Author Archive

Guest Spotlight- R. W. Rogé & Company, Inc.

May 28, 2014 | Essential Bulletin, Guest Spotlight

Annual Due Diligence on Your Estate Plan Having been in the financial planning business for more than two decades now allows me to observe things that are easily overlooked. It’s not uncommon for us to review a new client’s estate planning documents that were prepared...

California Chrome’s Owners Take Home What???

May 28, 2014 | Edward McWilliams, Essential Bulletin

Heavy favorite California Chrome ran an impressive race winning the Preakness Stakes and capturing the second leg of the Triple Crown. He faces his final test on June 7th, when he runs in the difficult and lengthy Belmont Stakes. There has not been a Triple Crown...

Ruth Glacier, Alaska

May 28, 2014 | Uncategorized

Well we’re back from Alaska and 9 days on the Ruth Glacier. The purpose of this trip was twofold, to learn expedition type skills and to complete several climbing objectives. We took a small plane to the glacier (it was a Beaver – the first time in one for my friend...

Data Mining Your Tax Return

May 14, 2014 | Jacob Lutz, Long Island Business

Each year, all businesses are required to file a tax return with the IRS, whether it be an 1120, an 1120S, or a 1065. Accounting firms will gather up the businesses’ information, prepare the returns, file them with the IRS, and send each client a copy of the return...

Detecting Fraud in Construction

May 14, 2014 | Essential Bulletin

Shiny new office buildings filling the skyline and sprawling new residential communities opening in suburbia are clear signs that construction is alive and booming.  Of course, that means the potential for fraudulent activity at these construction sites exists, too....