Skip to content
  • Client Login
  • Contact Us
main logo
  • How We Help

    Audit & Accounting Advisory

    • Assurance Services
    • Employee Benefit Plan Audits
    • Lease Accounting
    • Technical Accounting Solutions
    • Public Company Solutions

    Specialty Tax Service

    • State and Local Tax

    Tax Planning & Compliance

    • Business Tax Services
    • International Tax
    • Private Clients & Individuals

    Financial & HR Solutions

    • Client Accounting Services
    • Human Resources Advisory
    • Recruiting and Contract Staffing

    Transaction Advisory Services

    Transaction Support

    Financial Due Diligence

  • Who We Serve
    • Government Agencies
    • Manufacturing & Distribution
    • Nonprofit Organizations
    • Private Clients & Individuals
    • Private Equity Firms
    • Professional Service Firms
    • Public and Private Schools
    • Real Estate & Construction
  • About Us
    • About Us
    • Awards
    • Community Outreach
    • News
    • Our Team
  • Insights
    • Blog
      • Audit & Accounting
      • Client Accounting Services
      • Employee Benefit Plans
      • Governmental Agencies
      • M&A Solutions
      • Manufacturers & Distributors
      • Private Clients & Individuals
      • Private Equity Firms
      • Professional Service Firms
      • Public and Private Schools
      • Nonprofit Organizations
      • Real Estate & Construction Companies
      • Tax
    • Video
    • Events
    • Subscribe
  • Careers
    • Careers
    • Current Job Openings
    • Benefits
    • Accounting Students
    • Experienced Accountants
    • Awards
    • Testimonials
    • Diversity, Equity, and Inclusion

alanpecora

  • Businessman in casual clothes reviewing document reports

    April 17, 2026

    Executor Responsibilities Checklist: What Happens in the First 90 Days of Estate Administration

    Executor Responsibilities Checklist: What Happens in the First 90 Days of Estate Administration

    By Alan Pecora|Categories: Article, Private Clients & Individuals|4.8 min read|
  • December 29, 2025

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    Revocable vs. Irrevocable Trusts: What’s the Difference?

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • October 2, 2025

    Using POD and TOD Accounts in Your Estate Plan

    Using POD and TOD Accounts in Your Estate Plan

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • qualified disclaimer inheritance

    May 27, 2025

    When saying “no” to an inheritance might make sense

    When saying “no” to an inheritance might make sense

    By Alan Pecora|Categories: Article, Private Clients & Individuals, Tax|8.1 min read|
  • Family Loans and Gifts: Avoiding a Tac Headache

    April 3, 2025

    Family Loans and Gifts: Avoiding a Tax Headache

    Family Loans and Gifts: Avoiding a Tax Headache

    By Alan Pecora|Categories: Video, Private Clients & Individuals, Tax|0.3 min read|
  • state inheritance taxes and estate taxes what you need to know

    July 27, 2022

    State inheritance taxes and estate taxes: what you need to know

    State inheritance taxes and estate taxes: what you need to know

    By Alan Pecora|Categories: Article, Private Clients & Individuals|3.3 min read|
  • June 27, 2022

    Tax credits for education

    Tax credits for education

    By Alan Pecora|Categories: Article, Private Clients & Individuals, Tax|7.8 min read|
  • May 13, 2022

    Five techniques to avoid probate with estate planning

    Five techniques to avoid probate with estate planning

    By Alan Pecora|Categories: Article, Private Clients & Individuals|3.9 min read|
  • March 29, 2022

    How a Spendthrift Trust Helps Protect Assets

    How a Spendthrift Trust Helps Protect Assets

    By Alan Pecora|Categories: Article, Private Clients & Individuals|4 min read|
  • now is a great time to revisit your will, fountain pen with last will and testament

    August 28, 2018

    Now is a Great Time to Revisit Your Will

    Now is a Great Time to Revisit Your Will

    By Alan Pecora|Categories: Article, Private Clients & Individuals|1.8 min read|
12Next

By Type

  • Articles
  • Case Studies
  • Events
  • News
  • Videos

By Topic

  • Audit & Accounting
  • Client Accounting Services
  • Employee Benefit Plans
  • Governmental Agencies
  • M&A Solutions
  • Manufacturers & Distributors
  • Nonprofit Organizations
  • Private Clients & Individuals
  • Private Equity Firms
  • Public and Private Schools
  • Professional Service Firms
  • Real Estate & Construction Companies
  • Tax

Subscribe

Join our mailing list for insights and tools to help you achieve your goals delivered right to your inbox.

Subscribe

Connect

Phone: (800) 232-9547

Fax: (585) 454-4024

Contact Us

Locations

With offices in Rochester and Ithaca and
a regional workforce, Insero serves clients
through the United States; with a
concentration in New York, New Jersey,
Ohio and Pennsylvania.

Make a Payment

Insights

Join our mailing list for up-to-date
information and tools to help you achieve your goals.

Subscribe
© Insero Advisors, LLC. All rights reserved.

“Insero" is the brand name under which Insero & Co. CPAs, LLP and Insero Advisors, LLC and its subsidiary entities provide professional services. Insero & Co. CPAs, LLP and Insero Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Insero & Co. CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Insero Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Insero Advisors, LLC and its subsidiary entities are not licensed CPA firms.

Page load link
Go to Top