The Bonadio Group

✅ Overcome your organization’s challenges ✅ Achieve your strategic objectives ✅ Innovate with technology and scalable solutions ✅ Protect your reputation Our Advisory & Consulting professionals are dedicated to helping you unlock your full potential! Learn more about our finance, strategy, operations, risk management, and M&A services: https://lnkd.in/enjN24eU #ToBeGreater #Strategy #OutsourceAccounting #CorporateFinance #Fraud #Cybersecurity

Celebrating the March 15th deadline a little late with some of my lovely Bonadio Teammates!!! Let's push to the next deadline with gusto 🙌🏼🙌🏼🙌🏼

As IRS resources decrease, additional research and development (R&D) credit information is expected up front from manufacturers in Form 6765. These disclosures are optional this tax season but will be required in 2025! In the meantime, many businesses are hoping to see changes to a current tax rule mandating that manufacturers spread R&D deductions out over five years, rather than deducting all expenses right away. Read additional insight on the current and future state of R&D credits from our Partner, Kristin Kowalski, CPA in Buffalo Business First: https://ow.ly/rqaw50VmsXb #Manufacturing #ResearchAndDevelopment #TaxCredit #RDCredit

Balancing operational efficiency with financial transparency is the key to related party disclosure compliance for private higher education institutions. ⚖️ Our Partner, Joseph Peplin recommends adopting the following best practices to achieve this balance: 1️⃣ Issue two sets of financial statements: one for general publication and one with additional disclosures 2️⃣ Define “management” carefully 3️⃣ Review financial records and governance structures to ensure completeness and accuracy in reporting If you’d like further background and information on related party disclosures, read Joe’s article here: https://ow.ly/Ihfm50VlzAg #HigherEducation #PrivateHigherEducation #RelatedPartyDisclosures #Compliance

Even while we’re in the midst of tax season, it’s important for dealership owners to consider using the post-tax season as a springboard for strategic growth and operational excellence. This process involves identifying efficiency gaps, conducting a revenue analysis, proactive tax planning, and more. Our Principal, Joseph Fedele, has provided a blueprint for multi-location dealership owners to pinpoint growth opportunities and develop an action plan for the fiscal year ahead. Check it out: https://ow.ly/u15y50VhhZv If you’d like to learn about how our Service Providers Industry Team can support your dealership with its strategy and operations, we’d love to connect with you! #Dealership #Tax #TaxReview

As technology and cyberthreats continue to evolve, so must our strategies as cybersecurity IT consultants. 🧑💼 The latest tools empowering cybersecurity professionals to protect individuals and businesses include AI-driven threat hunting, blockchain for secure transactions, and IoT security frameworks. Learn more about the future of our profession, driven by data, analytics, and technology from Kate Gottermeier, MPA, CFE of The Bonadio Group: https://ow.ly/G2H950VhhJj #Cybersecurity #CybersecurityConsulting #IT #Data #Analytics #Tech

While I’m out of the office this month on sabbatical, I thought I’d share an interesting stat I came across – 77% of employees feel more productive after taking a vacation, but many still hesitate to use their paid time off (source: Harvard Business Review). This is just one of the many reasons why leaders must foster a culture that encourages staff to take time off, especially in the accounting industry where there are peaks and valleys in terms of deadlines and workload. More on how my sabbatical has impacted my wellness and balance when I return. #PTO #Wellness

Step into the world of our Tax Service Line! 👋💼 Every day presents a new learning opportunity for our tax professionals, as they deliver compliance, planning, research, and advisory services for a variety of clients and industries. This dynamic work is complemented by a collaborative culture that champions problem-solving, continuous growth, and work-life balance. Read the second installment of our A Day in the Life Series, featuring the experiences of our Tax Service Line Leader, Theresa Raponi, along with team members Julio and Sabrina here: https://ow.ly/OvLn50VhicQ #DayInTheLife #BTS #Tax #PublicAccounting #Teamwork #WorkLifeBalance #EmployeeExperience

Recap on our 2025 NYS Construction & Real Estate Industry Conference! 💭👷 Thank you to our keynote speaker, Mike Minter, presenters, sponsors, and attendees for a great day of construction and real estate insights and networking. Additionally, we proudly donated $3,000 to Habitat for Humanity Capital District to empower positive change in our communities! Read key takeaways, emerging trends, and expert advice shared at the conference from our Construction & Real Estate Industry Leader, Nancy Cox: https://ow.ly/zeR550VhhyI #Construction #RealEstate #Leadership #Reinsurance #SuccessionPlanning #TaxIncentives #CashFlow

Gain invaluable insights on the latest compliance and cybersecurity updates from seasoned professionals at our upcoming Compliance Solutions Boot Camp! Join us on April 3 in Rochester or online for presentations on the following topics: *️⃣ Integrating Compliance and Quality *️⃣ State, Federal, and DOH Requirements: From an IT Security Standpoint *️⃣ Lessons learned from recent Compliance Program Regulatory Changes *️⃣ From a Legal Standpoint Register to attend in Rochester: https://lnkd.in/eeF6jhuX Register to attend online: https://lnkd.in/excH3yQT We’ll see you there! #Compliance #ComplianceSolutions #ITSecurity #Legal