Client Update: Fall 2015

This issue’s topics include:

  • Fourth quarter tax planning – It’s how you finish that counts
  • Going back to school? Your costs may be deductible
  • Supreme Court rules on ACA
  • Give your kids the power of a Roth IRA
  • Talk finances with your parents
  • Smoothing your cash flow could save your business


Click Here to Download

Insero & Company understands that 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.

As always, we hope you enjoy this edition of our newsletter and we look forward to receiving your feedback. Should you have any questions regarding the information contained in the attached materials or our service offerings, please feel free to contact me directly.

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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