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Economic and Market Forecast Update
March 15
Market Update – March 2023
March 7
Market Update – February 2023
February 7
Market Update – January 2023
January 9

Market Update – December 2022
December 9
Market Update – November 2022
November 4
Market Update – October 2022
October 19
Market Update – September 2022
September 13
2022 Annual Tax and A&A Fall Seminar
August 24
Market Update – August 2022
August 18

Key Tax Changes in the 2022 New York State Budget
August 18
Employee Retention Credit Guidance
August 12
IRS Advance Child Tax Credit Portal Opens
June 24
Key Tax Changes in the American Rescue Plan Act of 2021 & the PPP Extension Act of 2021
April 5
How to Request An IP Pin From The IRS
March 31
Update – Federal Tax Due Date For Individuals
March 18
Employee Retention Credit Summary
January 27
PPP Loan Updates
January 20
Key Tax Changes in the Consolidated Appropriations Act, 2021
January 12

Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available
December 23
Consolidated Appropriations Act, 2021
December 22
Tax Symposium – 2020 Year-End Tax Planning
November 24
Deductibility of PPP Funded Expenses – IRS Revenue Ruling 2020-27
November 23
Estate Planning Changes for 2021
November 18
Fast Forward Monroe Grant Program
October 23
We Are Pleased to Announce The Following Promotions!
September 24
Join our 2020 Virtual Fall Seminar!
August 19
THE IRS PROVIDES RELIEF UNTIL AUGUST 31ST TO REPAY RMDs TAKEN IN 2020
July 30
Davie Kaplan, CPA, P.C. Announces a New Partner
July 17
Reminder – July 15th Due Date for Certain Tax Returns and Estimated Payments
July 6
IRS Notices and Extended Due Dates Update
June 19
Revised PPP Loan Forgiveness Applications and Related Instructions
June 19
July 15th Due Date For Certain Tax Returns And Estimated Tax Payments
June 12
Senate Passes the Paycheck Protection Program Flexibility Act (H.R. 7010)
June 4
Paycheck Protection Program (PPP) Loan Forgiveness Application
May 18
How Will SBA Review Borrowers’ Required Good-faith Certification Concerning the Necessity of Their Loan Request?
May 13
SBA Paycheck Protection Program Frequently Asked Questions regarding Certification of the Need for PPP Loan Funds
May 7
Paycheck Protection Program Loan Forgiveness – Update as of 4/24/2020
April 24
Paycheck Protection Program Loan Forgiveness Accounting For the Funds and Best Practices
April 24
Financial Relief For Businesses and Individuals
April 8
Davie Kaplan Awarded Top Workplace 4 Years In A Row!
April 7
Key Changes and Clarifications to SBA Payroll Protection Program
April 3
Summary of SBA Economic Injury Disaster Loans (EIDL) and Paycheck Protection Program (PPP) Loans
April 1
CORONAVIRUS PHASE III RELIEF – SBA PAYCHECK PROTECTION PROGRAM – AS OF 4/6/2020
April 1
CORONAVIRUS PHASE III RELIEF – SBA 7(A) BORROWERS
April 1
CORONAVIRUS PHASE III RELIEF – EMPLOYEE RETENTION CREDIT
April 1
CORONAVIRUS PHASE III RELIEF – RECOVERY REBATES FOR INDIVIDUALS
April 1
CORONAVIRUS PHASE II & III RELIEF UPDATE
March 27
US Employee Benefits Services Group COVID-19 Reference Guide
March 27
Coronavirus-related relief provided by the US Small Business Administration (SBA) – SBA Economic Injury Disaster Loans (EIDLs)
March 27
Information Regarding The CARES Act
March 26
Davie Kaplan Update Regarding Postponed Filing and Payment Deadline for Federal Income Taxes
March 23
Davie Kaplan Update and Guidelines Regarding COVID-19
March 17
Announcement – Extended Deadline for Individual Income Tax Filing
March 12

DK Annual Decorating Contest
December 18
State of the Firm
November 14
Promotions
October 11
Ronald McDonald House Strength Event
September 27
Passing The Torch – New Leadership Roles
September 20
Lobster Fest at Oak Hill Country Club
September 15
DAVIE KAPLAN 2019 FALL SEMINAR
August 26
RBJ – Davie Kaplan appoints new president and CEO
July 31
In the News
June 5
Dressing Down for Charity
May 21
Junior Achievement Bowl-A-Thon
May 1
MCC Foundation – 21st Annual Gold Star Gala
April 30
Pancake Breakfast
April 5
Top WorkPlace Award – 3rd year in a row
March 28
Soup & Chili Pot-Luck Lunch
March 6
Knighthawks Game
February 27
Polar Plunge
February 20
NYSSCPAs Volleyball Tournament
January 9

