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

Kimberly Gangi is the head of Insero & Co.'s Small Business/Outsource Accounting Services Group with over 19 years of experience in public accounting. Kim provides Outsource CFO and year-end accounting services for her clients. She also assists clients with banking and financing issues, preparing budgets and cash flow forecasts and establishing internal procedures and processes. Kim holds a Bachelor of Science in Accounting from the State University of New York, College at Geneseo and is a Certified Public Accountant in New York State. She is a member of the American Institute of Certified Public Accountants and the New York Society of Certified Public Accountants. Kim is also the Immediate Past President of the Small Business Council of Rochester.

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Posted in Business Updates

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