General

Sansiveri Welcomes Ron Dean to Firm as Tax Manager

Sansiveri is pleased to announce the hiring of Ron Dean, CPA, MST, as a Tax Manager in the firm. Ron has over nine years of experience providing tax compliance and year-round tax consulting. He works with both high net worth individuals and business entities including corporations, partnerships, and LLCs in...

PBN’s Five Questions With Michael DeCataldo

Michael DeCataldo

When should folks start thinking about year-end tax planning? Why? It is never too early to start thinking about tax planning.  The tax law is complicated and the interaction of various tax provisions must be considered when making decisions that affect your taxes.  A simple example is the prepayment...

Summary of the “TAX CUTS AND JOBS ACT”

-by Ron Dean, Tax Manager; reviewed by David Gobeille, Partner The House and Ways Committee released an initial draft of tax reform legislation on November 2, 2017. The “Tax Cut & Jobs Act” provides significant changes to tax rules for both individuals and businesses. Although this legislation is probably...

2017 November News in Review

Sansiveri’s 2017 November News in Review is a summary of news, events and links that we shared throughout the month of October. Just in case you missed an earlier post or email, this issue includes information about the IRS 2018 tax benefits and limitations announcement; year-end tax planning considerations;...

Sansiveri Promotes Three

Sansiveri is pleased to announce the promotions of Jordan Rossi, CPA, to Senior Accountant; and Andrea (Sciamacco) Duffney, CPA, and Cody Lange to Senior Tax Specialist. “We are very pleased with Jordan, Andrea and Cody, who are well-deserving of their respective promotions. They approach their job with professionalism and initiative,...

IRS Announces 2018 Tax Benefits and Limitations

-by Mike Raftery, CPA The IRS recently released the 2018 figures under current tax law for the following tax benefits and tax limitations that we wanted to pass along. Note that these figures come with the caveat that pending “tax reform” legislation may change these results. Personal Deductions -Personal...

Tax-Advantaged Health Accounts

Which tax-advantaged health account should be part of your benefits package? On October 12, an executive order was signed that, among other things, seeks to expand Health Reimbursement Arrangements (HRAs). HRAs are just one type of tax-advantaged account you can provide your employees to help fund their health care expenses....

Avoid Fake Charity Websites

Heads-up! Bad guys are exploiting the Las Vegas shooting. There are fake Facebook pages, tweets are going out with fake charity websites, and phishing emails are sent out asking for donations to bogus Vegas, Harvey and Irma Charities.  Don't fall for any scams. If you want to make a...