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Serving the Poconos and

Lehigh Valley

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The team at Riley and Company, Inc. has extensive experience with a wide range of financial services. Our expertise means we can help you meet any challenges you or your company might face. Our focus on your finances means you’ll always be treated in a manner that’s both professional and personal.

Articles on financial topics

You might have some questions about some of our services. To that end, we’ve compiled some articles written by our team members, offering you expert information on a wide range of topics:

 

    Few changes to retirement plan contribution limits for 2017

 

    Want to save for education? Make 2016 ESA contributions by December 31st

 

    Why making annual exclusion gifts before year end can still be a good idea

 

    Can you pay bonuses in 2017 but deduct them this year?

 

    Ensure your year-end donations will be deductible on your 2016 return

 

   There's still time to benefit on your 2016 tax bill by buying business assets    

 

    Accelerating your property tax deduction to reduce your 2016 tax bill

 

    Year end strategies for accrual basis taxpayers

 

    President-elect's tax plan for businesses

 

    There's still time to set up a retirement plan for 2016

 

    It's critical to be aware of the tax rules surrounding your NQDC plan

 

    Beware of income-based limits on itemized deductions and personal exemptions

 

    What the self employed need to know about employment taxes

 

    Are you timing business income and expenses to your tax advantage

 

    Tax-smart options for your old retirement plan when you change jobs

 

    Get 2 tax benefits from 1 donation:  Give appreciated stock instead of cash

 

   Prepaid tuition vs College savings:  Which 529 plan is better?

 

    Documentation is the key to business expense deductions?

 

    Tax impact of Investor vs Trader status

 

    Are frequent flyer miles ever taxable?

 

    Now's the time to start thinking about bunching

 

    Combining business and vacation travel:  What can you deduct?

 

    3 strategies for tax-smart savings        

 

    Don't roll the dice with your taxes if you gamble this year

 

    Should you do a "charitable IRA rollover" in 2016?

 

    Proving material participation in deducting business losses

 

    There's still time for homeowners to save with green tax credits

 

    3 mutual fund tax hazards to watch out for

 

    Awards of RSU's can provide tax deferral opportunities

 

    Throw a company picnic for employees this summer and enjoy larger deductions

 

    Finding the right tax-advantaged account to fund your health care expenses

 

    Combine business travel and a family vacation without losing tax benefits  

 

    Stock market volatility can cut tax on a Roth IRA conversion

 

    How many employees does your business have for ACA purposes?

 

    How can summer day camp save you taxes?

 

    Unexpected retirement plan disqualification can trigger serious tax problems

 

    Why it's time to start tax planning for 2016.

The expertise to support you and your business

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