|
|
Home > Resources > Knowledge Institute
Welcome to MJLM's Knowledge Institute!
This resource is filled with insightful white papers and informative articles to help keep your business moving forward.
Case Studies |
White Papers |
| CenterPoint had numerous accounts receivable balances that required analyses and reconciliation and did not have sufficient staff to supervise this work on a timely basis. |
New! Just Added!
She was a trusted employee of a nonprofit organization involved in providing home healthcare services to Medicare patients. Because she was a friend of one of the founders, detail-oriented, organized, and good with numbers, the owners thought ...
Read more...
|
Equiva Services LLC, part of a complex alliance which combined major elements of Shell Oil Company, Texaco Inc., and Saudi ARAMCO’s U.S. marketing and refining operations, was in need of professionals with greater experience to augment their existing internal auditing staff.
Read more...
|
On August 12th McConnell & Jones LLP hosted a nonprofit seminar with GrowthForce LLC to discuss ways for nonprofit organizations to improve bookkeeping and accounting processes through the utilization of QuickBooks. Also, our tax experts discussed important changes to the IRS Form 990. Download the full presentation here.
|
| Dynegy, a provider of wholesale power, capacity and ancillary services to utilities, cooperatives, municipalities and other energy companies in 13 states across the U.S. Midwest, Northeast and West Coast, was in need of a co-sourcing partner to augment their own internal auditing department which they had established in 2001. |
A quality audit will help protect the assets and the financial integrity of your employee benefit plan and ensure that the necessary funds will
be available to pay retirement, health, and other promised benefits to your employees. A quality audit also will help you...
Read more...
|
| CenterPoint required various annual regulatory filings and statistical reports completed by April 30 and reports prepared to be submitted to agencies including the Federal Energy Regulatory Commission (FERC), Mississippi State Tax Commission, and the Railroad Commission of Texas. CenterPoint did not have sufficient staff to complete the filings by the deadline.Read more... |
The 81st Texas Legislature convened on Jan. 13, 2009 and adjourned on June 1, 2009, but they clearly have not finished their business in the
capitol for the summer. The Governor has already indicated that he will be calling a special session...
Read more... |
|
The recently enacted American Recovery and Reinvestment Act of 2009 (the “Stimulus Act”) includes a number of new tax breaks, both large and small, and extends several existing tax breaks for businesses and individuals. Although some provisions are not as generous as originally hoped, there are still plenty of opportunities for individuals and businesses alike. Following are some highlights of the new legislation...
Read more...
|
|
One of the largest hurdles faced by business owners is staying on top of the numerous obligations to federal and state tax agencies. The Internal Revenue Service offers business owners a fair number of business tax deductions...
Read more...
|
| |
One of the largest hurdles faced by business owners is staying on top of the numerous obligations to federal and state tax agencies. While effective tax planning takes place year-round, it becomes especially important at...
Read more...
|
|
In the wake of Hurricane Ike, many people are faced with concerns about the
fiscal impact that this devastating disaster will play in their personal and business
financial affairs.
McConnell & Jones has prepared a Recovery Resource Guide to help you regain
a sense of financial balance by offering suggestions on steps to take immediately...
Read more...
|
| |
Is Your 403(b) Plan Ready?
Last summer the IRS issued new 403(b) regulations—these are the first changes that 403(b) plans have seen in more than 40 years. Is your plan ready for the scrutiny?
Read more... |
| |
The IRS’s new rules bring 403(b) plans closer to the standards set for typical 401(k) plans and result in significant changes for tax exempt organizations and their employees.
Read more...
|
| |
It’s common knowledge that risk management is an operational cornerstone of the “big guys,” but what about the small businesses? Why should you care about risk management strategies?
Most small businesses are unpredictable...Read more... |
| |
Almost every business owner or successful entrepreneur comes to the decision point of selling their business and turning their risk and responsibilities to someone else.
Read more... |
| |
It used to be that if you had a good product and provided solid customer service, you could pretty much count on being successful.
Read more... |
| |
As the owner of a business or professional practice, you know better than anyone that running your business seldom leaves you enough time to “take care of business” by addressing important financial planning questions such as...
Read more...
|
| Local Financial Professionals Team to Present Basic Financial Precepts to Teens |
Recognizing the challenges today's teens face in making and managing their money, MJLM Partner Odysseus Lanier and Bracewell & Giuliani Partner Jarvis V. Hollingsworth joined forces to present financial fundamentals to local teens this past Sunday afternoon at MJLM's offices in Houston, Texas.
Drawing from their combined and considerable knowledge and experience in the financial field, Mr. Lanier and Mr. Hollingsworth created an excellent presentation* which was enthusiastically received by its audience.
In response to requests we have received and in the spirit of community, we are making that presentation available online. Please click here to access the presentation. When prompted, you may choose to either view online or download.
(*At the beginning of this presentation, there is an 11-question quiz.. The answers are provided directly after the last question.) |
|
|
