Client Update Newsletter: Winter 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact business owners and financial professionals like you. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Health care reform law gets underway for individuals
  • Year-End Tax Moves
  • 1099s: A little form with a painful bite
  • Business or hobby? Nine factors help the IRS decide
  • Financial tips for the 20-something generation
  • How to handle the financial issues after the death of a spouse

Coffee and Tablet

International Banking & Tax Update

Join us for the final installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price.

In today’s global economy, many local businesses are beginning to expand beyond our country’s borders. Join us for an International Banking & Tax Update presented by Richard Krucher, CPA of Insero & Company CPAs, P.C. and Grace Jahng of JPMorgan Chase & Co.

Click Here for More Information and Registration

Woman with Globe

When: Wednesday, November 20, 2013, 8am-10am
Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534
Cost: $30 per person
Presented By: Richard Krucher, CPA, Insero & Company CPAs, P.C. and Grace Jahng, JPMorgan Chase & Co.

To receive updates on future events, please join our mailing list.

Insero & Company Names New Partners

Insero & Company CPAs, P.C. announced today that Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE have been admitted as partners in the firm.

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael specializes in tax compliance and has been advising corporations, partnerships, individuals, and tax-exempt organizations on tax matters since 1978. He has extensive experience working with closely held businesses in the retail, distribution, manufacturing, construction and service industries. He holds a Bachelor of Science in Accounting from Rochester Institute of Technology and is licensed as a Certified Public Accountant in New York. Michael resides in Webster, NY with his wife, Sandy, and their three children, and has been actively involved with the Greater Rochester YMCA.

Jennifer has been with the firm since 2000 and specializes in accounting and auditing with an emphasis on employee benefit plan audits. She leads the planning and execution of audits for large multi-national clients, as well as many closely held middle market corporations. She has also helped to grow the company’s benefit plan audit practice into one of the 25 largest benefit plan audit practices in the United States. She holds a Bachelor of Science in Accounting from the State University of New York, College at Brockport, and is a Certified Public Accountant and Certified Fraud Examiner. Jennifer resides in Penfield, NY with her son, and has been actively involved with the Susan B. Anthony House.

Rochester-based Insero & Company CPAs, P.C. is one of the largest accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero & Company specializes in Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for not-for-profit organizations and companies of all sizes.

Client Update Newsletter: Fall 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact small business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Manage your MAGI to preserve tax breaks
  • Embezzlement: You need to know how it works to prevent it
  • Index funds could be the right investment choice for you
  • Do you have obsolete inventory?
  • Don’t get tripped up by a wash sale
  • Look into energy credits
  • 2014 HSA contribution limits released
  • What are the odds for audit selection?

Click Here to Download the Newsletter

Coffee and Tablet

DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors & Recent Trends in IRS Audits

Join us for the 3rd installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price. This month features an update on DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors presented by Denise Metivier & Dusty Faske and Recent Trends in IRS Audits presented by Richard Krucher.

Click Here for More Information and Registration

Capitol Hill

When: Tuesday, August 27, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through August 13th with $10 Early Bird Discount)

Presented By

Denise Metivier, Dusty Faske & Richard Krucher
Insero & Company CPAs, P.C.

To view additional upcoming events, please visit our website.

To receive updates on future events, please join our mailing list.

Client Update Newsletter: Summer 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact small business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Give your children a good financial education
  • Recordkeeping: How to get all that paper under control
  • Six mistakes to avoid in selling your business
  • Tax Talk: Check your withholding and Don’t fall for bogus IRS e-mails
  • Can happy employees equal healthy profits?
  • Foreign assets may require two filings

Click Here to Download the Newsletter

Coffee and Tablet

4th Annual Tax Update

Join us for our 4th Annual Tax Update as we kick-off the 2013 CPE Series. Insero & Company’s CPE Series seminars provide financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price.

2013 CPE Series Logo-01

Whether you have 5 employees or 500, change may be on the horizon for your business.

  • Get up to speed on current rules and regulations
  • Be aware of changes that could increase your tax bill
  • Plan for changes to keep your effective tax rate low

Click Here for More Information and Registration

When: Tuesday, June 18, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through June 4th with $10 Early Bird Discount)

 

Presented By

Steven Mills, CPA, Partner, Insero & Company CPAs, P.C.

Don Susswein, Principal, Washington National Tax, McGladrey LLP

Mark Peterson, President & CEO, Greater Rochester Enterprise

 

The dates and topics for the remainder of the series will be announced at the Tax Update on June 18, 2013. If you are unable to attend, but would like to receive updates on future events, please join our mailing list.