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Microsoft

In the past Microsoft held Small Business Summit’s.  Granted a large portion were essentially commercials for Microsoft products.  But you could pick and chose what portions to view. Initially they had very interesting presenters; I found them well worth my time.  I...

Investment Business

I am working with a client who is looking for an investment business.  They are looking for something to place some inheritance funds. We have discussed some of the options that I am aware that others have chosen.  None of those options seem to be reasonable choices...

Networking

I was reading an article that was arguing against networking and in favor of building friendships.  I believe the writer of the article does not completely understand the purpose of networking. The author is not alone, in the past I have been apart of networking...

Private letter rulings and their fees

Private letter rulings and their fees The basic fee to get a private letter ruling from IRS is soaring to $28,300 for requests received by the agency after Feb. 1, 2015. The current levy is $19,000. The charge is much lower for taxpayers with gross income of less than...

The disabled veteran vs. the IRS

The IRS took a disabled veteran to court over his claim as a real estate professional. The veteran who owns an apartment house, he lived next door to the building and did all landlord duties.  Such as making repairs, hauling trash, communicating with tenants and...

Attorney malpractice and the estate penalty

In a recent court decision an attorney’s malpractice will not avoid a late filing penalty. An executor diligently hired a lawyer to file an estate’s 706 (why they did not hire a CPA is the true question). Unbeknownst to the executor, the attorney was battling brain...

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