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Mark Diodati, CPA, MSA Promoted to Partner at Damon & Associates

Mark Diodati, CPA, MSA
Mark Diodati, CPA, MSA

Mark Diodati, a Certified Public Accountant, has recently been promoted to Partner at Damon & Associates, Inc., a leading accounting and tax firm in Pembroke, MA.

Diodati, a resident of Weymouth, MA, specializes in financial reporting, corporate and individual tax, and accounting. He consults with many small business owners to help them achieve their financial goals. For five years previous, Diodati was an Associate at the firm and also served as the Audit Manager, where he was responsible for managing projects, the budget and accounting staff.

Diodati is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). He is a graduate of Thayer Academy High School in Braintree, MA and holds a Bachelor of Science in Accounting and Finance, as well as a Master of Science in Accounting from Northeastern University in Boston.

“Mark is a tremendous asset to the firm for building strong long-term relationships with clients,” said Michael Damon, CPA, founder of Damon & Associates.

About Damon & Associates, Inc.

For more than three decades, Damon & Associates’ experienced CPA team has been providing professional accounting, audit and tax services to businesses and high net-worth individuals throughout Massachusetts. The firm’s typical business client has sales ranging from $1M to $50M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation. The firm is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

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Preventing tax overbites. “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, written and offered free by Millbury–based Accountant Paul Dion.

Paul Dion, CPA CTC.
Paul Dion, CPA CTC.

MILLBURY, MA…

When it comes to holes, dentists typically know what to do: drill and fill. When it comes to loopholes—specifically tax loopholes that are available to all small business owners, many dentists aren’t quite as informed. In his new book “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, Millbury, MA-based accountant Paul Dion CPA demonstrates how many of these “loopholes” are excellent tax strategies for dentists and self-employed individuals—if you know how to implement them and then make them audit-proof.

“Before a dentist does any work on a patient, they look around, probe and then take x-rays so they can form a plan to treat a patient and then perform the treatment.

Optimizing tax opportunities for small business owners like dentists is very similar. It’s all about diagnosis and treatment,” said Dion.

Some of the topics covered by The Ten Most Expensive Tax Mistakes… include discussion of the right benefits for you and your employees; taking advantage of all the legitimate deductions, credits, loopholes and strategies the Tax Code offers; and selecting the right retirement plan for your future.

Dion, with three decades of experience providing tax and business advice, noted, “Many dentists, in fact probably most, are doctors first, business owners second. And thank goodness for that. But that doesn’t mean they can’t be equally adept at business, too.

My book covers some very basic tax strategies that can benefits dentists and small business owners of any kind. It’s a worthwhile read and a great starting point to taking control of your financial future.”

In addition to his publishing efforts, Dion often speaks to associations and groups, as well as other small business networking groups, regarding these tax strategies. To book Dion as a speaker, call (508) 853-3292.

CTC published “The Ten Most Expensive Tax Mistakes…”.  The book is available to individuals and business owners for free, although there is a $4 cost of shipping the 76-page book.

ABOUT PAUL DION, CPA

Beyond simple “bean counting”, Paul Dion, CPA and associates work side by side and speak in common English to help clients fully understand their tax situation and take proactive steps to pay the least amount of tax legally allowed while minimizing the risk of an audit.  Clients save money and sleep well as night.

Business services include small business accounting, payroll, cash flow management, strategic business planning, new business formation, internet controls, QuickBooks, part-time CFO, bank financing, succession planning and non-profit organization direction.

For a free book, more information or a complimentary consultation, please visit www.PaulDionCPA.com or contact Paul Dion CPA, via Info@PaulDionCPA.com or (508) 853-3292.  Offices are conveniently located at 22 West Street, #6, (Felter’s Mill), Millbury, MA  01527.

Preventing tax overbites. “The Ten Most Expensive Tax Mistakes…that cost Dentists Thousands”, written and offered free by Millbury–based Accountant Paul Dion.Read More

Donna L. Marchand, CPA Joins Damon & Associates CPA

Damon & Associates, Inc. a leading accounting, tax and wealth advisory firm on the South Shore, recently appointed Donna L. Marchand, CPA as a Senior Associate.

In her new role, Ms. Marchand will be responsible for corporate accounting, corporate and individual tax return preparation, and financial statement preparation.

Prior to joining Damon & Associates, Inc., Ms. Marchand worked as a Senior Associate at Burke and Associates, CPAs, Inc. for two years.  Ms. Marchand graduated with a Master of Science in Accountancy with distinction from Bridgewater State University and passed the CPA exam in February 2014. She also holds a Master’s Degree in Education with an Undergraduate in Elementary Education and previously was a teacher for 11 years.

Ms. Marchand is a member of the Massachusetts Society of Certified Public Accountants (MSCPA). She is a resident of Hingham.

About Damon & Associates, Inc.

