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Bradley Bach

Principal

Bradley Bach

CPA

Brad works with auto dealerships, manufacturers, and other closely held businesses on tax strategies that support growth and long-term planning. He helps clients navigate operational changes, ownership transitions, and evolving tax opportunities while balancing both business and individual tax needs. His experience also includes employee benefit plan work for organizations with complex financial structures.

Education

State University of New York Brockport, Bachelor of Science, Accounting

Professional

American Institute of Certified Public Accountants

NYCPA – The New York State Society of CPAs

Ask Me About

Tax planning

Latest Insight

Business Gift Deductions: What You Should Know

Business gift deductions are generally capped at $25 per recipient per year, but exceptions exist for gifts to companies, couples, and incidental costs like packaging or shipping. Employee gifts follow different rules: cash or gift cards count as taxable wages, while small noncash items may qualify as tax-free fringe benefits. Accurate documentation of gift details and business purpose is essential to maximize deductions and remain compliant.