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Bradley joined the Firm with thirteen years of experience in both public and private accounting. As a principal in the Firm's tax department, Brad's primary focus is working with clients in the real estate industry and related partnership transactions. He also provides planning, compliance and consulting services for a diverse client base, including, but not limited to, manufacturing clients, service providing clients and high net worth clients.
The College at Brockport, State University of New York, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
A recent U.S. Tax Court case highlights how poor documentation can lead to the disallowance of business expense deductions, including meals, supplies, and home office costs. The taxpayer failed to provide sufficient evidence linking the expenses to her business, underscoring the importance of maintaining accurate and timely records.
The IRS has released the annual inflation adjustments for the 2025 tax year, which will affect taxpayers when they file their returns in 2026 including notable changes.
Businesses offering employee health coverage may be required to comply with federal reporting obligations under the Affordable Care Act (ACA). Companies with 50 or more full-time employees must file Forms 1094-C and 1095-C to report health coverage details and determine compliance with employer mandate provisions. Employers with fewer than 50 full-time employees are generally exempt from these requirements.
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Enter to win two tickets to a Sabres home game for the 2025-2026 season!
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