News & Resources

Mortgage interest rates are still at historically low levels, but they’re expected to go up by year end. So if you’ve been thinking about helping your child — or grandchild — buy a home, consider

In his recently published Xconomy.com article, Partner Scott Kaplowitch asks, “When is a stock option a golden ticket, when is it of no consequence, and when is it a losing proposition? These are important questions for people

Does this job hunt check list sound familiar? Grow and develop your career, build relationships, have your ideas valued, and be more than just a number?  If you answered yes, you’ve found your CPA firm. 

By distributing profits in the form of dividends rather than salary, an S corporation and its owners can avoid payroll taxes on these amounts. Because of the additional 0.9% Medicare tax on wages in excess

FASB recently issued Accounting Standards Update 2015-11 Inventory (Topic 33) Simplifying the Measurement of Inventory. The amendments in this Update do not apply to inventory that is measured using last-in, first-out (LIFO) or the retail

With nonqualified stock options (NQSOs), if the stock appreciates beyond your exercise price, you can buy shares at a price below what they’re trading for. This is the same as for the perhaps better-known incentive

This month’s newsletter includes: Knowledge Management Enables Nonprofits to Fulfill Their Mission Revenue Recognition effective date delayed by one year Do I Want or Need a Financial Statement Audit? Read the entire newsletter.

If you usually receive a large federal income tax refund, you’re essentially making an interest-free loan to the IRS. Rather than wait until you file your 2015 tax return in 2016, why not begin enjoying

Partner Scott Kaplowitch was quoted in the Wall Street Journal article, “A New Tax Break for Married Couples” discussing the Internal Revenue Service’s recently released final rules detailing a substantial estate-and-gift tax break for married

Scott Kaplowitch, along with Frank Sennott, Financial Planner at Ropes Wealth Advisors, presented Tax and Financial Considerations of Stock Options to a group of 20 at Greentown Labs on Thursday, July 2nd.  Greentown Labs enables