BREAKING NEWS

Just In: Employee Benefit Plan Update:
Changes in 403(b) Plan Regulations

Open Position: Director of Human Resources

FIN 48 Effective Date Deferred

Secure File Exchange is Now Available for Clients and Partners

BMF&C Opens New Corporate Finance and Restructuring Affiliate: BMF Advisors


Our New Office and Address

Now Hiring! Find out what our firm can do for you.

NEW ON THE SITE

Risk Assessment and Sarbanes-Oxley 404 Services

Employee Benefit Plan Audits service offering

Industries Served: Learn about what BMF&C can do for companies in your industry.

Record Retention Guidelines

TIPS & ADVICE

InfoLetter Summer 2008

Partner's Perspective:
How to Use Key Performance Indicators

Retirement Plans:
Are You Meeting Fiduciary Responsibilities?

Overseas Etiquette:
Rules of the Road for International Business

Industry Advisories Summer 2008

Manufacturing & Distribution
Is Your Company Ready
for ERP?

Nonprofit Advisor
Maintaining Your
Tax-Exempt Status

Construction Advisor
When Should You Say No? Eight Red Flags for Contractors

Benefits Advisor
Plan Expenses: How Much is "Too Much?"

TaxAdvisor Winter 2008

Economic Stimulus Act of 2008

Late 2007 Tax Acts

 

Bober, Markey, Fedorovich & Company

About Us

Meet the Partners

James E. Merklin

Education

Case Western Reserve University

Industries Served

Distribution

Manufacturing

Valuation/Litigation Support

Retailing

Accreditation

Employee Benefit Plan Audits

Accreditation

CPA

Certified Fraud Examiner (CFE)

Masters of Accountancy

James E. Merklin, CPA, CFE, M.Acc.
Partner - Audit and Advisory Services

jimm@bobermarkey.com
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Jim’s experience is focused on serving middle market and high growth clients in a variety of industries, including manufacturing/industrial products, wholesale/distribution, retail/consumer products and services, non-profit organizations and employee benefits. He has extensive experience in: merger and acquisition, tax planning, business planning, financial forecasting, human resource consulting, attestation services, fraud investigations, litigation and transaction support, and internal control and operations reviews.

Jim has performed numerous other special projects for clients, such as feasibility studies, cash flow analyses, personal financial statements, due diligence on business acquisitions, and profitability studies.

Jim won the Dean’s Award for high scholastic achievement when he graduated with a Masters of Accountancy from the Weatherhead School of Management at Case Western Reserve University. He was with Ernst & Whinney from 1986 - 1989, and with Hausser + Taylor from 1989 until he joined Bober, Markey, Fedorovich & Company in 1997. Jim was elected a Partner of the Firm in 2003.

Jim’s current community/professional activities include: Member, Executive Committee, AICPA Employee Benefit Plans Audit Quality Center; Chairman, PKF North American Network Employee Benefit Plans Task Force; Chairman, Goodwill Industries of Akron; Vice President, Community Support Services, Inc.; Member, Rotary Club of Akron; Board Member, NEOUCOM Foundation; Member, Akron General Health Systems Community Health Committee; President, Creekside Homeowners Association.

Jim’s past community/professional activities include: Board Member of the Weatherhead School of Management Alumni Association; Board Member of the Akron General Development Foundation; President, Employee Benefits Council of Northeast Ohio; Chairman, PKF North American Network Manufacturing/Distribution Committee; Director and Treasurer, Rotary Club of Akron; President, St. Joseph Parenting Center; Member, Strategic Planning Committee, Heart to Heart Communications; 2003 graduate and class Vice President of Leadership Akron.

Jim currently is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Institute of Management Accountants, the Turnaround Management Association, the International Foundation of Employee Benefit Plans, the Employee Benefit Council of Northeast Ohio, the Rotary Club of Akron, and the Association of Certified Fraud Examiners.

Meet the Other Partners

This Web Site is designed to present accurate and authoritative general information on a broad range of tax and accounting issues. For personalized advice on matters effecting your rights under the law and/or the drafting of legal documents, you should consult a licensed attorney.

IRS Circular 230 Disclosure: To ensure compliance with U.S. Treasury rules, unless expressly stated otherwise, any U.S. tax advice contained in this Web Site is not intended or written to be used, and cannot be used, by the recipient for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.

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Bober, Markey, Fedorovich & Company
3421 Ridgewood Road
Akron, Ohio 44333-3119
Phone: 330-762-9785, Fax: 330-762-3108
E-Mail: Info@BoberMarkey.com
 

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