2009 Firm New & Press Releases

2008 Firm News & Press Releases

December 2009, The Firm has relocated to new offices in River Edge, New Jersey. Outgrowing out Teaneck office the Firm decided to relocate, bigger space, redesigned office layout.

December 2009 , The tax department completed 16 hours of tax CPE at the annual NCPE 1040 year end training for 2009 tax year.

December 2009, The Firm recently purchased Checkpoint by RIA, state of the art research software increasing our ability to serve our clients and their research needs.

November 2009 , The Firm has initiated a GREEN INTIATIVE, reducing paper use, and helping our enviroment, Please visit the our full initiative.

November 2009, John Ferrari attended the Thomson Reuters User Conference in Orlando, Florida. Thomson is our software provider for all tax, audit and practice management software. 5 Intensive days of training.

August 2009 - Client Portals available for the 2008/2009 Tax Season. Clients will be able to access select information 24x7 via a secure web based portal, hosted in a secure data-center.

May 2009 - John Ferrari attended a Technology Fly In, in Chicago, topics were Data Security, Encryption, Workstation Security, Software Trends and creating a Truly Paperless Office.

May 2009 - The Firm has installed at new T1 dedicated line for Internet Access. A 5th New Dell Rack Server is being installed in order for us to stay on top of technology and to provide the quality service our clients expect and deserve.

January 2009 - John Ferrari attended Creative Solutions Software Year end updates, Secaucus, New Jersey.

December 2008 - All Staff have fulfilled there Required Continuing Education Credits for the 2008 calendar year.

November 2008 - Jack Portney, CPA, Mary Lou Portney, CPA, Sergei Suslov, CPA , Cheryl Ferrari, Dimtri Cotelidis, Vileyka Reyes all attended the National Center for Professional Education, 2 day (16hrs CPE) 1040 Tax Seminar in Saddle Brook, New Jersey.

November , 2008- Brian Imbemba Jr. joined our Firm as a Senior Auditor

September 21, 2008 - Portney Management will sponsor a booth at the "Showbiz Expo in New York City. We will be promoting our Business Management Division. www.theshowbizexpo.com

September, 2008 - Sergie Suslov, CPA, joined Portney & Company.

September, 2008 - Joanne Sutera, re-joined our Firm

August, 2008 - Jack & Mary Lou Portney, attended NJ Law & Ethics Conference for CPAs

June 15 , 2008 - James T. Ferrari obtain his MBA in Finance from St. St. Thomas Aquinas College, Congratulations James.