Text Box: Donovan Sullivan & Ryan Newsletter Text Box: DONOVAN, SULLIVAN & RYAN 265 WASHINGTON STREET WESTWOOD, MA 02090 TELEPHONE: (781) 329-1690 FAX: (781) 329-3002 WWW.DSRCPA.COM

 

December 2007

 

 

 

 
Text Box: In order to keep up to date on the latest tax law changes, the following DS&R staff members will be attending Surgent’s Federal Tax Camp this month at Lantana in Randolph: Mike Ryan, John Marino, Marybeth Doyle, Anne Kraus, Sue O’Brien & Joyce Foley. Mike Ryan and John Marino recently attended a seminar on Tax Preparer Penalties at the Boston Tax Institute. Anne Kraus attended a financial reporting seminar. Marybeth Doyle will be attending a seminar on Retirement Planning given by the Massachusetts Society of CPA’s. During the next two months, many of the DS&R staff will be attending a ProSeries Annual Update Webinar. This course is presented by Intuit, the maker of our tax software, and includes new program enhancements, functionality and significant tax law updates for the upcoming tax season.. At the MAIA Big Event, Mike Ryan in conjunction with Brian Burke of B.H. Burke & Company presented a seminar on “Insurance Agency Valuations and Sales of Insurance Agencies”. Michelle Bourbeau recently attended The 14th Annual IRS Town Meeting at Bentley College. The program was sponsored by the Bentley Law, Taxation and Financial Planning Department and the IRS. The program included four panels which discussed various tax topics. Joyce Foley recently became a Certified QuickBooks Pro Advisor after taking a 3-part QuickBooks Certification course and successfully completing comprehensive testing. A QuickBooks Pro Advisor helps businesses customize QuickBooks for their own unique needs and helps them get the most out of the software. Bonnie Tyrrell recently attended AMS Boot Camp, an intensive workshop designed to educate users about AMS 360 and to give an understanding of unique insurance accounting procedures. Michelle Bourbeau recently attended a cake competition in York, PA.  She entered a Baby Shower cake, Thanksgiving cake, and some gumpaste flowers which she learned how to create at a class she took last summer in Atlanta.  She won multiple awards including two First Place Ribbons, a Second Place Ribbon and two Best of Division Trophies. Way to go! AROUND THE OFFICE And the winner is.......

 

 

 

Congratulations to Matt Martin of Margaret J. Grassi Insurance Agency!  Matt visited our booth at The Big Event and he is the winner of our raffle prize, a Red Sox golf bag.  We want to thank all of you who entered our raffle - you are all winners in our book!

 

Mike Ryan at his booth at The Big Event 2007

 

MAIA’s Big Event held at the Copley Marriott in Boston on Nov 9th & 10th, 2007

Have a wonderful Holiday Season from the staff at Donovan, Sullivan & Ryan!