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Videos

Year End Tax and Asset Moves to Make

Expert Insights and Tips from Your Trusted CPA Firm

Rolleri & Sheppard Video Blog: RSUs and RSAs: What You Need to Know

What are RSUs and RSAs, and how do they work? In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a comprehensive overview of restricted stock units and awards, answering key questions, including: How are they taxed? When do they qualify as...

Rolleri & Sheppard Video Blog: Tax Tips for Small Business Owners

 Are you a small business owner looking to simplify the complexities of business taxes and make smarter, more informed decisions for your company? In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, covers topics such as: How to pick a retirement...

Rolleri & Sheppard CPAs Video Blog: Reviewing Tax Season Basics

Rolleri & Sheppard CPAs Video Blog: Reviewing Tax Season Basics

Are you prepared for tax season? With this time of year upon us, it's crucial to arm yourself with the knowledge and preparation needed to navigate it successfully. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF reviews some tax season basics,...

Rolleri & Sheppard Video Blog: RSUs and RSAs: What You Need to Know

What are RSUs and RSAs, and how do they work? In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a comprehensive overview of restricted stock units and awards, answering key questions, including: How are they taxed? When do they qualify as...

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