Archive for October, 2016

Tax Alert- Tax-smart options for your old retirement plan when you change jobs

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement plan to get lost in the shuffle. But to keep building tax-deferred savings, it’s important


Posted In: Alerts & Advisories

Michael Barbera Published in Financial Advisor

Principal Michael Barbera was quoted in the Financial Advisor article, “Tax Tips To Close 2016,” which discusses how the upcoming tax season possesses new obstacles due to the IRS changing the filing deadline for partnerships


Posted In: Articles

Am I Working For A Living Or Something More?

The Business Valuation and Forensic Accounting team has released the third installment in a series of educational videos. In this video titled, Am I Working For A Living Or Something More?, Partner Marc Bello and Principal Jason Pierce


Posted In: Alerts & Advisories, News, Videos