What’s New / Resources

Caras & Shulman, PC is pleased to announce the following staff member promotions: Angela M. Marks, CPA, QKA, QPA, has been promoted to Retirement Administration Manager. Her responsibilities include developing custom-designed retirement plans to help Caras & Shulman, PC clientele meet their long-term goals, as well as, providing ongoing third party administration services for retirement plans. She is actively involved with the annual IRS required compliance testing and asset reconciliation. In addition, Angela is a resource for plan trustees and participants regarding daily plan operation.     Graham M. Ranks, CPA, MST, has been promoted to Accounting & Audit Manager. He joined Caras & Shulman, PC in 2007 upon graduating from Bentley University. Graham oversees...

On October 1, 2014 Caras & Shulman, PC will be participating in the Bentley University Fall 2014 Career Fair. The event will be held in the Dana Center on Bentley’s lower campus from 1-4:30pm. For more information about Bentley University, please visit: http://www.bentley.edu. On October 2, 2014 Caras & Shulman, PC will be participating in the 2014 MSCPA Career Fair/Graduate School Expo. The event will be held at the Sheraton Hotel, 39 Dalton Street, Boston, MA from 1:30-4pm. For more information about the Massachusetts Society of CPAs, please visit: https://www.mscpaonline.org.

Caras & Shulman, PC recently hosted the 22nd Integra International AAA Conference in Boston.  The conference brought together more than 120 attendees representing over 40 firms from the Americas, Asia, Australia, and Europe. Integra International is an interactive global association of local independent Accounting and Consulting firms dedicated to exchanging information and advising growing businesses and professionals. Caras & Shulman has been a member firm since June 1996. The conference in Boston offered Caras & Shulman the opportunity to spend time with other national and international members while gaining valuable information from various speakers. It was hailed as being “one of the best organized conferences” Integra has ever had!

We are pleased to announce the release of our new website, designed with a fresh new look and user-friendly navigation, and updated with the latest information about our team and services. You will now have access to our newsletter containing articles and advice on everything from trusts to taxes, as well as instructions and a link to our newly implemented client portal which allows you 24/7/365 secure access to all of your important financial documents. The partners and team at Caras & Shulman are proud to provide tailored services and visitors of the site will be welcomed with a clean, uncluttered design that is representative of the type of personalized service clients of the firm receive. We hope that you will enjoy browsing our new site, finding more options and information each...