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tax

Rodman & Rodman P.C. Promotes Scott Callahan, CPA to Tax Manager

August 5, 2013 //  by admin

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

Mr. Callahan has more than a decade of experience and he previously held the position of Tax Accountant at Rodman & Rodman. In his expanded role, Mr. Callahan will advise small and large clients on a broad range of tax issues. He will also serve on Rodman & Rodman’s Green Team, and work with clients on projects promoting renewable and sustainable energy.

Mr. Callahan holds a Bachelor’s degree from the University of Massachusetts and is a Certified Public Accountant. He resides in Millis, 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.

Rodman & Rodman P.C. Promotes Scott Callahan, CPA to Tax ManagerRead More

Category: Client NewsTag: Accounting Today, best accounting firm to work for, CPA, green team, renewable energy, Rodman & Rodman, Steve Rodman, tax

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

July 25, 2013 //  by admin

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.

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

Category: Client NewsTag: Accounting Today, audit manager, audits, best accounting firm to work for, CPA, green team, renewable energy, Rodman & Rodman, Steve Rodman, tax

Rodman & Rodman’s John McGovern Cites Key Role for CPAs at Bank of America SBA 504 Loan Seminar

June 4, 2013 //  by admin

John McGovern, CPA, ABV, CVA

John McGovern, CPA, ABV, CVA and partner at Rodman & Rodman, P.C., an independent accounting and tax firm catering to small and medium sized businesses throughout New England, shared his vast knowledge at Bank of America’s recent SBA 504 Loan Seminar held at Eastern Nazarene College in Quincy.

During the two-hour seminar, McGovern discussed the key role of the CPA in SBA 504 loans, as it relates to the depth of and the type of financial, due diligence, and personal information applicants need when applying for the loan.

McGovern reviewed the critical areas in which loan applicants can benefit from a CPA’s expertise, which included the business plan, due diligence, SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis, determining type of business entity, tax benefits and deductions, a cost segregation study, tax increment financing and financial statement terminology.

“This was an in-depth, hard-hitting seminar meant to address many of the questions asked by clients when they are considering obtaining an SBA 504 loan. Essentially, a CPA can identify, organize and provide the necessary documentation which helps to ensure that those seeking this type of additional financing, obtain it,” noted McGovern.

McGovern plays a key role in Rodman & Rodman’s audit, accounting and tax engagements, with a particular emphasis in pass-through entities such as S Corporations and Limited Liability Companies. He has over 28 years of experience in valuing privately held businesses in a number of different industries, is Accredited in Business Valuation (ABV) and a Certified Valuation Analyst (CVA) as well as a CPA.

At the seminar, McGovern was joined by fellow experts Lisa Alberti of Bank of America, Bruce Miller of Pierce Atwood, LLP and Laurie Driscoll of SEED Corporation.

“The Bank of America SBA 504 Seminar was well-received and we’re planning to hold a second seminar in the near future,” noted McGovern.

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.

Rodman & Rodman’s John McGovern Cites Key Role for CPAs at Bank of America SBA 504 Loan SeminarRead More

Category: Client NewsTag: Accounting Today, best accounting firm to work for, CPA, green team, John McGovern, renewable energy, Rodman & Rodman, SBA Seminar, Steve Rodman, tax

Crucial Bill in Massachusetts Would Guarantee Purchase of All SRECs

May 17, 2013 //  by admin

Rodman & Rodman, P.C., providers of specialized green energy and clean technology accounting and tax services, recently spent the day at the Massachusetts State House participating in “Massachusetts Clean Energy Day.” The Representatives and government officials that Rodman & Rodman’s Green Team met at the conference all encouraged an open dialogue between government and Massachusetts business owners in renewable energy and cleantech, an industry that continues to thrive and create jobs in the Commonwealth.

An example of upcoming legislation where renewable energy and cleantech business owners can help by sharing an opinion is House Bill No. 2915. Rodman & Rodman explained that this bill was introduced in January 2013 by a group of four state representatives led by Representative Thomas J. Calter from Plymouth. The bill, if passed, would require utility companies to purchase any SRECs remaining after the close of the SREC auction each year. A utility’s purchase obligation would be determined by the utility’s percentage share of the prior year’s renewable energy portfolio standard compliance obligation. All SRECs would be purchased at the fixed floor price of the auction.

