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.
Cheryl Jankowski and Mike Schaffstall discuss Implications of the 2017 Tax Act and planning for Individuals
Garret Alexin, Gina McDonough, and Jon Pellish discuss the tax reform provisions relevant to partnerships, S corporations, and sole proprietors.
Charlie Chiampou and Mary Horbachewski discuss how recent tax provisions might impact businesses and resulting tax planning considerations.
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.
In this episode of CTBK Face Value, we discuss what you really need to prepare your tax return. This episode was hosted by Joanne Bender, a tax senior manager, and Lynne Gross, a tax manager, at CTBK. Joanne and Lynne provide tax consulting and tax return compliance services for clients year-round.
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.
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.
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.
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.