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C-Suiters in public companies are facing unparralled scrutiny of their company’s finances and financial reporting, in addition to increasingly complex tax and regulatory compliance requirements. Read or listen to what TBG partners and staff have to say about a wide variety of these issues, and share your observations and insights with your peers in this community.

Are You Ready for the New Proxy Rules?

Stan Konopko
Tags: Accounting firm CPA firm Enterprise risk management Internal controls

Thanks to Bernie Madoff and this economic crash, we’re going to be seeing a lot more regulatory activity coming from the SEC and other Federal agencies in the near future. In this Viewpoint, Stan Konopko, CPA, Partner and one of our firm’s enterprise risk management experts, discusses the first of these regulations: new compliance requirements for public company proxy disclosures, and what your company should be doing.

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Roth IRAs - To Convert or Not Covert

Terri Conrad Regan
Tags: Accounting firm CPA firm Wealth management Financial planning

If you’re holding a traditional IRA, then you should be considering a conversion to a Roth IRA. But is this strategy really all that it’s cracked up to be, and right for you? Hear, read and comment upon what Terri Conrad Regan, CPA/ABV, JD, MBA has to say.

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“Energizing” Tax Credits

Heather Leggiero
Tags: Accounting firm CPA firm Business tax preparation

Heather Leggiero, CPA, JD describes five different credits that can help you minimize taxes and “go green” at the same time.

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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.

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The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.