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 evaluate 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.

❤️ **Caring for aging parents can bring both emotional and financial challenges.**As parents grow older, families may fi...
10/08/2026

❤️ **Caring for aging parents can bring both emotional and financial challenges.**

As parents grow older, families may find themselves navigating healthcare decisions, living arrangements, long-term care, finances, and other important responsibilities. Having conversations and making plans before a crisis occurs can help everyone feel better prepared.

Understanding the potential financial impact is also an important part of protecting both your parents’ well-being and your own long-term financial goals.

💡 Learn more about considerations that can help families prepare for caring for aging parents.

👉 Read the full article: https://www.hkwmg.com/resource-center/retirement/caring-for-aging-parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

🌟 **October Client Profile**Behind every successful business is a story worth sharing! This month, Hedley & Company is p...
10/07/2026

🌟 **October Client Profile**

Behind every successful business is a story worth sharing! This month, Hedley & Company is pleased to highlight another client and the people, passion, and hard work behind their success.

Our **October 2026 Client Profile** offers a closer look at this featured client, their journey, and what makes their business unique.

👉 Meet this month’s featured client and read their story: https://e.clientlinenewsletter.com/hedley/2026Oct/October_2026_Client_Profile

Shawn's business is touristdependent and earns most of its revenue in the warmer months. He has always filed his tax return on a calendar-year basis but would like to switch to a fiscal year ending in October. What does he need to do?

🌳 **Building wealth is one goal. Helping it last for generations is another.**Thoughtful estate planning can help you pr...
10/06/2026

🌳 **Building wealth is one goal. Helping it last for generations is another.**

Thoughtful estate planning can help you protect what you’ve built and create a strategy for transferring wealth to the people and causes that matter most to you.

From gifting strategies and trusts to tax considerations and legacy planning, understanding your options today can help position your family for the future.

💡 Explore estate strategies designed to help preserve and grow wealth across generations.

👉 Read the full article: https://www.hkwmg.com/resource-center/estate/estate-strategies-to-grow-wealth-for-generations

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

📉 **Could an investment loss help lower your tax bill?**No one likes seeing an investment lose value, but **tax-loss har...
10/05/2026

📉 **Could an investment loss help lower your tax bill?**

No one likes seeing an investment lose value, but **tax-loss harvesting** may provide an opportunity to turn certain investment losses into a potential tax advantage.

By strategically selling investments at a loss, you may be able to offset capital gains and potentially reduce your taxable income. Like any tax strategy, there are important rules and timing considerations to keep in mind.

As year-end approaches, now is a good time to review your portfolio and discuss whether tax-loss harvesting could fit into your overall tax strategy.

👉 Read the full article: https://e.clientlinenewsletter.com/hedley/2026Oct/Tax-Loss_Harvesting

If investments you sold in 2026 lost money, you may find some solace in the IRS tax code. You can deduct certain losses from your taxable income — a practice known as tax-loss harvesting — if you understand the rules. Here are the basics:

💑 **Money and marriage can be a challenging combination.**Differences in spending habits, financial priorities, and long...
10/01/2026

💑 **Money and marriage can be a challenging combination.**

Differences in spending habits, financial priorities, and long-term goals can create tension in any relationship. The good news? Open communication and a shared approach to finances can help couples stay on the same page.

From discussing financial goals to creating a plan together, a few proactive steps can help reduce money-related stress and strengthen your financial partnership.

💡 Check out these tips for navigating finances together and helping prevent financial disagreements from creating a marital rift.

👉 Read the full article: https://www.hkwmg.com/resource-center/lifestyle/tips-to-prevent-marital-rift

Couples may be able to head off many of the problems in a marriage that money can cause.

🍂 **Open Enrollment Isn’t Just Important for Employees—Employers Need to Be Prepared, Too!**A smooth benefits enrollment...
09/30/2026

🍂 **Open Enrollment Isn’t Just Important for Employees—Employers Need to Be Prepared, Too!**

A smooth benefits enrollment period can help employees better understand their options while giving employers an opportunity to review their benefit offerings, communicate important changes, and prepare for the year ahead.

Taking the time to plan, communicate clearly, and provide employees with the information they need can make open enrollment easier for everyone.

👉 Learn more about how employers can **ace enrollment season**: https://e.clientlinenewsletter.com/hedley/2026Oct/Ace_Enrollment_as_an_Employer

As open enrollment approaches, clear communication helps employees make informed decisions and increases engagement with your benefits package.

📈 **Inflation is more than just one number.**We often hear about inflation in the news, but did you know there are sever...
09/29/2026

📈 **Inflation is more than just one number.**

We often hear about inflation in the news, but did you know there are several different ways to measure changes in prices?

Understanding the various inflation indicators can provide valuable perspective on the economy—and help you better understand how rising costs may affect your purchasing power, savings, and long-term financial plans.

💡 Learn more about the different ways inflation is measured and why those measurements matter.

👉 Read the full article: https://www.hkwmg.com/resource-center/money/the-many-ways-to-measure-inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

🍂 **Fall Into Smart Benefits!**Open enrollment season is approaching, making now a great time to review your employee be...
09/28/2026

🍂 **Fall Into Smart Benefits!**

Open enrollment season is approaching, making now a great time to review your employee benefits and make sure your selections still fit your needs.

From changing health insurance premiums and deductibles to **HSAs, life insurance, and disability coverage**, taking time to understand your options can make a meaningful difference in both your financial and tax planning.

Don’t simply select the same benefits as last year—review what’s changed and make informed choices for the year ahead.

👉 Read the full article: https://e.clientlinenewsletter.com/hedley/2026Oct/Fall_Into_Smart_Benefits_Enrollment_Tips

As summer ends and fall begins, employers nationwide are preparing to offer their annual open enrollment for employee benefits. Whether you're new to selecting benefits or a seasoned pro, it's essential to research thoroughly before making your choices.

💰 **When is the right time to pass wealth to your loved ones?**Estate planning isn't only about what happens after you'r...
09/23/2026

💰 **When is the right time to pass wealth to your loved ones?**

Estate planning isn't only about what happens after you're gone. Lifetime gifts, family conversations, and thoughtful planning can help ensure your assets make a meaningful difference when your heirs may need them most.

This article explores the benefits of lifetime gifting, the emotional side of inheritance, and why involving your family in the planning process can help create a lasting legacy.

👉 [Read “Timing An Inheritance”](https://e.clientlinenewsletter.com/hedley/2026Sep/Timing_An_Inheritance?utm_source=chatgpt.com )

Longer lifespans have transformed inheritances from profound, life-altering events into later-life financial supplements for heirs. This shift raises important questions: When should your heirs receive their inheritance, and how can you ensure it benefits them rather than burdens them?

🌎 **Can your investments make a difference?**For some investors, financial goals are only part of the picture. **Impact ...
09/22/2026

🌎 **Can your investments make a difference?**

For some investors, financial goals are only part of the picture. **Impact investing** offers an opportunity to align your portfolio with causes and values that matter to you—whether that means environmental sustainability, community development, ethical business practices, or other areas of social impact.

Before making a decision, it’s important to understand your goals, explore the different types of impact investments, and consider both the potential opportunities and risks.

💡 Learn more about impact investing and what to consider when building a portfolio that reflects your priorities.

👉 Read the full article: https://www.hkwmg.com/resource-center/investment/are-you-ready-for-your-portfolio-to-make-a-difference

Learn about the rise of Impact Investing and how it may benefit you.

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

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