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October252021
Am I a Real Estate Professional?

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? […]

October192021
Handling State Tax Filing Delinquencies via Voluntary Disclosure

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 […]

October112021
Why You Don’t Want Just A “Help Desk” At Your Office

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 […]

October042021
Keeping Paperless and Balancing Workflow with a Hybrid Admin Team

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 […]

September272021
What’s Next for Events?

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 […]

September202021
The New Auditor’s Report is Coming! The New Auditor’s Report is Coming!

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. […]

September132021
Little Used Zoom Tools for Maximum Learner Engagement

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 […]

August302021
DOL Offers Best Practices to Defend ERISA Covered Retirement Plans from Cyberattack

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 […]

August232021
Scholarships are Usually Tax Free but May Result in Taxable Income

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, […]