Bill 2915 would help to guarantee a source of income for solar projects. As it stands now, any SRECs not sold in the auction would carry forward to the next year to be auctioned again. As projects are trying to secure financing to begin construction, the ability to show a guaranteed inflow of cash is becoming more and more crucial. By requiring the utilities to buy up all unsold SRECs at the end of the auction, the project is guaranteed to receive at least the auction floor price on the SRECs it produces.

“At present, many projects are selling their SRECs at prices below the auction floor, taking a lower sales price to guarantee a buyer. With the large number of SRECs being produced, buyers can get away with low purchase offers,” explained Steve Rodman, CPA MST, president of Rodman & Rodman.

He continued, “By requiring utilities to purchase the leftover SRECs at the end of the auction, there may be an incentive to hold off on selling SRECs prior to the auction. Since all SRECs will be required to be purchased, perhaps more will be entered into the auction and project owners may be able to demand a higher price for their SRECs from third party purchasers prior to the auction. Perhaps most importantly, the Calter bill would help clear the market and thereby help the distribution companies, competitive suppliers and ratepayers avoid high SREC costs and SACP obligations in the program’s middle years.”

Bill 2915 is currently in the House for consideration. Those who believe this bill would benefit their project or business are encouraged by Rodman & Rodman to contact their representatives and let them know.

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.

Crucial Bill in Massachusetts Would Guarantee Purchase of All SRECsRead More

Category: Client NewsTag: Accounting Today, best accounting firm to work for, CPA, green team, Massachusetts Clean Energy Day, renewable energy, Rodman & Rodman, SRECs, Steve Rodman, tax

Rodman & Rodman “Green Team” pledges continued Accounting Support and Services to Association of Cleantech Incubators of New England

April 29, 2013 //  by admin

The Association of Cleantech Incubators of New England (ACTION), has announced that sponsor company and affiliate member, Rodman & Rodman, P.C., will continue to provide ACTION with specialized cleantech industry financial guidance and accounting services. ACTION is New England’s leading network of cleantech incubators. Both ACTION and Rodman & Rodman support the common goal of accelerating the growth and success of early-stage companies.

Rodman & Rodman’s “Green Team” was recently recognized as the ‘Go To’ Alternative Energy CPA Practice by Accounting Today Magazine.

“With lead support from Scott Callahan, CPA, Rodman & Rodman has provided ACTION with invaluable tax advisory and accounting services as we continue to grow our membership and participate in both private and public funded activities,” said ACTION President, Michael Ryan. “We are pleased that we will continue to receive support from this superb CPA firm for the foreseeable future.”

About ACTION

The Association of Cleantech Incubators of New England (ACTION) is New England’s leading network of cleantech incubators sharing the common goals of accelerating the growth and success of early-stage companies, strengthening the regional cleantech cluster, and creating more green jobs in New England.

Our network of incubators provides diverse resources and a highly- supportive hub in which entrepreneurs, business leaders, government agencies, community leaders, investors, universities, and other interested organizations can collaborate toward the successful commercialization of enterprises that will build a prosperous green economy, improve the quality of our lives and sustain the health of our environment. Visit www.actionnewengland.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 “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.

Rodman & Rodman “Green Team” pledges continued Accounting Support and Services to Association of Cleantech Incubators of New EnglandRead More

Category: Client NewsTag: Accounting Today, best accounting firm to work for, CPA, green team, renewable energy, Rodman & Rodman, Steve Rodman, tax

Loni M. Morganelli Joins Baker, Braverman & Barbadoro P.C. of Quincy

April 23, 2013 //  by admin

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, has recently appointed Loni M. Morganelli as a Paralegal.

Ms. Morganelli is an ABA Certified Paralegal who will assist Baker, Braverman & Barbadoro’s team of attorneys in litigation support, probate and family law matters as well as corporate compliance matters.

