Bernath & Rosenberg, P.C.

05/14/2026

Behind the scenes, good tax and financial planning requires a lot of continuing education because the rules change, strategies evolve, and details matter.

At Bernath & Rosenberg, our team includes CPAs and CFP® professionals who stay current on tax law and planning strategies so the guidance you get is timely, thoughtful, and specific to your situation.

05/13/2026

Running a company retirement plan is a big responsibility, and it’s more than “set it and forget it.”

Plan sponsors are often balancing:
• investments + fees
• fiduciary oversight + compliance updates
• plan admin + records
• risk management + employee education

A good next step: make sure you have a clear process (and the right support) so nothing important gets missed.

Contact us for help with your company retirement plan:
bernathandrosenberg.com/contact/

05/11/2026

Selling commercial real estate isn’t just about the price. It’s about preparation.

Before you list:
• Gather leases + expenses + improvement records
• Know the tax “gotchas” (capital gains + depreciation recapture) • Plan ahead—timing and deal structure can change the outcome

To get started and make the most of your sale, schedule a meeting by calling (212) 221-1140.

05/07/2026

When people reach out for help, they’re often juggling a scattered financial life… bank statements, real estate investments, wills, trusts, and more without a clear system holding it all together.

Our approach is simple: lead with integrity, keep it personal, and build a plan that fits your life, not a generic template.

Schedule a review: bernathandrosenberg.com/contact

05/06/2026

Audits come up for all kinds of reasons, regulatory compliance, loan covenants, trustee/shareholder requirements, a merger, and more. Bernath & Rosenberg’s auditing and assurance team supports you through the process with a thorough, reliable approach and helps you plan ahead to reduce surprises along the way.

05/04/2026

Medical charges can affect your retirement. Take, for example, Medicare Part B premiums aren’t always “standard.”

If your income is above certain thresholds, you may pay an extra monthly surcharge (IRMAA) based on your 𝗶𝗻𝗰𝗼𝗺𝗲 𝗳𝗿𝗼𝗺 𝘁𝘄𝗼 𝘆𝗲𝗮𝗿𝘀 𝗮𝗴𝗼.
Common triggers: Roth conversions, RMDs, and big capital gains.

Read more: bernathandrosenberg.com/medicare-b-premium-surcharge/

04/30/2026

We often see people focus on optimizing one area of their finances while ignoring how it affects the rest.

True planning looks at the full picture:
• Taxes
• Investments
• Risk management
• Long-term goals

When those pieces work together, the strategy becomes stronger than the sum of its parts.

04/29/2026

Tax planning isn’t about finding loopholes.
It’s about making informed decisions before the opportunity passes.

When planning is done throughout the year, strategies are clearer and outcomes are stronger.

04/27/2026

Looking for professional tax guidance at any time of year?

Our Tax Resource Center is a self-serve hub filled with helpful tools — from IRS resources and calculators to insights that can simplify tax planning and preparation.

Whether you’re planning ahead or just want to understand your tax picture better, this is a great place to start:

Tax Resources center includes helpful tax resources, tax calculators, track your refunds and more. For further assistance be sure to reach out to our team!

04/23/2026

Not all financial decisions are urgent.
But the most impactful ones are often made early.

Planning ahead gives you more flexibility, more options, and fewer surprises later.

04/16/2026

At Bernath + Rosenberg, we believe financial guidance should be strategic, personalized, and values-driven.

Our mission is simple:
✅ Help you pursue your financial goals with clarity
✅ Coordinate tax, planning, and investment decisions for greater confidence
✅ Support you through life’s transitions with thoughtful advice

We don’t just manage numbers — we build plans that reflect what matters most to you.
Learn more about our mission and philosophy:
https://bernathandrosenberg.com/our-mission-and-philosophy/