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Dawn Patterson, CPA Promoted to Audit Manager at Rodman & Rodman P.C.

Dawn Patterson CPA
Dawn Patterson CPA
Rodman & Rodman, P.C., an independent accounting and tax firm with a specialty practice in clean technology and renewable energy, has recently promoted Dawn Patterson, CPA to Audit Manager.

In her new role as Audit Manager, Ms. Patterson will oversee a variety of compliance matters for both profit and non-profit client organizations. She will also provide tax planning and other accounting services to businesses and continue to position them for growth. Ms. Patterson has been part of the Rodman & Rodman team for 11 years and previously held the position of auditor.

Ms. Patterson holds Bachelor of Science and Master of Science in Accounting degrees from Bryant College in Smithfield, Rhode Island. She is a Certified Public Accountant.

She is a native of New Jersey and resides in Methuen, MA.

For the third consecutive year, Rodman & Rodman was named one of the 100 “Best Accounting Firms to Work For” in Accounting Today.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms,” Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. The Rodman & Rodman “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves “green” clients throughout the U.S. The company is Green Business Certified and has been named by “Accounting Today” as one of the “Best Accounting Firms to Work For” in 2010, 2011, and 2012. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Jennifer Minor of Rodman & Rodman P.C. Named an Accredited Administrator in Accounting Practice Management

Jen Minor

Rodman & Rodman, P.C., an independent accounting and tax firm with offices in Newton and Braintree, announced that Jennifer Minor, MSHR, Director of Administration has received the distinction of Accredited Administrator in Accounting Practice Management (AAAPM).

As an AAAPM, Ms. Minor has been designated as an expert with an exceptional level of competence in the field of accounting firm management. Ms. Minor has been employed with Rodman & Rodman P.C. for 12 years and oversees day-to-day operations and human resources. Ms. Minor holds a Bachelor’s degree from the University of New Hampshire and a Master of Science in Human Resources from Suffolk University.

“Jen is a dedicated and experienced accounting administrator who understands the unique and challenging issues of managing a busy accounting firm. She keeps us all on track and this designation is well-deserved,” noted Steve Rodman, CPA, MST, president.

A native of Wellesley, Ms. Minor resides in Marshfield.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms”, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves “green” clients throughout the U.S. The company is Green Business Certified and in 2010 and 2011 was named one of the “Best Accounting Firms to Work For” in Accounting Today magazine.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education.

Rodman & Rodman, P.C. offices are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Steve Rodman of Rodman & Rodman Graduates from Boston University’s Leading Clean Energy Ventures Program

Steve Rodman

Steve Rodman, CPA, MST, President of Rodman & Rodman, P.C., an independent accounting firm with a specialty practice in clean technology and renewable energy projects, recently became one of 12 graduates of the 2012 class of Fellows of the Leading Clean Energy Ventures (LCEV) program.

The Leading Clean Energy Ventures Fellowship is an innovative development program offered by the New England Clean Energy Council (NECEC) and Boston University School of Management. Designed for experienced entrepreneurs and executives, the program focused on the complexity of energy markets and diverse clean technology companies at various stages of development.

“The Leading Clean Energy Ventures program is a terrific program that is focused on solving real world market challenges. It is a must for those looking to transition into the clean energy sector,” noted Rodman.

Rodman is a member of the Northeast Sustainable Energy Association (NESEA) which is a chapter of the American Solar Energy Society and the nation’s leading regional membership organization promoting sustainable energy solutions. The Rodman & Rodman firm is also a member of New England Clean Energy Council, and a sponsor of the Association of Cleantech Incubators of New England (ACTION).

Rodman & Rodman’s “Green Team”, is a specialized green energy and clean technology practice within the firm that focuses on alternative energy producers and investors. The Green Team provides clients in biomass, wind, solar, geothermal, landfill gasses, municipal solid waste, hydroelectric and hydrokinetic sectors of the renewable energy industry with expert green energy tax advisory, accounting services and business strategy through all stages of their project and business lifecycles.

About Rodman & Rodman P.C.

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms”, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C. that serves “green” clients throughout the U.S. The company is Green Business Certified and in 2010 and 2011 was named one of the “Best Accounting Firms to Work For” in Accounting Today.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education.

Rodman & Rodman, P.C. are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman CPAs Outline 2012 Sales Tax Holiday for Consumers and Retailers

Massachusetts residents will be able to enjoy a Sales Tax Holiday weekend on August 11th and 12th.

“The Commonwealth of Massachusetts will not be collecting the 6.25 percent sales tax on tangible purchases of $2,500 or less that are for personal use,” explains Thomas Astore, CPA, JD, Partner at Rodman & Rodman, P.C. “Business purchases and purchases made by corporations remain taxable. All Massachusetts businesses normally open during this weekend and selling taxable items of tangible personal property are required to participate in this sales tax holiday.”

Rodman & Rodman, P.C., is a CPA firm specializing in tax expertise and business strategy for small and medium sized companies throughout New England and beyond.

