College and Taxes
On November 23, 2009, Leigea Landry (Tax Manager) participated in a free college financial aid workshop to provide college-bound students and their families a better sense of the financial aid options available at the federal and state levels. This workshop was coordinated through the office of United States Senator Jack Reed. Click on the link above to download a copy of Leigea's presentation or contact her for more information. |
Michael Criscione presenting
on November 17, 2009
Pamela Sawin presenting
on March 5, 2009
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Current Health Care Issues: Keeping your finger on the pulse of the ever-changing health care industry
On November 17, 2009, Michael Criscione (Principal), Pamela Sawin (Principal), Lynn O'Marra (Principal) and Pamela Bibeault (Principal of Triad Health Care, LLC) hosted an informational session about how to navigate through the current health care environment. |
Improving Your Financial Knowledge in Today's Economy
On April 22, 2009, Michael Criscione (Principal) hosted a breakout session at the Rhode Island Assisted Living Association's Conference and Trade Show. Michael's presentation touched upon some basic financial information for non-financial managers in the health care industry. |
Not-for-Profit Informational Session
On March 5, 2009, Pamela Sawin (Principal) and Dan Noreck (Audit Senior Manager) hosted an informational session providing our clients and business associates with guidance relating to the new reporting and disclosure rules that are required when not-for-profit organizations hold endowment funds - defined as being income-producing funds that support their operations. For further information, click on the link above and also visit the UPMIFA website.
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Do You Have Unrealized Losses on Investments?
On March 5, 2009, Stephen Geremia (Principal) and Mike Camacho (Audit Senior Manager) hosted a seminar for our clients and business associates to provide them with guidance on evaluating whether investment losses incurred are required to be identified as other than temporary based on accounting standards and how such losses are required to be reported within financial statements.
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IRS Form 990 Presentation and Documentation
On May 13, 2008, Pamela Sawin (Principal), Michael Criscione (Principal) and Martha Hultzman (Audit Senior Manager) made a presentation to our clients and business associates regarding the IRS's Form 990 that became effective as of 12/31/08.
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10 Weybosset Street, Suite 700, Providence, RI 02903
401-421-4800 401-421-0643 fax
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