L Tray Ott, CPA, PFS, of Harwood, Ott, & Fisher, PA, in Conway, recently attended the Jennings Seminars training on business tax planning. This seminar included tax planning strategies for fringe benefits, reducing health care cost, using multiple entities, and asset acquisition strategies.
It also provided tips and techniques for minimizing the effects of .9 percent Medicare surtax and the 3.8 percent net investment income surtax.
Holly L. Longing, CPA, of Harwood, Ott, & Fisher, PA, in Conway, recently attended the Jennings Seminars training on Compilations & Reviews. The class included an in depth look at unusual reporting situations such as supplemental information, income tax basis reporting, selected disclosures, no-disclosure financials and subsequent events.
The class also covered new reporting rules and regulations.
Hillary A. Davis, CPA, of Harwood, Ott, & Fisher, PA, in Conway, recently attended the Jennings Seminars training on Education Deductions and Credits.
The class included a comprehensive discussion of options available to taxpayers for saving money for college including Section 529 plans and ESAs. It also included an in depth look at the American Opportunity and Lifetime Learning Credits, and tuition and student loan interest deductions available for those seeking higher education.
Bank of Little Rock Mortgage (BLRM) has hired Tom Boone as loan officer in its Conway branch. Boone has more than 25 years of mortgage banking experience.
“I’m very excited to be joining BLRM,” said Boone. “The staff here in the Conway branch is dedicated to opening the doors to home ownership for people in Faulkner County, and I’m happy to serve my community’s home loan needs”
Boone has lived in Conway for 20 years. He joins the staff in the Conway branch headed by Branch Manager Tina Sewell, Loan Officer Kathy Munson and Loan Officer Tricia Stanton. The Conway branch of Bank of Little Rock Mortgage is located at 803 Harkrider St., Suite 2.
“We are thrilled to add Tom Boone to our Conway branch staff,” said Scott McElmurry, president and CEO of BLRM. “He brings added experience to our already excellent staff, and Bank of Little Rock Mortgage will be able to enhance our services to the people of Faulkner County.”
For more information about BLRM, visit www.blrmortgage.com. Boone can be contacted at 513-8001.