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Rodman & Rodman CPAs

Rodman CPAs’ Kathy Parker Outlines Federal Incentives at SBA 504 Green Commercial RE Seminar

Kathy Parker, CPA, MST
Kathy Parker, CPA, MST

Kathy Parker, CPA, MST, a partner at Rodman CPAs and an active leader of the company’s Renewable Energy and Cleantech specialty practice known as the “Green Team”, outlined federal incentives during a well-attended presentation at the SBA 504 Green Commercial Real Estate Seminar held last month at TD Bank Burlington.

Ms. Parker was an expert program presenter along with John Konevich, TD Bank’s SBA Lending Division and Eric Adams, Sales Manager, Bay Colony Development. The seminar was geared towards business owners interested in owning a building rather than leasing space, as well as for those who already own a building but who are looking for a source of capital and/or tax benefit in order to improve its energy efficiency.

Ms. Parker spoke about green energy federal incentives and tax implications, including new tax extenders for 2016, the Investment Tax Credit (ITC), and Business Energy Investment Tax Credit, Passive Activity Loss, depreciation and tax equity.

“There are a number of tax implications with the federal incentives, in particular with ITC as it has been modified,” explained Ms. Parker. “This seminar provided business owners with a thorough overview of tax credits and tax equity structure, as well as criteria for begun constructions, other tax incentives and the outlook for 2017.”

Green Energy Speaker

Ms. Parker is a recognized expert in renewable energy accounting and has been a guest speaker and panelist at renewable energy conferences and financial forums throughout the U.S., including the National Conferences in California and the American Biogas Conference in Ohio. She is available to speak to alternative energy producers, businesses and other audiences that pursue energy efficiency initiatives. Potential topics include: Green energy tax and business strategies for solar, wind, biomass, and cleantech companies; commercial and residential energy efficiency investments; the types of state and federal tax rebates available for various green energy initiatives; and the newly developed incentives and assistance programs geared towards accelerating the growth of solar energy infrastructure to mitigate climate change.

About Rodman CPAs

Founded in 1961, Rodman CPAs has been named one of Accounting Today’s Best Accounting Firms to Work for, and also named one of the largest accounting firms in Massachusetts by the Boston Business Journal. 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 Tips for Year-End

Rodman CPAs Certified QuickBooks ProAdvisor team
Rodman CPAs Certified QuickBooks ProAdvisor team

Tax season is in full swing, which means it’s a time of reconciliation for small business owners and bookkeepers utilizing QuickBooks software.

To help QuickBooks users through the process, the Certified QuickBooks ProAdvisor team at  Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, shares highlights from their recent “Preparing for Year-End” QuickBooks seminar.

During the 90-minute seminar held in their Waltham office classroom, Rodman’s QuickBooks ProAdvisors led attendees through a comprehensive year-end checklist. Six key steps of the reconciliation process are outlined below:

1. Cash – Reconcile final bank statements. Review old outstanding checks and deposits.

2. Accounts Receivable – Ensure all 12/31/15 invoices are entered. Review outstanding receivables for uncollectible accounts and write offs. Review negative accounts receivable. Review over 90 days to determine if additional collection efforts are needed. Review undeposited funds to ensure transactions are current.

3. Accounts Payable – Ensure all 12/31/15 vendor bills are posted. Review accounts payable aging for negative or old accounts payable.

4. Credit Cards – Ensure all credit card activity is entered through 12/31/15 for both cash and accrual basis taxpayers. Reconcile credit card activity.

5. 1099s – Review 1099 vendor information to make sure it is complete. Review name, address, tax ID, 1099 coding in QuickBooks. Review QuickBooks mapping of expense accounts for 1099 tracking. Ensure W-9s are on file for all vendors.

6. Loans/Other Liability accounts – Reconcile loans to year-end statements/amortization schedules. Ensure principal and interest expense are properly recorded. Ensure other liability accounts are reviewed and reconciled to backup.

“These are just a few of the steps in the final reporting and closing process that must be completed to ensure everything is in order prior to tax filing,” explained Kathy Parker CPA, partner and Certified QuickBooks ProAdvisor.

