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Rodman CPAs Talk Tax Incentives, Renewable Energy Investment At Lexington Wealth Management

Rodman-Logo-DigitalRodman CPAs, a full service tax and accounting firm with a Renewable Energy and Cleantech specialty practice known as the “Green Team”, recently outlined renewable energy federal and state incentives and investment opportunities during a presentation to Investment Advisors at Lexington Wealth Management, a boutique independent wealth management firm in Lexington, MA.

Thomas Astore, CPA, JD, partner and Mark Vitello, CPA, Supervisor at Rodman CPAs, led the Lunch & Learn presentation on green energy investment and tax incentives. During the discussion, the team provided an overview of renewable energy sources (Solar, wind, anaerobic digestion, biomass/waste to energy, hydro and geothermal) and outlined the Investment Tax Credit (ITC), Residential Renewable Energy Tax Credit and Production Tax Credit (PTC) federal incentives. They also discussed Solar Renewable Energy Credits (SRECs) state incentives, and various ways to invest in renewable energy projects, which included partnership flip, sale leaseback and other options.

This presentation was part of a collaborative effort between the two firms. Rodman CPA’s presentation was geared toward highlighting one of the firm’s niche markets and demonstrating both the team’s expertise and passion in this area. Rodman CPAs continues to look for opportunities to meet with strategic partners in order to provide excellent service to clients.

“Lexington is fortunate to have such a collaborative relationship with Rodman and benefit from their expertise. As more of our clients focus on green initiatives, it is important to understand the variety of tax incentives and opportunities available in the renewable energy space,” said James Hastings, CFP®, Advisor at Lexington Wealth Management.

Green Energy Experts

Rodman CPAs’ Green Team is comprised of the firm’s president Steve Rodman, CPA, MST, and partners Kathy Parker, CPA, MST and Tom Astore, CPA JD, along with Elysha Sturm, Senior Accountant and Mark Vitello, CPA, Supervisor. The firm is a charter member of the Mass Solar Coalition, as well as a member of Northeast Sustainable Energy Association (NESEA), New England Clean Energy Council (NECEC) and Solar Energy Industries Association (SEIA).

To schedule a speaking engagement, contact Rodman CPAs at (617) 965-5959.

About Lexington Wealth Management

Lexington Wealth Management is a boutique, fee-only, independent wealth management firm that goes beyond the constraints of traditional wealth management to help clients connect the head and the heart of wealth management as they face important decisions in life. Based in Boston, the firm is nationally recognized for helping clients get to the five percent of what really matters most in life. For more information call (800) 626-1566 or visit www.lexingtonwealth.com.

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

The firm serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness.

For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Waltham Based CPA Firm Rebrands and Announces New Name and Logo

RodmanCPAs Partners_MG_1692 copyThe Waltham, MA-based full service tax and accounting firm known as Rodman & Rodman P.C. has rebranded and officially announced their new company name, Rodman CPAs, and unveiled a new firm graphic identity.

The firm has rebranded to better reflect the firm’s growth, expertise, and comprehensive accounting and tax solutions for clients in a range of industries, including alternative energy.

Steve Rodman CPA, MST, the firm’s president, and partners Kathy Parker CPA, MST and Tom Astore CPA, JD, engaged the marketing and branding expertise of Hailer Marketing Associates and Paris Design to assist with refreshing the firm’s brand.

Initially, the Rodman team was simply looking to update their website after relocating from Newton (where they had been located for two decades) to University Office Park in Waltham. The new 8,500 square foot Waltham office nearly doubled the firm’s space and supported Rodman CPAs’ growth, while enabling them to expand their offerings and provide on-site educational and networking capabilities.

The decision to rebrand came about from a perceived need to reposition Rodman CPAs in the general marketplace – which encompassed the firm’s name change, a better definition of their scope of services, updated messaging, and the development of brand pillars and a positioning statement. All which is reflected through the new name, graphic identity, taglines, collateral, and (soon to be launched) new website.

“One of the first things that we discovered in this process was that no one referred to the firm as Rodman & Rodman P.C. The name by which they were already known and referred to in the industry was Rodman CPAs,” explained Elizabeth Hailer, who managed the rebrand project. “The relocation provided a great opportunity for the firm to transform the new space with the new brand.”

In phase one of the rebrand process, Hailer Marketing reviewed Rodman CPAs’ key priorities and conducted independent research on their market and brand, which included surveying several  constituents as well as key stakeholders. A competitive analysis and internal business strategy and assessment were completed. Phase two of the process involved developing the brand pillars, messaging and positioning statement based on the data, and collaborating with Paris Design in the build out of the firm’s identity and visuals to communicate the brand.

