In this month’s market update video, Ivan Gruhl, CFA?, Co-Chief Investment Officer at Avantax provides a recap of returns for February and then shifts to an update on policies in Washington, a slowing economy and our outlook going forward. https://bit.ly/3FkRRUg
Davie Kaplan, CPA, P.C.
会计
Rochester，New York 1,149 ä½å…³æ³¨è€…
Where tax and wealth management share a seat at the table
关于我们
Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle. Securities offered through Avantax Investment Services? Member of FINRA, SIPC (www.FINRA.org, www.SIPC.org) Please visit https://avantax.com/about/legal-compliance-policies/social-media-policy for more information. Investment advisory services offered through Avantax Advisory Services?. Investment Management Solutions (IMS) Platform programs and services offered through Avantax Advisory Services?. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management? or its subsidiaries. Avantax Wealth Management? is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
- 网站
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https://www.daviekaplan.com
Davie Kaplan, CPA, P.C.的外部链接
- 所属行业
- 会计
- 规模
- 51-200 人
- 总部
- Rochester，New York
- 类型
- ç§äººæŒè‚¡
- 创立
- 1934
- 领域
- Business & Personal Taxationã€Audit/Review/Compilation Servicesã€Bookkeeping & Small Business Servicesã€Cost Segregationã€Tax & Estate Planningã€Internationalã€Succession Planningã€Fiduciary & Gift Taxationã€Mergers & Acquisitionså’ŒBusinesss Valuations
地点
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主è¦
获å–路线
100 Meridian Centre Blvd
Suite 200
US，New York，Rochester，14618
Davie Kaplan, CPA, P.C.员工
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Jeanne E. Morelli
CPA/PFS, Davie Kaplan, CPA, P.C.
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Brian Sauers
Shareholder at Davie Kaplan, CPA, P.C. - Consultant to closely held businesses and the individuals & families that own them
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Christopher L. Sassone, CFP?, CLTC
Financial Advisor at Davie Kaplan Wealth Care Advisors
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Bryan Gray
Member & Co-Founder at Oak Crest Advisory, LLC
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IRAs and 401(k)s are two of the most popular retirement savings accounts for private sector employees. Many individuals have at least one, and often several, of these accounts. Curious about the differences and benefits? Check out this article to learn more! https://bit.ly/3CyyDJE
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An effective estate plan can provide you with a measure of control over your future, as well as the future of your estate and your family’s financial well-being, even after you’re gone. Building that estate plan, however, can be overwhelming, but it doesn’t have to be. Here are some key estate planning steps and strategies to consider: https://bit.ly/3DH36FV
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Please send in your tax organizers as soon as possible. We're working diligently to get everything finalized and filed on time. If you have any questions, don't hesitate to reach out to us. https://bit.ly/3Q9rJgu
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If your business is taxed as a partnership or S corporation, please note that the tax filing deadline is approaching on March 17th. To avoid any late filings or penalties, contact us today for assistance. https://bit.ly/3Q9rJgu
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