Annual Decorating Contest
December 12
Learning to Fly
December 6
New Additions to DK
November 30
Small Business Council of Rochester’s Thanksgiving Appeal
November 19
Pedal Bike Tour!
October 8
Ronald McDonald House
October 3
Seneca Waterways Council and Boy Scouts – Lobster Fest
September 25
Davie Kaplan 2018 Fall Seminar
August 27
Potluck Lunch
August 17
Annual Red Wings Picnic
August 8
Backpack Give Back Program
August 1
J.P. Morgan Corporate Challenge
May 23
United Way Day of Caring
May 17
David C. Pitcher – Accounting Alumnus of the Year Award
May 16
Davie Kaplan – 2018 Rochester’s Top Workplaces
April 11
Rochester Amerks Game
April 6
Pancake Breakfast
March 16
Pi Day
March 15
Polar Plunge
February 16
DK Staff Supporting the Bills
January 5

Tax Cuts and Jobs Act
December 28
DK Ugly Sweater Contest
December 26
DK Annual Holiday Decorating Contest
December 21
New Hires
December 15
Gray Certified Public Accounting, P.C. Joins Davie Kaplan, CPA, P.C.
December 7
Davie Kaplan Supporting the SBC Thanksgiving Appeal
November 9
Davie Kaplan 2017 Fall Seminar
September 29
Annual DK Picnic – Red Wings Game
August 31
SBC Cares Backpack Give Back Program
August 4
Corporate Challenge
July 14
Davie Kaplan In The News : “Firm Takes Balance Seriously”
June 19
Davie Kaplan Awarded Top Workplace!
June 13
Day of Caring
May 12
Rappelling Down 21 Stories for Scouts
May 9
New York State – Driver’s License Requirement
February 15

2016 Post-Election Tax Update
November 17
Chris Weber Joins the Firm
October 18
Maire Dunning, William Heumann & Kenneth Pattridge Join the Firm’s Audit and Accounting Department
October 9
Jennifer L. Kulaga Promoted to Manager
October 5
Davie Kaplan 2016 Fall Seminar
September 14
Julia M. Larkin Joins the Firm
August 18
Danny F. Gibaud Joins the Firm
August 5
Angella N. O’Hara Joins the Firm
July 8

Lewis E. Palomeque Joins the Firm
November 23
Katherine L. Deasy Joins the Firm
November 23
Dylan M. Ashley Joins the Firm
November 23
Francis L. Ostrom III, CFP®, CBEC™ has been admitted as an equity member of Davie Kaplan Wealth Care Advisors, LLC.
October 6
Anthony Cicotta Promoted to Manager
June 15
Daniel Nitschke Promoted to Manager
June 15

Jeffrey C. Cornell, Jr. Joins the Firm
December 5
Cassandra L. Kohn Joins the Firm
December 5
Chad M. Willmes Joins the Firm
December 5
Sean J. Wegman, CPA, Joins the Firm
December 3
Greg A. Gillette Joins the Firm
December 3
Sofija A. Klein Joins the Firm
September 9
Pamela J. Miller Joins the Firm
September 9
Brian M. Sauers Promoted to Partner
July 1

Anna Lin Joins the Firm’s Tax Department
September 23
G. John Bingham and Sean McNamara Join the Firm
September 23
Erin M. Corrigan Joins the Firm’s Tax Department
July 23

Jessica A. Albright, Kirsten D. Corey, and Jack F. Gostomski Join the Firm’s Audit and Accounting Department
October 30
Daniel J. Nitschke, CPA Joins the Firm’s Tax Department
September 4
Cheryl Collichio, CPA Joins the Firm’s Small Business Group
August 16
Jenny Sciolino Joins the Firm’s Small Business Group
June 18

Davie Kaplan Employees Participate in Wellness Initiative
November 3
Jeanette Townsend Joins the Firm’s Tax Department
October 14
Chris Cimini Promoted to Manager
September 1
Alan Rich Becomes Partner
July 1

Website Wins Gold
November 23
Jennie O’Brien Promoted to Manager
September 1
Jennifer Jones Makes Partner
July 1
Tax Department Adds New Manager
May 24
Managing Partner Reaches New Heights
May 21
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©2023 Davie Kaplan, CPA, P.C. All Rights Reserved.

Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

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