Taxpayers can learn about the impact of the federal government shutdown and the Affordable Care Act on personal and business taxes in a complimentary webinar on Wednesday, Oct. 16 from noon to 1 p.m., hosted by Marvin and Company, P.C.
Led by my colleagues Tom Donovan, CPA and Dan Litz, CPA, the session will address incentives to encourage business development and growth and provisions of the tax law that are increasing tax obligations for individuals.
“As the federal government struggles with budgetary concerns and the implementation of the Affordable Care Act, we’re in a dynamic state as it relates to tax policy, and despite budget pressures, there are some attractive incentives for small business owners,” said Tom. “We will also cover the increased tax obligations that millions of individual tax payers will see in 2013 and 2014.”
A director since 1984, Tom has spent more than 35 years advising hundreds of the firm’s clients on a variety of personal and business matters. Dan, who became a director in 2002, has provided taxation and management advisory services to a wide variety of personal and small business clients for more than 30 years.
One hour of continuing professional educational units is available for CPAs.
PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by going to: https://www2.gotomeeting.com/register/207948546
After registering you will receive a confirmation email containing information about joining the session.
For more information, call 518-785-0134, or email twd@marvincpa.com.
Satisfying Accounting and Tax Needs for Individuals and Corporations Throughout the United States for over 85 years.
Tuesday, October 8, 2013
Wednesday, September 11, 2013
Financial Accounting Standards Board Update Webinar Slated for 9/18
Accountants, management personnel and other interested parties can
learn the latest information from the Financial Accounting Standards Board
(FASB) in a complimentary webinar titled, “FASB Accounting Update” on
Wednesday, Sept. 18 from noon to 1 p.m.
My colleague, Marty Hull, a quality control principal at the firm, will address updates on recent FASB projects,
exposure drafts and issues standards.
“This presentation will highlight where FASB (the designated
organization in the private sector for establishing standards of financial
accounting and reporting) stands on different topics,” said Marty, who has more
than 22 years’ experience planning, supervising and reviewing audit engagements
for clients of various industries and sizes. “Participants will gain a better understanding
of current accounting standards and where they are headed.”
Marty is responsible for the firm’s compliance with quality control standards and has
been a specialist in areas such as employee benefit plans, stock based
compensation and financial instruments. He has served industries including
financial services, nonprofit, retail and manufacturing.
In addition to providing audit services, Marty assists several companies with quarterly and annual financial reporting requirements, initial public offerings, secondary offerings, mergers and acquisitions and various other reporting requirements.
In addition to providing audit services, Marty assists several companies with quarterly and annual financial reporting requirements, initial public offerings, secondary offerings, mergers and acquisitions and various other reporting requirements.
One
hour of continuing professional educational units is available for CPAs.
PC-based
attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while
Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by going to: https://www2.gotomeeting.com/register/251863730
After
registering you will receive a confirmation email containing information about
joining the session.
For
more information, call 518-785-0134, or email mdh@marvincpa.com.
Monday, July 8, 2013
July Webinar: Keeping Your Retirement Plan in Compliance
Anyone involved with the administration of a qualified retirement plan can learn about correcting common errors in a free webinar we'll be hosting titled, "Keeping Your Retirement Plain in Compliance" on Wednesday, July 17 from noon to 1 p.m.
Led by my colleagues Alan Clink and Linda Conrad, the session will address widespread errors committed during retirement plan audits and correction methods available.
"Administering a retirement plan involves a lot of detail and administrators often make mistakes, through oversights or simply not fully understanding the regulations," said Linda, who has more than 15 years' experience in all areas of retirement and benefit plan administration and design. "We're hoping to eliminate those mistakes and increase overall understanding through this webinar."
One hour of continuing professional educational units is available for CPAs.
PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by going to: https://www2.gotomeeting.com/register/930602906.
After registering you will receive a confirmation email containing information about joining the session.
For more information, call 518-785-0134, or email kek@marvincpa.com.
Cheers!
Led by my colleagues Alan Clink and Linda Conrad, the session will address widespread errors committed during retirement plan audits and correction methods available.