Rodman-Logo-DigitalThe firm’s newly designed “Rodman CPAs” graphic identity represents change and growth, while highlighting their focus on alternative energy. The “O” in Rodman uses a simple, yet refined visual that is not only memorable, but reflects how the firm helps clients perform and succeed during each stage of their business lifecycle, as does the logo tagline “Collaborative Approach. Practical Advice.”

“The process of rebranding, which involved an in-depth analysis of our goals, messaging and company culture, has taken us full circle and set us on our future path. Our enhanced brand reflects our commitment to being a strategic partner to our clients through a collaborative approach and practical advice,” explained Steve Rodman.

About Rodman CPAs

Rodman CPAs provides tax advisory, accounting, and business strategy to small and mid-sized emerging and established businesses. Named one of Accounting Today’s Best Accounting Firms to Work for, and one of the largest accounting firms in Massachusetts by the Boston Business Journal, Rodman CPAs offers an innovative and strategic approach with the personal touch of a smaller regional CPA firm. For more than 50 years, Rodman CPAs has been specializing in customized accounting and tax solutions that improve business performance, processes, financial operations, and information technology.

The firm serves as a true business partner, helping clients perform and succeed during each stage of the business lifecycle. As domain experts in alternative energy, the “Green Team” at Rodman CPAs works with renewable energy producers and businesses throughout the U.S. offering tax advisory, financial, accounting services, and Investment Tax Credit (ITC) studies.

Rodman CPAs is an independent member firm of BDO Alliance USA, which enables them to expand services to clients by accessing the resources of BDO USA, LLP and other Alliance members, ensuring greater flexibility, efficiency, and cost-effectiveness.

For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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Waltham Accountant Places in Top Quarter of World’s Toughest Mudder Competition

Justin Horr and Nicole Perry
Justin Horr and Nicole Perry

With the same grit and determination required during tax season, Justin Horr, Staff Accountant at Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, completed the World’s Toughest Mudder® 24-hour race held November 14-15th at Lake Las Vegas, Nevada.

Placing 219 overall among approximately 1280 participants, Horr did well in the Male Division 20-24 year-old, placing 9th and completing 10 laps, 50 miles total in 24 hours, 28 minutes and 4 seconds. He was among 28 male and female contestants from Massachusetts.

Horr, a resident of South Easton, MA and native of Granby, CT, competed alongside his aunt, Nicole Perry of Simsbury, CT, who finished 4th in her age group.

World’s Toughest Mudder is an extreme 24-hour obstacle course challenge where athletes are tested to their physical and mental limits competing for Worlds Toughest Mudder title and prizes, while also fundraising for a charity or cause.

“This race, at this magnitude, required a lot of preparation. You have to be ready to tackle different challenges. The course changes in the middle of the night, and you have to adapt,” explained Horr. “It’s almost as stressful as tax season – which is a marathon, not a sprint – where you have to be mentally prepared.”

Horr will be participating in Tough Mudder New England and Spartan Sprint Race in 2016.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Rodman CPAs Offer QuickBooks Seminar in January

Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will offer a “Preparing for Year End” QuickBooks Seminar on Thursday, January 21, 2016 at their new office in University Office Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

Rodman CPAs’ Advanced QuickBooks Pro Advisers Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick will lead the 90-minute seminar. Topics that will be covered include: preparing for year end; reconciling accounts; reviewing and adjusting accounts receivable and accounts payable; 1099s; sales/use tax; and backup procedures.

Registration begins at 7:30 a.m. The seminar runs from 7:45 a.m. to 9:15 a.m. followed by 15-minute question and answer session. Refreshments will be served.

The January QuickBooks seminar is the first in a monthly series. A second on-site QuickBooks seminar entitled “Preparing for the New Year” is scheduled for February 10th. Rodman CPAs’ new 8500 s.f. office features a spacious classroom specifically designed for on-site educational and networking events.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999. Having provided hundreds of small to mid-size companies with training and consulting, Rodman CPAs QuickBooks team provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

The fee for the QuickBooks seminar is $45. Registration is now open. To register, visit Rodman CPAs’ Eventbrite page https://www.eventbrite.com/e/quickbooks-seminar-series-preparing-for-year-end-tickets-19897341484.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

 

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Rodman CPAs Donate Over 100 Pounds of Food to Newton Food Pantry

Kate Doherty, staff accountant at Rodman CPAs organizes food donations
Kate Doherty, staff accountant at Rodman CPAs organizes food donations

Rodman CPAs of Waltham, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, donated more than 100 pounds of food to the Newton Food Pantry on Beacon Street just prior to Thanksgiving.

