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!

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.

10/24 WEBINAR: PERSONAL AND BUSINESS TAX UPDATE

With the upcoming presidential election and changes to federal income taxes looming, get an update and learn about some planning opportunities by participating in a free tax planning webinar titled, “Personal and Business Tax Update” on Wednesday, Oct. 24th from noon to 1 p.m., hosted by Marvin and Company, PC.

The session will highlight income tax planning and strategies for individuals and businesses, as well as future tax rates and how they may affect your tax planning and upcoming financial goals. 

”This webinar will explore both the challenges and opportunities of tax planning in an uncertain political environment,” said Tom Donovan, CPA, who will present the session with colleague Dan Litz, CPA, a director at the firm.

For more than three decades, Tom and Dan have advised Marvin and Company clients on an array of personal and business matters. With the “fiscal cliff” looming and the pressure on federal and state operating budgets mounting, tax knowledge and planning is becoming more critical for everyone.

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 at https://www2.gotomeeting.com/register/492044546

After registering, you will receive a confirmation email containing information about joining the session.

For more information, give me a call at 518-785-0134 or email me at kpo@marvincpa.com.

Cheers!

VIDEO: Frank Venezia, CPA, director at Marvin and Company and Kevin O'Leary, CPA, director, discuss non-profit fiscal governance on TV-17's The Money Factor

https://vimeo.com/48541803

On Wednesday, Sept. 19 from 5:30-7:30 p.m., Frank and Alan Krieger, a former executive director of two non-profits, will host an interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective.”  

Held at Northeast Parent and Child Society, 530 Franklin Street in Schenectady, the session will focus on the fiscal responsibilities of board members/non-profit leaders and provide easy-to-understand examples and suggestions that can be readily implemented in any organization.  

The cost is $15 and you can register by calling Bonnie Brisk at (518) 785-0134 x 169. Space is limited. 

For more information, call Frank at (518) 785-0134, or email fsv@marvincpa.com  

FINANCIAL GOVERNANCE OF NON-PROFITS FOCUS OF 9/19 INTERACTIVE WORKSHOP

The management and protection of financial resources are major concerns for all non-profit organizations, regardless of whether they are a small all-volunteer group or large national association.

On Wednesday, Sept. 19 from 5:30-7:30 p.m., we'll  be hosting an interactive workshop titled, “Financial Governance of Non-Profits: A Board Perspective.”  

Held at Northeast Parent and Child Society, 530 Franklin Street in Schenectady, the two-hour session will focus on the fiscal responsibilities of board members and non-profit leaders.  The cost is $15 and registration is required by calling Bonnie Brisk at (518) 785-0134 x 169. Space is limited.

“Although board members and leaders of non-profit agencies are responsible for oversight and management of their agency’s financial management, many are often unfamiliar with the system,” said Frank Venezia, CPA, a colleague of mine at the firm who will lead part of the session. “This workshop will provide easy-to-understand examples and suggestions that can be readily implemented in any organization.”

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

Frank has 35 years of public accounting experience and oversees our 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.

Alan Krieger, a former executive director of two non-profits, will co-present.  His company provides bookkeeping and financial management consulting services, training, leadership and organizational development services to leaders, staff and board members of non-profit agencies across the state.

For more information, please call Frank at (518) 785-0134, or drop him a line at  fsv@marvincpa.com  

8/15 WEBINAR TO ADDRESS ESTATE AND GIFT TAX UPDATE

With the presidential election and changes to the federal estate tax looming, learn what to do with your estate plan by participating in a free estate planning webinar titled, "Estate and Gift Tax Update" Wednesday, August 15th from noon to 1 p.m.



"This webinar will discuss the challenges and opportunities of planning for your estate in an uncertain political environment," said Senior Tax Manager Chris Cimijotti, CPA, who will present the session with colleague Tom Donovan, CPA, a director at the firm.

Cimijotti has provided personal, business, estate, and trust planning and taxation services to an array of clients for more than 26 years.  Donovan, meanwhile, has more than 30 years' experience advising Marvin and Company clients on a variety of personal and business matters.

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/731453426

After registering, you will receive a confirmation email containing information about joining the session.

For more information, give me a call at 785-0134 or email me at kpo@marvincpa.com.

Cheers!

7/18 WEBINAR TO ADDRESS RETIREMENT PLANNING OPTIONS FOR SELF-EMPLOYED

Whether you run a business and are looking for a tax deduction while saving for your retirement, a self-employed business owner seeking to start a retirement plan, or simply pondering the tax advantages of a Roth IRA, join us for a free retirement planning webinar on Weds, July 18^thfrom noon to 1 p.m.

The session, titled “Retirement Planning: Choosing a Plan That’s Right for You,” will review three of the most common retirement plans for the self-employed — the Solo 401(k) Plan, SEP IRAs, SIMPLE IRAs and traditional Roth IRAs.

“This webinar is intended to shed light on the best vehicles to help self-employed individuals save for their retirement,” said Senior Employee Benefits Specialist Linda Conrad, who will present the session with my colleague Tom Donovan, CPA, a director at the firm.  “We will provide an overview of each of the plan’s characteristics, eligibility requirements, conversion rules and tax features.”

Conrad, who specializes in the design and implementation of qualified retirement plans, has more than 15 years’ experience in all areas of retirement and benefit plan administration and design.  Donovan, meanwhile, has more than 30 years experience advising Marvin and Company clients on a variety of personal and business matters. As head of the firm’s Tax Department, he often represents clients that are undergoing State or Federal tax audits.  

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/459998874

After registering you will receive a confirmation email containing information about joining the session.

For more information, call me at 518-785-0134, or email me kpo@marvincpa.com.

Cheers!