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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Beware the pitfalls of DIY estate planning
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Key Life Events That Change Your Tax Filing Status
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The 2025 SALT deduction cap increase might save you substantial taxes
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Boost your tax savings by donating appreciated stock instead of cash
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OBBBA Brings Permanent Bonus Depreciation Boost
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Feeling charitable? Be sure you can substantiate your gifts
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Don't Get Tricked by Tax Myths: Stay Informed
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Making the most of the new deduction for seniors
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Don’t let beneficiary designations thwart your estate plan
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