In a company-wide food drive held among 25 staff members in November, Rodman CPAs were able to fill six large boxes with canned and dry food donations. Each box weighed approximately 20 pounds.

The firm was previously located in Newton for more than two decades and Steve Rodman, president, resides in Newton. The team felt it was important to support the local food panty.

“Community outreach is woven into our company culture and we believe very strongly in giving back and helping others in need,” noted Rodman.

Over the years, Rodman CPAs has supported a number of organizations and causes including Camp Clark, an Old Colony YMCA sponsored recreation camp for children located in Plymouth and Rosie’s Place in Boston.

About the Newton Food Pantry

The Mission of the Newton Food Pantry is to provide nutritionally balanced food to supplement the basic food supply of Newton residents in need, as defined by an established intake process. For more information, contact (617) 928-6021or visit newtonfoodpantry.org.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Waltham CPA Strives to Become World’s Toughest Mudder 2015

Justin Horr
Justin Horr

Justin Horr, Staff Accountant at Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will compete in the World’s Toughest Mudder® competition in Nevada beginning Saturday, November 14, 2015 at 2 p.m. and continuing through Sunday, November 15, 2015 at 2 p.m.

World’s Toughest Mudder extreme competition is “designed to find the toughest man, woman, and 4+ person team on the planet.” Horr will be competing for the Worlds Toughest Mudder title and First Place Men’s Prize of $10,000, as well as raising money for the Wounded Warrior Project.

Participants must be in top physical condition, as they will be tested to their physical and mental limits in a grueling 24-hour obstacle race challenge at Lake Las Vegas. Horr will face other competitors as well as the challenges of rock and sand terrain, water obstacles, and a cliff dive. Weather will also be a challenge with the extreme temperature change from day to night and the potential for strong winds and/or a sandstorm.

Steve Rodman, CPA, MST, president and the entire Rodman team support their hard‐working colleague who is competing at this professional level on a world stage.

“Rodman CPAs have a similar approach. We roll up our sleeves, dig in and get things done,” noted Rodman.

To support Horr and make a donation to Wounded Warrior Project, visit https://www.crowdrise.com/justinsworldstoughes/fundraiser/justinhorr.

To learn more about Worlds Toughest Mudder 2015, visit https://toughmudder.com/events/worlds-toughest-mudder.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. For more information, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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Relocating and Expanding – Rodman & Rodman CPAs move to Waltham

Rodman & Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, has relocated from Newton to University Office Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

Rodman CPAs’ telephone and fax numbers will remain the same.

After more than two decades at 3 Newton Executive Park in Newton, Rodman CPAs transitioned to their new Waltham office on August 27, 2015. The move, which was prompted by growth, will better accommodate additional staff over the long-term as well as enhance on-site educational and networking capabilities. The new office is 8,500 s.f., which nearly doubles the firm’s space. This will allow for hosting of QuickBooks Workshops, Round Table Groups and other events.

The firm will continue to provide expert tax advisory, accounting, and business strategy services to a diverse array of clients in a wide variety of industries, including renewable energy. Rodman CPAs serve as true business partners helping clients perform and succeed with innovative and cost-effective solutions during each stage of the business lifecycle.

Steve Rodman, CPA, MST, president, announced that the firm will also unveil a new logo and website over the next several months.

“We are excited about our new Waltham office which will better accommodate expansion over the long term, and we are looking to add a few of the best and brightest to meet the increasing needs of clients. As an active community member, we will continue to build and strengthen our outreach efforts in a number of ways,” said Rodman.

About Rodman & Rodman CPAs

Founded in 1961, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies throughout New England and beyond. The team specializes in improving business performance, business processes, operations, information technology, finance, and change navigation. Rodman CPAs provides companies with a sustainable financial roadmap through expert partnership/corporate structuring for optimal tax benefit; grant qualification assistance and auditing; ongoing advisory services for federal, state and local tax incentives; and strategic financial planning and management.

The firm has a specialized renewable energy and clean technology accounting and tax services practice, known as the “Green Team” which serves renewable energy clients throughout the U.S. The company is Green Business Certified. 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 Take Part in American Biogas Council’s DC Fly-In

Kathy Parker, CPA, MST, Partner and Elysha Sturm, Staff Accountant at Rodman & Rodman CPAs represented Massachusetts at American Biogas Council’s (ABC) DC Fly-In held July 20-23, 2015 in Washington D.C. Rodman CPAs is a full service tax and accounting firm specializing in green energy and clean technology.

