CPA Chat

In this post, I will cover the real estate professional rules for tax purposes. What does it mean to be a real estate professional? How does a taxpayer become one? […]

As a state and local tax professional, I often advise clients on their state tax filing requirements from a prospective perspective (i.e., analyzing the state tax implications of potential business […]

From time to time, someone will ask me: “Why don’t you guys call yourselves the Help Desk anymore?” Usually, I smile and say something like: “Because we aren’t just a […]

The recent surge in paperless and remote working has really opened our eyes to the benefits of some modern and more efficient methods of working. Out of necessity due to […]

As we continue to face unprecedented times, the “traditional” in-person event is still in question. At the same time, many are also experiencing Zoom fatigue. You may ask, What’s the […]

There is a new auditor’s report coming for the 2021 engagements! Here are some highlights: The order of the paragraphs has been rearranged with the report leading with the Opinion. […]

Although virtual training has been around for 25 years, everyone was forced to embrace it within the last 18 months. Most often, polls and chats are the go-to tools for […]

The many millions of dollars in assets currently housed in employee benefit plans is cause enough to expect the most inventive cybercriminals to take their best shot. To add further […]

If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships) are generally tax free for students at elementary, […]