"Administering a retirement plan involves a lot of detail and administrators often make mistakes, through oversights or simply not fully understanding the regulations," said Linda, who has more than 15 years' experience in all areas of retirement and benefit plan administration and design. "We're hoping to eliminate those mistakes and increase overall understanding through this webinar."
One hour of continuing professional educational units is available for CPAs.
PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by going to: https://www2.gotomeeting.com/register/930602906.
After registering you will receive a confirmation email containing information about joining the session.
For more information, call 518-785-0134, or email kek@marvincpa.com.
Cheers!
Thursday, June 13, 2013
Personal Tax Update Webinar Slated for 6/19/13
Anyone who files a personal income tax return — especially those at a
higher income level — can learn about changes that will affect their 2013 tax
return in a free webinar I will be giving titled, “Personal Tax Update."
During the session, set for Wednesday, June 19 from noon to 1 p.m., I will review
the 2012 tax filing season and explain various income thresholds. I'm also going to talk about implications of
the Medicare investment tax, provide updates on law changes and credits that
are no longer allowed or have been reduced, as well as include ideas for
self-employed individuals and issues the IRS has inquired about.
With all the new taxes and rates coming in 2013, it’s never too early to start talking about personal income taxes. And, by
discussing these issues with six months to tax season remaining, there is still
time to do something to alleviate your tax burden.
One
hour of continuing professional educational credit is available for CPAs wishing to participate.
PC-based
attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while
Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is
limited. Reserve your seat now by visiting
https://www2.gotomeeting.com/register/207922090.
After
registering, you will receive a confirmation email containing information about
joining the session.
For more information, call me at 518-785-0134, or drop me a note to kpo@marvincpa.com.
Cheers!
Thursday, May 9, 2013
New Government Accounting Standards Focus of 5/15 Webinar
If you work for a school district or government agency and want to understand the impact of new Government Accounting Standards Board statements, make plans to join our free webinar on Wednesday, May 15 from noon to 1 p.m.
The session is titled “Government Accounting Update, Focusing on School Districts” and will be led by Heather Lewis, CPA, audit manager at Marvin and Company and James Amell, CPA, director of operations at Marvin and Company.
“This webinar will cover new standards that require implementation in 2013 or 2014, proposed changes to the single audit and other issues that specifically impact school districts and government agencies,” said Heather, who has more than 10 years of experience providing auditing, accounting, tax and consulting services to a variety of governmental entities and not-for-profits. “Participants will learn the effect of these standards on their financial statements and what to consider when preparing for their audits so they can file in a timely manner.”
Jim, who has been at the organization since 1981 and has served as a director since 1996, oversees the school district and government service business lines for the firm.
One hour of continuing professional educational credit is available for CPAs.
PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by visiting https://www2.gotomeeting.com/register/958509746.
After registering, you will receive a confirmation email containing information about joining the session.
For more information, call 518-785-0134 or e-mail hlewis@marvincpa.com or jea@marvincpa.com
Cheers!
The session is titled “Government Accounting Update, Focusing on School Districts” and will be led by Heather Lewis, CPA, audit manager at Marvin and Company and James Amell, CPA, director of operations at Marvin and Company.
“This webinar will cover new standards that require implementation in 2013 or 2014, proposed changes to the single audit and other issues that specifically impact school districts and government agencies,” said Heather, who has more than 10 years of experience providing auditing, accounting, tax and consulting services to a variety of governmental entities and not-for-profits. “Participants will learn the effect of these standards on their financial statements and what to consider when preparing for their audits so they can file in a timely manner.”
Jim, who has been at the organization since 1981 and has served as a director since 1996, oversees the school district and government service business lines for the firm.
One hour of continuing professional educational credit is available for CPAs.
PC-based attendees are required to have: Windows® 7, Vista, XP or 2003 Server, while Macintosh®-based attendees need Mac OS® X 10.4.11 (Tiger®) or newer.
Space is limited. Reserve your seat now by visiting https://www2.gotomeeting.com/register/958509746.
After registering, you will receive a confirmation email containing information about joining the session.
