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Tax Reform Seminar
Thursday, January 25, 2018
After months of anticipation and speculation, the Tax Cuts and Jobs Act has officially been signed into law, representing the most significant tax legislation to be enacted in decades. This is a major overhaul of the tax code and will have an impact on all taxpayers - businesses and individuals alike. Heffler is here to help you understand the key changes.
During this free Seminar, our tax experts will provide you with a detailed summary of what you need to know about the new legislation and how it will impact your business and you as an individual. Attendees will be eligible to earn two (2) CLE or CPE credits.
In this Seminar, you’ll learn about:
· Key provisions for businesses
· Key provisions for individuals
· International Tax Impacts
· Planning Ideas
· And more!
· Registration & Breakfast: 8:30 AM
· Program Time: 9:00 AM to 11:00 AM
Heffler Ranks Among the Best in Philadelphia!
Heffler, Radetich & Saitta LLP is happy to be ranked among the top 25 Accounting Firms for 2016 by the Philadelphia Business Journal! Thank you to our clients and affiliates for continually choosing Heffler, Radetich & Saitta as your trusted advisors.
Heffler Proudly Congratulates Our Newest Certified Public Accountant
Heffler, Radetich & Saitta LLP (“Heffler”) is pleased to announce one of our employees, Matthew Wandler, has officially earned his Certified Public Accountant (“CPA”) designation in the Commonwealth of Pennsylvania. Matthew Wandler, CPA is a Junior Accountant in Heffler’s Healthcare Department. He is a Pennsylvania native who started at Heffler in September 2014, where he primarily performs cost report desk reviews. Before joining Heffler, Matthew worked as a data entry clerk at Broadridge Financial Solutions. Matthew attended Temple University and earned his bachelor’s degree with a dual major in accounting and finance in 2012. He is a member of the Pennsylvania Institute of Certified Public Accountants.
Heffler Claims Group Ranked Nationally by the Recorder!
We are excited to announce that Heffler, Radetich & Saitta LLP's sister company, Heffler Claims Group was ranked among the Top 3 Class Action Administration Firms for 2015 by The Recorder, a California-based Legal Magazine. As the pioneer in class action administration and mass tort claims management, Heffler Claims Group has a dedicated team of professionals and state-of-the-art platforms and offers services for all phases of the settlement process, including planning and implementing a Notification program, designing custom databases and websites, providing all manner of call services through our enterprise call center, administering the claims process, and handling the distribution stages and escrow agent and tax services for cases.
Heffler Claims Group Ranked Nationally by the Legal Intelligencer!
We are excited to announce that Heffler, Radetich & Saitta LLP's sister company, Heffler Claims Group was ranked among the Top 3 Class Action Administration Firms for 2015 by The Legal Intelligencer, the oldest law journal in the United States. We would like to thank you for your support of Heffler and for continually choosing Heffler as your partner for all of your notice, claims administration and mass tort management needs.
Heffler, Radetich & Saitta LLP Receives SNJBP Reader’s Choice AwardWe are proud to announce that Heffler, Radetich & Saitta LLP has been chosen to receive The SNJBP Readers’ Choice Award for the Accounting Industry.
Winners of the SNJBP Reader’s Choice Award qualify based on the following criteria: Community Involvement, Branding and Visibility in the region.
We are honored to have been chosen for this prestigious award. We want to thank our clients and friends for continually choosing Heffler, Radetich & Saitta as your Trusted Advisor. It’s our privilege to work with you in meeting your personal and professional financial goals.
Heffler Proudly Congratulates Our Newest Certified Public Accountants
Heffler, Radetich & Saitta LLP (“Heffler”) is pleased to announce two of our employees, John Barrett and Craig Greenberg, have officially earned their Certified Public Accountants (“CPA”) designation in the Commonwealth of Pennsylvania. John Barrett, CPA is a senior accountant in Heffler’s Audit Department and Craig Greenberg, CPA is a staff accountant who supports both the Tax and Audit Departments.
George Saitta and Al Hoinsky asked to speak at the North Penn Rotary Club.North Penn Rotary Club on Forensic Investigation. Partner, George A. Saitta, CPA, CFF, FCPA and Director, Alexander "Al" Hoinsky, MBA, CPA presented their free CLE course on Forensic Investigation to a Rotary Club crowd on Tuesday, July 22nd.
The course, titled "The Forensic Investigation Process" features basic facts about the forensic investigation process and past cases George and Al have worked on. Attendees will gain insight regarding what they should know about the Forensic Investigation Process, about the difference between an audit and a forensic investigation and about working with forensic experts.
Thank you to the North Penn Rotary Club for having Heffler as a guest speaker and we look forward to our next presentation!
Heffler Ranks Among the Best in Philadelphia!Heffler, Radetich & Saitta LLP is happy to be ranked among the top 25 Accounting Firms for 2014 by the Philadelphia Business Journal! Thank you to our clients and affiliates for continually choosing Heffler, Radetich & Saitta as your trusted advisors.
