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Wednesday, 02 April 2014

Rehmann in the News - April 2014

USA Today, March 23, 2014Jeff Reeves of USA Today includes Sandy Shecter, CPA, principal at Rehmann, in an article detailing why many Americans will not qualify for a medical deduction, even if they keep impeccable tax records."Typically high wage earnings have a hard time claiming the medical deduction. If you don't itemize your returns, you obviously cannot claim the deductions either," she says. Click here for the full article...

Does your company offer a retirement plan? If so, an important deadline is approaching that you need to be aware of. Many retirement plans utilize an Internal Revenue Service (IRS) pre-approved document, known as a "master and prototype" or "volume submitter" plan. These pre-approved plans must be rewritten and re-adopted by the employer every six years in order to insert language that addresses any new rules and regulations enacted since the previous document was created...

Marie Shebuski, ERPA, QPA, QKA has been promoted to Principal at Rehmann, a CPA, wealth management and corporate investigation firm. Shebuski is a member of Rehmann Retirement Builders and has provided retirement plan strategies for over 25 years. "Marie takes a very proactive approach to assisting clients that contributes greatly to her success at the Firm," said East Region Managing Principal Stacie Kwaiser. "I know that she will continue to succeed in this new role...

Greg Light, CFA, ASA has been promoted to Principal at Rehmann, a CPA, wealth management and corporate investigation firm. Light is a member of the Firm's litigation support team and provides valuation of ownership interests of closely held businesses for a variety of purposes. These include financial statement reporting, gift and estate tax matters and ownership transition. "Greg's extensive experience in his field combined with his natural leadership abilities contribute greatly to the success of our Firm," said Southeast Region Managing Principal Steve Maltzman...

Tara J. Girard, CPA has been promoted to Principal at Rehmann, a CPA, wealth management and corporate investigation firm. Girard is a member of the Firm’s audit department and specializes in providing assurance services to closely held businesses and other for-profit entities. Girard is also a key firm wide leader in the employee benefit plan assurance practice...

Debbie Krone, CPA, CFP, CDFA has been promoted to Principal at Rehmann, a CPA, wealth management and corporate investigation firm. Krone is part of the tax department and has been providing accounting, taxation and financial planning services since 1993. Southeast Region Managing Principal Steve Maltzman said, "Debbie's technical experience adds a lot to the firm's capabilities and we're thrilled to see her take on an even larger leadership role." Krone is also a Certified Divorce Financial analyst, specializing in financial issues in divorce matters...

Congratulations to Rehmann Senior Manager Kathy Underhill, who has been named as a Five Star Certified Public Accountant by research firm Five Star Professional. Kathy was chosen based on an objective selection process which evaluated her against 10 stringent criteria. The Five Star program is the largest and most widely published financial services award program in North America, covering more than 40 major markets. Kathy has worked in public accounting since 1986 and has experience in federal and state tax compliance, and consulting services for both business and individual clients...

Wednesday, 05 March 2014

Fraud Alert

It has been brought to our attention that a scam has resurfaced. Businesses are receiving letters from "Corporate Records Services" instructing them to pay a fee of $125 for bogus, nonexistent and non-required services. Do NOT pay this fee. The fraudulent letter references reports such as "The 2013 Annual Minutes Form" or "The 2013 Corporate Records Form...

Tuesday, 04 March 2014

Rehmann in the News - March 2014

FoxBusiness.com, February 26, 2014 Kathryn Vasel of FoxBusiness.com includes Mike Robbins, principal at Rehmann, in an article outlining steps to take if you cannot pay taxes in full after filing. Among the advice given, one consideration is to borrow from a 401(k) account, but to do so wisely...

The awards may be over, but the party continues: Rehmann celebrates the Hollywood awards season with its 19th annual Paczki Party. The event is a big draw for area business professionals, with 150-200 attendees joining Rehmann associates for a fun – and, well, potentially fattening – event. Fat Tuesday is Tuesday, March 4. Rehmann's Paczki Party is that morning, from 7:30 am – 9 am at the Sheraton Ann Arbor Hotel...

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