Viewpoints
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Welcome to Viewpoints for 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.
The Difference Between an Ordinary CPA and a Trusted Advisor
Tom Bonadio
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.
Are You Eligible for the Newly Expanded Work Opportunity Tax Credit?
Rick Doe
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.
Healthcare – A Nightmare For Boomers
Jack Capron
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.
Smart Owners Reduce Retirement Tax Bite (View)
Eileen Semmler
Chances You'll Be Audited and What To Do If You Are (View)
Bruce Zicari
The Rise of the Mega Regional Accounting Firm (View)
Tom Bonadio
Four Critical Decisions to Make at Retirement (View)
Bob Bleier
Disclaimer: The Bonadio Group provides the information in Viewpoints for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in Viewpoints are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
