Search Results | Whittlesey

Nonprofits: Seize the Day with Real-Time Strategic Planning

Is your nonprofit’s current strategic plan uninspiring? Does it prevent you from leveraging current opportunities? Real-time strategic planning enables organizations to capitalize on their competitive advantages.

Location: /learning/insights/nonprofits-seize-the-day-with-real-time-strategic-planning/

How Nonprofits Should Classify Workers Correctly for Tax Purposes — and Avoid Costly Repercussions

Learn how nonprofits should classify employees, contractors, and volunteers to stay compliant with IRS rules. Avoid tax penalties, protect your nonprofit’s status, and reduce legal risks with proper worker classification.

Location: /learning/insights/how-nonprofits-should-classify-workers-correctly-for-tax-purposes-and-avoid-costly-repercussions/

Whittlesey Named a 2022 Best of the Best Firm by INSIDE Public Accounting

Whittlesey, the largest Connecticut-based CPA firm, was named a Whittlesey Named 2022 Best of the Best Firm by INSIDE Public Accounting.

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5 Essential Cybersecurity Practices to Safeguard Your Business

Learn the 5 Essential Cybersecurity Practices every business needs. From compliance to risk assessments and employee training, these steps can save your business from costly breaches and reputational damage.

Location: /learning/insights/5-essential-cybersecurity-practices-to-safeguard-your-business/

10 Easy Tips for Lowering Your Cyber Insurance Premium

Are you paying too much for your cyber insurance? You don't have to overspend. Here are 10 ways to lower your cost and save more money.

Location: /learning/insights/10-easy-tips-for-lowering-your-cyber-insurance-premium/

Whittlesey Hires New Managers

Whittlesey, a leading assurance, advisory, tax, and technology firm, is proud to welcome two new managers to our team. Cynthia A. McNerney, CPA, and Gary Willard, CPA, are the latest managers to join the Firm’s growing leadership team.

Location: /news-events/whittlesey-hires-new-managers/

Whittlesey’s Melissa Braun Named One of CTCPA’s Women to Watch

Whittlesey manager Melissa Braun was named one of the Connecticut Society of CPA’s (CTCPA) “Women to Watch.”

Location: /news-events/whittlesey-s-melissa-braun-named-one-of-ctcpa-s-women-to-watch/

Whittlesey’s Kimberly Napp Named One of CTCPA’s Distinguished Women Award

Whittlesey partner Kimberly Napp was named one of the Connecticut Society of CPAs (CTCPA) Distinguished Women. The award recognizes the many contributions CPA women are making in the state.

Location: /news-events/whittlesey-s-kimberly-napp-named-one-of-ctcpa-s-distinguished-women-award/

Protecting Your Nonprofit from Data Breaches

There are many low-cost (and even free) cybersecurity tools available to nonprofits, so don’t take the risk of going unprotected. Here are some easy ways to prevent data breaches.

Location: /learning/insights/protecting-your-nonprofit-from-data-breaches/

Whittlesey Announces Promotions of Naomi Aina, Matthew Burry, and Ashley Yanik to Manager

Whittlesey, a leading public accounting firm, proudly announces the promotions of Naomi Aina, Matthew Burry, and Ashley Yanik to Manager roles.

Location: /news-events/whittlesey-announces-promotions-of-naomi-aina-matthew-burry-and-ashley-yanik-to-manager/

Whittlesey's CEO Drew Andrews Named to Hartford Business Journal's Power 50 List

Drew Andrews has been named to Hartford Business Journal's Power 50 list for his pivotal role in growing Whittlesey into a regional player and leading the firm's embrace of remote work during the pandemic. As Managing Partner and CEO, Andrews is a major backer of Hartford and focused on finding talent to continue growing the firm.

Location: /news-events/whittleseys-ceo-drew-andrews-named-to-hartford-business-journals-power-50-list/

What Are In-Kind Contributions? The Latest On Guidance, Qualifications, and How To Record

Many nonprofits rely on non-financial gifts, known as in-kind contributions, to achieve their mission and goals.

Location: /learning/insights/what-are-in-kind-contributions-the-latest-on-guidance-qualifications-and-how-to-record/

Whittlesey’s Lindsay Tessler Named One of CTCPA’s Women to Watch

Whittlesey’s assurance manager Lindsay Tessler was named one of Connecticut Society of CPA’s (CTCPA) “Women to Watch.”

Location: /news-events/whittlesey-s-lindsay-tessler-named-one-of-ctcpa-s-women-to-watch/

Whittlesey’s Melissa Braun Promoted to Partner

Whittlesey, a leading assurance, advisory, technology, and tax services provider, is pleased to announce the promotion of Melissa Braun, CPA, to Partner.

Location: /news-events/whittlesey-s-melissa-braun-promoted-to-partner/

Check Your Construction Company’s Vital Signs With KPIs

Construction business owners, don’t fear the data! Choose and use the right key performance indicators to monitor your company’s performance.

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10 Ways Construction Companies Can Tighten Up Their Estimates

Estimating is among the most important areas of proficiency for any construction business. Here are 10 ways to potentially improve your company’s estimates.

Location: /learning/insights/10-ways-construction-companies-can-tighten-up-their-estimates/

Enhancing Business Resilience: The Role of Managed Services in Safeguarding Digital Assets

Uncover how Managed Service Providers (MSPs) fortify business resilience through comprehensive data protection strategies. Learn about their essential services, including data backup, disaster recovery, and regulatory compliance, expertly written by Whittlesey's Director of Networking Services, Dave Modzelewski.

Location: /learning/insights/enhancing-business-resilience-the-role-of-managed-services-in-safeguarding-digital-assets/

6 Ways Nonprofit Retirement Plans Are Changing

The SECURE Act 2.0 made some important changes to 403(b) retirement plans, which typically are offered by nonprofits to their employees. Is your nonprofit caught up on the law’s provisions?

Location: /learning/insights/6-ways-nonprofit-retirement-plans-are-changing/

Opportunity Zones 101: Understanding the Basics

Explore the basics of Opportunity Zones established by the 2017 Tax Cuts and Jobs Act, offering tax incentives for investments in economic development across Connecticut.

Location: /learning/insights/opportunity-zones-101-understanding-the-basics/

Whittlesey's CEO Drew Andrews Named to Hartford Business Journal's 2024 Power 50 List

Whittlesey's Managing Partner and CEO, Drew Andrews, has been named to Hartford Business Journal's 2024 "Power 50" list.

Location: /news-events/whittleseys-ceo-drew-andrews-named-to-hartford-business-journals-2024-power-50-list/