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Tag Archives: Keeping Your Balance

Keeping Your Balance: Top 10 key cybersecurity recommendations for 2019

Jackie Lee

Cyberattacks are increasing in sophistication and magnitude of impact across all industries globally. According to a recent report issued by the U.S. Security Exchange Commission (SEC) the average cost of a cyber data breach is $7.5 million and is continually ...

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Keeping Your Balance: Estate planning strategies under the Tax Cuts and Jobs Act of 2017

Anthony Sandonato

The provisions of the Tax Cuts and Jobs Act of 2017 (the Act) present significant opportunities for estate planning. Below is a summary of the key provisions under the Act and a discussion of key estate planning strategies to consider. ...

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Keeping Your Balance: Tax reform – key changes to consider in connection with year-end tax planning


A number of the tax reform provisions favorably impact accounting methods for federal income tax purposes, including full expensing and the small taxpayer simplification. First, the new law extends and modifies bonus depreciation through 2026 (or through 2027, for longer ...

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Keeping Your Balance: Guidance issued regarding Paid Family and Medical Leave Credit


The IRS recently issued Notice 2018-71 providing guidance on the employer credit for paid family and medical leave under Section 45S of the Internal Revenue Code. Section 45S establishes a general business credit that employers may claim based on a ...

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Keeping Your Balance: The ‘Silver Tsunami’ and its effect on the transition of Rochester businesses

The statistics are clear: The age landscape is changing and will continue to change in the next decade and the Greater Rochester Area is not immune to this impending “Silver Tsunami.” Consider the following facts and figures… At a Macro ...

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