Blog

The answer:  Yes and No.  My post ideas often come from recent discussions with tax clients; this week we spoke with 2 clients about planning/saving for college tuition for their children.. The questions were important (and we were glad to help): One long-time tax client and partner in a law firm who moved from NYS which did offer a “good” current tax benefit (approximately $600 of tax savings from a $10,000…  Read more

As a small business owner, like myself, you may be considering enabling a remote or semi-remote work environment. Our firm has been “spread out” between Upstate NY and Florida for over 20 years. With the availability of great technology solutions, we easily pivoted during the pandemic and never looked back. In March 2020, only one team member was 100% remote. That all changed, and now only Raquel and I regularly…  Read more