUTH Be honest and authentic, rather than perfect.

THE MYTH OF HAVING IT ALL You can’t do it all, but you can do what’s most import- ant for you and your family – do the best with what you’ve got – make the best choice you can and accept it. Done is better than perfect. MAKE YOUR PARTNER A REAL PARTNER Use the beginning of a relationship to establish the division of labor or teach your sons the same. As more women lean into their careers, more men need to lean into their families. This revolution will happen one family at a time. SUCCESS AND LIKEABILITY Don’t worry about being liked. You can’t please every- one, and if you did, you are not making enough progress. SIT AT THE TABLE Literally! Don’t judge your performance and declare yourself a fraud by sitting in the back of the room.

On reading Lean In , what I liked best about the book is that it is timeless. The points that were touched upon, such as early exposure to gender roles, silencing your dreams, men as primary caretakers, all of which are as prevalent now as they were in the past, and as they will continue to be in the future. Before reading the book, I had no idea how in depth the book would be regarding gender roles, leadership posi- tions, and just awesome encouragement for the audacity to step out and be yourself. Sheryl Sandberg peeled back the layers of the why’s and why not’s of life development. – Renee Smith, ADMINISTRATIVE ASSISTANT

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WOMEN UNITED: A Subcommittee of United Way of New York City

GINA CITROLA, PARTNER, REAL ESTATE GROUP

Marks Paneth’s successful launch of LEADS in 2019 saw great participation in each office of events throughout the year. What a great accomplishment! I am pleased to share that while we are LEAD-ing internally, we also took our mission into the community and have joined a similar initiative within United Way of New York City, a nonprofit organization and a client of the firm, called WOMEN UNITED. WOMEN UNITED is the “LEADS” of United Way, consisting of a network of professional females from numerous companies and industries. Its mission is two-fold. First, it supports its members by hosting social events where women can share successes, challenges and best practices within the corporate landscape (think of our monthly LEADS meetings, but city-wide!). As “Marks Paneth ambassadors”, Angela Sadang and I meet monthly with WOMEN UNITED to help grow the committee and plan new events, such as networking opportunities, panel discussions, and health and wellness activities. Adeline Lee, Senior Manager, Commercial Business Group, and I attended the Women in Law: Redefining Female Leadership in the

Legal Community panel discussion on November 14th featuring the female in-house counsel of Hearst, American Express, Louis Vuitton and the Southern District of New York. Needless to say, learning from their experience and advice was priceless. Second, WOMEN UNITED collectively attends fundraising events sponsored by United Way of New York City. You may recall receiving emails about the Shop United event in September at Lafayette 148 New York. WOMEN UNITED raised $2,500 from that event, which will be used to help children living in the most challenged communities reach higher reading levels. Other United Way events raise money for meals, housing, education, medical needs and financial stability for New York City residents. Be on the lookout for emails from LEADS forwarding invitations to these events as they come up. They are also listed on our internal LEADS calendar for your reference. If you would like to attend, there is always someone from Marks Paneth who will join you – just contact Angela Sadang, Principal, Advisory Services Group, myself or a Core LEADS member.

In collaboration with the United Way of NYC, and our involvement with the United Way Engagement Committee, Stephanie Elanges, Associate, Nonprofit, Government &

L-R: Ana Mateo, Stephanie Elanges, Anna Tempesta and Talieh Sadri

Healthcare Group, and Anna Tempesta, Supervisor, Commercial Business Group, were each the lucky winners of a pair of tickets raffled by LEADS to attend Women United Takes Broadway, Tina, The Tina Turner Musical on December 6, 2019.

