Viewpoints

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Demands upon union elected and management leadership for increased accountability, particulary in the wake of the effect of the economic downturn on pensions, and for sound business and financial management practices, has never been greater. 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.

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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Victimized by Fraud

John Olsen
Tags: Forensic accounting

According to John Olson, a CPA, Certified Fraud Examiner, and a partner in our Albany office, the financial pressures your employees may be experiencing could be the catalyst for their defrauding your business or organization. In this Viewpoint, John offers five simple, very low cost methods to help you uncover fraud, so that the end of 2008 can be a springboard to a great 2009.

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Seven “Ports” for Keeping Your Personal Financial Ship Safe!

Cynthia L. Turoski
Tags: Financial services Wealth management Financial planning

For most of us, the rough weather and stormy seas of the global financial crises has left our personal financial ship on the verge of floundering. To help us navigate these tricky waters Cynthia Turoski, CPA/PFS, CFP – the Managing Director of Bonadio Wealth Advisors – has some guidance how you can weather today’s rough waters with smart thinking, decisive planning, and disciplined decision making.

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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.