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CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as KEY TAX CHANGES IN THE AMERICAN RESCUE PLAN ACT OF 2021 On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 which included extensions and expansions of many popular COVID-19 relief provisions. COST SEGREGATION CALCULATOR FROM DAVIE KAPLAN CPAS Cost Segregation Calculator. The Davie Kaplan Cost Segregation Calculator is proprietary and is used to estimate the potential tax benefits of conducting a cost segregation study. Fill out the information below and we will get back to you with estimated total additional first year depreciation, current year tax savings andcumulative present
ALAN RICH BECOMES PARTNER DAVIE KAPLAN, CPA, P.C.is proud to announce that Alan E. Rich, Jr., CPA/ABV has been promoted to partner in the tax department. Alan is a graduate of Ithaca College and is a member of the Forensic and Valuation Services section of the American Institute of Certified Public Accounts along with being accredited in Business Valuations. FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as KEY TAX CHANGES IN THE AMERICAN RESCUE PLAN ACT OF 2021 On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 which included extensions and expansions of many popular COVID-19 relief provisions. COST SEGREGATION CALCULATOR FROM DAVIE KAPLAN CPAS Cost Segregation Calculator. The Davie Kaplan Cost Segregation Calculator is proprietary and is used to estimate the potential tax benefits of conducting a cost segregation study. Fill out the information below and we will get back to you with estimated total additional first year depreciation, current year tax savings andcumulative present
ALAN RICH BECOMES PARTNER DAVIE KAPLAN, CPA, P.C.is proud to announce that Alan E. Rich, Jr., CPA/ABV has been promoted to partner in the tax department. Alan is a graduate of Ithaca College and is a member of the Forensic and Valuation Services section of the American Institute of Certified Public Accounts along with being accredited in Business Valuations. FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees SERVICES - DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. TAX & ACCOUNTING RESOURCES Resources. There are many great resources on the internet, but trying to actually find them can be a frustrating experience. This compilation of resources is intended to serve as a convenient reference for your tax, accounting, and financial needs. New sources of information emerge every month so be sure to check back regularlyfor new links
CONTACT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 WEALTH CARE SERVICES AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CURRENT OPENINGS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PAYCHECK PROTECTION PROGRAM EXPIRATION DATE: 7/31/2021 PPP Paycheck Protection Program PPP Loan Forgiveness Application Form 3508S Revised January 19, 2021 SBA Form 3508S (01/21) Page 1 . PPP L.OAN . F. ORGIVENESS
DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
BLOG ARCHIVE
Employee Benefit and Retirement Plans: Everything You Need to Know. April 26, 2021. In today’s competitive market for talent, your employee benefits plan can play a significant role in attracting and retaining employees. It’s important read more. EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as KEY TAX CHANGES IN THE AMERICAN RESCUE PLAN ACT OF 2021 On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 which included extensions and expansions of many popular COVID-19 relief provisions. COST SEGREGATION CALCULATOR FROM DAVIE KAPLAN CPAS Cost Segregation Calculator. The Davie Kaplan Cost Segregation Calculator is proprietary and is used to estimate the potential tax benefits of conducting a cost segregation study. Fill out the information below and we will get back to you with estimated total additional first year depreciation, current year tax savings andcumulative present
FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
BLOG ARCHIVE
Employee Benefit and Retirement Plans: Everything You Need to Know. April 26, 2021. In today’s competitive market for talent, your employee benefits plan can play a significant role in attracting and retaining employees. It’s important read more. EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as KEY TAX CHANGES IN THE AMERICAN RESCUE PLAN ACT OF 2021 On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 which included extensions and expansions of many popular COVID-19 relief provisions. COST SEGREGATION CALCULATOR FROM DAVIE KAPLAN CPAS Cost Segregation Calculator. The Davie Kaplan Cost Segregation Calculator is proprietary and is used to estimate the potential tax benefits of conducting a cost segregation study. Fill out the information below and we will get back to you with estimated total additional first year depreciation, current year tax savings andcumulative present
FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to EmployeesCORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. NEWS & EVENTS ARCHIVE Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. December 23, 2020. On December 21, 2020, Congress passed a new round of Covid-19 stimulus and relief provisions as part of the Consolidated Appropriations Act. read more. WHO WE SERVE AT DAVIE KAPLAN CPAS Who We Serve. For over 75 years, we have been identifying new and promising opportunities that contribute to the profitability, growth and success of clients in many industries.Our one-on-one approach and personal commitment to your specific situation serves as the basis for the long-term relationships we have established with our clients. TAX & ACCOUNTING RESOURCES Resources. There are many great resources on the internet, but trying to actually find them can be a frustrating experience. This compilation of resources is intended to serve as a convenient reference for your tax, accounting, and financial needs. New sources of information emerge every month so be sure to check back regularlyfor new links
TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CURRENT OPENINGS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PAYCHECK PROTECTION PROGRAM EXPIRATION DATE: 7/31/2021 PPP Paycheck Protection Program PPP Loan Forgiveness Application Form 3508S Revised January 19, 2021 SBA Form 3508S (01/21) Page 1 . PPP L.OAN . F. ORGIVENESS
RECORD RETENTION INFORMATION FROM DAVIE KAPLAN CPAS Assuming that you’ve filed on time and paid what you should, you only have to keep your tax records for three years, but some records have to be kept longer than that. Remember, the three-year rule relates to the information on your tax return. But, some of that information may relate to DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. NEWS & EVENTS ARCHIVE Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. December 23, 2020. On December 21, 2020, Congress passed a new round of Covid-19 stimulus and relief provisions as part of the Consolidated Appropriations Act. read more.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
TAX & ACCOUNTING RESOURCES Resources. There are many great resources on the internet, but trying to actually find them can be a frustrating experience. This compilation of resources is intended to serve as a convenient reference for your tax, accounting, and financial needs. New sources of information emerge every month so be sure to check back regularlyfor new links
WEALTH CARE SERVICES AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CURRENT OPENINGS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. NEWS & EVENTS ARCHIVE Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. December 23, 2020. On December 21, 2020, Congress passed a new round of Covid-19 stimulus and relief provisions as part of the Consolidated Appropriations Act. read more.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
TAX & ACCOUNTING RESOURCES Resources. There are many great resources on the internet, but trying to actually find them can be a frustrating experience. This compilation of resources is intended to serve as a convenient reference for your tax, accounting, and financial needs. New sources of information emerge every month so be sure to check back regularlyfor new links
WEALTH CARE SERVICES AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CURRENT OPENINGS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPA & ACCOUNTING FIRM IN ROCHESTER NYDIRECTIONS & PARKINGBLOGCONTACTCOMMUNITY INVOLVEMENT AT DAVIE KAPLAN CPASPROCESS Bookkeeping & Accounting. Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More. DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. CONTACT DAVIE KAPLAN CPASDAVIE KAPLAN CPADAVIE KAPLAN PORTALDAVIE ACCOUNTINGYALE KAPLAN CPA ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 EMPLOYEE BENEFIT AND RETIREMENT PLANS: EVERYTHING YOU NEED ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 TAX PREPARATION SERVICES IN ROCHESTER NY Learn about our wide range of tax services. Individual/trust/business income tax returns. Tax research and preparation in Rochester. Family wealth planning. Estate and gift planning. Tax structuring and transaction assistance. Representation with IRS and state/local CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 PROS AND CONS OF ASSET MANAGEMENT FEES The adviser has a 1% AUM fee. Thus, Nora pays $5,000 (1% of $500,000) a year to the adviser. If her portfolio increases to $550,000, Nora’s annualized fee would increase