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Stepping Out of Your Comfort Zone

MAGDALENA M. CZERNIAWSKI PARTNER, NONPROFIT, GOVERNMENT & HEALTHCARE GROUP

I had the pleasure to interview Xixi Dong, Director in the Nonprofit, Government & Healthcare Group (the “NGH Group”) who has been with the firm for over 7 years. Xixi has been writing articles, speaking at external conferences and attending many nonprofit proposal meetings. Most recently, she was part of a panel discussion for an NYN Media event on digital fundraising. However, it has not always been the case for Xixi. Even though she is an outgoing and smiling individual, she admits that networking and public speaking did not come naturally to her. Xixi participated in Marks Paneth’s Networking Class, run by Diane Paoletta, Chief Marketing Officer, and she really enjoyed it. Participating in this class helped Xixi learn new networking skills and made her realize that networking is nothing to be afraid of. She also learned the importance of building a network early in the career – her learned mantra being “Build it before you need it!” It gave her confidence that she needed to know that she too could go out and network. Xixi started small by participating in meetings with groups she felt comfortable with and after a few awkward tries, she gained confidence. In addition, being part of the NGH Group, she deals with clients and presentations to various boards on a regular basis. Doing this has provided Xixi exposure to external speaking on topics she felt comfortable on. She refers to the NGH Group as having a “nurturing environment,” and that along with the opportunities, has helped her gain confidence over the years. She also had the opportunity to attend the professional presentation skills class provided by the firm. Her first public presentation was as a co-presenter with John D’Amico, Partner from PSG. She felt it was much easier to start out public presentations with a more experienced presenter as she was at

ease during the presentation and had much less distractions such as managing the time, moving the slides, etc. She recalls that speaking with a colleague, is a much different experience than being on a panel with “strangers.” When you speak with a colleague, you have a “fall back” person and it gives you confidence that between the two of you, you’ll cover everything. However, when speaking on a panel you really count only on yourself. The great thing about public speaking is you gain confidence when you receive positive feedback from the audiences. The more you do it, the easier it gets. That being said, Xixi thinks that a great opportunity for seniors to build the confidence to present is first by writing articles. When you write an article on a subject, you do a lot of research before you start writing. Once the article is done, you become an expert on the topic. One of the great things about being part of the NGH Group is that the partners push us out of our comfort zone. For example, everyone in the NGH Group has the opportunity to contribute to the quarterly newsletter. I’m sure there are more opportunities like that throughout the firm. She also contributes a large part of her career growth to mentors. She’s not the type of person that will walk into something if she only has 80% confidence. However, it’s important to have mentors that encourage you to step out of your comfort zone and challenge yourself day to day. The best advice she can give to newer staff is not to be afraid of seeking advice and guidance from those more senior. They have the experience you may not and can help you more than you realize. You will grow tremendously if you’re always ready to take on new challenges and before you realize it, you have become a more confident person than you were before.

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Each issue LEADS will spotlight someone from the firm. This issue it's 10 QUESTIONS WITH: Michele Amato

PARTNER-IN-CHARGE, PROFESSIONAL STANDARDS GROUP

Q: What was your first job? A: Entry level auditor at Peat Marwick Mitchell LLP (now KPMG)

Q: What’s the best or worst advice you’ve ever received? A: My mother raised me to believe I could do anything I set my mind to – that was great advice, but she also convinced me not to be a teacher, because she was a teacher and knew all the pros and cons.

Q: If you hadn’t become an accountant, what other profession would you have pursued? A: Law

Q: How do you reset or relax after a tough day? A: Wine

Q: Who is someone you particularly admire or who had a significant impact on your career? A: Enrique Tejerina, a now retired DPP (Dept of Prof Practice) partner at KPMG who started with me and who encouraged me to come back as an experienced hire after a long leave of absence to have children.

Q: Name one item still on your bucket list. A: African safari

Q: Dead or alive, real or fictional – if you could spend time with one person, who would that be, why, and what would you do? A: My mother – she passed away right after I graduated from college – I’d love to just chat with her again.

Q: What change would you like to see in the profession? A: Less stringent oversight and fewer changes in the accounting standards.

Q: If you could have a superpower what would it be? A: To turn back time.

Q: What three qualities do you think a good leader should possess? A: Humor, flexibility and confidence

Share your thoughts on this feature and let us know which Marks Paneth leaders you would like to hear from next. leads@markspaneth.com .

