The holiday season often inspires generosity. Whether it’s helping a child with a home down payment, contributing to a grandchild’s education, or simply sharing financial support with loved ones, year-end gifting can be meaningful — and tax-smart — when done...
Stephano Slack LLC, a regional accounting and advisory firm with offices across Pennsylvania, New Jersey, and Delaware, has announced its merger with CL Rotz and Associates, an accounting firm based in Oreland, Pennsylvania. The merger became effective December 15, 2025. Following the merger, the practice will operate under the Stephano Slack name and continue serving clients from its Oreland office.
CFOs heading into 2026 face mounting pressure to manage cost, risk, data, and technology—while still driving growth. The role is shifting from financial oversight to strategic leadership. Read From Scorekeeper to Strategist: CFO Priorities That Will Define 2026 at StephanoSlack.com.
Retirement today is about more than just money—it’s about living with purpose and enjoying the freedom you’ve earned. From smart IRA choices to tax-efficient income strategies, your plan should support the life you want. Read my blog to learn how to build a more fulfilling retirement at StephanoSlack.com.
Year-end is closing in fast, giving business owners a short window to reduce their tax bill before December 31. There are many opportunities to take advantage of, such as new OBBBA provisions, research and development credits, and enhanced expensing for capital investments. Read my blog, Year-End Tax Strategies for Business Owners, at StephanoSlack.com to learn more.
Stephano Slack LLC, a regional accounting and advisory firm headquartered in Wayne, Pennsylvania, has announced its merger with Kimmel, Lorah & Associates, LLP (KLA), a boutique CPA firm founded in 1946. Starting January 1, 2026, the combined organization will operate under the Stephano Slack name as the succeeding firm.
Year-end is the ideal moment to revisit your tax plan and make decisions that may lower your 2025 tax bill. Several strategies require time to put in place, making early planning especially important. Learn more in my blog, Essential Year-End Tax Moves Every Individual Should Consider, at StephanoSlack.com.
The One Big Beautiful Bill Act (OBBBA) brings major changes to how businesses deduct interest expenses under IRC Section 163(j). While the return to the EBITDA calculation offers relief at the federal level, states vary widely in how they apply these rules. Read my blog, “State Tax Treatment of the Business Interest Deduction: What to Expect in PA, NJ, NY, DE, MD, and Florida,” at StephanoSlack.com to see how these states handle the changes and what they could mean for your business.
tephano Slack LLC, a premier regional accounting firm offering comprehensive outsourced accounting, audit, tax, and transaction advisory services, is pleased to announce its merger with Boyer & Boyer CPA, a well-established accounting firm based in Wilmington, Delaware.