For more than two decades, Damon & Associates’ principal, Michael Damon CPA has been providing professional accounting, tax and wealth advisory services to businesses and high net-worth individuals throughout Massachusetts. With a team of six and plans for additional staff, Damon & Associates continues to provide the highest level of service to closely held businesses, their owners and individuals at their new Pembroke firm.

Damon & Associates’ professional accounting and business services include accounting and audit services, tax planning and preparation, bookkeeping and business development services. The firm’s typical business client has sales ranging from $1M to $30M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation.

Damon & Associates is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

 

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Jennifer N. Phinney Joins Damon & Associates CPA

Damon & Associates, Inc., a leading accounting, tax and wealth advisory firm on the South Shore, has recently hired Jennifer N. Phinney, a resident of Pembroke, as an Administrative Assistant.

Ms. Phinney will be responsible for day-to-day administrative duties, which include managing calendars, planning and coordinating meetings as well as assisting with general client needs and inquiries. Prior to joining Damon & Associates, Inc., Ms. Phinney worked for Hokanson Insurance Agency as a COBRA Administrator.

About Damon & Associates, Inc.

For more than two decades, Damon & Associates’ principal, Michael Damon CPA has been providing professional accounting, tax and wealth advisory services to businesses and high net-worth individuals throughout Massachusetts. With a team of six and plans for additional staff, Damon & Associates continues to provide the highest level of service to closely held businesses, their owners and individuals at their new Pembroke firm.

Damon & Associates’ professional accounting and business services include accounting and audit services, tax planning and preparation, bookkeeping and business development services. The firm’s typical business client has sales ranging from $1M to $30M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation.

Damon & Associates is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

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The Pocket Guide to Obamacare written and offered free by Millbury –based Accountant Paul Dion

Paul Dion, CPA CTC.
Paul Dion, CPA CTC.

MILLBURY, MA…

Obamacare, intended to provide health care to all Americans, has many confused and concerned.  In recognition of this, Millbury –based Accountant Paul Dion, CPA, CTC authored “The Pocket Guide to Obamacare”.  The book is available to individuals and business owners for free, although there is a $4 cost of shipping the 72 page book.

Dion, with three decades of experience providing tax and business advice, noted, “My book covers the most important aspects of the law and how it impacts taxes.  The quick read also gives people a framework for making smart, informed choices in this new healthcare environment.“

The complimentary book outlines how the law works, employer tax credits, insurance exchanges, premium subsidies, employee requirements, options for individuals, options for small employers, self-insured plans, and Medicare tax on earned income.

ABOUT PAUL DION, CPA

Beyond simple “bean counting”, Paul Dion, CPA and associates work side by side and speak in common English to help clients fully understand their tax situation and take proactive steps to pay the least amount of tax legally allowed while minimizing the risk of an audit.  Clients save money and sleep well as night.

Business services include small business accounting, payroll, cash flow management, strategic business planning, new business formation, internet controls, QuickBooks, part-time CFO, bank financing, succession planning and non-profit organization direction.

For a free book, more information or a complimentary consultation, please visit www.PaulDionCPA.com or contact Paul Dion CPA, via Info@PaulDionCPA.com or (508) 853-3292.  Offices are conveniently located at 22 West Street, #6, (Felter’s Mill), Millbury, MA  01527.

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Rodman & Rodman to Speak on Topic of “How Much is Your Business Worth” at Seminar on November 17th at the Newton Library

 

John P. McGovern, CPA, CVA, ABV

On Wednesday, November 17, 2010, Rodman & Rodman P.C., will speak to the Newton Retirement Planning Club on the topic of “How Much is Your Business Worth” at 7:00 p.m. in the Trustees Room of the Newton Library, located at 330 Homer Street in Newton. This seminar is open to the public and there is no cost to attend.

The seminar will be led by John P. McGovern, a CPA and Certified Valuation Analyst (CVA) at Rodman & Rodman, PC. He is Accredited in Business Valuation (ABV) and has over 20 years of experience in valuing privately held businesses in a number of different industries.

McGovern will discuss the importance of obtaining business valuations on a regular basis. Through business valuation, business owners gain a better knowledge of their assets versus liabilities as well as asset values for loan, divorce and estate planning purposes.

A business valuation performed by a qualified professional such as McGovern has the benefit of reducing uncertainty with respect to the issues of fairness, litigation defense and protection from taxing authorities who often challenge valuations that are not prepared with due professional care.

To reserve your seat at the “How Much is Your Business Worth” seminar, RSVP to Coordinator Richard Suder at 617-329-1185 or richard.suder@yahoo.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 offices in Newton and Braintree, Rodman & Rodman focuses on strategic planning – going beyond traditional accounting services and taking a proactive approach when serving clients to increase, preserve and sustain clients’ financial net worth.

Rodman & Rodman P.C has been listed in the Top 50 Firms by the Boston Business Journal and they have been 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 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.

Rodman & Rodman to Speak on Topic of “How Much is Your Business Worth” at Seminar on November 17th at the Newton LibraryRead More