Summer 2023 News & Updates
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Herman Lazzara
Managing Partner
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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!
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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
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.
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Matthew Saucier, CPA
2022-2023 Tampa Connections Class Graduate
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Brooke Kerner, CPA
2023-2024 Tampa Connections Class
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Patrick Goodwin, CPA
2023-2024 Tampa Connections Class
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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!
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Julie A. Davis, CPA
2023 40 Under 40 Nominee
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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!
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Herman Lazzara, CPA
2023 Apogee Award Nominee
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Effective School Budget Planning for Administrators
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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
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M&A Requirement: Business Combination Accounting
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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
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The SECURE 2.0 ACT and Retirement Plans - What This Means for You and Your Business in 2024
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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
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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.
Del-Marshe' Milton - Audit Senior
Vanessa Masucci - Tax Intern
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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
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Highly competitive salaries and paid overtime
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100% employer-paid health, long-term disability, and short-term disability insurance
- Annual Profit Sharing
- Bonuses paid twice per year
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Hybrid work-from-home schedules available to all staff
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Paid CPE, CPA study course and bonus for passing the CPA exam
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40 years of steady firm growth
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American Council of Engineering Companies of Florida (ACEC-FL) Transportation Conference in Orlando
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Florida Institute of CPAs (FICPA) MEGA Conference in Orlando
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Associated Builders and Contractors (ABC) Florida Gulf Coast Chapter's Table Top Event
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Florida Transportation Builder's Association (FTBA) social in Tampa
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The Rainmaker Companies 2023 SuperConference in Texas
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Florida Rental Dealers Association (FRDA) Annual Meeting in Tampa
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Tampa Bay Chamber's 2023 Annual Young Professionals Summit
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Buddy's Home Furnishings 2023 Leadership Meeting in Orlando
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Buddy's Home Furnishing's Leadership Conference Back to the 80's Party
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USF Football Kickoff Luncheon at Armature Works
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Some Places We'll Be In the Coming Weeks
August 21-24 – RTO World
August 24 – ABC at the Tampa Bay Rays Game
October 10 – CDC of Tampa 31st Anniversary Fundraising Luncheon
See the Events Page of our website for a full list. See you out there!
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Answer below for your chance to win a $25 Amazon gift certificate!
We'll randomly draw one name from all respondents and email the winner.
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RGCO was established in 1983, what else took place that year?
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Sally Ride became the first American woman in space
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The final TV episode of M*A*S*H aired
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The first edition of the Apple Macintosh computer went on sale
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Congrats to Our Summer 2023 Newsletter Poll Winner
Jonas Grant
If you had to scrap all social media except one, which would you keep? Most answered: TikTok
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Kindly leave us a review.
Your review advises others on what to expect from us. Thank you in advance!
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Rivero, Gordimer & Company, P.A. | RGCOcpa.com
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