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Interview with Ixtapa’s Club Med “Chef de Village”, Sophia Lykke

HOPE GOLDSTEIN, CO-PARTNER-IN-CHARGE, NONPROFIT, GOVERNMENT & HEALTHCARE GROUP

long, and the sunsets are breathtaking. Within days of arriving we met the Chef de Village (CDV), Ms. Sophia Lykke, who I soon realized we met the summer before when she was the Assistant CDV at the Sandpiper resort. My initial reaction was one of pride, a women CDV, what a novelty. I’ve come to appreciate that this is no easy accomplishment. With only 12 women holding the position representing 17% of Club Med CDV’s. The CDV, which in French is Chef de Village , is otherwise known as the general manager of a Club Med resort. However, general manager as we may know this position in the hospitality industry does not truly define what the CDV position entails. The position is unique and can be compared to no other. They are the driver of the resort’s operations, managing an international team of up to 30 different nationalities while welcoming guests from all over the world. Its hands-on management with the human touch of client relations. They are on the front- line day and night ensuring the vacationers are receiving nothing less than an excellent stay. As the host of your vacation, the CDV is walking the resort, mingling with guests, engaging in casual conversations by their beach chairs and during meal times, and partaking in activities and though it sounds like they are vacationing too, don’t be fooled, the CDV is hard at work gathering feedback on your vacation. While vacating in Ixtapa, I had the pleasure of getting to know Sophia better, and the more I got to know her, the more impressed I was. Sophia graduated Magna Cum Laude from the University of California where she earned her bachelor’s degree in International Development Studies with a minor in Global Studies. She started her career with Club Med in May 2015, as a guest relations coordinator at Club Med’s Cancun Yucatan Club resort.

Dale Goldstein (Hope’s husband) first on left. Hope Goldstein and Sophia Lykke, CDV, third and fourth from the left. Adam Goldstein (Hope’s son) second from right.

Though it’s winter time, it’s never too early to start thinking about and planning your summer vacation. For my family, Club Med has been the vacation of choice for the last 10 years. We have had the pleasure of spending time at several Club Med resorts, including; Punta Cana, in the Dominican Republic, Ixtapa in Cancun, Mexico and Sandpiper Bay, Florida. Some of the baby boomers reading this may have a memory of a Club Med vacation from their younger days, but a lot has changed since then, not only have we matured, but so has Club Med. Known back in the day as a singles vacation, today Club Med offers vacations for families, couples, and yes, singles too. Across the globe, Club Med provides warm weather location and ski resort vacation spots, with plenty to do, from water and land sports, wellness and spa enjoyment, to destination excursion, these all-inclu- sive vacations have something for everyone.

This past July, my family spent 10 days on the pacific coast in the Ixtapa, Mexico resort where the days are

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Sophia, a young woman whose smile I compare to being as gorgeous as an Ixtapa sunset, rose to a significant position in what’s known as a man’s world, led me to wonder what motivated her to stay focused to climb up the ladder and earn her leadership position. Sophia was happy to share her thoughts. Q: What does the day-to-day of a Club Med CDV look like? A: As a CDV in one of Club Med’s holiday villages, I wear many different hats. To break it down very simply, the three strategic focuses that drive my daily opera- tions are people, business, and client. As the resort’s top manager, I have a responsibility to manage, develop, guide, and care for the team, with 5 top managers that act as my direct support. My daily routine varies, but the core actions that drive the team forward are always a priority. I make at least one in-depth tour per day to visit the various departments and help to resolve any barriers they have in perform- ing their duties at their maximum potential. I am also present with our clients during key moments through- out the day and evening, to get a sense of how they are living the experience, what they appreciate more and less, and identifying where we need to focus our efforts in order to adapt to the clientele that we have in house at that moment. Apart from these two points, daily check-ins with my management team, including 1-1 meetings, are of crucial importance in tracking performance, giving feedback, and developing long-term vision and objectives. I would refer to my role, therefore, as the conductor, with the rest of the team being the orchestra. Every day, from morning until night, is show time. We must perform. Q: What are some of the biggest challenges and/or biggest surprises that you have encountered in your role as a CDV? A: My #1 priority as a resort manager is actually the safety, security, and standard of hygiene for everyone on the property. This is an ever-present conversation and effort, with health-checks, internal audits, and disaster preparedness. That said, perhaps the most challenging, or most delicate part of the job, is how to

properly manage a crisis. A crisis can be political (civil unrest, violence), environmental (earthquake, tsunami, hurricane), medical (serious injury, illness, death, outbreak), and the list goes on. One thing I have learned from observing and managing various situations is that the scale of the crisis depends completely on having the proper response and actions to follow.

