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November292021
Year End Strategies for Donating to Charity or Gifting Loved Ones

As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to their loved ones. Here are the basic tax rules involved […]

November222021
Tax Implications of Gambling Winnings

If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune. Winnings […]

November172021
10 Tips to Help Effectively Manage a Sales Pipeline & Increase Business Development

What is a pipeline? A pipeline is a visual snapshot of a company’s sales and business development lifecycle, including all active and closed opportunities. Developing a pipeline allows a business […]

November082021
Five Ways Your Employees Can Help Prevent a Cyberattack

In any war — and make no mistake that we are all at war with cybercriminals — the frontline troops can often be decisive. In business, your employees are your […]

November012021
Family members need money? Consider establishing a family bank

Your son comes to you requesting financial support. He is in the process of purchasing a home and is still short a few dollars after securing a mortgage with the […]

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 […]