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.
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

Thursday, June 25th, 2015

Bradenton’s Ron Marshall Quoted in Herald Tribune Article

If you’ve read the Herald Tribune article titled “Bucs exec: ‘We’re going ‘worst to first’ you may have noticed a familiar name mentioned.  No, not former FSU quarterback Jameis Winston, but our very own Ron Marshall of the Bradenton office!

Ron was interviewed at last week’s Lakewood Ranch Business Alliance Membership Luncheon at the Polo Grill where the Buccaneers’ COO, Brian Ford was the featured speaker.  His speech “Tampa Bay Buccaneers: Staying Strong when the Odds are Against You” discussed the Buccaneers future plans of returning the organization back to a championship level, following a rebuilding season.  The Bucs may be on the right track in drafting quarterback Jameis Winston with the first overall draft pick.

In his presentation, Ford announced plans for a shuttle program where charter buses will be available this season to bring fans from Bradenton and Sarasota to home games and back.  Regarding the program, Ron was quoted as follows:

Longtime Buccaneers fan Ron Marshall, a tax supervisor with Bradenton’s Mauldin & Jenkins accounting firm, said he left the presentation with wheels already spinning in his head.  “We have 40 to 50 people in our office,” he said.  “I think it’d be easy to do a fall outing to a football game now that they have the buses.”

Click here to read the complete article. Ron is quoted on the 2nd page, last 2 paragraphs.  Perhaps the Bradenton team will gather and test out the new shuttle program.  Only a few more months until football season, who’s ready?!



Wednesday, June 24th, 2015

Tommye Barie Featured in Biz 941’s “Women of Influence” July Issue

Check out Tommye’s profile in the July issue of Biz 941 Magazine which highlights the accomplishments of local business women in Manatee and Sarasota counties.

Click here to read Tommye’s profile. For the complete online version of the July issue, click here.

Way to go Tommye!

Tommye Barie Biz 941 WOI

Friday, June 19th, 2015


Congratulations to our Atlanta office men’s softball team! Last night our guys brought home another 1st place trophy for the Cobb County 2015 Spring Season. Let’s keep our winning streak going!

Men's softball team 2015

Wednesday, June 17th, 2015

Gone But Not Forgotten

William Wallace “Will” Kidd
May 9, 1941 – June 16, 2015

William Wallace “Will” Kidd, 74, of Baker Co., GA, died Tuesday, June 16, 2015 at Willson Hospice House. Graveside funeral services will be conducted Friday, June 19, 2015 at 4:00 Milford Baptist Church Cemetery with military honors. Rev. William Collins will officiate.

Born in Savannah, Georgia, May 9, 1941 to the late Louis O. Kidd and Cordelia Griffin Kidd. He earned his Eagle Scout at an early age and graduated from Thomasville High School. He continued his education at the University of Georgia. While there he served as Treasurer of Kappa Alpha Order Gamma Chapter and was a member of the Hardemann Court of Honor Kappa Alpha Order, Gamma Chapter. He served in the United States Army from 1963 – 1965 achieving the rank of Captain.

He began his professional career with Mauldin & Jenkins, CPA’s in 1965 in Albany. During the next thirty years he represented his firm in Albany and Macon. After serving as Managing Partner, he retired in 1994. Upon retiring from Mauldin & Jenkins he served as a Trustee, Advisor and Executor until 2014.

Will was a member of the American Institute of CPA’s, Georgia Society of CPA’s and President of the Education Foundation for the Georgia Society of CPA’s. He also served as President of Associated Accounting Firms International.

He was a charter member of the Dougherty County Rotary Club, Macon Civic Club and former Chairman of the Albany Dougherty County Economic Development Commission. In addition, he was an honored member of the Sportsman’s Club of Baker County, a member of the Baker County Sons of Confederate Veterans, American Legion Post # 30 and a member of Porterfield United Methodist Church in Albany.

Above all else, he was a beloved son, husband, father, grandfather (Bo) and friend.

Survivors include his wife of forty eight years, Judy Kidd, Baker Co., GA, a son, Collier Kidd and his wife Jenna, Albany, GA, two daughters, Jennifer Trapnell and her husband, Jeffrey, Atlanta, GA, Allison Cross and her husband Patrick, Chattanooga, TN, a sister, Ila Tribble, Anderson, SC, seven grandsons, Henry Trapnell, Turner Trapnell, Wallace Trapnell, William Cross, Tristan Cross, Jasper Kidd, Griffin Kidd and a number of nieces and nephews.

