Thursday, July 30th, 2015

Upcoming Call Report Seminars

Sweeping RC-R – Regulatory Capital schedule changes have become effective for all community banks.

The implementation of BASEL III capital rules is one of the most complex regulatory challenges for financial institutions in recent years. Learn how your institution is impacted with a step-by-step review of the new Call Report Schedule RC-R.

M&J has partnered with bankers’ associations throughout the Southeast to present one day Call Report seminars in different locations. Registration links for upcoming locations are below.

Operations officers, CEOs, CFOs, internal auditors and anyone who is responsible for the preparation, verification or certification of the call reports should attend.

These one-day seminars offer practical techniques to improve your bank’s overall reporting process. Participants receive a detailed line-by-line review in the completion of each schedule of most Call Report schedules. Relationships between schedules are reviewed and discussed.

Program Highlights

  • Proven organizational techniques to improve both the speed and accuracy of your bank’s call reporting processes;
  • Hands-on experience in call report preparation; and
  • Discussion of common mistakes and issues in the call report preparation process.

Upcoming Seminars 


Tuesday, July 28th, 2015

Our 2015 Year End Tax Guide is now available!

In Year-End Tax Planning for 2015, you’ll find numerous suggestions for lowering 2015 personal and business income taxes. By necessity, the strategies are general in nature. We recommend you secure professional tax advice relevant to your specific tax situation before implementing any of the ideas presented. Please contact one of our tax professionals today for more information.

A review of your tax picture before year-end can let you know where you stand with your 2015 taxes and suggest potential tax-saving opportunities you may have overlooked. Make sure you are doing all you can to minimize your taxes by taking action soon. Click on the guide below and start planning!

Tax Guide Icon

Friday, July 17th, 2015

The FASB delays landmark revenue recognition standard

On July 9, 2015, the Financial Accounting Standards Board (FASB) officially deferred implementation of the landmark global revenue recognition accounting standard by one year. The International Accounting Standards Board (IASB) is expected to follow suit, despite fewer complaints about the new guidance from companies that follow International Financial Reporting Standards (IFRS).

Many years in the making

Revenue is considered one of the most important measures of a company’s financial health, and proper implementation of the standards is high on the FASB’s list of priorities. In May 2014, the FASB published Accounting Standards Update (ASU) No. 2014-09, Revenue from Contracts with Customers. The standard was largely converged with IFRS 15, Revenue from Contracts with Customers, and is considered one of the most important standards the FASB has released in recent years.

Read the rest of this entry »

Thursday, July 16th, 2015

Leadership Manatee Selects Ron Marshall

Bradenton’s Ron Marshall was accepted into the Leadership Manatee Class of 2015 – 2016. Leadership Manatee is a program designed to expose current and future leaders to different processes, programs, opportunities and challenges for individual involvement in Manatee County. Click here to view a list of this year’s participants.

Way to go Ron!

Monday, July 13th, 2015

M&J Builds Teamwork by Scavenging Throughout Athens

The M&J LEAP Conference was held in Athens, GA at the Hilton Garden Inn.

The LEAP conference is designed to help staff Learn and receive further Education on the Firm, its niche practices, and the most commonly used software, as well as taking these resources and Applying them day-in and day-out to increase their Performance on the job.  This year M&J used a little teamwork to compete in a Scavenger Hunt hosted all over Athens.  Split into six teams, they were sent off to complete fun and silly tasks and challenges.

A few of the challenges included:

  • “You Really Like Me” – they got 100 points for every like they got on their team photo that the company posted on their Facebook page
  • “Team Bingo” – they could ask anyone (including each other, the committee, or strangers) to fill in the squares, but only one square per person
  • Photo Shoot – they had a list of things they could take pictures of around town or of the entire team doing
  • Crossword puzzle about Athens – complete it for so many points
  • Landmarks -Teams receive a page full of pictures that are close-ups of various landmarks in the hunt zone. They receive points for those they find and correctly identify.
  • Rendezvous Challenges: These team-against-team challenges take place at a scheduled time and a secret location.
  • M&J trivia and many more!


Wednesday, July 8th, 2015

U.S. Supreme Court decision has tax implications for same-sex married couples and their employers

On June 26, the U.S. Supreme Court issued another landmark decision on same-sex marriage. In Obergefell v. Hodges, the Court ruled that same-sex couples have a constitutional right to marry, making same-sex marriage legal in all 50 states. This 5-4 decision will affect tax and estate planning for many same-sex married couples and also impact their employers.

The decision expands the rights recognized in the Supreme Court’s previous landmark same-sex marriage decision, United States v. Windsor. That 2013 ruling essentially required the federal government to recognize same-sex marriage in states where it’s legal.

