Satty & Partners

Satty & Partners Satty & Partners is a mid-size accounting firm with a boutique mindset where our clients come first.

Why Pay Taxes Today If You Can Put It Off Until TomorrowIf you’re planning to sell highly appreciated real estate, a clo...
09/02/2026

Why Pay Taxes Today If You Can Put It Off Until Tomorrow

If you’re planning to sell highly appreciated real estate, a closely held business, or private company stock, don’t let the tax consequences become an afterthought. There may be a way to defer the capital gains tax for years—even decades—but only if you plan before the sale.

https://satty.com/tax-tips/why-pay-taxes-today-if-you-can-put-it-off-until-tomorrow

Here’s How Much You Need to Retire Upper Class, and How to Get ThereA light at the end of the tunnel.  You’ve worked har...
08/26/2026

Here’s How Much You Need to Retire Upper Class, and How to Get There

A light at the end of the tunnel. You’ve worked hard to get there. The question is, how bright is that light going to shine? For some it doesn’t matter, they’ll do with most any level of retirement as long as they can stop working and live comfortably. For others, they want to maintain the lifestyle they had while they were earning. If this is you, start preparing now.

https://satty.com/blog/heres-how-much-you-need-to-retire-upper-class-and-how-to-get-there

Wondering Where in the World to Retire? There's an Index for That.Choosing where to retire is no longer a question of wh...
08/19/2026

Wondering Where in the World to Retire? There's an Index for That.

Choosing where to retire is no longer a question of what American city or region has the most to offer. Retirement has now taken a global bent. There are plenty of international options for lifestyle, economy, cultural compatibility, etc. that makes the prospect of retirement more exciting than ever. Here are the top 10 offshore destinations for retirees in 2026 and why they are so appealing.

https://satty.com/blog/wondering-where-in-the-world-to-retire-theres-an-index-for-that

How to prepare for anythingAdapting to change in any organization is all about asking the right questions.  Try this pro...
08/12/2026

How to prepare for anything

Adapting to change in any organization is all about asking the right questions. Try this process in your own and see if you don’t increase productivity, efficiency and buy in.

When the paint shop leadership team for carmaker Audi initiated a change process, they decided to trust the power of questions.

https://satty.com/blog/how-to-prepare-for-anything

Companies replaced entry-level workers with AI. Now they are paying the price.There is no doubt that AI is increasingly ...
08/05/2026

Companies replaced entry-level workers with AI. Now they are paying the price.

There is no doubt that AI is increasingly part of the business mainstream. But are organizations relying on it too much without understanding its limitations? Just as some experts predicted, not only are there unforeseen long term issues around its overall use, but there are gaps in what it can accomplish, as opposed to human intellect in even simple tasks and transactions. Businesses lept into the fray without looking deeply and are now facing backtracking that is more expensive than ever.

https://satty.com/blog/companies-replaced-entry-level-workers-with-ai-now-they-are-paying-the-price

Solopreneurship can be dream come true for many. But there’s a hidden cost.The side hustle.  Sometimes it becomes the pr...
07/15/2026

Solopreneurship can be dream come true for many. But there’s a hidden cost.

The side hustle. Sometimes it becomes the primary hustle, especially with the bounty of AI. But like everything AI, there can be a downside… and it can be pretty steep. From lack of human collaboration to energy usage to subtracting from employment numbers and resultant tax roles, we are experiencing a seachange and not only from a business standpoint but from a cultural perspective. So before you embark on your own gig, this is a critical post to read and reflect upon.

https://satty.com/blog/solopreneurship-can-be-dream-come-true-for-many-but-theres-a-hidden-cost

5 Ways to Live a Luckier Life, Starting TomorrowThere are memorable quotes that just stick with you over time.  Branch R...
07/08/2026

5 Ways to Live a Luckier Life, Starting Tomorrow

There are memorable quotes that just stick with you over time. Branch Rickey, the baseball owner who broke a million hearts in Brooklyn, while creating a modern day monster in Los Angeles was also a closet intellctual who came up with the quip “Luck is the residue of design.” That’s what this post is all about… making your own luck in business, and life. It’s worth a read.

https://satty.com/blog/5-ways-to-live-a-luckier-life-starting-tomorrow

Jerry Seinfeld Is Worth $1.1 Billion. So Why Does He Still Work So (Darned) Hard?For the same reason you should—no matte...
06/17/2026

Jerry Seinfeld Is Worth $1.1 Billion. So Why Does He Still Work So (Darned) Hard?

For the same reason you should—no matter what your net worth—if you want to live a fulfilling life.

“No soup for you!” “Yada, yada, yada.” “These pretzels are making me thirsty.” “Not that there's anything wrong with that.” “The sea was angry that day, my friends.” Seinfeld’s groundbreaking sitcom is still iconic and Jerry Seinfeld and co-creator Larry David are two of the most influential comic entertainers of all time. The experience of being literally on top of the entertainment world while heady, is also still incredibly lucrative and as a result Seinfeld is a three comma guy. So why do we still see him all over the place instead of just enjoying his riches? It’s part of the reason that drove him to success in the first place. Valuable lessons from Chairman Jerry.

Imagine you created a TV series that, along with the income you’ve generated from standup tours, movies, and other projects, has made you worth a reported $1.1 billion.

Would you still tour? Would you still develop new projects? Would you still work hard?

Jerry Seinfeld would.

And does.

https://satty.com/blog/jerry-seinfeld-is-worth-11-billion-so-why-does-he-still-work-so-darned-hard

Your Customers Are Constantly Sending You Vital Signs on the Health of Your Business. Are You Listening?There’s a truism...
06/10/2026

Your Customers Are Constantly Sending You Vital Signs on the Health of Your Business. Are You Listening?

There’s a truism in business: your prospects are waiting to tell you how to sell them—all you have to do is ask. Well, the same is true with customers. While they want to be right about their choice to do business with you—after all, it’s about ego—you should be aware of how they really feel deep down. In this way you can cultivate them and even receive referrals from their good will. So how do you do it? They are laying down clues and there is a methodology to measuring the health of your business by taking stock of some key aspects of your relationship with customers.

How to make the most of what you put in your customer health index.

If you were a merchant in ancient Greece—or at least before the dawn of the internet—you had a fairly easy way of knowing how well your business was doing. Do your customers keep coming back? Are your sales higher than your expenses? Do customers tell their friends about you? If the answer to these questions was ‘yes’ then you were probably doing fine.

As a modern-day business owner, those simple metrics are still pretty core to having healthy relationships with your customers. But now, with the sheer amount of customer data that it’s possible to collect, there have never been more ways to quantify your brand’s relationship with its customers. So it’s hard to know what to focus on.

https://satty.com/blog/your-customers-are-constantly-sending-you-vital-signs-on-the-health-of-your-business-are-you-listening

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Melville, NY
11747

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