Educational Improvement Tax Credit (EITC) & Opportunity Scholarship Tax Credit Program (OSTC)
May 6, 2013

There are two important changes to the EITC and OSTC programs that you need to be aware of as you complete the 2013 credit applications. First, business applicants who have fulfilled their two- year commitment for the 2012/2013 fiscal year and wish to renew their two-year commitment in the 2013/2014 fiscal year can now apply starting May 15. Previously any new applicants or applicants wishing to renew had to apply starting July 1. Secondly, the process to submit applications has changed. An online application is now required; no paper applications will be accepted.

May 15 continues to be the application date for a business in year two of their two year commitment. All other businesses must apply starting on July 1. This includes all EITC Pre-Kindergarten applications.

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Simon Lever LLP Announces Promotion of McDougall to Partner
January 31, 2013

Simon Lever LLP announced the promotion of Jason McDougall to Partner, effective January 1, 2013.

“Jason’s clients and peers know him for his commitment to excellence and delivering bottom line results,” said W. Theodore Witman, COO.  “He has earned their trust as a result of the passion and knowledge he brings to clients in the construction, real estate and manufacturing industries, his expertise related to Employee Benefit Plans, and the excellence he brings to those clients he serves in the non-profit arena.  As Partner, Jason will be a key member of the Simon Lever team of the future where he will continue to bring this expertise and creativity to the needs of our clients. We are very excited about Jason’s role as Partner in our Firm,” said Witman.

Most recently McDougall was a Principal in Simon Lever’s Accounting and Audit Services Department, where he served on the firm’s Technical Committee, Recruiting Team and several other internal committees that are shaping the firm for the future.  McDougall is a graduate of Messiah College with a B.S. in Accounting.

McDougall is a member of the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).

Markley Actuarial’s Newest Partner Spotlight – Simon Lever LLP
August 2, 2012

Simon Lever LLP is proud to work with so many great South Central Pennsylvania businesses.  One of our key business partners, Markley Actuarial recently interviewed Simon Lever LLP Managing Partner Marlin Benedict for its latest “Partner Spotlight” web feature.  Click through to read Markley’s interview with Marlin.