Q: Who was your sponsor, or your biggest advocate?

A: Club Med recruits and grows so much of its talent internally. Therefore, all of my professional mentors are within the Club Med network. The most influential figures in my career of course have been all of the General Managers who I worked with, as well as our corporate team representing the North American Business Unit in Miami. My biggest sponsor and mentor during my development toward this position was actually my current boss, The Vice President of Operations for Club Med North America. He believed in my potential early on and taught me what this job really entails. Q: What is some of the advice you share with young women entering a male- dominated profession? A: My biggest piece of advice is not to be scared or intimidated. Take ownership of your talents and your abilities but remain respectful and treat your col- leagues with grace. Even once you “make it,” don’t forget that now you have a responsibility to mentor your teams and continue growing talent, so others can rise up with you. Do everything with a sense of generosity and your work will be much more fulfilling. I think that often as women we hesitate to put ourselves out there and declare what we want, or what we are capable of. I want to break down that mentality because I have been fortunate enough to see that we can indeed do it and we can indeed win. Q: When you began your career years ago, did you ever imagine that you would be a leader in a male-dominated profession?

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more. These experiences made me more sure of myself and what I was capable of. I also completed many trainings and development programs with other women of very high potential, which is becoming more normal in my generation. Q: What are a few resources you would recommend to someone looking to gain insight into becoming a better leader? A: In such a demanding customer service environ- ment, I have discovered that motivation, vision, fun, and team spirit have to be part of my daily interaction with every team member. This is what everyone looks for in a leader and it is no different in a resort. I have a strong conviction that the long-term success of any operation starts with putting your employees first. If your teams are in an environment where they feel happy, secure, included, supported, encouraged, and engaged, they will perform at their best level. A leader has to create that environment and maintain it every day, which is no small task. Lately, I am very drawn to Simon Sinek, who has done many talks on leadership and wrote the book “Start With Why”, in which he addresses the role of the leader in inspiring everyone to take action. Q: What advice would you give some- one going into a leadership position such as yours for the first time? A: Do not try to copy someone else. Do it your way. Be yourself. Follow your own instincts and draw on your own experiences. You were chosen for those reasons. Other than that, be human. Empathy, kindness, and taking care of people goes a long, long way. Q: What are you doing to ensure you continue to grow and develop as a leader? A: I’m learning every day on the job, especially what it really means to grow and develop new talent the way others did for me. For a long time, I have been on the receiving end of such mentorship, now I’m learning how to be a mentor myself.

Take ownership of your talents and your abilities but remain respectful and treat your colleagues with grace. Even once you “make it,” don’t forget that now you have a responsibility to mentor your teams and continue growing talent, so others can rise up with you.

A: When I began working for Club Med, the possibility of becoming a Chef de Village never even crossed my mind. I thought it would be such a long road and I was too humble to see myself as someone capable of such a big job, especially in such a short amount of time. What I will say is that working with so many male counterparts, my confidence grew. They encouraged me and complimented me, in some cases were even surprised that I did not market myself

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L-R: Tishann Marriott, Leilyn Buzo, Lourdes Salzmann and Jehan Ibrahim