In lieu of flowers please make memorials to Willson Hospice House, 320 Foundation Lane, Albany, GA, 31707.

The family will receive friends Thursday from 5:30 until 7:30 p.m. at Mathews Funeral Home.

Elton's MP 2009 honor 093 Elton's MP 2009 honor 132

Friday, June 12th, 2015

Tennessee Bankers Association 125th Annual Meeting

M&J attended the Tennessee Bankers Association Annual Meeting at The Greenbrier in White Sulphur Springs, WV on June 7-9.  Three of our Chattanooga representatives, Jim Vaughn, Randy Upchurch and Andrew Glenn, attended and thoroughly enjoyed the convention.

The TBA planned a great annual convention with lots of attendees, informative speakers and  an accommodating venue.  The Greenbrier was extremely hospitable and attendees had the opportunity to play golf, ride horses and bikes, and have dinner in the “Bunker,” which was a cold war facility built to relocate the US Congress in the event of a nuclear war.

Thanks to all who stopped by our booth including David Verble, President / CEO of Citizens National Bank Sevierville and incoming Chairman of the TBA.

Also, congratulations to Richard Harwood, Director of Newport Federal Bank.  He was the winner of our FitBit Charge door prize.

From left to right is Jim Vaughn,  David Verble, President / CEO of Citizens National Bank Sevierville and the incoming Chairman of the TBA, Andrew Glenn

From left to right is Jim Vaughn, David Verble and Andrew Glenn.

Thursday, June 11th, 2015

MJ Rockefeller Duck Takes 2nd Place

Remember the duck voting contest?  Well, the winners have formally been announced and “MJ Rockefeller Duck” placed 2nd out of over 50 entries!  How could he NOT be considered a Best Dressed Duck in his top hat, bow tie and monocle?! Thanks to everyone who voted to help secure our top spot.  Click here to see the top 3 ducks.

The PACE Center for Girls holds this contest each spring along with various other fundraising activities.  Our Bradenton team is proud to continuously support this fabulous organization.

Duck Picture

Thursday, June 4th, 2015

How do I? File an amended return

A taxpayer who discovers an error after filing his or her income tax return may need to file an amended return. A change in filing status, income, deductions, or credits would require an amended return. This could happen, for example, if an investment broker sends a corrected Form 1099 that changes the amount of dividends or capital gains earned by the taxpayer. Or a taxpayer who sold stock may recalculate the basis of the stock for determining gain or loss. A taxpayer amending his or her federal income tax return may also need to amend a state tax return, to reflect the change or correction.

An amended return would be needed if a partnership sends a corrected Schedule K-1 showing the amount of income or losses earned by the partnership. This could also happen if the partnership is slow to provide Schedule K-1 to its owners or beneficiaries, and the taxpayer files an income tax return before receiving the K-1.

Form 1040X

Taxpayers use Form 1040X, Amended U.S. Individual Income Tax Return, to file an amended return. Form 1040X can be used to change a previously filed Form 1040, 1040A, or 1040EZ. Form 1040X cannot be filed electronically; the instructions for Form 1040X indicate where to file the form. Taxpayers should file a separate Form 1040X for each year being amended, and mail each form in a separate envelope.

At the top of the form, the taxpayer should enter the year of the return being amended. Form 1040X has three columns for reporting the change or correction. Column A is used to show the amount(s) reported on the original return. Column C shows the corrected figures. Column B shows the difference between Columns A and C. On the back of the form is an area where the taxpayer can explain the specific changes being made and the reason for each change. The taxpayer should attach a copy of any form or schedule that is affected by the change.

Refund Deadline

To claim a refund, a taxpayer must file Form 1040X within three years after the date the original return was filed, or within two years after the date the tax was paid, whichever is later. Returns filed before the due date (without regard to extensions) are considered filed on the due date. The IRS indicates that it may take up to 16 weeks to process an amended return.

Thursday, June 4th, 2015

Joel Black presents on GASB Pension Standards

Joel Black is in Macon today presenting to our clients on GASB Pension Standards. Thank you to Bibb BOE for allowing us to use your space!