| 08-24-2022 |
Business and Personal Income Tax Update with Daniel J. Litz, CPA, Director and Megan (Yee Ching) Tan, CPA, CFE, CIA, FCCA, Director |
| 07-20-2022 |
Retirement Plans Update and Management’s Responsibilities for Governance with Andrew Matthews, CPA Principal |
| 06-15-2022 |
What is the Gift Tax? with Kristin LeBrou, EA,CFP, Principal |
| 04-20-2022 |
CFR-update and Supplement Schedules with Rachel A. Reynolds, Assurance Manager and Jennifer Menard, CPA, Assurance Manager |
| 02-16-2022 |
Ready or Not? The New Lease Standards Are Here! with Alan W. Clink, CPA, Director and Christopher J. Healy, CPA, CGFM, Director |
| 12-15-2021 |
Not-for-Profit Financial Reporting – Trends & Issues with Thomas W. Hosey, CPA, Director |
| 11-17-2021 |
Estate and Gift Tax Planning Update with Christopher L. Cimijotti, CPA, Principal |
| 10-20-2021 |
Social Security/Retirement Planning Update with James E. Amell, CPA, Director |
| 08-18-2021 |
Business and Personal Income Tax Update with Daniel J. Litz, CPA, Director and Megan (Yee Ching) Tan, CPA, CFE, CIA, FCCA, Tax Manager |
| 07-21-2021 |
Employee Benefit Plan Update with Andrew A. Matthews, CPA, Principal |
| 06-16-2021 |
Income Tax Reporting Basics for Trustees and Executors with Kristin A. LeBrou EA, CFP®, Tax Manager |
| 05-19-2021 |
Annual Government Accounting Update with Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager |
| 04-22-2021 |
CFR-update and Supplement Schedules with Rachel A. Reynolds, Assurance Manager |
| 01-27-2021 |
2021 Tax Update: PPP2 and Potential Tax Law Changes with Kevin P. O'Leary, CPA, Managing Director and Debra L. Smith, CPA, Director |
| 12-16-2020 |
Marvin University: Meet and Eat - A Virtual Lunchtime Chat with Kevin P. O'Leary of Marvin and Co., Jennifer M. Ball of Bond Schoeneck & King, Jeffrey B. Scwartz of Phillips Lytle LLP and Timothy P. Noonan of Hodgson Russ LLP |
| 11-18-2020 |
Christopher L. Cimijotti, CPA, Principal – Estate and Gift Tax Update |
| 11-04-2020 |
Thomas W. Hosey, CPA, Principal – Top Not-for-Profit Accounting and Auditing Issues Facing CPAs |
| 10-21-2020 |
John J. Unser, CISO, IT Director/Vulnerability Assessor - Next Generation IT Security |
| 08-19-2020 |
Daniel J. Litz, CPA, Director and Megan (Yee Ching) Tan, CPA, CFE, CIA, FCCA, Tax Manager -
Business and Personal Income Tax Update |
| 07-22-2020 |
|
| 07-15-2020 |
Alan W. Clink, CPA, Director – Employee Benefit Plan Update |
| 06-30-2020 |
Special PPP Webinar - Kevin P. O'Leary, CPA - Managing Director and Karl F. Newton,
CPA - Director |
| 06-17-2020 |
Andrew A. Matthews, CPA – Assurance Manager – Accounting Standard Update No. 2016-02:
Leases (Topic 842) |
| 05-20-2020 |
Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM , Assurance Manager –
Annual Government Accounting Update |
| 04-22-2020 |
Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report |
| 04-07-2020 |
The COVID-19 Impact: CARES Act - The Sequel Webinar |
| 03-31-2020 |
The COVID-19 Impact: HR Information Webinar
|
| 01/15/2020 |
Kristin A. LeBrou, EA, CFP®, Tax Manager – SECURE Act Update – What You Need To Know |
| 12/18/2019 |
James E. Amell, CPA, Director - Social Security/Retirement Planning Update |
|
12/11/2019
|
Christopher L. Cimijotti, CPA, Principal - Estate and Gift Tax Update
Financial Roadmap excel file: CLICK HERE
|
| 10-16-2019 |
Karl F. Newton, CPA, Director - Update on the Lease Accounting Standard |
| 9-18-2019 |
Thomas W. Hosey, CPA, Principal - Navigating Revenue Recognition for Nonprofits –
What We Have Learned from Others |
| 8-21-2019 |
Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and
Personal Income Tax Update |
| 7-17-2019 |
Alan W. Clink, CPA, Director - Employee Benefit Plan Update |
| 6-19-2019 |
Andrew A. Matthews, CPA, Principal - New Revenue Recognition Standard Updates |
| 6-5-2019 |
Myra M. Thorne, MBA, PHR, HR Manager - What's New In Human Resources for 2019 *(not CPE eligible) |
| 5-15-2019 |
Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM, Assurance Manager -
Annual Government Accounting Update |
| 4-17-2019 |
Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report |
| 3-20-2019 |
John J. Unser, CISO, IT Director and Vulnerability Assessor - Security Awareness *(not CPE eligible) |
| 12-19-2018 |
Kevin P. O'Leary, CPA, Director - Year-End Tax Planning and Tax Reform Updates |
| 11-14-2018 |
Christopher L. Cimijotti, CPA , Principal – Estate and Gift Tax Update |
| 10-17-2018 |
Thomas W. Hosey, CPA, Principal - Revenue Recognition of Grants and Contracts by NFP Entities |
| 09-26-2018 |
Alan W. Clink, CPA, Director; Karl F. Newton, CPA, Director; and Andrew A. Matthews, CPA, Assurance Manager -
New Revenue Recognition Standards Update |
| 09-19-2018 |
Victoria A. Reilly, EA, Tax Manager - Tax Reform Update |
| 08-15-2018 |
Thomas W. Donovan, CPA, Director and Daniel J. Litz, CPA, Director - Business and Personal Income Tax Update |
| 07-18-2018 |
James E. Amell, CPA, Director – Planning for Retirement/Social Security Update |
| 06-20-2018 |
Alan W. Clink, CPA, Director and Linda M. Conrad, CPA, Senior Employee Benefits Specialist –
Employee Benefit Plan Update |
|
05-16-2018
|
Heather R. Lewis, CPA, Director and Christopher J. Healy, CPA, CGFM , Assurance Manager –
Annual Government Accounting Update -- Recording issues, link unavailable.