Spending quality time with nature can be enjoyable, but also essential to our mental and physical health. What better way to enjoy nature than taking a hike? In mid-July some of the Marks Paneth Purchase office employees got together and hiked Anthony’s Nose in Cold Spring. It was on one of those few really scorching summer days that almost reached 100 degrees and they easily could have called the hike off, but with determi- nation they completed the hike. Many of us spend our days indoors working and seldom enjoy the benefits of nature. Here are a few of the great benefits of hitting the trail: Let’s Get Hiking! CARINA OLIVEIRA INTERN, COMMERCIAL BUSINESS GROUP

allow us to be more productive in our every- day lives, whether it’s in the office or at home. • It can help you stay fit by working out your body, not just your brain! Hiking is great to help burn calories and lose weight because of the inclination, while also being softer on our joints than a walk on concrete/asphalt. • Hiking on a regular basis can decrease cholesterol, blood pressure, risks of heart disease, strokes, and the list goes on. These are crucial for many of us since we sit for long periods of time and the stress of our busy everyday lives can affect our health. • Studies have shown that people who regularly spend time in natural settings, hiking or otherwise, have improved memory and recollection. Hiking is an inexpensive and easy way to get outdoors, enjoy nature and keep us living a healthier life so get out there and start hiking!

For some great hiking locations in the NY/NJ area follow the link: https://www.nynjtc.org/view/hike_ny

• Being outdoors can increase our attention span and help us think creatively. This will

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How To Travel While Working Full Time TISHANN MARRIOTT SUPERVISOR, COMMERCIAL BUSINESS GROUP

Machu Picchu, Peru

3. FIND CHEAP FLIGHT DEALS A great way to see multiple destinations is to book cheap flights. You can find amazing travel deals from sites such as Groupon.com, Scott’s Cheap Flights, Holiday Pirates and Secret Flying. 4. LOCATION, LOCATION, LOCATION Places like Australia, the US, & Western Europe will be more expensive than Mexico, Central America, parts of South America, South East Asia, Eastern Europe & parts of Africa. Your money will stretch much further in certain countries, allowing you to travel comfortably, for longer periods of time. 5. YOU DON’T HAVE TO FLY IN ORDER TO TRAVEL There are so many hidden treasures in our own cities and within a few hours of them, it is unbelievable! Hop in your car on a long weekend and visit a nearby city. A few options close to NYC are Newport, Rhode Island, the Catskills, Montauk, Washington, D.C., and Portland, Maine.

Have a full-time job and no time to travel? Think again. It may be time to dust off that backpack or carry-on and head to the nearest airport. Here are some of my tried-and-true ways to travel to exotic destinations like Cambodia while working a full-time job. 1. LEVERAGE NATIONAL HOLIDAYS/ EXTENDED WEEKENDS If a national holiday falls on a Monday extend your weekend by taking Friday or Tuesday off (or even both!). This will allow enough time to take an international trip. 2. LOOK FOR AIRLINE STOP OVER OPTIONS When you have a layover of more than 24 hours, airlines such as Qatar airlines will add an extra incentive to explore your layover city. In addition, instead of flying directly to Sydney, Australia have a layover in Honolulu and hike Diamond Head or Manoa Falls.

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6. MAXIMIZE CREDIT CARD POINTS FOR MORE REWARDS BENEFITS

7. GO SOLO Consider traveling solo, if you wait for people to join you, you’ll be waiting forever. To take the leap visit Iceland or Costa Rica which are very safe countries. 8. ACCOMODATIONS Check prices across Airbnb, Booking.com and Expedia when booking hotels, guesthouses or apartment. You may find the same listing at different prices. Maximizing hotel status also allows perks such as free breakfast or a room upgrade. 9. GLOBAL ENTRY/PRECHECK Global Entry is a US government program that allows expedited clearance for pre-approved, low-risk travelers upon arrival in the United States at select airports. Global Entry also gives you TSA PreCheck for all domestic flights. At $100 it’s a must for frequent travelers. Check to see if your credit will reimburse you for the cost of GE. Apply here: https://www.cbp.gov/travel/trusted- traveler- programs/global-entry/how-apply 10. MISCELLANEOUS TRAVEL TIPS & TRICKS • Pack light to avoid baggage fees • Set search engine price alerts so you don’t miss a good deal • Turn on incognito when searching flight deals • Use airline and credit card rewards to pay less on flights • Always keep digital copies of your essential documents (passport, credit cards, residence permit, etc.) • Go on free walking tours • Download some helpful travel apps to make your trip better • Use non-foreign transaction fee credit cards • Learn basic phrases in the native language of your destination

Sydney, Australia

Angkor Wat, Cambodia

Long Neck Karen Village, Thailand

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Busy Season Survival Quotes As we embark on a new year and with the 2020 busy season just around the corner, LEADS thought it would be fun to share some quotes and/or mantras your fellow Marks Paneth coworkers live by and turn to for inspiration. As many of us tax season veterans know, amidst all the craziness, sometimes a motivational quote or two can help reset, recharge and refocus the psyche.

