Viewpoints
Knowledge shared and grown for the...
Individuals Community
Protecting and growing personal assets is top of mind for just about everyone these days. Read or listen to what TBG and BFS partners and staff have to say about a wide variety of personal financial planning and management issues, and share your observations and insights.
Impact of Obama Administration on Estate Planning
Jack Capron
Tags: Accounting firm CPA firm Business tax preparation Succession planning Financial planning
There’s a spike in estate taxes looming on the horizon and Jack Capron, CPA has information, insights and guidance on what you should be doing right now to protect your estate. While we may see legislative relief, there are still certain initiatives that you can do right now to position your family to maximizing opportunities and minimizing potential harm to your estate. Jack shares these in his latest Viewpoint.
Do You Need a “Personal CFO”?
Cynthia L. Turoski
Tags: Accounting firm CPA firm Wealth management Financial planning
Just like a company has a CFO, you and your family might benefit from having a “Personal Chief Financial Officer” – a highly trained and qualified professional responsible for planning, and oversight of your personal finances, and management of your insurance, investment, legal and accounting team.
Click to learn (and comment upon)what a Personal CFO is, what they do, and the peace of mind they can deliver in this Viewpoint by Cyndi Turoski, Managing Director of Bonadio Wealth Advisors.
Is the Time Right to Transfer Your Family Company?
Anthony Duffy
Tags: Accounting firm Business valuation Business tax preparation Succession planning
Gifting your family company is never an easy decision, but given the current economic situation, the time may never be better. In his latest Viewpoint, find out why Tony Duffy, a Partner in our Albany office feels this way, and share your own insights and thoughts.
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.
ViewpointsFor 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. Click here to learn more. Estate Tax Webinar
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