jmardis

About James Mardis

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So far James Mardis has created 6 blog entries.

Linda Nelson Named to Top Women in Finance 2018

2018-11-01T16:05:25+00:00November 1st, 2018|Categories: Member Firm News|Tags: |

Olsen Thielen is proud to congratulate Linda Nelson for being named one of Finance & Commerce’s Top Women in Finance for 2018. Linda’s selection is a reflection of her 30+ year career serving clients and as a leader in the community and the firm. She has held a variety of volunteer positions on committees and task [...]

Taxable vs. Tax-advantaged: Where to Hold Investments

2018-11-01T15:56:30+00:00November 1st, 2018|Categories: Member Firm News|Tags: , |

When investing for retirement or other long-term goals, people usually prefer tax-advantaged accounts, such as IRAs, 401(k)s or 403(b)s. Certain assets are well suited to these accounts, but it may make more sense to hold other investments in traditional taxable accounts. Some investments, such as fast-growing stocks, can generate substantial capital gains, which may occur when [...]

Jackson Thornton Honored for Ethics in Business

2018-11-01T15:59:38+00:00October 26th, 2018|Categories: Member Firm News|Tags: , |

Jackson Thornton, a certified public accounting and consulting firm, was recently honored during the River Region Ethics in Business and Public Service Awards, held at Montgomery’s Wynlakes Golf & Country Club. The firm was named Large Business category winner after being selected from a field of three category finalists and 23 total nominees. The awards are a [...]

The Hidden Tax Cost of Bank Incentive Rewards

2018-11-01T15:49:29+00:00October 9th, 2018|Categories: Member Firm News|Tags: , , |

Banks often provide awards to lure new customers or to strengthen customer loyalty. Awards can take the form of a simple gift (cash or non-cash) or can be more complex, such as a sweepstakes involving some element of chance, or a reward points program. If you have received an award from a bank, the IRS, always [...]

Revised Offer of A-CAM Support Payments

2018-11-01T15:53:53+00:00October 8th, 2018|Categories: Member Firm News|Tags: , |

On May 7, 2018, the Federal Communications Commission (FCC) issued Public Notice DA 18-465 which authorized an increase of more than $36 million in annual Alternative Connect America Cost Model (A-CAM) support to 217 carriers across 38 states. This offer also revised deployment obligations for those carriers accordingly. The offer fully funds all locations up to the [...]

Watson, Sink & Associates Inc. Merger

2018-11-01T16:08:01+00:00November 10th, 2017|Categories: Member Firm News|Tags: , |

It is our pleasure to welcome the clients and employees of Watson, Sink & Associates, Inc. to Turlington and Company, L.L.P. As of November 1, 2017, our firms officially merged, combining decades of experience in the accounting profession to bring each of our clients a more comprehensive level of service. This merger is an exciting time for both of [...]

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