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Monday, April 20, 2026

Tax season is over, but planning continues. Learn what Rochester business owners and individuals should revisit now to improve next year’s financial outcome.

Tuesday, March 10, 2026

Growing businesses often need more than financial reports. Learn how coordinated accounting, tax insight, and advisory guidance support better business decisions.

Thursday, February 12, 2026

Learn how simple budgeting habits can help young adults manage cash flow, reduce stress, and build a strong financial foundation early on.

Monday, January 12, 2026

Learn how integrated tax and financial planning helps individuals and business owners make better decisions with fewer surprises over time.

Monday, December 1, 2025

The end of the year is more than just a time for reflection — it’s your last opportunity to make financial adjustments that could reduce your tax bill and strengthen your overall plan.

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Sunday, November 2, 2025

Charitable giving isn’t just an act of generosity – it can also be an important part of your financial and tax strategy.

Wednesday, October 1, 2025

Planning for your financial future isn’t just about numbers – it’s about people. One of the most impactful steps you can take as a parent, grandparent or business owner is to involve the next generation in financial conversations.

Tuesday, September 2, 2025

One of the best things you can do before you retire is to plan for both the numbers and your lifestyle. At Davie Kaplan, if you’re nearing retirement, we can help you prepare for both sides of the equation.

Wednesday, August 20, 2025

For small business owners, offering a retirement plan is more than just ticking a compliance box – it’s a critical component of attracting talent, managing taxes and securing your financial future.

Thursday, July 31, 2025

By making smart moves now around gifting, charitable giving and estate planning, you can take advantage of time-sensitive opportunities that not only reduce your tax burden – but also help secure your financial legacy.

Wednesday, June 25, 2025

Representatives from Davie Kaplan were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada.

Monday, June 2, 2025

As we cross into the second half of the year, it’s a great time for business owners to step back and ask: Is your business retirement plan still aligned with your goals?

Thursday, May 8, 2025

Tax season can bring unexpected outcomes—sometimes pleasant, sometimes frustrating. A proactive...

Tuesday, April 1, 2025

As you build wealth, smart tax strategies can help optimize your investment returns. A tax-efficient portfolio makes your money work...

Saturday, March 1, 2025

You know you need an estate plan, but how to begin? A good plan gives you control over your future and your family’s financial security...

Monday, February 3, 2025

The IRS raised 2025 retirement plan limits, creating new ways to grow your savings. Here’s what’s changing and how it could affect you...

Thursday, January 9, 2025

As 2025 begins, it’s a fresh start—a perfect time to review your goals and improve financial habits for a stronger year ahead...

Friday, December 6, 2024

As 2024 ends, Davie Kaplan reflects on a year of growth, exciting changes, and a strong commitment to serving our clients and community…

Thursday, November 7, 2024

Balancing charitable goals with financial planning is tough. Charitable trusts can support causes while offering tax-saving benefits...

Wednesday, October 9, 2024

Succession planning is critical for small business owners nearing retirement, passing the business on, or just starting to plan...

Thursday, September 26, 2024

Davie Kaplan is here to keep you updated on key regulatory changes—like this year’s new BOI reporting rules under the Transparency Act...

Tuesday, August 27, 2024

Starting a medical career brings excitement and challenges. Without sound planning, financial missteps can hinder long-term success...

Monday, July 29, 2024

We’re excited to share that, starting July 29, 2024, Davie Kaplan will move to 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618.

Monday, June 24, 2024

Saved money and ready to invest? Though it can feel daunting, smart investing can grow your wealth and help secure your financial future...

Friday, May 24, 2024

As your parents age, understanding their finances is key. Whether supporting health needs or managing estates, visibility is essential...

Thursday, April 18, 2024

Election years bring intense media and debates, leading many to wonder how the presidential race affects financial markets. Some even...

Monday, February 26, 2024

Estate and gift tax laws are changing—understanding these shifts is crucial for your financial future and passing on your estate...

Tuesday, February 6, 2024

In today’s job market, a strong 401(k) plan can set you apart—helping you attract top talent and boost long-term employee retention…

Friday, January 19, 2024

Tax season is underway with IRS changes for 2023 filings. Everyone should review updates to ensure accurate and timely tax returns...

Tuesday, December 19, 2023

As a new year begins, it’s easy to zero in on growth goals like sales expansion and hiring—but don’t forget to align your tax strategy…

Tuesday, December 5, 2023

A 529 plan isn’t just for 4-year colleges—it can fund trade school, apprenticeships, or student loan repayment. It’s a smart way to…

Tuesday, November 28, 2023

The holiday season brings reflection, gratitude, and excitement. Nearly 30% of all annual giving happens in December. Giving...

Tuesday, October 17, 2023

Women face unique financial challenges. Taking time off work to care for family can greatly impact their ability to save for retirement...

Thursday, October 12, 2023

With so many Medicare options, choosing wrong could cost you thousands. My goal is to help you avoid costly mistakes and stay covered...

Wednesday, September 20, 2023

With fall festivities and football, tax season feels far off. But business owners should start planning for taxes now to avoid stress...

Friday, September 15, 2023

Doctors, dentists, and nurses can have complex finances—yet little time for tax planning. Proactive strategies can make a big difference…

Wednesday, August 2, 2023

Estate tax limits may drop after 2025, reverting to pre-2017 levels. Without action, exclusions could shrink to $6.8 million per person...

Friday, July 21, 2023

Midyear summer lull is prime time to start planning for next tax season. Most wait until February, but earlier prep brings benefits...

Wednesday, July 12, 2023

No one wants to lose their hard-earned wealth, yet it happens often. Here are eight common mistakes made by high-net-worth individuals...

Thursday, June 22, 2023

As a dentist, your practice’s success drives your finances. A tax-smart plan helps you pursue your personal and professional goals...

Tuesday, June 6, 2023

Many focus on taxes only in spring, but the best wealth managers evaluate your tax liabilities all year long in every piece of advice...

Tuesday, May 30, 2023

Many parents dream of their kids graduating college, but four-year schools aren't the only path that can lead to good careers and success…

Thursday, April 20, 2023

Most families want to avoid disputes or high taxes on inheritances. Smart wealth management can help keep harmony and protect assets…

Monday, April 10, 2023

Retirement costs more than you think. Early planning is key. Most Americans have under $20K saved, and Social Security may not be enough...

Tuesday, March 21, 2023

Managing assets alone or with many professionals can be stressful. Switching to a unified approach may ease tracking and reduce stress...

Wednesday, March 15, 2023

The Silicon Valley Bank (SVB) closure was one of the largest failures in history, raising concerns about the broader financial system.

Tuesday, February 21, 2023

Tax season is underway with IRS changes for 2022 filings. Here’s what you should know to be ready and prepped for this year’s tax return...

Thursday, January 26, 2023

Wealth management is more than standard financial planning; it takes a holistic look at a client’s entire financial picture and goals...