Recent Media Coverage

April 25, 2025

Sarah Gaymon, CPA, director of Tax Services, was featured in a MarketWatch article discussing the top money concerns that financial advisors are hearing from their clients.

“14 Financial Pros Reveal the No. 1 Money Concern Their Clients Are Facing Now”

April 11, 2025

Director of Tax Services Michael Brennan, CPA, was quoted in an article about the 2025 tax season in Accounting Today.

“Tax season closes amid uncertainty over IRS, tax cuts”

April 9, 2025

Director of Tax Services Michael Brennan, CPA, was interviewed by Lorena Nessi of CCN for an article about tax issues related to cryptocurrency holdings.

“Crypto Tax 2025 – Michael Brennan on IRS Triggers, Loopholes and Tax-Saving Strategies”

April 8, 2025

Director of Tax Services Sarah Gaymon, CPA, was quoted in a CBS MoneyWatch article about tax deductions that can help maximize savings.

“Which tax deductions reduce your tax bill the most? Experts weigh in”

April 3, 2025

Michael Brennan, CPA, tax advisor based in New York City, was featured in a MarketWatch article. He offered valuable insights to taxpayers regarding the recent changes affecting the IRS.

“My grandmother is in her 70s and has $400K in stocks. Is now the time to offload them?”

April 1, 2025

Director of Tax Services Michael Brennan, CPA, was quoted in this article in Financial Advisor Magazine.

“Upheaval In D.C. Sows Confusion Among Taxpayers, Advisors Say.”

April 1, 2025

Senior Manager of Tax Services Joseph Leocata, JD, CPA, MBA, was quoted in this CBS MoneyWatch article about IRS loan forgiveness programs.

“How to Qualify for IRS Tax Forgiveness”