Ms. Morganelli holds a Bachelor of Science in Government/Political Science from Suffolk University in Boston. Over the years, she has continued her education and earned certificates in: The Role of Trial Technician; Introduction to Intellectual Property; Legal Project Management and Advanced Paralegal Management. She is a Certified Trial Specialist through Estrin LegalEd.

In addition, Ms. Morganelli is an Online Teaching Assistant of Probate and Family Law for Boston University as well as a freelance reporter and contributing editor for KNOW Magazine for Paralegals. She has been featured in the publication Legal Assistant Today and also in an article “Hot Jobs & Amazing Careers: Smart Moves for Paralegals” by Chere Estrin.

Prior to joining Baker, Braverman & Barbadoro, Ms. Morganelli served as a Paralegal at Hahn Law Group of Boston and as a Legal Assistant/Paralegal at Cataldo Law Offices, LLC of Franklin, MA.

During her career, she served as the Business and Legal Affairs Manager for two years at Bonham & Associates located in Villefranche-sur-Mer, France and as Professional Support Information Officer for two years at Herbert Smith LLP in London.

Ms. Morganelli is a resident of Wrentham, MA.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas. Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law. Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA. For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

Loni M. Morganelli Joins Baker, Braverman & Barbadoro P.C. of QuincyRead More

Category: Client NewsTag: "law firm, and divorce law, attorney, Baker, Braintree, Braverman & Barbadoro, business law, corporate law, criminal defense, election law, estate planning, family law, finance, immigration law, lawyer, legal counsel, litigation, paralegal, Quincy, real estate, tax, Tax planning, trust and estate planning, zoning and land use

Rodman & Rodman P.C. Experiences Rapid Growth, Adds Staff

March 19, 2013 //  by admin

Jennifer Murphy
Rodman & Rodman, P.C., an independent accounting and tax firm with a specialty practice in clean technology and renewable energy, has expanded their accounting team to accommodate their rapidly growing practice.

Five new accountants have joined the Rodman & Rodman team:

Jennifer Murphy, a resident of Stoneham, has been appointed as an Accountant. Ms. Murphy has more than 15 years of experience in both private and public accounting. She is a certified QuickBooks ProAdvisor and is a tremendous resource for companies using this software. Ms. Murphy holds a Bachelor of Science in Accounting and Finance from St. Anselm College in Manchester, NH.

Nancy Kozak, a resident of Hopkinton, has been appointed as an Accountant. Ms. Kozak brings many years of accounting and small business experience to the Rodman team, as she previously owned and operated a professional bookkeeping business in the greater Boston area. She holds a Bachelor of Science degree in Business Administration from Bryant College in Smithfield, RI.

Kate Doherty, a resident of Bridgewater, has been appointed as Staff Accountant. Ms. Doherty holds a Bachelor of Science in Accounting from Salve Regina University in Newport, RI and will soon receive a Master’s in Business Administration. She will pursue CPA certification shortly afterwards.

Robert Savidge, a resident of South Boston, has been appointed as Staff Accountant. Mr. Savidge is a graduate of Suffolk University, earning a degree in Accounting with a minor in Management. He is in the process of pursuing his MBA and his CPA certification.

Elysha Sturm, a resident of Foxboro, has been appointed as Staff Accountant. She holds a Bachelor of Science in Accounting from Suffolk University. Currently she is in the process of pursuing a Master’s degree in Taxation and CPA certification.

Two additional Tax Accountants, Tony Perrotta, CPA, MST and Vipul Shah, MBA, MST have joined Rodman & Rodman for tax season ensuring that the practice continues to provide the highest level of service to clients. Tony Perrotta, CPA, MST has a lengthy career in public accounting. He is a graduate of Northeastern University and Bentley University’s McCallum Graduate School of Business where he received his Master of Science in Taxation. He is a member of the business honor society, Beta Gamma Sigma. Vipul Shah, MBA, MST is a resident of Waltham and has 12 years of accounting and tax experience in the Boston area. Mr. Shah holds a Master of Science in Taxation/Accounting from Northeastern University and a Master of Business Administration in International Business from Johnson & Wales University in Providence, RI.

