Marvin & Co. Blog

Marvin University: It’s Not All About Taxes - 2017 Estate and Gift Update 11/15 at Noon 

Posted on: 10/26/17 by Christopher L. Cimijotti, CPA

Marvin and Company, P.C. will host the next webinar in its complimentary series, "It's Not All About Taxes - 2017 Estate and Gift Update" on Wednesday, November 15 from noon to 1 p.m.  Individuals planning for their estates and advisors interested in estate planning are encouraged to participate in this complementary webinar.

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Seven Time-tested Year-end Tax Tactics

Posted on: 10/26/17 by Debra L. Smith, CPA

Practical approaches for individuals
At this point, it is still uncertain whether any significant tax reform will be enacted this year. Keeping that in mind, individual taxpayers may stick with “tried-and-true” methods to reduce taxes owed at year-end. This article gives seven prime examples.

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New Cases Concerning Family Medical Leave

Posted on: 10/26/17 by Myra M. Thorne, PHR

Three recent rulings focus on key issues
The Family and Medical Leave Act (FMLA) concerns when an employee can take extended time off from work. Three new cases point out the need for both employers and employees to understand the rules.

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Five Year-end Moves for Small Businesses

Posted on: 10/26/17 by Daniel J. Litz, CPA

While tax reform proposals are currently being discussed, year-end tax planning for businesses remains somewhat uncertain. However, the Protecting Americans from Tax Hikes (PATH) Act of 2015 preserved certain tax benefits that can be incorporated into a logical year-end plan. This article shares five ideas for small-business owners to consider.

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What You Need to Know and Do About the Massive Equifax Cyberbreach

Posted on: 10/26/17 by James E. Amell, CPA

Can you imagine a cyberbreach affecting one-third of the U.S. population? That’s exactly what happened with the Equifax breach earlier this month, and it is important that we share the steps you should follow to best protect yourself and your family. In this article, we explain the steps every person should take to protect themselves in light of the massive Equifax cyberbreach.

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Strategies to Help Startups Overcome Financial Statement Hurdles

Posted on: 10/26/17 by Christopher J. Healy, CPA, CGFM

To put the early phase of building a startup business into context, consider dating. You remember that, right? Daters find each other through different avenues, get together, gauge their respective interest in one another, and then pursue a relationship or go their separate ways.
If you’re an entrepreneur, you’re following a similar path. You court a variety of concepts, products and/or services until the day you fall in love with a strong business concept. At that point, you may need to find employees to join you in your journey, so you network and continue exploring until you click with the right match.
The similarities don’t end there. In this article, we share insights on four financial statement hurdles for startups - and tips for overcoming them.

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Plan Sponsors Should Review Procedures for Hardship Withdrawals

Posted on: 10/26/17 by Matthew W. Merriam, CPA

Plan sponsors should keep records that align with the IRS’ expectations for hardship withdrawals from qualified plans as described in a February 23, 2017 IRS memorandum to its employee plan examiners. The memo provides instructions on the types of documentation that should be requested during an IRS audit to evaluate whether in-service distributions were allowed under the hardship withdrawal rules.

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Aligning Your People Strategy with your Organization Strategy = Results

Posted on: 10/26/17 by Karl F. Newton, CPA

Who Are You, as an Organization?
Knowing who you are as an organization is paramount. What is your culture? What is your philosophy? What do you stand for? Why do your members, contributors, or users of your services choose your organization over another? What is it about your people that they like?

Knowing how to find the right people and get them to want to work for you and stay is the secret to a competitive advantage.

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Setting Up Sales Tax in QuickBooks Online

Posted on: 10/26/17 by Margaret Hurlburt, CPA

Sales tax is one of the more complicated concepts supported by QuickBooks Online.
But just because QuickBooks Online can do something doesn’t mean you should attempt it on your own. Sales tax is one of those things. Depending on your geographical location, you may have to charge not only state sales tax, but also county and city/municipality taxes (and sometimes special taxes). If you’re selling products or services to customers in other states, your situation can get very complicated.

We’ll show you some of the mechanics involved, but we strongly recommend that you let us help you with this.

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What You Need to Know…And Do…About the Massive Equifax Cyberbreach

Posted on: 9/27/17 by John J. Unser

Can you imagine a cyberbreach affecting one-third of the U.S. population? That’s exactly what happened with the Equifax breach earlier this month, and it is important that we share the steps you should follow to best protect yourself and your family.

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