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.


CTBK Face Value, Episode 2: Top Five Estate Planning Mistakes

Sep 25, 2017

In this episode of CTBK Face Value, we discuss the top 5 estate planning mistakes business owners make. This episode was hosted by Cheryl Jankowski, a CTBK partner focusing on estate planning. Cheryl works extensively with clients to structure estate plans that include the use of GRATs, defective trusts and family partnerships.


CTBK Face Value, Episode 1: Business Valuation

May 01, 2017

Our first episode of CTBK's Face Value discusses the benefits of understanding the value of your business to reach short-term and long-term goals.  This episode was hosted by Eric Colca, a CTBK partner focusing on business valuation.  Eric assists business owners with a distinctive CTBK service called Managing For Value.  Contact Eric Colca or your CTBK contact for questions at 716-630-2400.


Do you need to file a 2016 gift tax return by April 18?

Feb 16, 2017

Last year you may have made significant gifts to your children, grandchildren or other heirs as part of your estate planning strategy. Or perhaps you just wanted to provide loved ones with some helpful financial support. Regardless of the reason for making a gift, it’s important to know under what circumstances you’re required to file a gift tax return.

Some transfers require a return even if you don’t owe tax. And sometimes it’s desirable to file a return even if it isn’t required.

When filing is required

Generally, you’ll need to file a gift tax return for 2016 if, during the tax year, you made gifts:


Curling at Buffalo Riverworks

Apr 05, 2016

On Friday, March 18th, CTBKers, friends and family bundled up to spend the evening throwing stones at Buffalo Riveworks.  We were a little unsteady at first, but the instructors showed us the way and we quickly became curling champions. It's definitely harder than it looks, but a great time.  It was a perfect evening to get away and unwind from the busy season hours.  We can't wait to try it again next year.

 


The Niagara Frontier Chapter of CFMA hosts "The Economist Who Loved Me"

Mar 01, 2016

The Niagara Frontier Chapter of Construction Financial Management Association hosted "The Economist Who Loved Me" presented by Anirban Basu on March 14, 2016. This interactive session provided a detailed, data-driven update of the performance of the global, national and relevant regional economy. Special attention was given to key aspects of economic life, including trends characterizing financial, real estate, energy and labor markets and their collective impact on the outlook for construction.

Click the article for additional details.

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