“It’s theatre…it’s all make believe anyway.”

“Tell me and I forget. Teach me and I remember. Involve me and I learn.”

“When you fail to plan, you plan to fail.”

“We are what we repeatedly do. Excellence, then, is not an act or talent, but a habit.” – Aristotle “Luck is the last dying wish of those who want to believe winning can happen by accident. Sweat is for those who know it’s a choice.” – Nike commercial

“Nothing is impossible. The word itself says I’m Possible.”

“It’s not a sprint or a marathon; but a relay, where teamwork wins.”

“Change is the law of life. And those who look only to the past or present are certain to miss the future”. - John F. Kennedy “There are no secrets to success. It is the result of preparation, hard work, and learning from failure.” - Colin Powell

“A known mistake is better than an unknown truth.” – Arabic

“Try a flagel as opposed to a bagel and go light on the cream cheese, your clothing will love you more come spring.”

“Lack of planning on your part does not constitute an emergency on my part.”

“May it not be your last.”

“There’s no crying in public accounting” – Coach Jimmy Dugan from A League of Their Own (if he were your manager) “The winner ain’t the one with the fastest car; it’s the one who refuses to lose.” – The Intimidator, Dale Earnhardt “There is nothing good or bad but that thinking makes it so.” – Hamlet, Act II, Scene 2

“Failure to prepare is preparing for failure.” – John Wooden

“Whatever you do, so long as you operate with honesty, integrity and kindness, the Universe will have your back. Always.” – Mantra 168 via LaWhimsy

“If you’re the smartest person in the room, then you are in the wrong room.”

“Improvise. Adapt. Overcome.”

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LEADS Newsletter

#SHARETHEBRAG Highlights: Women of Marks Paneth

1 https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions PAMELA CIANCIOTTA

Partner, Commercial Business Group Highlighted in the Long Island Business News feature “Who’s Who 2019: Women in Professional Services.”

XIXI DONG Director, Nonprofit, Government & Healthcare Group Invited to join the Girl Scouts Diversity and Inclusion Committee

HOPE GOLDSTEIN Co-Partner-in-Charge, Nonprofit, Government & Healthcare Group Named one of The Responsible 100 by City & State, a media organization covering New York’s local and state politics and policy.

1 https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions LAURA LAFORGIA

Partner, Private Client Services Group Named to Crain’s New York Business list of Notable Women in Accounting & Consulting for a second consecutive year.

1 https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions MICHELE LAZZARA

Partner, Private Client Services Group Named one of 2019’s Leading Women in Business by 914INC. Magazine.

1 https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions JEN SCHEELE

Manager, Financial and Professional Services Group Accepted to Villanova University’s Master’s in Taxation program. Jen is excited to continue her studies and further her education.

1 https://www.irs.gov/newsroom/opportunity-zones-frequently-asked-questions DEANA WETZEL

Partner, Real Estate Group Authored “What Building Owners Need to Know About the Climate Mobilization Act” for the Commercial Observer.

