Insights

On December 12th MBK Senior Manager Mary Walsh and Tax Supervisors Olivia Calcasola and Elise Puza presented a special hybrid roundtable discussion with individuals and business leaders.

MBK ‘adopted’ two families of four and fulfilled their Christmas wish lists. Led by team leader, Olivia Calcasola, employees at MBK donated gifts for all family members and raised over $500. All together, the team was able to provide each child with multiple toys, clothes and shoes, and gifts for the parents!

This article discusses the importance of succession planning for every employee who’s considered indispensable and difficult to replace. It advises nonprofits to consider various departure scenarios and to groom potential successors using job shadowing and mentoring.

The accounting industry is constantly evolving, especially with the generational and technological transformation. Youthful careers are starting earlier and earlier year after year.

Welcoming new members onto your nonprofit organization’s board is a critical process that determines how effective and engaged they'll be over the long term.

Tax Tip: If you have a tax-deferred retirement plan, you probably know they’re designed to encourage you to grow your savings by leaving your money in the account. Therefore, withdrawals before age 59 ½ generally trigger a 10% penalty. But suppose you need to access your funds.

For the second year in a row, Meyers Brothers Kalicka, P.C. (MBK) held a pajama drive for Jammie Jingle as one of the fall community service initiatives.

As we gather this week to celebrate Thanksgiving, we want to take a moment to reflect on what truly matters… gratitude. To you, our valued clients, employees, and our community: thank you for being an essential part of our journey!