CTBK Face Value, Episode 9: Employee Benefit Plans

Mar 28, 2018

In this episode of CTBK Face Value, we discuss 5 ideas to help ensure your company's employee benefit plans remain compliant. This episode was hosted by Andy Neyman, a CTBK principal specializing in employee benefit plan audits and providing benchmarking analyses to clients of various plan sizes.


CTBK Face Value, Episode 8: NYS Residency Audit

Feb 26, 2018

In this episode of CTBK Face Value, we discuss New York State Residency Audits and the requirements involved in filing as a part-year resident or nonresident of New York State. This episode was hosted by Jon Pellish, a CTBK partner specializing in New York State nonresidency planning and audit defense. Jon provides tax compliance and consulting for businesses, high net worth individuals and private equity firms.


CTBK Face Value, Episode 7: Tax Reform

Jan 11, 2018

In this episode of CTBK Face Value, we discuss ways to maximize your tax benefits in 2017. This episode was hosted by Mary Horbachewski, a tax principal at CTBK. Mary provides tax consulting and tax return compliance services for clients year-round. Her primary expertise lies in the tax accounting area, effects of taxation to pass-through entities, and business and individual tax planning.


CTBK Face Value, Episode 5: Business Process Reviews

Oct 26, 2017

In this episode of CTBK Face Value, we discuss the service line created to further help our clients called Business Process Reviews. This episode was hosted by Gene Kershner, a CTBK partner focusing on providing assurance services, business process reviews, employee benefit plan audits, and mergers and acquisition services for his clients.


CTBK Face Value, Episode 4: Helping Hands

Sep 25, 2017

In this episode of CTBK Face Value, Bob Travis and Lisa Szarleta discuss a topic CTBK is very proud of, giving back to our community. Since the establishment of our Helping Hands committee, our firm has spent 50 days together volunteering with various Western New York organizations.


CTBK Face Value, Episode 3: Workplace Fraud

Sep 25, 2017

In this episode of CTBK Face Value, we discuss the 2016 Global Fraud Study and provide tips on ways to mitigate fraud at your company. This episode was hosted by Kelly Besaw, a CTBK partner focusing on providing auditing, business valuation and litigation support services to businesses. Kelly is a Certified Valuation Analyst.  Contact Kelly Besaw or your CTBK contact for questions at 716-630-2400.

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