PDF Email Page Print Friendly Page Contact
business services: news
Summary Professionals Matters News Events
Media Mention

Download this File.
How to strengthen the CPA/attorney relationship
November 1, 2010 -- Accounting Web.com
Brian Raftery says he often refers high-net-worth clients to CPAs, especially when their personal tax needs are more sophisticated than the tools they are using. This article notes that Brian is also a CPA, and he says he tries to match clients' personalities and tax needs with accountants' personalities and capabilities.
Media Mention

Download this File.
Tension Tamers: Here’s how to help your clients avert inheritance lawsuits between their kids and a new spouse
August 2010
Brian Raftery is quoted at length on how to structure assets and preserve wealth in a second marriage when there are children from a first marriage. This story gives tips on how to avoid tension -- and litigation -- between children and their step-parents, and covers elective shares, pre-nuptual agreements, QTIPs and other personal planning tactics.
Media Mention

Download this File.
When an Employee Stock Ownership Plan Makes Sense
March 16, 2010 -- MSN Business on Main
Gary Young analyzes when Employee Stock Ownership Plans (ESOP) make sense, how they are best implemented, and the costs and possible downsides of them. Tax advantages and a parallel agenda, where employees' and management's fortunes are intertwined, are among the advantages.
Press Release

Download this File.
Herrick is significantly strengthening its Commercial Litigation Practice Group with the promotion of William R. Fried to partner.
February 2009
Bill Fried practices general commercial litigation with an emphasis on construction, real estate and business divorce disputes. He has extensive trial and appellate experience in state and federal courts. In addition to handling complex litigation matters for business clients, Bill counsels clients through negotiations, mediations, and arbitrations as an alternative to litigation. Herrick’s clients rely on Bill for his tenacity and resourcefulness to resolve difficult and intricate disputes.
Media Mention

Where is the money? In the new world of financing, it's all about who you know
February 8, 2010 -- Crain's New York Business
Ed Stevenson says companies considering hiring consultant to help raise capital should check a prospect's last five or 10 clients -- not just the handpicked few success stories that prospects inevitably offer -- and emphasize success billing rather than high monthly retainers.
Media Mention

Intangible Assets Face Scrutiny In M&A Transactions
December 10, 2009 -- Law360
Unexpected goodwill impairment charges tend to weigh on M&A buyers in later negotiations on subsequent deals, John Rogers says in a story about the effect of goodwill on the M&A market.
Media Mention

Download this File.
CPAs and Lawyers: Kindred Spirits?
July 9, 2009 -- NYSSCPA.ORG E-ZINE
Rick Morris is quoted -- and Steve Feldman and Gary Eisenberg mentioned -- in this story about how CPAs and attorneys face similar professional challenges and pressures, how their clients' needs and opportunities are similar, and how a recent meeting that offered CLE credit to attorneys and CPE credit to accountants covered that landscape.
Media Mention

Download this File.
How to Manage an Inherited Business
March 3, 2009 -- CNNMoney
Brian Raftery stresses the importance of succession planning for small business owners in “How to Manage an Inherited Business.”