Grassi

IRA contributions are one of the most commonly misunderstood areas of tax planning. Grassi Tax Partner Cory Karr notes that timing and eligibility matter. Contact Grassi to discuss how IRA planning fits into your overall tax strategy: grassiadvisors.com/services/tax/?…

Grassi has expanded its leadership team with the appointment of Brian McCuller as Tax Practice Leader and Partner and Gabe Shurek as Co‑Leader and Partner in our Forensic, Litigation & Valuation Practice. Read the full announcement: grassiadvisors.com/news/grassi-ex…

Sherri Cohen's career began with handwritten ledgers in her mother’s rental business, sparking a passion for accounting. Her dedication has earned her a place on City & State New York’s 2026 Above & Beyond Women list. Read Sherri’s feature: #sherri-cohen" target="_blank" rel="nofollow noopener">cityandstateny.com/power-lists/20…

Join Grassi at the 2026 LI BUILDERS Home, Trade & Remodeling Expo. Hosted by the Long Island Builders Institute, the expo brings together industry professionals to showcase innovative products. Be sure to connect with Michael Violano, Partner, and visit us at Table Top #19.

We are pleased to share that Grassi Partner and Chief Operating Officer Ron Eagar has been named a LIBN ICON for 2026. This recognition highlights seasoned business leaders whose experience and impact help shape Long Island’s business community: libn.com/2026/01/23/202…

Many construction firms underestimate the financial impact of idle equipment. In this article for the Long Island Contractors’ Association, Grassi Partner and Construction Practice Leader Carl Oliveri outlines a strategic approach to underutilized assets: licaroadwarriors.com/from-untapped-…

What should athletes and individuals earning income in multiple states who travel a lot consider when preparing to file taxes? Grassi Tax Partner Lindsay Faulstich explains why a state residency analysis matters for athletes and others earning income across state lines.

Join Grassi at the Annual ROTH Conference, one of the nation’s premier events dedicated to small-cap companies. Be sure to connect with Partners Louis Pizzileo, Brendan McCarthy, Matthew Lombardo, and business advisor Sandra Stella who will be in attendance.

CBP has outlined a four‑step process for refunding an estimated $166B in tariffs, with its new CAPE module. For businesses operating across global supply chains, CBP offers a clearer view of how refunds may progress. Learn more about this process here: grassiadvisors.com/blog/cbp-outli…

Partner and CEO of Grassi Healthcare Advisors, Joseph Tomaino, was featured in the Leader’s Abstract Podcast. He shares how his work has evolved into turnaround advisory efforts to help organizations navigate today’s reimbursement environment here: youtube.com/watch?v=2q6BNL…

Is a PTET election still the right move for 2026? In this video, TJ Beary explains why higher SALT deduction cap and early‑year deadlines are changing how businesses evaluate PTET elections for 2026. Explore TJ’s full Q&A for insights on the SALT issues: grassiadvisors.com/blog/state-and…

Companies are missing out on valuable R&D tax credits because they don’t realize their everyday activities may be eligible, and that proactive planning can unlock them. Swipe to learn about R&D tax credit opportunities from Ben Kelly, Michelle Schneider, and Michele Holmes.

Accounting Today has recognized Grassi on its Top 100 Firms and Regional Leaders list. We rise three spots nationally and one spot regionally, maintaining a Top 10 Leader position in the Mid-Atlantic region for the third consecutive year. Read more here: grassiadvisors.com/news/grassi-ad…

Understanding risk is crucial in the biotech funding environment. Industry, timing, and execution risks all play a role in investor decisions. Learn about the 3 types of risk organizations must account for and audit pitfalls that could derail fundraising: grassiadvisors.com/blog/biotech-c…

The new CBP refund system presents opportunities for businesses to reassess their exposure and documentation. As the trade landscape shifts, Grassi stands ready to guide importers through upcoming changes. Read about how our team can help prepare: grassiadvisors.com/blog/cbp-tarif…

Recent court rulings have brought clarity to the treatment of limited partnerships for self-employment tax purposes. Learn how our Financial Services advisors can help managers and founders navigate these complex tax considerations. grassiadvisors.com/blog/structuri…

On National Employee Appreciation Day, we celebrate the incredible professionals who make a difference for our clients and make Grassi an exceptional place to grow and work. Our team’s dedication is what drives our success. Learn more about our culture. grassiadvisors.com/careers/cultur…

New York’s construction landscape is evolving with the latest amendment to the Prompt Payment Act, which caps retainage at 5% for private contracts. Learn how we’re helping construction leaders navigate this shift to protect profitability and reduce risk: grassiadvisors.com/blog/new-york-…

Grassi is headed to Tampa, Florida to support the ACTEC 2026 Annual Meeting as a Bronze Sponsor.  Visit us at Booth 41 to learn how our team supports fiduciaries, high-net-worth individuals, and families with comprehensive trust & estate tax services.

Our annual client survey results show how often we met key service expectations & the fundamentals of our approach: 📩 Responsiveness ✔️ Quality of work 🤝 Deep understanding of the businesses we serve Learn about our commitment to client service: grassiadvisors.com/about-us/our-c…