C&R Blog

Welcome Lori Schneider!

November 5, 2019

We are pleased to welcome Lori Schneider to the Firm as a Principal in the Audit Department. Lori has over 25 years of experience in public accounting. Prior to joining Cover & Rossiter, she was a Senior Manager at Wipfli, LLP. Prior to that, Lori spent 10 years at KPMG and was past Deputy Auditor…

Plan Now, Save Later! (Part 1)

October 30, 2019

If you project that your total itemizable deductions for 2019 will be close to exceeding your applicable standard deduction amount, you should consider batching.

How to Inflation-Proof a Retirement Portfolio

October 25, 2019

To build a portfolio designed to provide inflation-adjusted income throughout a long retirement, consider the following tactics.

3 Big Tax Issues to Look Out For in Your Estate Plan

September 25, 2019

There are three big tax issues that can derail an otherwise well-executed estate plan. These include Family Limited Partnerships (FLPs), Revocable Trust Swap Powers and Trust Situs. Below we explore the pitfalls with each issue. Fixing FLPs Family Limited Partnerships (FLP) are often created to hold investments or business assets in order to leverage a…

8 Ways to Stay Healthy When You Sit All Day

September 25, 2019

According to Dr. James Levine, sitting is the new smoking. Here are a few simple things you can do every day to combat potentially life-threatening conditions.

How to Teach Your Kids About Money

September 25, 2019

Baby boomers were taught to save for a rainy day. The younger generations? Not so much. Still, parents must realize that they are part of the problem – and the solution.

Cover & Rossiter Welcomes Recent New Hires

September 5, 2019

We are pleased to welcome Kate Hikins, Ali Ikram and Daniel Eissmann to Cover & Rossiter. Kate Hikins joined Cover & Rossiter in July as a Senior Accountant in the Tax department. Previously, she worked as the Financial Reporting Supervisor at Boyer & Boyer, in the areas of financial reporting and taxation. Her clients included…

Welcome Back Kim Zarett!

August 13, 2019

Cover & Rossiter is pleased to welcome Kim Zarett back to the firm as a Principal in the Tax Department.

Rafferty, Byerly & Tucker Promoted

July 31, 2019

We are pleased to announce the following promotions. Wendy Rafferty has been promoted to Supervisor in our Business Accounting Services department. Rafferty joined Cover & Rossiter in July 2013. Prior to that, she was the owner of Affordable Business Solutions, Inc., where she provided accounting and payroll services to small businesses. She received her Bachelor’s…

Chris Jackson Promoted to Firm Administrator

July 15, 2019

We are pleased to announce the recent promotion of Chris Jackson to Firm Administrator. In this newly-created role, Chris is responsible for the smooth running, day-to-day operation of the firm. This includes management oversight of the administrative support team, billing and collections, human resources, marketing, and information technology. In addition, Chris will lead the firm’s…

C&R's Newsletter Insights

Recent and archived additions 

Categories