Skip to content
  • Client Login
  • Contact Us
main logo
  • Solutions

    Audit and Accounting

    Assurance Services

    Employee Benefit Plan Audits

    Lease Accounting

    Technical Accounting Solutions

    Public Company Solutions

    Client Accounting Services

    Tax

    Business Tax Services

    International Tax

    Private Clients and Individuals

    Specialty Tax Services

    State and Local Tax

    R&D Tax Credits

    Cost Segregation Studies

    Business Succession Planning

    Trust and Estate Services

    Mergers and Acquisitions

    Transaction Advisory Services

    Financial Due Diligence

    Commercial Due Diligence 

    Private Equity Readiness

     

    Corporate Strategy

    Growth Strategy Services

    Market Intelligence Services

    Voice of the Customer Services

    HR Services

    Recruiting and Contract Staffing

    Analytics + AI

    Business Strategy

    Data Architecture

    Data Engineering

    Analytics + AI

    Unlocking Agentic AI

    • Audit and Accounting
      • Assurance Services
      • Employee Benefit Plan Audits
      • Lease Accounting
      • Technical Accounting Solutions
      • Public Company Solutions
    • Tax
      • Business Tax Services
      • International Tax
      • Private Clients & Individuals
      • Specialty Tax Services
      • State and Local Tax
      • R&D Tax Credit Services
      • Cost Segregation Studies
      • Trust and Estate
    • Client Accounting Services
    • Mergers and Acquisitions
      • Transaction Support
      • Financial Due Diligence
      • Commercial Due Diligence
    • Corporate Strategy
      • Growth Strategy Services
      • Market Intelligence Services
      • Voice of the Customer Services
    • HR Services
      • Recruiting and Contract Staffing
    • Analytics + AI
      • Business Strategy
      • Data Architecture
      • Data Engineering
      • Analytics + AI
      • Unlocking Agentic AI
  • Who We Serve
    • Manufacturing and Distribution
    • Real Estate and Construction
    • Professional Service Firms
    • Private Equity Firms
    • Nonprofit Organization
    • Government Agencies
    • Public and Private Schools
    • Private Clients and Individuals
  • About Us
    • About Us
    • Awards
    • Community Outreach
    • News
    • Our Team
  • Insights
    • Blog
      • Audit and Accounting
      • Client Accounting Services
      • Employee Benefit Plans
      • Governmental Agencies
      • M&A Solutions
      • Manufacturers and Distributors
      • Private Clients and Individuals
      • Private Equity Firms
      • Professional Service Firms
      • Public and Private Schools
      • Nonprofit Organizations
      • Real Estate and Construction Companies
      • Tax
    • Video
    • Events
    • Subscribe
  • Careers
    • Careers
    • Current Job Openings
    • Benefits
    • Careers for Students
    • Experienced Professionals
    • Awards
    • Testimonials
    • Diversity, Equity, and Inclusion

davidevans

  • legal expert using laptop computer

    August 27, 2026

    Private Client Tax Services for Law Firm Partners

    Private Client Tax Services for Law Firm Partners

    By David Evans|Categories: Article, Private Clients and Individuals|4.1 min read|
  • February 24, 2026

    Understanding the IRS’s new deduction for qualified overtime compensation

    Understanding the IRS’s new deduction for qualified overtime compensation

    By David Evans|Categories: Article, Tax|2.6 min read|
  • February 24, 2026 Living trust myths vs. reality

    February 24, 2026

    Living trust myths vs. reality: what a revocable trust really does

    Living trust myths vs. reality: what a revocable trust really does

    By David Evans|Categories: Article, Private Clients and Individuals, Tax|8 min read|
  • Capital Gains Tax Planning Strategies

    February 18, 2026

    Year-Round Capital Gains Tax Planning Strategies

    Year-Round Capital Gains Tax Planning Strategies

    By David Evans|Categories: Article, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|4.2 min read|
  • January 26, 2026

    Mega Backdoor Roth: A Strategy for High Earners

    Mega Backdoor Roth: A Strategy for High Earners

    By David Evans|Categories: Article, Tax|6.6 min read|
  • January 21, 2026

    What to Prepare for Tax Year 2025 Filing

    What to Prepare for Tax Year 2025 Filing

    By David Evans|Categories: Article, Tax|5.2 min read|
  • new year new tax rules

    January 21, 2026

    New Year, New Tax Rules: What You Need to Know About IRS Changes

    New Year, New Tax Rules: What You Need to Know About IRS Changes

    By David Evans|Categories: Article, Tax|4.6 min read|
  • 2026 tax season guide

    January 20, 2026

    Your 2026 Tax Season Survival Guide

    Your 2026 Tax Season Survival Guide

    By David Evans|Categories: Article, Manufacturers and Distributors, Professional Service Firms, Real Estate and Construction Companies, Tax|6.4 min read|
  • January 15, 2026

    1099 season is here: what employers need to know

    1099 season is here: what employers need to know

    By David Evans|Categories: Article, Tax|3.8 min read|

By Type

  • Articles
  • Case Studies
  • Events
  • News
  • Videos

By Topic

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

Connect

Phone: 800.232.9547

Fax: 585.454.4024

Contact Us

Locations

With offices in Rochester and Ithaca, New York and a hybrid workforce, Insero serves clients throughout the Northeast and Midwest. Check out our locations page here.

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