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18 Best Practices For Crafting Effective Financial Policies

In The News | Robbin E. Caruso | Oct 16, 2023

Robbin Caruso was recently featured in Forbes’ latest article, “18 Best Practices For Crafting Effective Financial Policies”. The article explains how financial leaders shape fiscal success. Reviewing policies and procedures is vital, but stakeholder buy-in is equally so. Robbin explains when reviewing financial policies, focus on stakeholder consensus through clear communication, answering questions, and follow-up guidance. Read more here.  If you have any questions or concerns, please reach out to Robbin here.

2023-10-16T12:52:50-04:00
leadership in finance
In The News
Aug 11, 2026
Lori A. Roth
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Lessons in Leadership

Prager Metis is pleased to share that our CEO, Lori A. Roth, CPA/ABV, CFF, will be featured on an upcoming episode of Lessons in Leadership, alongside Michele N. Siekerka, Esq., President and CEO of the New Jersey Business & Industry Association.

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New York Pied-à-Terre Tax

Nicole Bononi-Wilson, JD, MAFM, Principal - Tax Controversy, recently appeared on FOX 5 Local New York to discuss the New York Pied-à-Terre Tax, including who it targets, how the tax is calculated, and what owners of high-value secondary residences need to know if they receive a notice related to the tax.

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