Hedley & Co, CPAs

Hedley & Co, CPAs Hedley & Co. strives to stand out from other accounting firms by providing value with personalized service while preserving client time, money, and security.

http://www.hedleycpa.com Tax preparation and planning and accounting and consulting services. Hedley & Co, CPA's provides more than traditional accounting and tax services. With our full line of financial services we can help you manage company growth, make important financial decisions and develop tax-planning strategies. Our full line of business services can help you analyze and critically eval

uate your alternatives include business valuations, We work with individuals to properly plan tax strategies that will help them get the best use from the money they earn.

🔄 **Changing Jobs? Don’t Forget About Your Old Retirement Plan**Starting a new job—or heading into retirement—comes with...
09/02/2026

🔄 **Changing Jobs? Don’t Forget About Your Old Retirement Plan**

Starting a new job—or heading into retirement—comes with plenty of decisions. One that can be easy to overlook is what to do with the money in your former employer’s retirement plan.

Generally, you may have several options, including leaving the money in your old plan, moving it to a new employer’s plan, cashing it out, or **rolling the assets into an IRA**. A rollover may help preserve the tax-advantaged status of your retirement savings while potentially making your accounts easier to manage.

Before making a decision, it’s important to consider factors such as investment choices, fees, services, withdrawal rules, and your overall retirement goals.

👉 Read **“What’s So Great About a Rollover?”** from HK Wealth Management Group: https://www.hkwmg.com/resource-center/retirement/whats-so-great-about-a-rollover

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

💰 **It’s Not Too Early to Think About Year-End Tax Planning**As the end of the year approaches, now is a good time to re...
09/01/2026

💰 **It’s Not Too Early to Think About Year-End Tax Planning**

As the end of the year approaches, now is a good time to review your financial picture and consider strategies that could help reduce your 2026 tax bill.

From deciding whether to **defer or accelerate income** and strategically **bunch deductions** to maximizing **Health Savings Account contributions** and reviewing your **charitable giving**, thoughtful planning before year-end can make a difference.

Every taxpayer’s situation is different, so working with your tax professional can help determine which strategies make sense for you.

👉 Learn more: https://e.clientlinenewsletter.com/hedley/2026Sep/Year-End_Strategies_to_Reduce_Your_Tax_Bill

Ideally, you have worked to minimize your taxes throughout the year. Here are some year-end strategies that may help further reduce your tax bill. Before implementing these or any year-end strategies, talk with your tax professional.

🎒 **Back-to-School Costs Are Adding Up**Getting the kids ready for another school year may be putting more pressure on f...
08/31/2026

🎒 **Back-to-School Costs Are Adding Up**

Getting the kids ready for another school year may be putting more pressure on family budgets. According to CBS News, the cost of a typical basket of school supplies is up nearly **8% compared with 2025**, while the cost of a typical school lunch has risen **11%**.

From notebooks and lunch boxes to groceries and everyday household expenses, rising costs are a good reminder of the importance of reviewing your family budget and planning ahead for seasonal expenses.

A little preparation can go a long way toward keeping unexpected costs from disrupting your broader financial goals.

👉 Read more from CBS News: https://www.cbsnews.com/news/back-to-school-supply-lunch-costs-tariffs

U.S. households will spend roughly $4,000 per student on school supplies and lunches this year, a new analysis found.

📄 **Are Your Most Important Estate Documents in Place?**Estate planning isn’t just about what happens after you’re gone—...
08/27/2026

đź“„ **Are Your Most Important Estate Documents in Place?**

Estate planning isn’t just about what happens after you’re gone—it’s also about making sure your wishes are known and trusted individuals can act on your behalf if you’re unable to do so.

From a **durable power of attorney and living trust** to a **living will and health care power of attorney**, the right documents can play an important role in protecting your finances, health care wishes, and loved ones.

Take a few minutes to learn about these critical documents and what each one is designed to accomplish.

👉 https://www.hkwmg.com/resource-center/estate/critical-estate-documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

💵 **Healthy Cash Flow Keeps Your Business Moving Forward**Managing cash flow is about more than keeping the bills paid—i...
08/26/2026

đź’µ **Healthy Cash Flow Keeps Your Business Moving Forward**

Managing cash flow is about more than keeping the bills paid—it can help position your business for future growth. Effective cash planning can provide the flexibility to increase inventory, expand operations, and pursue new opportunities.