to $5,500; if her portfolio drops to $450,000, the fee would be $4,500, and so on. (Many advisers reduce AUM percentages as REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control FACING COLLEGE COSTS AUGUST 2015 Smart Tax, Business & Planning Ideas from your Trusted Business Advisorsm 1 August 2015 What’s Inside 1 Facing College Costs 3 What You Should Know About Student Loans 4 Restructuring Education Debt 5 Why You Need a Will 5 SIMPLE 401(k) Plans May Appeal to Employees DAVIE KAPLAN CPAS AND BUSINESS ADVISORS Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment. NEWS & EVENTS ARCHIVE Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. December 23, 2020. On December 21, 2020, Congress passed a new round of Covid-19 stimulus and relief provisions as part of the Consolidated Appropriations Act. read more.CORONAVIRUS UPDATES
Coronavirus Updates. 1/20/2021: PPP Loan Updates. 1/12/2021: Key Tax Changes in the Consolidated Appropriations Act, 2021. 12/23/2020: Changes to the Paycheck Protection Program Loan Rules and a Second Round of Loans Available. 12/22/2020: Consolidated Appropriations Act, 2021. 10/23/2020: Fast Forward Monroe Grant Program. SERVICES - DAVIE KAPLAN CPAS Services. In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. We are also members of the American Instituteof
TAX & ACCOUNTING RESOURCES Resources. There are many great resources on the internet, but trying to actually find them can be a frustrating experience. This compilation of resources is intended to serve as a convenient reference for your tax, accounting, and financial needs. New sources of information emerge every month so be sure to check back regularlyfor new links
WEALTH CARE SERVICES AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CAREERS AT DAVIE KAPLAN CPAS Careers. Davie Kaplan C.P.A., P.C.’s staff are dedicated, experienced, well-trained, creative professionals who provide high quality professional services with the goal of exceeding our clients’ expectations. Please contact Michelle L. Pfeiffer for further information on how you may become part of our dedicated teamof professionals.
BASIC ACCOUNTING SUPPORT EXPORTS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 CURRENT OPENINGS AT DAVIE KAPLAN CPAS ©2021 Davie Kaplan, CPA, P.C. 1000 First Federal Plaza; Rochester, New York 14614; Tel: 585-454-4161; Fax: 585-454-2573 REMOTE SUPPORT PORTAL Submit your issue and download Bomgar. Copyright © 2002-2018 Bomgar Corporation. Redistribution Prohibited. Remote Desktop Control* Home
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5 REASONS YOUR BUSINESS NEEDS A CPA FOR TAX SEASONMARCH 2, 2020
Tax season is in full swing and that means it is time to get serious about who you want to file those…read moreBUSINESS PLANNING
TIPS FOR DECREASING EMPLOYEE TURNOVERDECEMBER 4, 2018
Businesses of all sizes and across many industries are facing a similar challenge, employee retention. Retention is important because employee turnovers can…read morePERSONAL PLANNING
THE BENEFITS OF AN AUDIT IN A SMALL BUSINESSJANUARY 28, 2020
For many business owners, the thought of having a financial audit done on their company can be quite stressful. The reality is,…read moreDK SPOTLIGHT
DAVIE KAPLAN APPOINTS NEW PRESIDENT AND CEO - BY GINO FANELLI Davie Kaplan CPA P.C. has switched up its executive team, dividing the president and CEO into two positions and appointing two managing partners to fill the roles. The role of president is now filled by Scott Kogler, while Jennifer Jones, the first female managing partner at the firm, will serve as CEO. Responsibilities will be divided between the two, with Kogler leading the strategic growth plan, revenue growth and more of the external components of leadership, while Jones will serve as the internal-focused leader, including risk management, staffing, work culture and managing partners.Read More
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Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment. Securities offered through Avantax Investment Services℠, MemberFINRA , SIPC .
Investment advisory services offered through Avantax Advisory Servicesâ„ . Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Servicesâ„ . 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 Investment Servicesâ„ . 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 inevery state.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Managementâ„ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. 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 ManagementSMÂ or its subsidiaries. Avantax Wealth ManagementSMÂ is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.Site Produced By
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