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Past Volunteer Events

Career Wardrobe Clothing Drive: Aug. 26-30, 2019 PENNSYLVANIA

Feeding Westchester June 28, 2019 L-R: Yuko Ishizuka, Carina Oliveira, Tishann Marriott and Anthony Calbi WESTCHESTER

Women’s Professional Clothing Drive July 22- August 2, 2019 WASHINGTON, DC

Interfaith Food Pantry Volunteer Project November 8, 2019: Six MP employees from our New Jersey office assembled 100 donation bags of food for Thanksgiving. NEW JERSEY

Giving Tuesday Community Scoop-a-Thon Dec. 3, 2019 WESTCHESTER

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Upcoming 2020 Events Upcoming events can always be found on the LEADS Calendar in Outlook. The LEADS Calendar is open to all; it’s easy to get to. Here’s how: Click the calendar icon on the bottom left of Outlook. On the top menu bar click “Add/Open Calendar” and select “From Address Book” from the drop down. Change the drop down to “Global Address List” and type LEADS in the search space, select the “LEADS Calendar,” click the “Calendar” button and then the “OK” button. Now you can see up to the minute postings of event dates, times and locations from across all offices so if you’re in the area, reach out and attend.

Signature Networking Event JUNE 2020 Summer Series JULY & AUGUST 2020 With Leadership as the theme for 2020, the Summer Series will focus on topics relevant to all such as: "A Seat at the Table," whether starting your career or already established, how each of us can benefit from learning how others paved their way, sharing leadership lessons and valuable insights, and knowing how we lead matters, don’t be afraid to be a disruptor.

Newly Elected Partner Panel: Path to Leadership JANUARY 28, 2020 Book Club FEBRUARY 2020 Celebrate International Women’s Day #EachforEqual MARCH 9, 2020 Post Busy Season Happy Hour APRIL 2020

LEADS wants to hear from you!

Help LEAD(S) the way. Let’s get to know each other better, regardless of geography. Keep us in the know! Reach out to your Office LEADS, one of the Core LEADS, or send us an email at leads@markspaneth.com .

• SPOTLIGHT! Q&A - Is there a woman in your office that has a great story to share? Would you like to learn more about someone from another office? • #SHARETHEBRAG - MP women in the news. Let us know about upcoming speaking engagements or publications to look out for. We want you to share your brag. • TIPS AND TRICKS - Don’t keep those secrets to yourself. Share tips and tricks for maintaining a healthy work/life balance or dealing with stress, time-savers, organizational skills, etc. • IN REVIEW - Are you a part of the book club? Share your thoughts with a key “takeaway” from the reading or conversations from your office. Have you read a great book that left you inspired? Give us your suggestions.

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Meet Your Core and Office LEADS Core LEADS

Magdalena M. Czerniawski PARTNER, NONPROFIT, GOVERNMENT & HEALTHCARE GROUP

Ashley Dumoff ASSOCIATE GENERAL COUNSEL, MANAGEMENT AND ADMINISTRATION GROUP

Meredith Hauptman SENIOR MANAGER, HUMAN RESOURCES GROUP

Elizabeth Mueller PARTNER, REAL ESTATE GROUP

Hope Goldstein CO-PARTNER-IN-CHARGE, NONPROFIT, GOVERNMENT & HEALTHCARE GROUP

Marc Koppelman PARTNER, COMMERCIAL BUSINESS GROUP

Office LEADS NEW YORK CITY

WESTCHESTER

Matthew Hausman MANAGER, REAL ESTATE GROUP

Tishann Marriott SUPERVISOR, COMMERCIAL BUSINESS GROUP

NEW JERSEY

Shameika Linen SUPERVISOR, PRIVATE CLIENT SERVICES GROUP

Stephanie Grober COMMUNICATIONS SPECIALIST, MARKETING AND BUSINESS DEVELOPMENT GROUP

Lisa Rende SENIOR MANAGER, ADMINISTRATIVE SERVICES GROUP

Lorri Morris SENIOR MANAGER, PRIVATE CLIENT SERVICES GROUP

LONG ISLAND

Jennifer Scheele MANAGER, FINANCIAL AND PROFESSIONAL SERVICES GROUP

Pamela Cianciotta PARTNER, REAL ESTATE GROUP

WASHINGTON, DC

Deana Wetzel PARTNER, REAL ESTATE GROUP

Grace Yang MANAGER, ADVISORY SERVICES GROUP

Spots are still open at our Florida and Pennsylvania offices. Send us an email at leads@markspaneth.com if you are interested in becoming one of our Office LEADS.

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