https://www.irs.gov/newsroom/tax-day-for-individuals-extended-to-may-17-treasury-irs-extend-filing-and-payment-deadline The federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to May 17, 2021. Individual taxpayers can also postpone federal income tax payments for the 2020 tax year due on April 15, 2021, to May 17, 2021, without penalties and interest, regardless […]

We have exciting news! To help support and grow our practice, we have decided to affiliate with a new firm, Vanderbilt Financial Group (“VFG”). VFG and its affiliates share our values in the field of Socially Responsible Investing—also called Impact Investing and Sustainable Investing. We are looking forward to the research, technological efficiencies, and collaboration […]

Congrats to one of our advisors Katelyn Kriesel for a great commentary in the Syracuse Sunday paper. “Individual action matters; people power is real……We all have the power to effect change.” We are looking forward to spending 2021 working with many new clients who want to follow New York State’s lead and divest from fossil […]