For more information, call 518-785-0134 or e-mail hlewis@marvincpa.com or jea@marvincpa.com
Cheers!
Tuesday, January 15, 2013
Get Your Tax Questions Answered at 1/24 Live Chat!
If you have tax questions related to the "fiscal cliff legislation," which was signed into law by President Barack Obama on January 2, be sure to ask your questions at this informative online session sponsored by The Record!
Friday, November 30, 2012
1/10 WORKSHOP TO DISCUSS FISCAL RESPONSIBILITIES OF NON-PROFIT BOARDS
Oversight and management of financial resources is a major concern for all non-profit organizations, regardless of whether they are a small, all-volunteer group or large national association.
On Thurs., Jan. 10 from 8:15-10:15 a.m., Marvin and Company, P.C. Director Frank Venezia, CPA and Krieger Solutions, LLC President and Founder Alan Krieger, will host a two-hour interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective” at Manfred Learning Center, 920 Albany Shaker Rd., Latham.
Register online by visiting http://conta.cc/Su0RV7 or call Pam Fenoff at Krieger Solutions, (518) 895-2939. The fee, which is $25 before 12/28 and $30 after that, covers handout materials and light refreshments. Space is limited.
“This workshop will provide easy-to-understand examples and suggestions that can be readily implemented in any organization,” said Venezia, explaining that board members and leaders of non-profit agencies are often unfamiliar with their financial management systems. “Participants will leave with a clearer idea of the board’s role in fiscal management, how to read financial reports and how to increase accountability and oversight.”
Among other topics, attendees will learn:
-The board’s specific responsibilities in fiscal management
-The purpose and goals of a fiscal management system
--Steps a board can take to effectively create accountability and oversight
What to look for when reviewing financial reports
-How to minimize risk of fraud or financial mismanagement
-The board’s interaction with internal and external auditors
Venezia has 35 years of public accounting experience and oversees Marvin and Company’s accounting and auditing services. He currently supervises audits and provides management advisory and other services for various not-for-profit organizations, fire districts and employee benefit plans.
Krieger is a former executive director of two non-profit organizations. His company provides bookkeeping and financial management consulting, leadership training and organizational development services to non-profit agencies across the state.
For more information, please contact Venezia at (518) 785-0134 or email fsv@marvincpa.com, or Alan Krieger at (518) 895-939 or email alan@kriegersolutions.com.
On Thurs., Jan. 10 from 8:15-10:15 a.m., Marvin and Company, P.C. Director Frank Venezia, CPA and Krieger Solutions, LLC President and Founder Alan Krieger, will host a two-hour interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective” at Manfred Learning Center, 920 Albany Shaker Rd., Latham.
Register online by visiting http://conta.cc/Su0RV7 or call Pam Fenoff at Krieger Solutions, (518) 895-2939. The fee, which is $25 before 12/28 and $30 after that, covers handout materials and light refreshments. Space is limited.
“This workshop will provide easy-to-understand examples and suggestions that can be readily implemented in any organization,” said Venezia, explaining that board members and leaders of non-profit agencies are often unfamiliar with their financial management systems. “Participants will leave with a clearer idea of the board’s role in fiscal management, how to read financial reports and how to increase accountability and oversight.”
Among other topics, attendees will learn:
-The board’s specific responsibilities in fiscal management
-The purpose and goals of a fiscal management system
--Steps a board can take to effectively create accountability and oversight
What to look for when reviewing financial reports
-How to minimize risk of fraud or financial mismanagement
-The board’s interaction with internal and external auditors
Venezia has 35 years of public accounting experience and oversees Marvin and Company’s accounting and auditing services. He currently supervises audits and provides management advisory and other services for various not-for-profit organizations, fire districts and employee benefit plans.
Krieger is a former executive director of two non-profit organizations. His company provides bookkeeping and financial management consulting, leadership training and organizational development services to non-profit agencies across the state.
For more information, please contact Venezia at (518) 785-0134 or email fsv@marvincpa.com, or Alan Krieger at (518) 895-939 or email alan@kriegersolutions.com.
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