Age-Related Tax Privileges ... as well as Penalties

Did you, or someone in your family, have a birthday recently? Reaching certain ages can result in the need to make some tax and financial moves. Miss certain deadlines and you might lose out on valuable tax breaks. Take a look at some age-related milestones and why they may be important to you and your family.

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Don't miss out on valuable age-related tax breaks. RBT CPAs can help you and your loved ones before certain deadlines come up.

Tax Planning for Investments Gets More Complicated

For investors, it’s a good idea to have a tax plan in place for year-to-date gains and losses. Not only can it help you plan your financial health, but it also can help you determine whether to buy or sell investments before year end to save taxes. This year, you also need to keep in mind the impact of the Tax Cuts and Jobs Act.

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Old rules on long-term capital gains no longer apply, you’ll need better guidance. RBT CPAs can provide planning advice to minimize tax exposure.

Why Business Owners Don't Plan for Succession

Many business owners procrastinate in creating a formal succession plan. They have many reasons for not planning ahead. But to achieve the best outcome for yourself and your family members, you need to have a solid exit strategy. Here are five of the top reasons why business owners ignore succession planning.

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Take a proactive approach with your business's succession plan. RBT CPAs can help you explore the options and plan ahead.

The Valuable Tax Breaks for Becoming a Landlord

Are you a new landlord or thinking about becoming one? There are many things to consider such as buying the right rental property, dealing with tenants and maintaining the premises. When investigating the possibilities, don’t forget about taxes. Uncle Sam provides a number of valuable tax breaks to landlords.

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Find out the important things landlords should know regarding taxes. RBT CPAs can explain in detail the options available.

Age-Related Tax Privileges ... as well as Penalties

LEARN MORE >

Don't miss out on valuable age-related tax breaks. RBT CPAs can help you and your loved ones before certain deadlines come up.

Tax Planning for Investments Gets More Complicated

LEARN MORE >

Old rules on long-term capital gains no longer apply, you’ll need better guidance. RBT CPAs can provide planning advice to minimize tax exposure.

Why Business Owners Don't Plan for Succession

LEARN MORE >

Take a proactive approach with your business's succession plan. RBT CPAs can help you explore the options and plan ahead.

The Valuable Tax Breaks for Becoming a Landlord

LEARN MORE >

Find out the important things landlords should know regarding taxes. RBT CPAs can explain in detail the options available.

At RBT CPAs, it is our responsibility to understand your business from the ground up, and to gain insight into your changing needs. We forge long-term relationships built on integrity, quality, teamwork, harmony, commitment and innovation. Our goal is to deliver solutions that fully prepare you to meet the challenges unique to your business.

We recently expanded our capabilities with our merger with Vanacore, DeBenedictus, DiGovanni & Weddell, LLP; Sedore & Company; and Rouis & Company to form RBT CPAs, LLP. This merger is a true combination of talents and enables us to provide you with a broader set of services.

The combined firms comprise approximately 113 employees with locations throughout Dutchess, Orange and Sullivan counties.

What We Do

In order to provide clients with the highest-quality professional services, the firm is organized into six principal divisions:

Accounting Services

Auditing Services

Bookkeeping Services

Consulting and Special Projects Services

Tax Services

Transaction Advisory Services

Who We Serve

We provide accounting services to a diverse client base in the following industries:

What Our Clients Are Saying

“Mike Turturro and the RBT team are very professional, thorough, proficient, and knowledgeable. They have helped me navigate the accounting complexities of growing my marketing and production company. We have experienced significant growth in the past few years and in part was due to having a great accounting firm behind us.”