Changing jobs can be a stressful event. A new boss, new co-workers, and new benefits to sign up for. These days you might well have one more decision to make — what to do with your 401(k) plan. (more…)
If you’re thinking of buying rental real estate while home prices are low, you’ll want to be aware of passive activity loss rules. (more…)
The internet has made it much easier to keep on top of your competitors’ activities with the spread of social media.
“Even if your competitors don’t use social media, you can bet their clients and suppliers do.” (more…)
You may be able to take an itemized deduction for part of your loss. In tax terms, it’s a “casualty loss,” and it can also apply to events such as a car crash, a house fire, or theft. Here are the basics. (more…)
Our Rochester and Brockport, NY offices will be closed July 12 for a firm retreat.
Time: 01:00PM EDT – 02:00PM EDT
The customer’s perception is reality, and their satisfaction is vital to the success of your business. This webinar will focus on the 5-phase experience as to why a customer elects to do business with you or your competitor. (more…)
Business travel can quickly become a financial black hole. It’s worthwhile developing a formula for keeping costs as low as practicable without compromising on comfort. The two areas responsible for the majority of cost blowouts: hotels and airfares, can both be minimized with a little effort. (more…)
The IRS has just announced that small companies will get an additional year before being required to report the value of employee health benefits on their employees’ W-2 forms. (more…)
The changes to laws governing Roth conversions that took effect in 2010 brought IRAs to the forefront of tax planning conversations. Those conversations will likely continue this year, as some changes to your new Roth can be made through October 2011. (more…)
Unemployment compensation can provide a welcome buffer while you’re transitioning to a new job. But with the help comes a tax effect, because the benefits provided under federal or state laws are usually includable in your income in the year you receive them. (more…)