May 27, 2014—Smith Marion & Co. held their 2014 Client Workshop on Friday May 16th at 9am at the San Bernardino Hilton. The speakers were Smith Marion & Co. experts; Partner – Chad Porter, Senior Manager – Janet Smith, Senior Associate – Roxanne Garcia, Manager – Kendra Dockham and Manager – Jeri Christopher. The topics included Non-Profit Form 990 News and GASB 60-69 & A-133 Updates, in order to inform clients and keep them up-to-date on changing policies.
Smith Marion & Co. Partner – Chad Porter said, “It was great to see the clients in person, I am always excited to help our clients stay at the forefront of accounting and tax issues. I look forward to a successful year with our clients and next year’s Client Workshop.”