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Monday, January 20, 2020 What the SECURE Act may mean for your tax, retirement and estate plans

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law on December 20, 2019, with significant changes to IRAs, Roth IRAs and qualified retirement plans (401(k), 403(b), government 457 plans, etc.). While there are many changes involved with this new tax law, below is a summary of the...Read more

Tuesday, January 14, 2020 THE BONADIO GROUP PROMOTES FIVE TO PARTNER AND TWO TO EVP

Rochester, N.Y., January 14, 2020—Effective January 1, 2020, nationally ranked Top 50 CPA firm The Bonadio Group promoted seven employees to Partner and Executive Vice President (EVP) in four of its New York State offices. New Partners include Lynn Keck and Paul Mayer in Rochester; Gloria Nostramo and Ariel Ammirato in Albany; and Michelle...Read more

Friday, January 10, 2020 BEACON SOLUTIONS GROUP NAMES ANDREA HAGEN CHIEF OPERATING OFFICER

Contact: Colleen Bennis, (585) 389-1865 cbennis@mower.com Beacon Solutions Group NAMES ANDREA HAGEN CHIEF OPERATING OFFICER Rochester, N.Y., January 14, 2020 —Effective January 1, 2020, Andrea Hagen has been named Chief Operating Officer (COO) at Beacon Solutions Group, a subsidiary of nationally ranked top 50 CPA firm The...Read more

Friday, January 10, 2020 Final regs issued preventing clawback on gifts made prior to 2026

Final regs issued preventing clawback on gifts made prior to 2026 By Cathy Johnson, CPA, Principal The IRS recently released final regs clarifying that gifts made before 2026 using the higher lifetime exemption amounts available under the Tax Cuts and Jobs Act (TCJA) will not be harmful to estates after 2025. The final regs also...Read more

Friday, January 10, 2020 The company car: A valued fringe benefit for company owners and key employees

The company car: A valued fringe benefit for company owners and key employees By: Emily DiGesare and Cheryl Prout The company car has long been a popular perk or fringe benefit for company owners and key employees. This benefit yields substantial non-tax as well as tax benefits for the owner and employee, as...Read more

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Media and Communications Inquiries:

To help expedite media and other communications inquiries, please contact the following Bonadio marketing team members:

    • Albany Office
    • Angela LaTerra
    • Marketing Manager
    • 518-250-7709
    • alaterrra@bonadio.com
    • Buffalo Office
    • Carrie Callahan
    • Marketing Manager
    • 716-250-7866
    • ccallahan@bonadio.com
    • Rochester Office
    • Laura Meyers
    • Manager of Corporate Communications and Event Marketing
    • 585-203-9486
    • lmeyers@bonadio.com
    • Syracuse Office
    • Katie Lindsey
    • Marketing Manager
    • 315-565-3622
    • klindsey@bonadio.com