Insights for Individuals, Families & Small Businesses
Stay current on New York and federal tax changes, year-round planning ideas, and practical accounting tips for life and business in Suffolk County. Browse the latest posts or filter by topic to find exactly what you need.
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Planning on making year-end gifts? Take advantage of your gift tax annual exclusion
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There’s still time to save 2025 taxes
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Have you used up your 2025 FSA funds?
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Ease the burden on your family immediately after your death by planning now
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Four Reasons I'm Thankful as a CPA This Year
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New itemized deduction limitation will affect high-income individuals next year
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Shift income to take advantage of the 0% long-term capital gains rate
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Your family needs to know how to access your estate planning documents
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Charitable Giving: Make a Difference and Save on Taxes
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