News & Resources

In December, we proudly announced the promotion of five of our managers to the principal level.  Today we’re highlighting Kyle Shukie, a principal on our tax team. On his promotion, Shukie said, “After my internship

The PATH Act extended the Work Opportunity Tax Credit for five years AND expanded the definition of eligible employees to include the long-term unemployed. If you’re considering hiring someone who falls in one of the targeted

We’re happy to announce that we have won a Gold Impact Award for 2015 from Building Impact.  Building Impact strengthens communities by providing individuals and companies with the knowledge and opportunity to volunteer, donate, and connect

In December, we proudly announced the promotion of five of our managers to the principal level. Today we’re highlighting Kate Rooney, a principal on our tax team. Kate is passionate about helping her clients achieve

We proudly announced the promotion of five of our managers to the principal level in December.  Today we’re highlighting Greg Rogers, a principal on our nonprofit team. On his promotion, Rogers said, “I am very

In December, we announced the promotion of five of our managers to the principal level.  Today we’re highlighting Michael Barbera, a principal on our tax team. When discussing his promotion, Michael said, “I’m looking forward to

In December, we announced the promotion of five of our managers to the principal level.  Today we’re highlighting Bob Babine, a principal in our audit department. Bob focuses his practice on helping technology, retail, professional

Tax Principal, Kate Rooney, was published this week in Financial Advisor discussing the new Social Security rules and their planning implications. New Social Security rules will have a significant impact on when couples decide to

This Fall, we took part in some fantastic community service events that not only brought us together as co-workers, but to help people in need. Many of these events are made possible through our affiliation

New Social Security rules will have a significant impact on when couples decide to start claiming their Social Security benefits. Financial planners and tax advisors were taken by surprise with the elimination of two popular