Rodman CPAs are members of ABC, which promotes the Anaerobic Digestion and Biogas Industry. The Rodman team was among 24 ABC members from 11 states to attend meetings in the House and Senate on Capitol Hill, and a special Biogas Stakeholder Forum hosted by the USDA and EPA.

According to Parker, “One of the ABC’s primary goals is to ensure that renewable energy receives the same favorable treatment under federal and state laws as does fossil energy, and that all forms of renewable energy are treated equally on a comparative basis.”

Parker and Sturm had an opportunity to provide feedback on the next steps that USDA, EPA and DOE plan to take to support biogas project deployment. The Rodman team met with key staff of the offices of Senator Jerry Moran, Senator Maria Cantwell, Senator Charles Schumer, Senator Ed Markey, Congressman Mike Thompson and Jim Lyons, Tax Counsel -Senate Finance Committee Majority Staff and urged their support for Renewable Fuel Standard (RFS), which provides a demand and a marketplace for biogas.

The Rodman team also urged support of the extension of renewable electricity tax credits, as the Production Tax Credit (PTC) and the Investment Tax Credit (ITC) are essential in helping to drive investment in renewable energy. Additionally, they urged support of continued discretionary funding for Farm Bill programs (including include REAP, the Renewable Energy for America Program) and to maintain the mandatory funding levels passed in the Farm Bill.

“There was a Bill on the table that was presented to congress by the finance committee which would extend ITC/PTC for two years.  It was exciting to hear about it first hand, as typically extenders do not happen until the end of the year,” noted Parker. “Unfortunately, ITC/PTC was not extended at this time.”

Parker continued, “The purpose of the DC Fly-In was to continue the ongoing awareness of the need for anaerobic digester and the importance they bring to the renewable sector. It is imperative for these projects to continue to receive tax credits. Our goal at the DC Fly-In was to work with congress on tax extenders and other funding opportunities for the projects.”

About the ABC

The ABC’s mission is to create jobs, environmental sustainability, and energy independence by growing the U.S. biogas industry. The ABC represents over 200 organizations across the renewable energy, agriculture, waste and wastewater management, and transportation industries, including facility owners/operators, manufactures of tanks, engines, and other equipment, engineering organizations and institutions, utilities, financiers and lenders, and local and regional governments.

For more information, visit http://www.americanbiogascouncil.org.

About Rodman & Rodman CPAs

Founded in 1961 and listed in the Boston Business Journal’s “Top 50 Firms”, Rodman & Rodman CPAs provides accounting, tax and business services to small and medium-sized companies. Rodman CPAs’ “Green Team” is a specialized green energy and clean technology accounting and tax services practice within Rodman CPAs that serves renewable energy clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at http://www.rodmancpa.com or contact (617) 965-5959.

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Rodman & Rodman CPAs Pitch In for Camp Clark

The Rodman Team proudly displays a "Thank You" sign created by Camp Clark youth.
The Rodman Team proudly displays a “Thank You” sign created by Camp Clark youth.

Summer campers are enjoying the great outdoors at Camp Clark in Plymouth, MA thanks in part to the efforts of Rodman & Rodman P.C., a full service tax and accounting firm based in Newton, MA.

Rodman & Rodman has been a long-time supporter of Camp Clark, an Old Colony YMCA sponsored recreation camp for children. Prior to the start of the 2015 camp season, Rodman & Rodman’s team of 18 spent a full day landscaping Camp Clark to ready it for more than 400 youth campers who attend each week. The team cleaned up the beach and spread 80 yards of wood chips, 10 yards of mulch and plenty of sand.

“The Rodman team volunteered more than 100 hours preparing Camp Clark for our busy summer camp, which runs from 7 am to 6 pm daily. They took on projects that would have taken us longer than two weeks to complete,” said Derek Paiva, Executive Director of Old Colony YMCA. “The Y was founded on volunteerism and the Rodman team sets a great example. We truly appreciate their hard work which has contributed to the overall success of our camp.”

“Camp Clark has a strong tradition of helping to build brighter futures by encouraging campers to discover their potential,” said Steve Rodman, president of Rodman & Rodman, P.C. “We are delighted to continually support this very special organization.”

About Old Colony YMCA

Serving thousands of individuals and families 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 atwww.oldcolonyymca.org.

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 renewable energy clients throughout the U.S.  The company is Green Business Certified. For more information, email info@rodmancpa.com, visit their website at www.rodmancpa.com or contact (617) 965-5959.

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