Debbie Levenson Quoted in New York Times Article
August 24, 2010

Debbie Levenson of Braver Wealth Management quoted in an online dating article featured in the Your Money section of The New York Times on Saturday, August 21st.

“The trick, it seems, is to use such subtle codes, the same way people slip in mentions of their jogging habit rather than coming right out and saying that they’re not overweight. So rather than projecting frugality outright, try dropping a classic investing book like “A Random Walk Down Wall Street” by Burton G. Malkiel, into the list of things you’ve read recently, suggested Deborah H. Levenson, a financial planner with Braver Wealth Management in Newton, Mass., who recently became engaged to a man she met online.”

To read the full article click here:  How to Be Frugal and Still Be Asked on Dates

Braver Voted #1 Accounting Firm Winner in the Banker & Tradesman “Best of 2010 Readers Poll”
August 3, 2010

Braver was selected by B&T readers as one of the best providers of accounting services to the Massachusetts market. B&T readers are among the most influential people in the real estate, financial, and construction industries, and you have clearly made an impression on them.

Thank you to our clients, employees, and friends for voting Braver “Best of 2010″!

Is IFRS for SMEs For Your Company?
July 1, 2010

By: Robert S. Miller, Shareholder

Imagine if the federal tax code were reduced to the length of a novella.  Well, something nearly as unlikely has taken place. Private companies — which make up more than 95 percent of United States businesses — now have the option of replacing 17,000 pages of accounting regulations with the newly published 230-page International Financial Reporting Standards for Small and Medium Sized Entities, known as IFRS for SMEs.

Source: Financial Executive [www.financialexecutivemag.com]
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Just When You Thought Securities FLPs Were Dead: Mirowski Beats Section 2036(a)(2)
May 20, 2010

By: Edward J. Giardina, Braver Valuation Services

“The IRS has been successful in its attacks on family limited partnerships (FLP) whose principal asset is a portfolio of marketable securities.”

Source: The Value Examiner
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Debbie Levenson Gives Financial Makeover
April 25, 2010

Source: The Boston Globe
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Dave D’Amico: On the money
April 13, 2010

Dave D’Amico featured in ‘Outside the Box’ by the Boston Business Journal.

Source: Boston Business Journal
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Diversified Asset Program
April 13, 2010

Braver Wealth Management’s Diversified Asset Program selected by Informa Investment Solutions as a  ’Top Gun’ in their U.S. Balanced Universe

Source: Informa Investment Solutions
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Benefits of Collaboration Are Many For Businesses and Non-Profits
April 1, 2010

By: James D. Wilkinson, Shareholder

“Collaborations between businesses and non-profits are currently at an all-time high. Innovative businesses and non-profit leaders understand that a strong cross-sector partnership enables both teams to advance important goals that they may not otherwise be able to push single handedly.”

Source: InBusiness, nnchamber.com
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Sustainability for CPA Firms
January 4, 2010

By: Alison Simons, Director of Marketing

“As the quality movement of the 1980s-1990s revolutionized business and determined the success of some companies over others (think Toyota and GM), the sustainability movement will offer the same opportunity for companies over the next decade.”

Source: sumnews
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Make Sure Your Board and Staff Are Financially Literate
October 1, 2009

By: Kevin McConnell, Manager

“Everyone involved with running a nonprofit, from managers and board members to staff and volunteers who are involved in financial decision-making at any level, should be fully conversant with the organization’s finances. However, many of these people often are not as financially literate as they need to be.”

Source: massnonprofit.org
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