Viewpoints - Individuals For individual clients, The Bonadio Group combines tax planning and preparation services, financial and estate planning, and wealth management services into a "whole picture" view for optimizing ways to help you grow and protect your assets.

We are pleased to offer the following thought leadership pieces.
For individual clients, The Bonadio Group combines tax planning and preparation services, financial and estate planning, and wealth management services into a "whole picture" view for optimizing ways to help you grow and protect your assets.

We are pleased to offer the following thought leadership pieces.
The Bonadio Group http://viewpoints.bonadio.com/categories/view/11 Thu, 21 Aug 2008 00:28:28 +0000 en-us Copyright 2008 The Bonadio Group The Difference Between an Ordinary CPA and a Trusted Advisor Tom Bonadio, Managing Partner of the Bonadio Group, is going to discuss the need for a bond between you and your CPA, built around trust. Tom Bonadio Fri, 1 Feb 2008 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/52-rss.mp3 Are You Eligible for the Newly Expanded Work Opportunity Tax Credit? Did you hire any employees in the last 28 days? You may be eligible for a tax credit from the IRS of up to $2,400 per new hire! We are proud to present this Viewpoint on the Work Opportunity Tax Credit, or WOTC, by Rick Doe, Esq.; our resident tax credit expert and a member of TBG’s Small Business Advisory Group. Rick Doe Mon, 17 Dec 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/45-rss.mp3 Healthcare – A Nightmare For Boomers Jack Capron, CPA, who is an estate and tax-planning expert from our Syracuse office will be discussing the looming healthcare crises for baby boomers, and offers his insights on available healthcare programs and services. Jack Capron Mon, 8 Oct 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/39-rss.mp3 Smart Owners Reduce Retirement Tax Bite Eileen Semmler, CPA, and a partner in our tax department, is going to discuss how smart owners can reduce their retirement tax bite. Eileen Semmler Mon, 2 Jul 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/31-rss.mp3 Chances You'll Be Audited and What To Do If You Are Bruce Zicari, CPA, and Partner in Charge of our Small Business Advisory Group will be discussing the chances that you will be audited, and what to do if you are. Bruce Zicari Sun, 29 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/20-rss.mp3 The Rise of the Mega Regional Accounting Firm Founder and managing partner, Tom Bonadio, CPA discusses accounting industry changes that have lead to the creation of mega-regional accounting firms, and the benefits of mega-regionals for clients and staff. Tom Bonadio Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/14-rss.mp3 Four Critical Decisions to Make at Retirement Bob Bleier, NASFC, CFP and a Director of Bonadio Financial Services provides an overview of investment vehicles, timing of distributions, choosing the right distribution option and selecting beneficiaries as part of the critical decisions that individuals need to make at retirement. Bob Bleier Mon, 2 Apr 2007 00:00:00 +0000 http://viewpoints.bonadio.com/mp3_files/download/17-rss.mp3