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Rehmann has promoted Kim Martin, ChFC®, CLU®, MSFS to principal in the firm’s Stuart, Florida office. She provides comprehensive wealth management advice to high net worth individuals, families and small company business executives Martin joined Rehmann in 2015 in connection with the firm’s business combination with Roegiers Goldin Chappel Nall & Associates, where she served as president of the firm’s wealth management division. Her financial services career began in 1988 and she has extensive experience with insurance planning for estates and business owners, individual high net worth portfolio management, corporate retirement plan consulting and education funding strategies. Martin holds a Master of Science in Financial Services from The American College in Pennsylvania, where she earned the Chartered Financial Consultant (ChFC®) designation and the Chartered Life Underwriter (CLU®) designation...

Rehmann, one of the nation’s leading financial services firms, is building on over a decade of growth in the Florida region as it expands into the Jupiter market, having combined with Lamn, Krielow, Dytrych & Co. (LKD). LKD has served the Southeast Florida market for nearly 50 years. This combination brings together two dynamic companies in the financial services industry, leveraging the proven strengths of each...

The IRS reminded employers that the due date for filing Forms W-2, Wage and Tax Statement, and Form W-3, Transmittal of Wage and Tax Statements, for their employees for calendar year 2018 is January 31, 2019. Those who hire contract workers and have to file Form 1099-MISC must also file by January 31, 2019.The deadline makes it easier for the IRS to verify income that individuals report on their tax returns and helps prevent fraud. The Service also reminded employers to verify employees’ information and ensure that the company’s account information is current and active with the Social Security Administration before January...

Rehmann announced today that it has entered a business combination with Troy-based Desmon & Creighton, PC (D&C), effective December 1, 2018. This combination provides access to a broader network, resources and operational expertise for one of the nation’s top accounting firms. Founded in 1978, D&C provides tax, consulting and accounting services to automobile dealerships primarily. That portfolio is set to grow notably with Rehmann’s own accounting and specialty services added to the mix, as well as its wealth management, technology and corporate investigation offerings...

The IRS just issued new proposed regulations and a Revenue Ruling clarifying the application of the new provisions for Qualified Opportunity Funds (QOFs), a tax incentive initiated as part of the new tax law. QOFs offer a significant tax saving opportunity for longer term investors who recognize capital gains. The highly anticipated regulations clarify that any type of gain treated as a capital gain on a taxpayer’s tax return now qualifies for the election. Elections can be made by individuals, partnerships, C-corporations, S-corporations and some trusts...

In recognition of their outstanding commitment and leadership, both to the CPA profession and communities, three Rehmann associates were honored at the 2018 Michigan Association of CPAs (MICPA) Awards. The awards honor individuals within the accounting profession that have exemplified excellence through dedication, leadership and service. More than 60 CPAs were honored this year. Liz Ziesmer, CPA, CBA received the Women to Watch Experienced Leader Award in recognition of her significant contributions to the public accounting profession, her community and the overall advancement of women...

WASHINGTON — The Internal Revenue Service issued guidance today on the business expense deduction for meals and entertainment following law changes in the Tax Cuts and Jobs Act (TCJA). The 2017 TCJA eliminated the deduction for any expenses related to activities generally considered entertainment, amusement or recreation.Taxpayers may continue to deduct 50 percent of the cost of business meals if the taxpayer (or an employee of the taxpayer) is present and the food or beverages are not considered lavish or extravagant. The meals may be provided to a current or potential business customer, client, consultant or similar business contact...

Rehmann announced it has deepened its bench in the governmental and higher education sectors with the addition of Matt Behnke, CPA, CGMA and Daniel Clark, CPA to the firm’s Southeast Michigan regional team. Behnke joins the Ann Arbor, Michigan, office as an assurance senior manager, while Clark joins the Ann Arbor office as an assurance principal.  The two new hires will help to expand Rehmann’s services in Michigan and across the U.S...

Ryan Krause, a Rehmann leader serving the firm’s Southeast region, was selected among dbusiness’s 500 most powerful business leaders in Metro Detroit.  Having started at the firm as an intern, Krause has been with Rehmann for over 20 years and has held roles of increasing responsibility throughout his career, leading up to his current position as regional managing principal with the firm.  “Since his first day on the job, Ryan has proven to be a true asset to our firm, demonstrating excellence in client service and financial planning, while also developing relationships to grow Rehmann’s business and promote associate growth within the firm,” said Randy Rupp, CEO.  The first issue of its kind in the publication’s history, dbusiness identified the 500 most powerful business leaders in Metro Detroit to provide a resource guide of executives transcending their industry and serving as major players in the region, state and Midwest...

MSSP Alert, published by After Nines Inc., has named Rehmann to the Top 100 MSSPs list for 2018 The list and research identify and honor the top 100 managed security services providers (MSSPs) that specialize in comprehensive, outsourced cybersecurity services. The Top 100 MSSP rankings are based on MSSP Alert’s 2018 readership survey combined with aggregated third-party research. MSSPs featured throughout the list and research proactively monitor, manage and mitigate cyber threats for businesses, government agencies, educational institutions and nonprofit organizations of all sizes...

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