Time to Celebrate our Accomplishments!

And then we have our anniversaries:

Karen Sharkey, CPA has been with the Firm for 30 years. Karen works with small businesses but our new Team Members know that she’s the go-to person for all their questions.

Julie Continisio celebrates 20 years with us this year. Julie comes to us from a career in internal auditing.

Anthony Panetta, CPA joined the firm 10 years ago. He was our expert in PPP loans this year, no small task when the rules evolved as soon as you mastered them.

Allison Fried has also been with us for 10 years. Allison joined our Litigation Support team after law school and has, among other accomplishments, drafted thousands of Qualified Domestic Relations Orders.

And joining us for a summer internship is Holy Spirit High School graduate Patrice Boselli, now a sophomore at St. Joseph’s University, majoring in Intelligence & Analytics. She’s a stellar student and active volunteer, and we look forward her time with us.

Help! I Invested in Cryptocurrency and Meme Stocks! What Do I Do Now?

Cryptocurrency, Personal Finance, Tax

A scenario for you: You’re a young millennial who spends his or her mornings perusing your most trusted source of internet news (I, of course, am referring to Reddit) in November of 2020. A hot tip involving a potential short-squeeze opportunity to profit off of an...

Tips from the IRS for Your Protection

Business Health, Personal Finance, Tax

It seems that calls to protect my car with an extended warranty are now outnumbering the threatening calls I once got, supposedly from the IRS. Unfortunately, that doesn’t mean that scammers have given up pretending to be collection agents for the IRS. For our...

Who Needs Another PIN

Personal Finance, Tax

For years the IRS has issued Identity Protection PINS to proven victims of tax-related identity theft. The number is mailed to the taxpayer every year and is used to file all federal returns, both electronic and paper. This year the IRS will allow eligible taxpayers...

Don’t Buck the Fed

Business Financial Consulting, Tax

As the saying goes in the investment community, you "Don't Buck the Fed", but rather you follow their lead and take advantage of what they give you. Well, what more important investment do employers have than their own companies? Therefore, my recommendation is that...

Risk Management for Your Organization

Business Health, Non-Profit

In order to fulfill their charge to provide direction and guide an organization, the Board of Directors must manage risk. Effective risk management involves a process of planning, prioritizing and protecting. In the planning stage, it’s important to identify all the...

Contributions From IRAs

Charitable Giving, News, Personal Finance, Retirement, Tax

Background The Pension Protection Act of 2006 first allowed taxpayers age 701/2 or older to make tax-free charitable donations directly from their IRAs. Technically, these taxpayers were allowed to exclude from gross income otherwise taxable distributions from their...