Posts by Catherine Buck
Two Ways to Receive a Tax Deduction and Avoid Capital Gains Tax
Written by: Nicole Gobel CPA, CDFA This time of year, we prioritize year-end tax planning with our clients. As an advisor and CPA, I review my clients’ accounts to identify any opportunities for loss harvesting. However, we’ve had two great years in the markets, so thankfully, there haven’t been any losses to utilize in our…
Read MoreThe Albany Business Review’s “Best Places to Work 2024” Award Ceremony
Our team was recognized as one of the region’s Best Places to Work. This year’s theme was inspired by the whimsical world of Charlie and the Chocolate Factory, and just like Willy Wonka’s factory, we strive to create an environment full of creativity, fun, and endless opportunities for growth. A big thank you to everyone…
Read MoreBFG Making Dinner for the Ronald McDonald House
Earlier this month, Marty, Shelley, Nicole, and Jamie volunteered to prepare dinner for families at the Ronald McDonald House (RMH). The group served baked chicken with pasta, broccoli, a build-your-own salad bar, and rolls, offering a comforting meal for those staying at the house. Each time our team volunteers, one of the RMH staff…
Read MoreSaratoga Chamber: Women in Business Holiday Social
Last night was all about fostering empowering connections! Nicole, Sam, and Katie had the privilege of attending an incredible Women in Business networking event hosted at the beautiful Dance Fire Studio and organized by the Saratoga Chamber. The evening was a perfect blend of inspiration, collaboration, and creativity. We’re so grateful to the amazing…
Read MoreYear-End Tax Planning: Key Steps to Take Before the Year Ends
Written by: Scott Strohecker, CFP®, EA Click here for our 2024 Year End Tax Planning Checklist As the year comes to a close, it is important to understand proactive tax planning for 2024, 2025, and beyond. While we expect the tax landscape to change in the upcoming year with the re-election of…
Read More2024 Year End Tax Planning
Play Video Click here for our 2024 Year End Tax Planning Checklist As we approach the end of 2024, our team will be discussing year end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Scott Strohecker, CFP®, EA and Vincenzo Testa, CPA, CFP®, ECA. Topics include: Maximizing…
Read MoreA New Chapter for Crypto?
Written by: Paolo LaPietra, CFP® The recent surge in Bitcoin’s price, surpassing $76,000 following Donald Trump’s re-election, highlights how sensitive cryptocurrency markets are to political events. This price action reflects investors’ enthusiasm that Trump’s return to the White House could be favorable for crypto assets, largely due to his support for crypto-friendly policies and…
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