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Accountants emphasize year-round tax planning benefits in New York
Accountants in New York highlight year-round tax planning to maximize savings, improve cash flow, and avoid surprises before tax season.
The real financial risk isn’t just volatility — it’s complexity | Viewpoint
Commentary: The real risk in M&A isn’t just volatility; it’s the disjointed systems that fail to connect the dots.
The most overlooked tax planning window of the year | Viewpoint
Commentary: For many taxpayers, April 15 feels like a finish line. But from a tax planning perspective, the period immediately after Tax Day is often one of the most important times of the year.
Local experts share insights on how to thrive in retirement
Local financial experts in a retirement planning panel say thriving in retirement involves more than just money.
Maximizing bonus depreciation under One Big Beautiful Bill | Viewpoint
Discover how Rochester businesses can benefit from 100% bonus depreciation and expanded Section 179 expensing under the new tax law.
New tax law drives estate, giving and 529 strategies
Financial experts weigh in on new tools like DAFs, 529 changes and estate tax updates spurred by the One Big Beautiful Bill Act.
Avoiding retirement disasters from the inside out | The Informed Investor
Avoid these 11 common mistakes retirees make, from bad Social Security timing to inflation blind spots, and improve your financial success in retirement.
Avoiding pitfalls when planning for business succession
Experts say early planning, backup strategies and the right team are key to avoiding costly business succession planning mistakes.
