News & Resources

Principal Kate Rooney was quoted in Nightly Business Report’s article, “Should you claim Social Security early?” which discusses the new Social Security rules and the impact on your claiming strategy.  Nightly Business Report is produced by CNBC.

Part 1: Key Issues Public charities holding special events are entrusted by donors and the general public to report the financial results of their fundraisers both accurately and transparently.  To do that, charities must understand

This month’s newsletter includes the following: 1099 Filing Reminder Controversial charitable donation rules withdrawn 40 Under 40: Young Leaders Who Are Solving the Problems of Today — and Tomorrow Nonprofits Report Giving Boost for 2015

By purchasing stock in certain small businesses, you can not only diversify your portfolio but also enjoy preferential tax treatment. And under a provision of the tax extenders act signed into law this past December

On Thursday, January 21st, we’ll begin a weekly 4 part series written by principal Greg Rogers regarding the best practices for nonprofit special events reporting.  Please see the introduction to the series below and stay

We’re proud to announce that Managing Partner, Bill Mahoney, and Partner, Jonathan Gorski, have received the Five Star Financial Services Professional award. Five Star Professional identifies excellent service professionals in more than 45 markets across the United

For the last several years, taxpayers have been allowed to take an itemized deduction for state and local sales taxes in lieu of state and local income taxes. This break can be valuable to those

Tips on how to engage your patients Patient engagement has always been considered a desirable feature of physician practices and healthcare organizations. Today, it’s become quite vital to business success in the delivery of care.

CRAFTING A SUCCESSFUL BUSINESS TOGETHER Running a brewery isn’t easy. We get it. That’s why we work hard to ensure you have the financial information you need to make bold decisions and capitalize on opportunities

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