Factors such as wealth level, education and even whether people volunteer, probably will tell you more about potential donors than their generation. But some broad…read more

Year-end is a good time to plan to save taxes by carefully structuring your capital gains and losses. Consider some possibilities if you have losses…read more

The business entity you choose can affect your taxes, your personal liability and other issues. A limited liability company (LLC) is somewhat of a hybrid…read more

Per New York Advisory Opinion TSB-A-20(18)S, released October 2020, sales of online learning subscriptions in New York State are not subject to tax. This is…read more

If your business doesn’t already have a retirement plan, now might be a good time to take the plunge. Current retirement plan rules allow for…read more

If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021…read more

Thank you for your interest in our COVID-SALT resource!  Please click below for the chart. For more COVID resources, please go to …read more

Budgetary shortfalls may have your not-for-profit looking for new sources of support. If those sources are international, be careful. Activities such as soliciting donations, recruiting…read more

There are thousands of grants and millions of dollars available to nonprofits from the federal government, states, foundations and other sources. Unfortunately, you can’t just…read more

July, 2018 – Rochester, New York: EFPR Group, LLP is pleased to announce David Veniskey, partner in the Tax and Business Services department, has been…read more

In times of turmoil, your board of directors should be your not-for-profit’s rock-solid foundation. But what if your board is understaffed or simply doesn’t provide…read more

Budgeting, like many other things, was generally easier before COVID-19. Even though the pandemic isn’t over and much remains uncertain, not-for-profits need to plan their…read more