Rodman & Rodman has been named #20 out of 100 “Best Accounting Firms to Work For” in 2012 in Accounting Today. This is the third consecutive year that Rodman & Rodman has been named one of the “Best Accounting Firms to Work For”.

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.

Rodman & Rodman P.C. Experiences Rapid Growth, Adds StaffRead More

Category: Client NewsTag: Accounting Today, best accounting firm to work for, CPA, green team, renewable energy, Rodman & Rodman, Steve Rodman, tax

Baker, Braverman & Barbadoro P.C. Relocates to Crown Colony in Quincy

March 12, 2013 //  by admin

Quincy City Council President Michael E. McFarland with Paul N. Barbadoro, Esq., Partner at Baker, Braverman & Barbadoro.

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas, has recently relocated from 50 Braintree Hill Office Park in Braintree to 300 Crown Colony Drive, Suite 500 in Quincy.

Baker, Braverman & Barbadoro’s relocation to the expansive 3,000 sq. ft. suite at 300 Crown Colony, within the South Shore’s premier business park, comfortably accommodates their legal team of 13 lawyers as well as clerks and administrative staff.

The firm recently celebrated their move with an Open House. More than 150 people were in attendance, among them were Norfolk County District Attorney Michael W. Morrissey, Norfolk County Registrar of Probate Patrick McDermott, Quincy City Council President Michael E. McFarland and Quincy Health Commissioner Andrew Scheele.

The celebration included a custom cake from Montilio’s Bakery of Quincy and catering provided by Front Street Gourmet of Scituate.

“We’re absolutely delighted with our expanded space which will better accommodate our growing legal team. We had a wonderful turnout at our Open House and feel very welcome in this great City of Presidents,” noted Paul N. Barbadoro, Esq., Partner at Baker, Braverman & Barbadoro.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm provides legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas. Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law. Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA. For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

Baker, Braverman & Barbadoro P.C. Relocates to Crown Colony in QuincyRead More

Category: Client NewsTag: "law firm, attorney, Braintree, corporate law, criminal defense, divorce, election law, family law, finance, immigration law, lawyer, litigation, metro Boston, Paul N. Barbadoro, Quincy, real estate, South Shore, tax, trust and estate planning, zoning and land use

Rodman & Rodman Recognized as the “Go To” Alternative Energy CPA Practice by Accounting Today Magazine

March 5, 2013 //  by admin

Rodman & Rodman, P.C., an independent accounting and tax firm with a specialized green energy and clean technology practice known as the “Green Team”, has been featured in Accounting Today in recognition of their work with alternative energy producers.

Accounting Today featured Rodman & Rodman in a “Practice Profile: Meet the Green Team” article. Named as one of the 100 “Best Accounting Firms to Work for” by Accounting Today for the third consecutive year, Rodman & Rodman garnered further attention from the publication for their unique alternative energy niche.

“We’re honored to be featured in Accounting Today for our work with biomass, wind and solar farm developers and clean tech companies in New England and across the country,” noted Steven P. Rodman CPA, MST, the firm’s president.

The Rodman & Rodman team is led by four partners: Steven P. Rodman CPA, MST, president; Kathy Parker CPA, MST; John P. McGovern CPA, ABV, CVA and Thomas Astore CPA, JD.

Astore, who leads the firm’s Green Team, talked about the complexities and commitment involved in serving renewable energy clients. “You have to be knowledgeable about the electric industry and the technology,” said Astore. “You also have to be ready to reach into your pocketbook for traveling to conferences and becoming a member of one or more renewable energy associations.”

Parker spoke about her Green Team role ensuring that renewable energy clients stay the course on grant application guidelines and processes (in particular, the 1603 Grant Program) and conducting complex audits reports for them.

To read the full article, visit:

http://www.accountingtoday.com/ato_issues/27_2/practice-profile-Meet-the-Green-Team-65549-1.html.

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.

Rodman & Rodman Recognized as the “Go To” Alternative Energy CPA Practice by Accounting Today MagazineRead More

Category: Client NewsTag: 1603, accounting, alternative energy, biomass, CPA, Green Business Certified, green team, renewable energy, Rodman, solar, tax

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