7 Things All CFOs Should Know About Cyber Security

Join us for the third installment of Insero & Company’s Accounting & Finance Education Series, designed for business owners, management, and accounting and finance professionals. Each passing year produces new challenges and risks for corporate cyber security. Michael Montagliano, Chief Technologist of IV4 will identify trends that demonstrate a change in approach to cyber standards that will necessitate organizations to take stronger actions and safeguards to protect against financial, legal, and intellectual property theft exploitation.

CPE Series

Click Here for More Information and Registration

When: Tuesday, September 23, 2014, 8am-12pm
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per participant ($25 per participant through September 9th with Early Bird Discount)
Presented By: Michael Montagliano

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A Tour through QuickBooks' Payroll Setup Tool

The QBC: QuickBooks® Client Newsletter

Getting QuickBooks ready to process payroll is a complex, time-consuming process. Here’s what you can expect.

Payday. You look forward to it when you’re young and working at your first part-time job.

But as a grown-up who needs to start processing payroll for your employees, you probably anticipate it in a different way, perhaps even with a sense of dread. QuickBooks handles the real grunt work once you’ve done the initial setup, but those early hours you spend preparing to print your first paycheck can be challenging.

Fortunately, QuickBooks’ payroll setup tool can guide you through the process. Once you’ve signed up for payroll, open the Employees menu and select Payroll Setup.

QuickBooks Payroll SetupFigure 1: The QuickBooks Payroll Setup tool tells you’ll what information you need to supply in order to start paying employees.

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Ethics

Join us for the second installment of Insero & Company’s Accounting & Finance Education Series as we take an in-depth look at ethical issues facing accountants and business professionals today. This course satisfies the New York State Professional Ethics requirement for Certified Public Accountants.

CPE Series

When: Tuesday, August 12, 2014, 8am-12pm
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $60 per participant ($50 per participant through July 29th with Early Bird Discount)
Presented By: Presented by Heidi Tribunella, MS, CPA and Dr. Thomas Tribunella, CPA

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5th Annual Tax Update

Join us for the latest IRS and NYS initiatives including an update on IRS audit procedures and current audit focus areas, NYS tax reform (estate tax, credits, etc.), and a few topics relevant to businesses operating in other New England states.

CPE Series

Click Here for More Information and Registration

When: Tuesday, June 17, 2014, 8am-10am
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per person
Presented By: Presented by Harlan J. Kwiatek, CPA, JD, LLM, Partner – New York, State and Local Tax, McGladrey LLP

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Estate Planning Tip: Grantor Trust Information Reporting Requirements

Trustees of grantor trusts need to be aware of additional expenses associated with meeting information reporting requirements.

Grantor trusts are disregarded for tax purposes and are commonly used in many estate plans, but they can be confusing. Many trustees believe that since the trust is disregarded for tax purposes it does not have any information reporting requirements. However, the trustee is required to report the items of income, expense, and credit to the IRS and to the grantor of the trust.

Man Filling out Tax Form (more…)

Let Me Pour You a Drink!

2014 Guest Bartender

Really! I’ll be tending bar at The Grill at ONE to benefit the Flower City Habitat for Humanity Women Build on Wednesday, April 30, 2014.

Each year Insero & Company’s employees raise funds and volunteer their time to help build a home for a low-income family right here in Rochester. That’s why I’ve volunteered to step behind the bar and donate all cash tips from 5:30pm to 8:30pm. The event will also feature live music, free parking and drink specials.

I do hope you’ll join me and Team Insero for an evening of fun for a great cause!

Sincerely,
Steve

Who: Steve Mills

When: Wednesday, April 30, 2013, 5:30pm to 8:30pm
(I’ll be behind the bar from 6:30pm to 7:30pm)

Where: The Grill at ONE, 1 Ryan Alley, Rochester, NY 14607 (map)

Women Build Button

Insero & Company Named one of Rochester's Top Workplaces

Insero & Company CPAs, P.C. is pleased to announce that it has been ranked 3rd in the Small Business category of Rochester’s Top Workplaces and was the highest ranked accounting firm across all three categories.

2014 Top Workplaces Logo

“We are thrilled to receive this honor,” said Nancy Catarisano, Managing Partner of Insero & Company. “We believe that investing in our people is integral to our business, and we truly care about each person’s development and success. It takes every employee to make this a top workplace and I feel we have an awesome team!”

Top Workplaces Celebration 03.27.14

The Top Workplaces are determined based solely on employee feedback. The employee survey is conducted by WorkplaceDynamics, LLP, a leading research firm on organizational health and employee engagement. WorkplaceDynamics conducts regional Top Workplaces programs with 40 major publishing partners across the United States. Over the past year, more than 5,000 organizations and 1 in every 88 employees in the U.S. have turned to WorkplaceDynamics to better understand what’s on the minds of their employees. Through its workplace improvement offerings, WorkplaceDynamics provides solutions, training and tools to help clients improve their workplace. 870 local businesses were invited to participate in the Rochester’s Top Workplaces survey and over 12,000 employees were ultimately surveyed. The Small Business category included companies with between 35 and 124 employees in the region, Midsize with between 125 and 399, and Large with 400 or more.

For more information about the Top Workplaces lists and WorkplaceDynamics, please visit www.topworkplaces.com and www.workplacedynamics.com.

Insero & Company is one of the leading accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York with offices in Rochester and Corning, New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero’s specialty services include Small Business, Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for businesses and not-for-profit organizations of all sizes.

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