According to Rodman, consumers will be able to enjoy tax savings in compliance with the following rules that will be in effect for the weekend:

  • Business purchases are excluded, which also means any purchase made with a business check or business credit card.
  • All services are excluded. Only tangible purchases are eligible. Airline tickets and sporting events are considered services.
  • Motor vehicles (which include ATVs and small motorcycles), motorized boats, telecommunications services (including prepaid calling arrangements and cards), gas, steam, electricity, tobacco products and meals are excluded from the sales tax holiday. But, telecommunications equipment (cell phones and related items for personal use) are eligible.
  • Any single item with a price that is in excess of $2,500 is excluded. If the single item’s price exceeds $2,500, it will be taxed in full. For example a $3,000 plasma TV will be taxed on the entire $3,000 sale price.
  • When more than one item is purchased at the same time, and each item has a price of $2,500 or less, then all of the items may be rung up on one receipt and all the items are tax-free.
  • There is no sales tax on clothing unless the sale price exceeds $175. For an article of clothing exceeding this amount, the $175 will be deducted from the price and the remaining amount will be taxed.
  • If a store coupon or discount provided by a retailer or manufacturer reduces the sales price of the item, the discounted sales price determines whether the sales price is within the sales tax holiday price threshold of $2,500 or less.
  • Prior sales and lay-a-ways do not qualify for the tax-free status under any circumstances.
  • Special order items such as furniture are eligible so long as they are ordered and paid in full on the sales tax holiday weekend, and the cost of each item is $2,500 or less, even if delivery is made at a later date.
  • Internet purchases are exempt from sales tax as long as they do not exceed $2,500 (and meet other criteria) and are made and paid for on August 11 or 12, Eastern Standard Time.

For more information, visit the Massachusetts Department of Revenue at www.mass.gov or for tax questions contact Rodman & Rodman, P.C. At (617) 965-5959.

About Rodman & Rodman P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company has been named one of the “Best Accounting Firms to Work For” in Accounting Today and is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

The company’s offices are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman Honors their Golden Anniversary with Donation to YMCA Camp

Steve Rodman, CPA, MST, President

Rodman & Rodman, P.C. , a CPA firm providing tax advisory services and business strategies for small and mid-size companies throughout New England, is celebrating the company’s 50th anniversary in 2011. The company had planned a golden anniversary gala in Boston this holiday season to celebrate this momentous event, but instead decided a donation to the Old Colony YMCA’s Camp Clark would be the best celebration of all.

Rodman & Rodman has been a long-time supporter of Camp Clark, an Old Colony YMCA sponsored recreation camp for children in Plymouth, MA. “Camp Clark has a strong tradition of encouraging the physical and emotional growth of its campers,” said Steve Rodman, president of Rodman & Rodman, P.C. “We are delighted to continue our support for this organization with a contribution in honor of our 50th anniversary and continued success.”

In addition to Camp Clark, Rodman & Rodman’s good works include donations and participation in events to support The Massachusetts Adoption Resource Exchange (MARE). MARE was founded in 1957 to find “a permanent place to call home” for children and teens in foster care in Massachusetts, including sibling groups and children who are traditionally harder to place.

About Camp Clark

Serving more than 111,000 people in 31 communities in Southeastern Massachusetts, Old Colony YMCA has provided programs, camps and services designed to help people of all ages and abilities build healthy spirits, minds, and bodies. For more information, visit the website at www.oldcolonyymca.org.

About Rodman & Rodman P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth. The company has been named one of the “Best Accounting Firms to Work For” in Accounting Today and is listed in the Boston Business Journal’s “Top 50 Firms”.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. The Rodman & Rodman Green Team is a specialized green energy and clean technology accounting and tax services practice within Rodman & Rodman, P.C.

Rodman & Rodman, P.C. are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, MA. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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“How Much is Your Business Worth” Seminars in Braintree and Newton, co-sponsored by PR Works

Rodman & Rodman, P.C., Certified Public Accountants and Business Strategists, will hold a seminar in September geared towards entrepreneurs, family-owned businesses and small ownership groups entitled “How Much is Your Business Worth”.

The seminar will be held on the following dates from 7:30 a.m. to 9:30 a.m.:

· Tuesday, September 15th at Rodman & Rodman offices located at 3 Newton Executive Park in Newton

· Tuesday, September 22nd at Rodman & Rodman offices located at 25 Braintree Hill Office Park in Braintree

Light refreshments will be served.

The seminar will cover:

· How businesses are valued.

· Why businesses are valued that way.

· Rules of thumb.

· The types of buyers that are out there.

· Why goodwill is important.

· The only way the actual value of your business can be determined.

These seminars will be led by John McGovern, CPA, ABV, CVA, Partner at Rodman & Rodman. McGovern performs business valuations for small and medium-sized businesses and will provide attendees a good understanding of the basics of business valuation. He will also answer questions that business owners may have about valuation principles specific to their industry or their unique situation.

“These seminars are ideal for anyone who is considering restructuring, selling or transferring ownership in their business. Understanding the principles will help business owners manage their business better and manage their financial future with greater certainty. This is the first in a series of seminars that we think business owners will find extremely beneficial,” explained McGovern.

To register for a seminar, contact Jen Minor at Rodman & Rodman at (617) 965-5959 or email jen@rodmancpa.com.

Rodman & Rodman, P.C.

Founded in 1961, Rodman & Rodman, P.C. provides accounting, tax and business services to small and medium-sized companies throughout New England. With a focus on strategic planning, Rodman & Rodman goes beyond traditional accounting services and takes a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

From business valuations, taxation, audits, fraud detection and prevention services and succession planning to a variety of accounting IT services including software selection, implementation and training, the team at Rodman & Rodman serves as comprehensive advisors to clients. For individual clients, the company offers personal advisory services such as planning for real estate transactions, obtaining financing, estate planning and retirement planning as well as planning for college education. Rodman & Rodman Certified Public Accountants are located at 3 Newton Executive Park in Newton and 25 Braintree Hill Office Park in Braintree, Mass. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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