Videos-Main-Sticker-Image
video-right-sticker

J. Calvin Marks

Principal

CPA, EA
Professional Designations
Experienced Advisor to Tax-Exempt Organizations
What He Does
Calvin enjoys the great outdoors by cycling, competitive shooting, and woodworking.
Outside of Work
Management-Profile-Sticker-Image
Management-Profile-Sticker-Image
Profile

Professional

Profile

Who He Serves: Nonprofits & Employee Benefit Plans

Industry Involvement

  • Member, AICPA
  • Member, North Carolina Association of CPAs

Firm Involvement

  • NC Community Service Committee (2015 – 2018)

Licenses

  • NC CPA #41845
  • EA 119905

Education

  • Masters of Public Accountancy, Clemson University
  • BS Management, Georgia Institute of Technology
DEI-Joining-Sticker-Image

Thought

Leadership

The Department of Labor (DOL), in conjunction with the IRS, recently updated Form 5500  (Annual Return/Report of Employee Benefit Plan) to reflect changes required by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act). The SECURE […]

The IRS issued Notice 2021-56 to clarify the criteria used for issuing a determination letter under section 501(c)(3) to a Limited Liability Company (LLC). Previously, the IRS approached granting tax exemption to LLCs in a less formal manner. The new […]

The IRS’  Tax Exempt and Government Entities division (TE/GE) updated its Compliance Program and Priorities on April 5, 2021, signaling an enhanced strategic focus on smaller exempt organizations and employee benefit plans. The new initiatives include: Reviewing employee benefit plans […]