Greetings!
How can we be a resource for you? As CPAs and business consultants, we take great pride in making sure our clients have the best advice possible in all of the areas that touch your business and personal lives. Are you thinking of making a major change or just looking for a second opinion? Give your WB adviser a call and discover how deep and far reaching our relationships are and who we know that could benefit you. Referrals are the cornerstone of our business. We sincerely appreciate the clients who have taken the time to pass along our name to friends, family, and business associates. It's a trust that we value highly. We are never too busy to take a call, connect new and old friends, and share information that will make your life less complicated. Yes, we are in the accounting business. But, we are also in the business of building relationships. How can we help you? 
The Members of Weltman Bernfield |
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Six Tax-planning Moves for Midyear
How to cut your personal income tax bill The tax moves you make--or don't make--throughout the year can have a substantial impact on your tax bill. Here are six areas to consider at midpoint. Read more. |
 Get Well Soon: Promoting Better HealthUsing a wellness program for employees
What can a small business do to stem the tide of rising health care costs? One possible solution is a "wellness program." It may result in fewer health insurance claims and improve employee morale. Read more. |
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Spotlight On: Henry Lotsof, DDS
Dentist's Skills Have Deep Impact
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Henry Lotsof, DDS |
"I see these kids --mostly high school aged--needing to get dental work done and I feel I can have a little bit of an impact. I really enjoy that." -- Dr. Henry Lotsof
Dr. Lotsof said his volunteer work doesn't take much time, yet makes a huge difference. It changes the patients and it has impacted him, as well. Read More.Learn about Dr. Lotsof's work at the
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 Can You Prove that You're Innocent? IRS Relaxes "innocent spouse" rules The IRS is making it easier to qualify for innocent spouse relief. This change of heart continues a recent trend. Read more. |
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Someone You Should Know
Ben Hurwitz, CPA
Member
Weltman Bernfield
Bhurwitz@weltmanbernfield.com
Doing the right thing is important for WB member Ben Hurwitz. In fact, "it's huge for me," he admitted. He is the one people go to when they need someone to listen, sort things out, or take on an additional task.This summer, Ben will be the facilitator at the CPAGold training session for staff.
Ben's helpfulness is part of his life inside and outside of work. For the past four years, he has been the president of his synagogue and will step down from that position on June 30.
Making sure his values are reflected in the way he spends his time creates a busy life. It has advantages, but not what people expect.
Ben jokes that, while others have found volunteer work a way to network for business, his congregation "has too many accountants" to offer much in the way of business opportunities. Instead, his activities have resulted in something much broader.
Ben said he has gotten more involved with making presentations at the firm and more comfortable speaking to crowds of 1,000 people on non-business topics.
Through his volunteer work, Ben said he has rediscovered that meetings are a good place for people to express their ideas.
"I found that people do listen to others and they can effectively influence other people-- people who come from all different walks of life. They just have to have an open mind."
Listening to others and offering support are important values in Ben's life.
The results touch the people he volunteers with and places he volunteers for.
And, those values make a difference with the colleagues Ben works with and clients he serves.
Save The Date! QuickBooks Webinar
August 15 "Beyond the Basics" (1.5 hrs) taught by Rich Kane and Dean Klemenz, your QuickBooks Pro Advisors.
Make sure you are on the email list. Sign up now!
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