Treasury and IRS Announce That All Legal Same-Sex Marriages Will Be Recognized For Federal Tax Purposes; Ruling Provides Certainty, Benefits and Protections Under Federal Tax Law for Same-Sex Married CouplesAccording to the Internal Revenue Service (IRS) website, The U.S. Department of the Treasury and the IRS ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. The ruling applies regardless of whether the couple lives in a jurisdiction that recognizes same-sex marriage or a jurisdiction that does not recognize same-sex marriage.
Heffler, Radetich & Saitta LLP wants all of our clients to be prepared for the upcoming tax season. For more information regarding the Revenue Ruling 2013-17, please see the IRS link above or check our PDF version here.
Heffler, Radetich & Saitta LLP hosts first annual Not-For-Profit Financial Check-Up Seminar
Our first speaker, Kristine Alvarez, Associate Director of the Nonprofit Finance Fund (NFF), educated our guests on how the NFF assists nonprofit directors in managing their organization through our changing economy. Following Kristine, Nan Kelly, Vice President of Business Development, and James Malloy, President – Commercial Banks at Conestoga Bank, enlightened our attendees on various financing options for nonprofit organizations ranging from small to large. We also heard from Sharmain Matlock-Turner, Executive Director of the Urban Affairs Coalition (UAC), on what it is like to run a major nonprofit organization. Sharif Street, an Associate at Zarwin Baum DeVito Kaplan Schaer Toddy P.C., gave us the legal perspective of nonprofit organizations and provided advice on certain steps to take when starting a nonprofit.
Lastly, Heffler, Radetich & Saitta representatives, David White, Partner, and Richard Fragale, Partner, concluded the seminar by providing attendees with helpful case studies of Heffler, Radetich & Saitta’s past experience serving nonprofit organizations.
Overall, the seminar was a huge success and a great start to our Seminar Series! A special thank you to all our attendees and guest speakers. We hope everyone found the event to be valuable.
Heffler Claims Group Ranked Nationally by The Recorder!We are excited to announce that Heffler, Radetich & Saitta LLP's sister company, Heffler Claims Group was ranked among the Top 3 Class Action Administration Firms for 2013 by The Recorder, a California-based Legal Magazine. As the pioneer in class action administration and mass tort claims management, Heffler Claims Group has a dedicated team of professionals and state-of-the-art platforms and offers services for all phases of the settlement process, including planning and implementing a Notification program, designing custom databases and websites, providing all manner of call services through our enterprise call center, administering the claims process, and handling the distribution stages and escrow agent and tax services for cases.
David J. White, CPA Makes PartnerHeffler, Radetich & Saitta LLP is proud to announce that David "Dave" White, CPA made Partner. Dave has been servicing our clients with the firm for over twenty years providing tax and business consulting services. As partner of our Tax Services Group, he manages the research, planning and compliance of income tax returns for settlement funds, corporations, trusts, estates and individuals.
Dave began his career at Heffler as an entry-level, college graduate with our Litigation Support Group (now Heffler Claims Group), assisting primarily in the distribution and post-distribution phases of administering class action matters, before eventually joining the Tax Services Group.
Dave's commitment to client service, developing staff, and making a difference for the firm make him a welcomed addition to the Heffler, Radetich & Saitta LLP partnership.
"We are excited to welcome Dave to the partnership," said Heffler, Radetich & Saitta LLP Partner Edward J. Radetich, Jr, CPA. "Dave has demonstrated many talents during his tenure with the firm and has had a knack for being able to work with our clients to recognize their big picture needs."
Dave holds a bachelor's degree in Business Administration from Temple University and is currently pursuing a master's degree in taxation at Philadelphia University. Read more about Dave here.
Partner Richard Fragale Interviewed on PHL 17 Eye Opener Morning ShowRichard Fragale, CPA, MT, a partner at Heffler, Radetich & Saitta LLP, was recently featured on PHL 17's Eye Opener morning show, which aired on Wednesday, January 16th, in an in-person interview with Jennifer Lewis-Hall. The interview, which was filmed in our Philadelphia office, is focused on Managing Credit Card Debt. Watch the interview.
Partner Richard Fragale interviewed by Jennifer Lewis-Hall for "Life Advice" on Magic 98.3
Richard Fragale provides tax planning and consultation services to closely held and middle market business and not-for-profit organizations in the healthcare, professional services, retail, real estate and construction industries. He advises high net worth individuals and families in the areas of estate planning, debt consolidation, debt restructuring and financing issues, trust planning and educational financing and funding. He holds a master's degree in taxation from Villanova University School of Law and a bachelor's degree in accounting, minor in economics, from Indiana University of Pennsylvania.
City of Hope/Spirit of Life Award ceremony
Executive Partner Edward J. Radetich Featured in Philadelphia SmartCEO
Read the full article in the February issue of Philadelphia SmartCEO online.
Partners Named Smart CPAs by Smart CEO MagazineExecutive Partners Edward J. Radetich, Jr., and George A. Saitta, and Tax & Audit Partner Russell H. Stroemel, III, have been named by Smart CEO magazine among Greater Philadelphia's most notable CPAs. They are featured, along with other top CPAs, in the December 2010 issue.
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