If you're interested in the powerpoint, please email kek@marvincpa.com.
|
| 04-18-2018 |
Rachel A. Reynolds, Assurance Manager - Consolidated Fiscal Report |
| 01-24-2018 |
Implementation of the New Not-For-Profit Financial Reporting Requirements |
| 11-15-2017 |
It's Not All About Taxes - 2017 Estate and Gift Update |
| 10-18-2017 |
Cost Efficiencies in Preparing for Your Audit |
| 09-13-2017 |
Fraud Concerns for Management and Auditors |
| 08-16-2017 |
Business and Personal Income Tax Update |
| 08-09-2017 |
New York State Paid Family Leave (PFL) |
| 06-21-2017 |
Employee Benefit Plan Update |
| 05-17-2017 |
Annual Government Accounting Update |
| 01-18-2017 |
Social Security and Retirement Planning Update |
| 11-16-2016 |
Preparing For the Worst - How To Put Together A Financial Roadmap for Your Survivors |
| 09-21-2016 |
Overview of ASU 2016-14 Not-For-Profit Financial Statements |
| 08-17-2016 |
Business and Personal Income Tax Update |
| 07-27-2016 |
Understanding the New U.S. Department of Labor Overtime Rules |
| 06-15-2016 |
Retirement Plan Dynamics & Industry Updates (Part II) |
05-18-2016
02-17-2016
01-06-2016
11-18-2015
08-19-2015 |
Annual Government Accounting Update
General Tax and Social Security Planning
Fraud Concerns and Steps to Protect Against Fraud
2015 Estate Gift Tax Update
Business and Personal Income Tax Planning Webinar |
| 07-15-2015 |
General Not-For-Profit Update |
| 06-17-2015 |
Understanding Retirement Plan Dynamics |
| 05-20-2015 |
Annual Government Accounting Update |
| 03-18-2015 |
Personal and Business Tax Updates |
| 02-20-2015 |
General Tax and Affordable Care Act Updates |
| 01-21-2015 |
Effective Audit Committees for Nonprofit Organizations |
| 11-25-2014 |
Estate Gift Tax Update |
| 10-29-2014 |
FASB Accounting Update |
| 10-22-2014 |
Not-For-Profit Seminar |
| 09-17-2014 |
New York State Sales Tax Concepts and Recent Updates |
| 08-20-2014 |
Business and Personal Income Tax Update |
| 07-16-2014 |
Understanding Retirement Plan Dynamics |
| 06-18-2014 |
Cost Allocation Development |
| 05-21-2014 |
Annual Government Accounting Update |
| 03-19-2014 |
Tax Exempt Form 990 Update and Other Hot Tax-Exempt Issues |
| 02-19-2014 |
New Not-For-Profit Law and Other Not-For-Profit Updates |
| 02-05-2014 |
Peer Review |
| 11-20-2013 |
Estate Gift Tax Update |
| 10-16-2013 |
Personal and Business Tax Update |
| 09-18-2013 |
FASB Accounting Update |
| 06-19-2013 |
Personal Tax Update |
| 05-15-2013 |
Governmental Update |
| 11-28-2012 |
A&A Update |
| 10-24-2012 |
Personal - Corporate Tax Update |
| 09-19-2012 |
Donor Imposed Restrictions |
| 08-15-2012 |
Estate and Gift Tax Update (Download slides here) |
| 07-18-2012 |
SEP/ROTH/IRA – Planning For the Future |
| 06-20-2012 |
Planning for Your Social Security Benefits |
| 05-16-2012 |
Lessons Learned from Comptroller Audits |
| 03-21-2012 |
Internal Control |
| 02-15-2012 |
Reading Financial Statements |
| 01-25-2012 |
Ethics for Board Members (Download slides here) |
| 12-21-2011 |
Accounting and Auditing Update |
| 10-19-2011 |
What’s in your Estate Plan |
| 08-17-2011 |
Tax Audit Update |
| 07-27-2011 |
Business Tax Ideas |
| 05-18-2011 |
School Districts/Governmental Accounting Standards Update |
| 04-26-2011 |
Ethics Training for Board Members |
| 03-16-2011 |
Endowments and NYPMIFA |
| 02-16-2011 |
Sales Tax Update - Lessons from Recent Audits |
| 01-26-2011 |
Personal and Corporate Tax Update |
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Marvin University is our free seminar series that addresses issues that many of our clients experience on a daily basis in their organizations. We generally hold these sessions at 12:00 pm on the third Wednesday of every month and they last approximately one hour. We broadcast the seminars live via webinar, and have the ability to take your questions as if you were sitting in the room with us.
