Hi Friend; employee accomplishments, school budget planning, M&A requirement, and more

Summer 2023 News & Updates

Herman Lazzara

Managing Partner

While the summer season may be slow for some, we stay busy year-round! In between our team members enjoying some well-deserved vacation time with their families, we've been taking time to focus on some personal and professional growth. I'm so incredibly proud of our entire team and what they do for our clients and our community on a daily basis. But I'm especially proud this quarter, as many are being recognized publicly for their accomplishments within the community. Read on for more about those accomplishments.

We're also ramping up for our 6th annual Nonprofit Appreciation Day, which will take place on November 8th. This event brings together more than 100 attendees from local nonprofits for a day of noteworthy speakers, training, networking and lunch. This year, we're focusing on Human Resource challenges within the nonprofit space. We hope you mark your calendar to attend!

Thank you!

Bragging a Bit...

Two of our firm values are "People Matter" and "Community Matters". We believe strongly in fostering personal and professional growth and that by being involved in our community, we all grow both personally and professionally. So, we want to brag a little about some of our team members and their accomplishments over the past few months.

Tampa Connections

Congratulations to Matthew Saucier, CPA, on his graduation from the 2022-2023 Tampa Connection Class! We're proud to announce that Brooke Kerner, CPA and Patrick Goodwin, CPA, were both accepted into Tampa Connections' 2023-2024 class!

Matthew, Brooke and Patrick are part of a select group of professionals chosen to participate in Tampa Connection's year-long program that exposes them to leadership development, social, and community service opportunities while immersing them in the local community.

Matthew Saucier, CPA

2022-2023 Tampa Connections Class Graduate

Brooke Kerner, CPA

2023-2024 Tampa Connections Class

Patrick Goodwin, CPA

2023-2024 Tampa Connections Class

40 Under 40

RGCO Shareholder Julie Davis, CPA, has been nominated for a Tampa Bay Business Journal 40 under 40 award! Nominees represent the top professionals under the age of 40 in Tampa Bay who demonstrate a commitment to both their careers and the local community. A panel of judges will select winners based on their accomplishments. We couldn't be prouder!

Julie A. Davis, CPA

2023 40 Under 40 Nominee

Apogee Award

Our very own Managing Partner, Herman Lazzara, CPA, was nominated for a prestigious Tampa Bay Business and Wealth Magazine Apogee Award. This award recognizes distinguished C-Suite leaders who demonstrate exceptional dedication to their industries and communities - and we couldn't agree more!

Herman Lazzara, CPA

2023 Apogee Award Nominee

Effective School Budget Planning for Administrators

Each year, school administrators face the challenging task of constructing a budget. Each line item requires careful consideration of a variety of factors. To facilitate a smoother process, budget discussions need to involve not only the school's financial personnel but also senior management and the board of directors. Here, our CPAs provide some tips... read more

M&A Requirement: Business Combination Accounting

Business Combination Accounting, sometimes referred to as purchase price allocation ("PPA"), is an important part of the M&A transaction for both tax purposes and for GAAP accounting purposes. In many cases, determining the value of the assets purchased is necessary for either a security transaction or an asset purchase transaction... read more

The SECURE 2.0 ACT and Retirement Plans - What This Means for You and Your Business in 2024

The SECURE 2.0 Act was passed in 2022, and it's designed to improve retirement savings options. It has provisions that will be phased in over several tax years. We previously released an article that discussed the provisions of the SECURE Act 2.0 that went into effect in 2023. Here we dive into some of the tax provisions that will start to phase in starting in 2024... read more

Welcome New Team Members

We would like to extend a very warm welcome to our new RGCO team members! Their diverse skills and experience will help us to continue to provide the highest level of service to our clients. Please join us in welcoming them to the RGCO family.

Regina Torchia - Audit Team

Lauren O'Reilly - Audit Team

Lizzie Church - Audit Team

Del-Marshe' Milton - Audit Senior

Hasan Benbourenane - Audit Intern

Isabella Disiante - Audit Intern

Sadie Evans - Tax Intern

Vanessa Masucci - Tax Intern

We're Hiring

Do you know an outstanding accounting professional?

At RGCO, we know our people are our greatest asset, and we treat them as such. Our people shape our firm; that's why we've been one of Tampa Bay's most trusted and respected accounting firms for 40 years.

We're hiring for several positions, including:

Audit Associate (Entry-Level)
Tax Associate (Entry-Level)
Experienced Tax Associate (All Levels)
Experienced Auditor (All Levels)
Accountant/Bookkeeper
Administrative Assistant, Audit/Assurance Team

Check out our full list of open positions here.

Why join RGCO? We invest in our team's success

Highly competitive salaries and paid overtime
100% employer-paid health, long-term disability, and short-term disability insurance
Annual Profit Sharing
Bonuses paid twice per year
Hybrid work-from-home schedules available to all staff
Paid CPE, CPA study course and bonus for passing the CPA exam
40 years of steady firm growth