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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
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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
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Thought

Leadership

On February 23, 2023, the U.S. Department of Labor announced changes to Form 5500, Annual Return/Report of Employee Benefit Plan, and Form 5500-SF, Short Form Annual Return/Report of Employee Benefit Plan. These changes are effective for plan years beginning on […]

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 […]