Financial Planning

Money Laundering Explained

August 24, 2018

An Overview of Money Laundering by Your CPA Team in Rochester, NY Money laundering quickly catches attention in headlines and breaking news….read more

Home equity hassle

May 4, 2018

A key component of the TCJA is the expansion of the standard deduction. The numbers for 2018 are $24,000 (married couples filing…read more

Regard Roth conversions carefully

April 25, 2018

The article “Rethinking Retirement Contributions” explains why the new TCJA devalues putting money into traditional tax-deferred plans and favors Roth versions. Does…read more