The Bonadio Group

We’re excited to share that T. Gschwender & Associates (TGA) will join The Bonadio Group, with an expected closing date of August 16! TGA will join our Advisory & Consulting team, expanding our credit risk, loan review, and regulatory advisory services for financial institutions.

Physicians focus on physical wellness, and we focus on their financial wellness. 🩺 In this episode of TBG Talks, Partner Cindi Turoski shares insights on debt management, asset protection, and retirement planning for physicians. Tune in: ow.ly/hPFy5102esi

TBG wants YOU to participate in our 2027 State of the Local Government Study! 🫵 We’re collecting insights from municipalities across the Northeast to inform a comprehensive report by our government specialists. Submit responses by November 17: ow.ly/WllN5102epr

When it comes to risk management, what you don’t know can create costly consequences. Hear from our risk management experts in TBG Talks Rewind on uncovering fraud, protecting investments, preventing cyber threats, and continuously monitoring controls: ow.ly/zOGm51005HI

How do you balance efficiency with governance while using AI in your organization? Our experts are here to show you at our upcoming webinar! 🧑‍🏫 Join us for a conversation about finding the sweet spot between AI innovation & responsible implementation: ow.ly/5G7951005yA

As #NationalEstatePlanningAwarenessWeek comes to a close, now is the time to dust off your estate plan and confirm it still reflects your goals. 📃 Explore how our Estate & Trust team can support you with achieving your estate planning objectives: ow.ly/ihYX51005vn

The question on every manufacturer and distributor’s mind as the 2026 midterm elections approach is whether a major policy reversal on trade and tariffs is to be expected. See our M&D team’s answer and guidance for leaders amid continued uncertainty: ow.ly/WVTX50ZY3J4

A message from our Estate & Trust team during #NationalEstatePlanningAwarenessWeek. 🗣️ A will is only one piece of the estate planning puzzle, and success requires every piece working together. Learn more about proper estate plan coordination: ow.ly/6jwP50ZY3wp

Many organizations are stuck between a rock and a hard place with AI. Move too slowly and risk falling behind, move too quickly and risk security and compliance. Find the sweet spot with AI implementation at our webinar on November 4. Register here: ow.ly/h5El50ZWiV1

We’re honored to once again be named a Top 50 Construction Accounting Firm by @ConstructionMag! While this marks our 8th consecutive year on the list, our commitment to serving construction businesses spans decades. Read our press release for more: ow.ly/4W3L50ZWXjV

Class is (almost) in session! 🧑‍🏫 FoxPointe Solutions is hosting its 2nd Annual Cybersecurity Webinar Series addressing today’s most pressing cybersecurity challenges & how to manage them. Register today to prepare your organization for the year ahead: ow.ly/wggN50ZTzjO

We’re excited to share the launch of AI Services by our cybersecurity division, FoxPointe Solutions! This offering is tailored to meet organizations where they’re at in their AI journey & provide strategy, governance, & security frameworks. Learn more: ow.ly/mCet50ZTy8u

You’ve just seen another headline about a food recall. How will it impact your restaurant, and how should you respond? We recommend having a recall preparedness plan in place to protect diner safety and business continuity. Learn more: ow.ly/LxFl50ZR0zk

For manufacturers and distributors, capturing the One Big Beautiful Bill Act’s tax opportunities is easier said than done. The real challenge lies in making the right decisions at the right time. See how our M&D specialists can help you reap the benefits: ow.ly/E5s850ZM7oM

Start spreading the news. 🎶🗞️ The deadline for New York City property owners to respond to notices indicating their property may be subject to the new pied-à-terre tax has been extended again, this time to October 6, 2026. See details and key next steps: ow.ly/KOPt50ZM7kF

Dallas, AKA ‘Y’all Street,’ continues to rise as a financial services hub and influential business center. Tim Pike of our Dallas office shares how businesses can capitalize on growing opportunities in the Lone Star State: ow.ly/imOt50ZITR4

Financial risk management typically isn’t top of mind for investors, but it’s critical for reaching your long-term goals. Jeff Coons of TBG affiliate High Probability Advisors shares how you can identify and manage risks with an advisor in @BuyWideWSJ: ow.ly/3eMH50ZIU9e

Should a forensic accounting expert advocate for a desired outcome or remain objective? It may seem obvious, but objectivity is often the strongest defense an expert can offer in litigation. Learn more about the role of forensic accounting experts: ow.ly/AcHo50ZBWak

Business owners want real-time financial information to drive decisions. Our Outsource Accounting & Finance team, led by Partner Gregg Genovese, delivers. 📈 Learn more about this rapidly growing service and the benefits it offers via @AccountingToday: ow.ly/PYRu50ZztKm

Foreign gifts, inheritances, & trust distributions are often seen as simple, tax-free transfers. Our team is setting the record straight. See associated reporting requirements, foreign trust implications, & how we help clients manage these complexities: ow.ly/S0o450ZztTg