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!

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!

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