News

November Client Bulletin

Uncertainty Hampers Year-End Tax Planning

As of this writing, year-end tax planning is clouded by questions about Federal legislation. President Trump and many of the Republicans in Congress favor changes that would affect the tax code.  Currently, the success they’ll have in their efforts is difficult to predict…..

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Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

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October Client Bulletin

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Prepare Your Kids for Financial Independence.

An AICPA survey discovered that parents are more likely to talk with their children about manners, eating habits, school grades, and substance abuse than about finances.  All these topics are important, but it’s also vital to teach your kids the basics of handling money.

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Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

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September Client Bulletin

 

Playing defense with your retirement accounts.

Many people prefer to have some conservative holdings in their IRAs and other retirement accounts.  This century has already produced two nasty bear markets (in 2000-2002 and 2007-2009). If a third downtown occurs, investors will be glad they held some defensive positions, which might minimize losses and possibly offer gains.

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invest-view

Read the insert here.

invest-view

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

Read more

June Client Bulletin

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Ever wonder what the third best investment you can make it? It is not paying down high-interest debt or making sure you are investing in your 401K so that you get your employer match but it is just as important. Get the answer in our June Investment newsletter!

Due to increased client interest in financial planning, I continue to provide quarterly updates on the investments I recommend.

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New Office in Downtown Seneca Falls

Peters & Associates, CPAs, P.C. announces the opening of a new office in downtown Seneca Falls. Peters & Associates, CPAs, P.C., established in 1985, specializes in a wide range of financial services for businesses and individuals, including tax planning and preparation, small business accounting and consulting services, estate planning and investment advice. Peters & Associates is a regional firm with offices in five locations.

The opening of the Seneca Falls office will allow Peters & Associates, CPAs, P.C. to offer specialized professional services for Finger Lakes area farms, wineries, breweries and other local businesses as well as individual tax services. Rhonda Hutchinson, CPA has rejoined Peters & Associates to head our Seneca Falls office. Rhonda brings over twelve years of experience in public accounting. She specializes in small businesses, agricultural and personal tax preparation as well as tax planning, management consulting, estate planning, business transfers and succession planning. She also offers training and support for clients using QuickBooks accounting software. “By combining with our larger presence in Central New York, the Seneca Falls accounting practice will benefit from the broader resources of a much larger firm,” says Mark Peters, Peters & Associates’ President.

Peters is excited about the growth potential in the Finger Lakes market, a region characterized by a rich agricultural tradition, beautiful wineries and breweries, robust small businesses and a booming tourism market. “This is a great expansion for us,” said Peters. “We specialize in local businesses that want hands-on service from a firm that concentrates on them. Clients want the same individual handling their accounting and taxes each year. However, since we employ 24 people, we also have the expertise to handle any complex issues that may arise.” Peters opened a New York City office in 2010, acquired the practice of Robert Smoral, CPA in Camillus in 2012, and completed a merger with the Moore & Hart firm of Utica in 2014. The opening of the Seneca Falls office is the next step towards advancing the firm’s position as a major regional practice.

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