Grassi

Your independent advisor for advisory, tax and accounting services.

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Meet Diana Mead, Partner and Co-President of Grassi Franchise Services.

In our latest Beyond the Bio feature, Diana shares insights from scaling businesses and helping franchise and restaurant operators navigate growth with confidence.

Read more: https://t.co/owuMTPJGkQ

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The Grassi team will be at the iConnections Global Alts NY on June 9–10.

Christopher Mears and Christopher Carrella will be there to connect with peers and exchange perspectives on the priorities and challenges facing the alternatives space.

Learn more: https://t.co/Zx5izSg1NF

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New York State Changes R&D Tax Rules for Construction Businesses

New York’s Fiscal Year 2027 State Budget updates the treatment of R&E expenditures, potentially creating differences between federal and state tax treatment starting in 2025.

Read now: https://t.co/h5th33aLDe

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Long Island Business News has recognized Louis Grassi as a 2026 Accounting Influencer.

The award recognizes accountants as trusted advisors guiding businesses, nonprofits and individuals through critical decisions.

Congratulations, Lou: https://t.co/VO7lQAcvNk

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A November 2025 court decision may create refund opportunities tied to IRS penalties and interest from the COVID-19 period. Filings due by July 10, 2026.

In our latest article, Grassi’s Tax advisors explain the implications of Kwong v. United States: https://t.co/wIu415TsiT

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Pride Month is a reminder that authenticity, respect, and belonging are critical to creating stronger communities and workplaces.

As we recognize Pride Month 2026, our firm remains committed to creating an environment where individuals feel welcomed and valued for who they are.

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Audit quality underpins public trust in the nonprofit sector.

In The CPA Journal, David M. Rottkamp outlines the auditor’s role in ensuring accountability, driven by people, processes, and environment.

NYCPA members can read the article here: https://t.co/3L14I4kfXt

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For first-time fund managers, K‑1s often create confusion.

In our latest article, Grassi’s Financial Services team explains why these issues arise and how early planning can help reduce surprises, avoid penalties, and protect personal cash flow: https://t.co/tBhw2GHaOv

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Join us today at 12 PM ET as Grassi’s nonprofit advisors discuss grant compliance as an emerging risk for nonprofit organizations, including insights on compliance gaps, funder expectations, and stronger oversight and reporting practices.

Register now: https://t.co/Ni65cb4c8l

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As AANHPI Heritage Month comes to a close, Jackie Honeycutt shares how respect for others has influenced her approach to building relationships and why creating space for different voices leads to better ideas and stronger teams.

Swipe to learn more.

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For emerging managers launching a fund, entity structure can have major tax implications.

In Uncorrelated Magazine, Toni Mazzacca discusses a recent Fifth Circuit ruling, its impact on limited partnership structures and self-employment taxes.

Read more: https://t.co/EZUpucTFVW

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Congratulations to Louis Grassi on being named an Executive Circle Honoree by Long Island Business News.

Selected among leading executives for his leadership, vision, and commitment to business performance and community impact.

Read more on page 16: https://t.co/yQmGsPxTgp

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Technology investment is increasing across manufacturing and distribution.

Grassi’s Manufacturing & Distribution Technology Survey captures real‑world perspectives on how leaders across NY and NJ are prioritizing technology investments.

Take the survey: https://t.co/X4BXNDz8Df

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On Memorial Day, we remember those who made the ultimate sacrifice in service. We also honor the families and loved ones who carry that legacy forward every day. Wishing you a safe, restful, and meaningful holiday weekend.

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Grassi is proud to recognize Jeff Agranoff as a 2026 Allies with Moxxie Award Honoree.

Jeff’s recognition reflects Grassi’s ongoing commitment to fostering an inclusive culture and supporting the advancement of women across the firm: https://t.co/bJzVqRgPNw

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Grassi Healthcare Advisors will be at the 2026 Arizona LeadingAge Annual Conference, May 27–28.

On May 28, Jaime Rapps and Nicolette Donovan will present Healthcare Financial Metrics & Analysis: Using Data to Drive Strategic Decision‑Making.

Learn more: https://t.co/aBQel0fnN6

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The 2026 CFMA Annual Conference & Exhibition, May 30–June 3.

June 1, Adam Canosa will join Brian Kassalen of Baker Tilly for the session, “Your Questions on Emerging Issues in Construction Finance.”

Join Adam Canosa and Ryan Costigan at the conference: https://t.co/HHmoWYyQqZ

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On May 19, 2026, the SEC proposed two changes aimed at simplifying public company reporting. For smaller companies and microcap issuers, the proposals could ease the path to the public markets and reduce the cost and complexity of being public.

Read now: https://t.co/QL1MNQawTB

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We’re proud to support the Signature Events CEU Seminar taking place on May 27 in Whitestone, NY.

Grassi Healthcare Advisors’ CEO, Joseph Tomaino, will be a featured speaker, sharing insights on “Getting Peak Performance from Your Team.”

Learn more: https://t.co/j280danFyM

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As grant funding becomes more complex, compliance risks continue to rise for nonprofit organizations.

On May 28, Grassi Partners David Rottkamp and Bryan Fryer discuss key pitfalls and stronger grant controls.

Join the conversation: https://t.co/Ni65cb4c8l