The ruling was subsequently interpreted to also require the federal government to recognize same-sex marriage if couples got married in a jurisdiction recognizing same-sex marriage even if they resided in a state not recognizing it. As a result, generally same-sex married taxpayers have already been treated as married for federal tax purposes, thus being subject to both the pluses and minuses of such treatment.
But in Windsor, the Court didn’t go so far as to find that same-sex couples have a constitutional right to marry. At the time of the decision, this meant that the 30+ states that didn’t recognize same-sex marriage weren’t required to begin doing so.

Read the rest of this entry »

Tuesday, July 7th, 2015

M&J Volunteers With Girls Inc. of Chattanooga

M&J shared a little fun and sweat by volunteering at Girls Inc. of Chattanooga on Wednesday, July 1.  The group helped tackle several projects in a remodel so Girls Inc. staff can move into new office spaces.  Here’s a list of just some of the projects M&J completed:


  •  Preparing 2 rooms for offices (included prepping walls for Paint, painting, mopping, moving furniture into the room)
  • Painting/cleaning a 3rd room
  • Cleaning off the back patio, including several patio tables
  • Organizing a large storage room (boxes were everywhere, and the photos do not do the state of the room justice, either before or after)
  • Trimming crepe myrtles and various overgrown bushes
  • Sanding down a hallway wall
  • Trimming the bottom off of several doors
  • Various light carpentry “fix up” work
A big shout and thanks to all our our employees who participated!
Heather Batson
Derik Cooper
Tyler Hollister
Bethany Mercer
Jameson Miller
Amber Moore
Casey Stuart
Jacob Wright
Cindy Dawson
Jessica Hicks
Vicki Bowen
Kyle Butler
Carolyn Harlow
Rachel Ragghianti
Maggie Winters
Randy Upchurch


Monday, July 6th, 2015

Great Men Will Always Be Remembered

A note from our managing partner, Donny Luker:

As we get back to our work life we sadly say that over the last three weeks the M&J family lost two of our partners.  Will Kidd who was our managing partner from 1982 until 1991 passed away on June 16, 2015, and Charlie Jenkins who was managing partner from 1973 until 1982 passed away on July 5, 2015.  Both of these men served our country in the military and played a major role in making M&J the Firm it is today.

Charlie was one of the initial soldiers who participated in the “D-Day” invasion in World War II and was in the first waive of troops landing on the beach.  Their contributions to this Firm, our Profession, this Country and their Families were exceptional and they will be missed.

As I have worked through the issues that I have faced as a managing partner I have realized that Charlie Jenkins was one of the most insightful business men I have ever been around.  Our operating agreement was written in 1974 by Charlie and 90% of that original agreement still serves to solidify our Firm today and to allow it to thrive.  Charlie was able to reduce to writing the concepts that he, Will and the others believed so that those concepts could be applied in a business environment to build a Firm that would “…stand the tests of time.”  They did just that!

We are all here because of what these founding partners created in Mauldin & Jenkins, LLC.

Charlie Jenkins (1)

Charlie Jenkins

Will Kidd

Will Kidd and his wife, Judy


Photograph depicts Current Managing Partner Donny Luker; Former Managing Partners Elton Wolf, Will Kidd and Charlie Jenkins

Wednesday, July 1st, 2015

It’s Promotions Season!

Congratulations to a few of our M&J employees who have earned new promotions!  We are proud of you and the work that you do for Mauldin & Jenkins.


Hays Lacey to Senior


Brenden Adams to Senior


Heather Batson to Director

Anthony Ray to Manager

Rachel Ragghianti to Manager

Matt Hisey to Manager

Derik Cooper to Senior

Jordan Pierce to Senior


Daniel Anderson to Manager

Nick Roehl to Senior

Monday, June 29th, 2015

Tommye Barie, this year’s featured speaker at the 2015 Women to Watch Awards for the Alabama Society of CPAs

The AICPA’s Women’s Initiatives Executive Committee (WIEC) initiated the Women to Watch Award Program in 2005 to highlight the accomplishments of women in the profession, and to demonstrate to emerging female leaders that success is not out of reach. The Alabama Society of CPAs agrees that recognizing these accomplishments aids in promoting a positive culture for its female members.

The 2015 Women to Watch Awards for the Alabama Society of CPAs were given at the 2015 Women’s Summit on May 7, 2015, and this year’s featured speaker was our very own, Tommye Barie!



Women's Summit 2

Tommye Barie (left) and Nicole Cunningham (right)

Women's Summit 2 pic