To learn more about Rodman CPAs’ upcoming QuickBooks seminars or to download a copy of the “Preparing for Year-End” checklist, visit www.rodmancpa.com.

Rodman CPAs has been a member of the QuickBooks ProAdvisor Program since 1999 and has provided hundreds of small to mid-size companies with training and consulting. The firm’s Certified QuickBooks ProAdvisors team, which includes Kathy Parker CPA, Leah Shanahan CPA, Janine O’Connor EA, and Christine McGoldrick, provides superior services and expertise to meet the accounting software installation, setup, and training needs of businesses.

About Rodman CPAs

Founded in 1961 and named one of Accounting Today’s Best Accounting Firms to Work for, 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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Emily Schmidt Joins Rodman CPAs as Staff Accountant

Rodman EmilyRodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, has recently appointed Emily Schmidt as a Staff Accountant. Ms. Schmidt is a resident of Framingham, MA.

In her new role at Rodman CPAs, Ms. Schmidt will be responsible for tax preparation and financial statement reviews. A recent graduate, Ms. Schmidt holds a Bachelor of Business Administration in Accounting from the Isenberg School of Management at University of Massachusetts Amherst. She will sit for the CPA exam this May.

Ms. Schmidt’s experience includes two seasons of tax preparation at GW & Wade, a private wealth management firm in Wellesley. She also volunteered at Isenberg School of Management’s Volunteer Income Tax Assistance (VITA) program for two tax seasons, the first year as a preparer and second year as an administrator helping to run the program. Ms. Schmidt received recognition from VITA for an increase in the number of tax returns prepared over the entire year.

Ms. Schmidt is a member of the Massachusetts Society of CPAs (MSCPA) and is a volunteer for The Hunger Project. She is a native of Wellesley, MA.

About Rodman CPAs

Founded in 1961 and named one of Accounting Today’s Best Accounting Firms to Work for, 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 aspecialized 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 “Green Team” to Showcase Renewable Energy Practice At Solar Power PV Conference and Expo

Rodman CPAs Green Team
Rodman CPAs Green Team

Rodman CPAs, a full service tax and accounting firm with a specialized renewable energy and clean technology practice serving “green” clients throughout the U.S., is set to engage attendees at the Solar Power PV Conference and Expo, February 24-25, 2016, at the Westin Boston Waterfront in Boston.

Steve Rodman CPA MST, president, along with partners Kathy Parker CPA MST and Thomas Astore CPA JD, Mark Vitello, supervisor and Katherine Bautze, marketing director will be on hand at booth number 214 to speak with attendees. Rodman CPAs provide solar energy producers and other businesses that pursue energy efficiency initiatives with expert counsel and services in renewable energy tax accounting and business strategy. Rodman, Parker and Astore are recognized experts in renewable energy accounting and have been guest speakers at numerous Cleantech industry conferences and forums.

Cleantech companies involved in solar, wind, biomass, waste-to-energy, and energy efficiency projects rely on Rodman CPAs to provide them 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 specialized strategic financial planning and management.

Rodman CPAs is a charter member of the Mass Solar Coalition, as well as members of Northeast Sustainable Energy Association (NESEA), New England Clean Energy Council (NECEC) and Solar Energy Industries Association (SEIA).

For more information about the expo, visit www.events.solar/pvconferenceexpo/.

About Rodman CPAs

Founded in 1961 and named one of Accounting Today’s Best Accounting Firms to Work for, 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 on February 10th

Rodman CPAs Advanced QuickBooks Pro Advisers
Rodman CPAs Advanced QuickBooks Pro Advisers

Rodman CPAs, a full service tax and accounting firm catering to small and medium-sized companies throughout the greater Boston area, will offer a “New Year Checklist” QuickBooks Seminar on Wednesday, February 10, 2016 at their office at 2 University Park, 51 Sawyer Road, Suite 610 in Waltham, MA 02453.

This seminar is the second in Rodman CPAs’ monthly seminar series and will be held in the firm’s classroom. 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 the new year; what’s new in QuickBooks 2016; tips and tricks in QuickBooks; budget preparation; 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 provided by Café 51.

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-new-year-checklist-tickets-20628372016.

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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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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