From monitoring cash inflows and outflows to improving collections and managing inventory, having a clear picture of your cash position can help you make more informed business decisions.

👉https://e.clientlinenewsletter.com/hedley/2026Aug/Importance_of_Managing_Cash_Flow?utm_source=chatgpt.com

Effective cash management is the first step toward ensuring you have enough funds to meet your business's financial obligations. Cash planning helps you increase inventory, expand to new locations, and pursue other growth opportunities. It requires the focus and skills of everyone on your management...

💰 **Your Income Reached Seven Figures—Now What?**Reaching a new level of financial success can be exciting, but it can a...
08/25/2026

💰 **Your Income Reached Seven Figures—Now What?**

Reaching a new level of financial success can be exciting, but it can also bring new decisions and responsibilities. Whether it comes from selling a business, receiving a windfall, or reaching a major career milestone, it may be time to take a fresh look at your financial strategy.

From revisiting your **estate plan** and evaluating your **risk tolerance** to planning for short-term expenses and avoiding rushed financial decisions, thoughtful planning can help you navigate this next chapter with confidence.

👉 https://www.hkwmg.com/resource-center/money/what-to-do-when-your-income-reaches-7-figures?utm_source=chatgpt.com

Preserve your high net worth with these foundational tips.

📜 **Do You Have a Will in Place?**Creating a will is an important step in making sure your assets are distributed accord...
08/24/2026

📜 **Do You Have a Will in Place?**

Creating a will is an important step in making sure your assets are distributed according to your wishes and the people you care about are provided for.

From naming beneficiaries and choosing an executor to selecting guardians for minor children, there are several important details to consider. And because estate laws can vary by state, working with an experienced professional can help you avoid potential pitfalls.

👉 https://e.clientlinenewsletter.com/hedley/2026Aug/August_2026_Q_and_A?utm_source=chatgpt.com

Let's talk about creating a will since it's National Make-A-Will Month.

đź’° **When Was the Last Time You Gave Your Budget a Checkup?**Tax time brings a lot of your financial information together...
08/20/2026

đź’° **When Was the Last Time You Gave Your Budget a Checkup?**

Tax time brings a lot of your financial information together in one place—making it a great opportunity to take a closer look at your household budget.

From reviewing where your money went last year to projecting future expenses and setting savings goals, a simple budget checkup can help you better understand your finances and stay focused on what matters most.

👉 Readhttps://www.hkwmg.com/resource-center/money/budget-check-up-tax-time-is-the-right-time?utm_source=chatgpt.com

Tax preparation may be the perfect time to give the household budget a check-up.

🎓 **Save for Retirement or College? Why Not Work Toward Both?**For parents, balancing your own retirement goals with sav...
08/19/2026

🎓 **Save for Retirement or College? Why Not Work Toward Both?**

For parents, balancing your own retirement goals with saving for your child’s education can be challenging. While both are important, prioritizing retirement savings—especially taking full advantage of an employer’s 401(k) match—can help build a stronger financial foundation. After all, there are loans available for college, but not for retirement.

This article explores setting priorities, maximizing employer retirement benefits, and considering college savings options.

👉 https://e.clientlinenewsletter.com/hedley/2026Aug/Save_For_Retirement_or_College?utm_source=chatgpt.com

For those with young families, this can be a quandary. Try to save for both, but prioritize retirement savings. There are loans for college, but not for retirement.

💵 **Looking for Income From Your Investments? Let’s Talk Dividends.**Dividend-paying stocks can provide investors with a...
08/18/2026

💵 **Looking for Income From Your Investments? Let’s Talk Dividends.**

Dividend-paying stocks can provide investors with a potential stream of income—but there’s more to consider than just the dividend yield. Understanding how dividends work, how they’re taxed, and the financial health of the company paying them can help you make more informed investment decisions.

This quick primer breaks down **dividends, dividend yield, dividend-per-share, and some important considerations before investing.**

👉 Read https://www.hkwmg.com/resource-center/investment/a-primer-on-dividends?utm_source=chatgpt.com

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends.

Address

1593 Route 9
Clifton Park, NY
12065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15183482079

Alerts

Be the first to know and let us send you an email when Hedley & Co, CPAs posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Hedley & Co, CPAs:

Shortcuts

Share

Category